This role is considered a level of sales and has an impact on both individual loan transactions as well as the overall client relationship.
Responds to client inquiries, providing accurate and timely information regarding external website and reference tools, product/program guidelines, processes and basic pricing/lock maintenance support.
Maintains up to date knowledge of reference tools, resources and recent communications to ensure quality of responses provided to clients.
Documents all client interactions with appropriate level of detail illustrating reason for inquiry and its resolution.
Completes assigned tasks related to internal and external customer support within established Service Level Agreements.
Candidates must have a high level understanding of the mortgage originations business; being able to understand the Correspondent client's needs is critical in order to effectively manage client expectations.
Mortgage originations or client support background required (i.e. processor, pricing support, etc); experience specific to Third Party (correspondent or broker) originations is highly desired.
Strong written and verbal communications skills required.
Proficiency with basic web navigation/troubleshooting and Microsoft Office Suite applications is highly desired.
Having a strong aptitude for multitasking is essential, as it will often be requested of this position to assist Sales, Operations and other business partners on a wide range of initiatives.
High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US
Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.