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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Dedicated Lending Assistant Safe Act Mortgage San Francisco

Job Req ID 21311591 Primary Location San Francisco, California Job Category Consumer Sales
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The Dedicated Lending SAFE Act is an entry level position responsible for contributing to the formulation and implementation of long and short-term strategic plans and objective is to increase market share/penetration and maximize opportunities for growth throughout the marketplace. The Dedicated Lending SAFE Act assists in providing product specialists with qualified referrals for cross-sell. Employees in this role also assist in closing deals across products and coordinate underwriting/credit practices.


  • Assist in all aspects of the loan application process including; collecting borrower information, consultig a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on the application/mortgage processing
  • Monitor application pipeline to ensure key dates (consent, lock, lock expiration, anticipated closing dates) are met
  • Coordinate and distribute marketing materials and follow-up on prospective customer leads as needed
  • Assist in taking and completing borrower applications as well as follow up on borrower requirements
  • Provide assistance to potential applicants pertaining to loan options and terms
  • Apply research and analyses skills to gather information and apply judgement based on practice and precedence
  • 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.


  • 1-3 years of relevant experience
  • Sales support experience preferred
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act
  • Consistently demonstrates clear and concise written and verbal communication


  • 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.


Job Family Group:

Consumer Sales


Job Family:

Consumer Sales Support


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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 review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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