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Citi is seeking a highly skilled Mortgage Advisor to join our team in Monterrey. As a Mortgage Advisor, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.

• Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
• Acquire new clients through tele-caller supported outbound calling and micromarketing activities
• Regularly 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, beginning with sourcing and serving as the first point of contact for any client concerns or questions
• Analyze client interests, problems, and potential need for new products and services
• Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
• Receive training and assistance for team members, including sales executives and tele-callers
• Organize marketing activities to get new sources of lead generation and new business
• Conduct first-level risk analysis to understand fitment with Citi's policies

• 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

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.