Mortgage Advisor

We are seeking a highly motivated and experienced Mortgage Advisor to join our team at Citi. As a key member of our Consumer Sales team, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.

Key Responsibilities:

• Provide customer service assistance and meet sales targets for financial products and services
• Acquire new clients through tele-caller supported outbound calling and micromarketing activities
• Engage with support teams, including service team, product team, credit administration team, credit policy team, acquisition teams, and senior managers/team leaders
• Complete client handling, including sourcing and serving as the first point of contact for client concerns or questions
• Analyze client interests, problems, and potential need for new products and services
• Conduct client, vendor, and channel meetings and perform revenue optimization activities
• Receive training and assistance for team members, including sales executives and tele-callers
• Organize marketing activities to generate new sources of lead generation and new business
• Conduct first-level risk analysis to understand fitment with Citi's policies

Requirements:

• 0-2 years of relevant experience
• Experience in the financial sector and sales preferred
• Working knowledge of related financial regulations and mortgage transaction structure
• General understanding of regulatory compliance, guidelines, and regulations
• Consistently demonstrates clear and concise written and verbal communication
• Effective problem-solving and negotiation skills

Education:

Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.