Mortgage Strategy Lead

About the Role:

This role will shape the future of our mortgage business and will play a critical role in identifying emerging trends, developing growth strategies, and driving execution across the organization. The ideal candidate is a data-driven thought leader with a deep understanding of the mortgage industry, exceptional communication skills, and a proven ability to influence and collaborate across all levels. This will be an individual contributor role reporting to the Head of Mortgage & Lending Product Management.

Strategic Planning & Growth

• Lead the development and implementation of growth strategies for the mortgage business.
• Conduct in-depth market analysis, competitive intelligence assessments, and identify disruptive trends impacting the industry.
• Evaluate new opportunities, investments, and partnerships, providing quantitative and qualitative analysis to support strategic decision-making.
• Develop and maintain a comprehensive understanding of the competitive landscape.

Collaboration & Influence

• Partner closely with Mortgage & Branch senior leadership and extended leadership to provide strategic guidance and recommendations.
• Collaborate effectively across the USPB/RB organization, breaking down silos and fostering cross-functional partnerships.
• Build consensus and influence stakeholders at all levels to ensure successful implementation of strategic initiatives.

Communication & Presentation

• Synthesize complex information and data into clear, concise, and executive-level presentations and communications.
• Effectively communicate strategic recommendations and insights to diverse audiences.
• Prepare and deliver compelling presentations for business and management meetings.

Risk Management & Compliance

• Appropriately assess and mitigate risks associated with business decisions.
• Ensure compliance with applicable laws, rules, regulations, and company policies.
• Maintain a strong ethical framework and escalate control issues with transparency.

Qualifications, Key Skills & Competencies Needed to be Successful:

• 10+ years experience in Financial Services, specifically in the Mortgage industry
• Bachelors degree required, Master’s degree preferred
• Project planning, management and consulting experience.
• Strong strategic thinking, analytical skills, and financial acumen.
• Ability to synthesize information, prioritize business goals, and drive results with a sense of urgency.
• Excellent data analysis and interpretation skills, with the ability to translate complex data into clear and concise executive presentations.
• Highly organized, detail-oriented, and adaptable to changing priorities.
• Exceptional interpersonal and influencing skills, with the ability to build strong relationships and gain support from diverse stakeholders.
• Excellent written and verbal communication skills.
• Demonstrated flexibility, resilience, and a proactive approach to problem-solving.
• Strong commitment to collaboration and teamwork, with a willingness to break down silos to achieve optimal results.
• Independent thinker with a proactive mindset and a comfort level with ambiguity.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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