CrawlJobs Logo

Vp, business development lead officer, citimortgage

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , Albany

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

135200.00 - 202800.00 USD / Year

Job Description:

The Business Development Lead Officer is a strategic, seasoned professional who works remotely within the NY Metro region mortgage sales team to promote and drive Community Lending business. This individual is the in-market subject matter expert, expected to stay abreast of trends, and to develop outreach strategies. The position requires the ability to work in a sales capacity, proactively plan, and adhere to reporting and compliance standards. Strong communication and diplomacy skills as well as attention to detail are mandatory for success. The position requires the ability to guide, influence and convince others, including mortgage sales and colleagues in other bank areas as well as external housing counseling agencies and real estate professionals.

Job Responsibility:

  • Proactively build trusted and productive relationships within the bank assessment areas to promote and generate Community Lending mortgage business
  • Facilitate, promote, and administer financial education, seminars and outreach efforts
  • Guide and support mortgage sales on Community Lending programs and products
  • Provide technical training on lending programs/products to internal and external partners
  • Manage and cultivate relationships with external real estate professionals, project developers and marketing agents
  • Work closely with Citi leadership in support of new business development efforts
  • Plan, organize, research, and respond to business opportunities
  • Develop strategic plans for business development
  • Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition
  • Maintain business plan tracking and compliance adherence
  • Prepare reporting and meeting presentations
  • Perform prospect and pipeline tracking duties
  • Assist in coordination across other Citi business lines
  • Schedule and manage meetings, coordinate logistics for external meetings, and maintain calendar of activities
  • Develop specific business plans, including closed loan goals, for each product and program sponsored and managed
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements:

  • 6-10 years relevant experience
  • Previous banking experience preferred
  • Bi-lingual Spanish preferred
  • History of working with local NY Market market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers preferred
  • Demonstrated leadership skills, ability to build effective working relationships with bank partners, relationship management
  • Exceptional consulting and presentation skills
  • ability to probe and listen to help clarify inquiries
  • Attention to detail with the ability to enter and track activity on databases and excel
  • Experience with PowerPoint presentations
  • Bachelor’s degree, Master’s degree preferred
  • Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier

Nice to have:

  • Bi-lingual Spanish
  • History of working with local NY Market market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers
  • Master’s degree
What we offer:
  • Discretionary and formulaic incentive and retention awards
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
February 28, 2026

Expiration:
March 06, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Vp, business development lead officer, citimortgage

New

Controller

We are looking for an experienced Controller to join a dynamic nonprofit organiz...
Location
Location
United States , Naugatuck
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, or a related field
  • At least 7 years of progressive accounting experience, including 2-3 years in a supervisory role
  • Proven expertise in nonprofit and grant accounting, including managing federal, state, and private grants
  • Strong proficiency in month-end close processes and financial statement preparation
  • Experience with audits, including single audits, and a solid understanding of regulatory compliance
  • Advanced skills in accounting systems or ERP software and Microsoft Excel
  • Excellent analytical, organizational, and communication abilities, with the capacity to present financial information to non-financial stakeholders
  • High ethical standards and meticulous attention to detail
Job Responsibility
Job Responsibility
  • Supervise and mentor a team of accounting staff, ensuring quality and accuracy in deliverables
  • Manage the monthly, quarterly, and annual financial close processes, including journal entries, reconciliations, and preparation of financial statements
  • Oversee grant accounting activities, including tracking budgets, monitoring expenses, and ensuring compliance with grant terms and regulations
  • Produce detailed financial reports for leadership, program managers, and the board, including variance analysis and trend reporting
  • Support annual audits and single audits by coordinating schedules and responding to auditor inquiries
  • Enhance and maintain internal controls, accounting policies, and procedures
  • Participate in budgeting and forecasting processes, including cash flow management and reserve planning
  • Oversee payroll, accounts payable, and receivable operations as needed, while managing relationships with banks and vendors
  • Implement and optimize financial systems and software to improve data accuracy and workflow efficiency
  • Ensure compliance with fund accounting standards and regulatory requirement
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Customer Service Representative

Under close supervision, the Customer Service Representative is responsible for ...
Location
Location
United States , Tukwila
Salary
Salary:
26.00 - 31.00 USD / Hour
allianceautomotive.co.uk Logo
Alliance Automotive UK LV Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or GED
  • Zero (0) to three (3) years of related experience or an equivalent combination
  • Reliability, organization, and attention to detail
  • Strong communication skills including written, verbal, and listening
  • Ability to multi-task and time management skills
  • Moderate computer skills, including information processing, communicating internally and externally via email, using business systems and searching capabilities to find products on the internet
Job Responsibility
Job Responsibility
  • Responds to basic customer inquires regarding products, provides quotes, and handles order entry
  • Places customer orders via telephone, fax, email, electronic methods, or walk in (counter sales)
  • Influences Motion Industries' gross profit through negotiating the sale price and purchase price, within certain parameters
  • May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries
  • Builds customer relationships to drive repeat business by relating to the customer and drive process improvements
  • Orders items to ensure appropriate inventory levels are maintained for customers
  • May place orders without approval for orders up to $5,000 per line and $10,000 per purchase order
  • Responsible for sourcing products in branch inventory, distribution center inventory or supplier inventory
  • Determines the most cost effective shipping method for customer orders
  • Partners with Account Representatives to ensure customer satisfaction
What we offer
What we offer
  • Options for healthcare coverage
  • 401(k)
  • Tuition reimbursement
  • Vacation pay
  • Sick pay
  • Holiday pay
  • Fulltime
Read More
Arrow Right
New

