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Mortgage Advisor

hace 2 meses

Monterrey, Nuevo León, México Citi A tiempo completo
Job Summary

The Field Sales Officer is a key role within Citi's Consumer Sales team, responsible for providing exceptional customer service and meeting sales targets for financial products and services. This position requires a strong understanding of financial regulations and mortgage transaction structures, as well as excellent communication and problem-solving skills.

Key Responsibilities
  • Provide customer service assistance and support to clients, including sourcing and serving as the first point of contact for any client concerns or questions.
  • Acquire new clients through tele-caller supported outbound calling and micromarketing activities.
  • Regularly engage with support teams, including service, product, credit administration, credit policy, and acquisition teams.
  • Conduct client, vendor, and channel meetings to optimize revenue and perform risk analysis to understand fitment with Citi's policies.
  • Organize marketing activities to generate new sources of lead generation and new business.
Requirements
  • 0-2 years of relevant experience in the financial sector and sales.
  • Working knowledge of related financial regulations and mortgage transaction structures.
  • 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 or equivalent experience in a related field.

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