Bookkeeper

Our client in Hartford, CT is seeking an experienced Bookkeeper for a contract a...
Location
Location
United States , Hartford
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience as a Bookkeeper or similar accounting role
  • Strong understanding of accounting principles and processes
  • Proficiency with accounting software (e.g., QuickBooks, Microsoft Excel)
  • Excellent attention to detail and organizational skills
  • Ability to work independently and meet deadlines
  • Strong communication skills
Job Responsibility
Job Responsibility
  • Maintain general ledger and record daily financial transactions
  • Prepare and reconcile bank statements
  • Manage accounts payable and accounts receivable functions
  • Assist with payroll processes and reporting
  • Prepare financial reports for management review
  • Support month-end and year-end closing procedures
  • Ensure compliance with company policies and regulatory requirements
  • Collaborate with team members and provide financial insights as needed
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right
New

Loan Sales Specialist

At OneMain, Loan Sales Specialists empower customers by listening to their needs...
Location
Location
United States , Los Angeles
Salary
Salary:
Not provided
onemainfinancial.com Logo
OneMain Financial
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or GED
  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish
  • Location: On site
  • The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Job Responsibility
Job Responsibility
  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
What we offer
What we offer
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days’ vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)
  • Competitive additional compensation program based on individual and company performance
  • Fulltime
Read More
Arrow Right
New

Fund Accounting & Valuations Manager

Join a global venture capital firm partnering with innovative founders from earl...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s in Accounting, Finance, Economics, or related field
  • CPA a plus
  • 5+ years in public audit (VC clients) or in-house VC/PE experience
  • Strong knowledge of ASC 946 and ASC 820
  • Deep valuation and advanced Excel modeling skills
  • ERP experience (Investran, Intacct, QuickBooks a plus)
  • Clear communicator who thrives in a hands-on environment
Job Responsibility
Job Responsibility
  • Lead quarterly ASC 820 valuations of portfolio companies
  • Present valuation insights to auditors, committees, and partners
  • Support quarterly close and annual audits
  • Review capital call and distribution allocations
  • Oversee cash management and capital planning
  • Mentor fund accountants and support LP communications
  • Drive process improvements and special projects
What we offer
What we offer
  • strong base and bonus
  • phantom carry participation
  • generous 401(k) match
  • 100% employer-paid medical, dental, and vision for you and your dependents
Read More
Arrow Right
New

Payroll Clerk

Are you detail-oriented and passionate about payroll processes? Our company is s...
Location
Location
United States , St. Louis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent required
  • coursework in accounting or finance preferred
  • Prior experience with payroll systems and Microsoft Excel is a plus
  • Excellent attention to detail and data accuracy
  • Strong organizational and communication skills
  • Ability to handle confidential information responsibly
Job Responsibility
Job Responsibility
  • Process and review employee timecards and payroll data
  • Ensure timely and accurate payroll processing
  • Maintain and update payroll records
  • Assist with payroll reporting and compliance
  • Respond to employee inquiries regarding pay, deductions, and timekeeping
  • Support the accounting team with administrative payroll tasks as needed
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
Read More
Arrow Right
New

Payroll Specialist

We are looking for a skilled Payroll Specialist to join our team in Whitmore Lak...
Location
Location
United States , Whitmore Lake
Salary
Salary:
28.00 USD / Hour
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ solid years of payroll experience
  • Experience with union payroll is a must
  • Foundation Accounting Software experience is highly preferred
  • Strong understanding of payroll regulations and compliance requirements
  • Excellent organizational skills to manage multiple tasks effectively
  • Detail-oriented approach to ensure accuracy in payroll and accounting functions
  • Effective communication skills to address employee inquiries and collaborate with departments
  • Comprehensive understanding of tax rules across different states
  • Familiarity with Construction Trade Unions
  • Experience managing payroll for employees working across multiple entities within the same workweek
Job Responsibility
Job Responsibility
  • Multi-State Payroll
  • Multi-Union Payroll
  • Multi-Company Payroll
  • Full-Cycle Processing
  • Reporting
  • Union Fringe Benefits
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Automotive Parts Interpreter

Assist our DIY & trade customers with technical product support and impart your ...
Location
Location
Australia , North Parramatta
Salary
Salary:
Not provided
allianceautomotive.co.uk Logo
Alliance Automotive UK LV Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Have a safety mindset & always strive to provide the safest work environment
  • Demonstrate automotive parts or mechanical experience
  • Be a passionate customer service expert with some sales experience
  • Be comfortable sharing knowledge
  • ability to communicate in a technical and non-technical manner
  • Be a natural problem solver who is solutions focused
  • Experienced using computers / computer programs
  • Be a proactive and driven team player, who can also work independently
  • Have a flexible availability and hold a valid driver’s licence (manual preferred)
  • Be available to work agreed schedule, but also have flexibility to work other days if requested
Job Responsibility
Job Responsibility
  • Provide technical support to trade & retail customers, using their expert automotive parts/mechanical knowledge
  • Build effective customer relationships
  • Use up-to-date product information & knowledge to problem-solve, and maximise sales
  • Are committed to providing genuine service, creating lasting impressions and moments that matter for customers
  • Enjoy working in a busy phone-based customer service role
  • Are safety aware, constantly striving to provide the safest work environment for themselves, teammates & customers
  • Lead trade sales
  • build the credibility of the store
What we offer
What we offer
  • Attractive discounts across all GPC AP businesses’
  • Employee reward & recognition programs
  • Work-life balance
  • Ongoing training and career development
  • A safe and inclusive team environment
  • Employee Assistance Program
  • Parental leave top-up allowance
  • Paid volunteer leave
  • Fulltime
Read More
Arrow Right