Consumer Product Sales Intmd Analyst - C11 - Telecommuter

Citi • Nevada Telecommuter, NV

51d • $76,230 - $106,370 • Remote

About The Position

This position supports the Correspondent Account Executive covering the Pacific Northwest. Working hours required are in range of Pacific time zone business hours in order to provide sufficient client support. The role involves coordinating with the Account Executive on various tasks, working with the Client Performance and Execution (CPE) analyst to address client quality trends, and serving as a point of contact for client escalations. Proactive communication with clients and internal partners is essential, including facilitating business reviews and providing support for correspondent lenders. The analyst will also assist in identifying and engaging lenders to correct non-compliance issues, help obtain incremental volume from existing clients, and prospect for new clients. A key aspect of the role is providing a superior client experience, managing administrative users for the Correspondent Lending Portal, and maintaining contact information in Salesforce.com. Ad hoc tasks and projects may also be assigned.

Requirements

• 2-5 years correspondent lending originations experience (specifically sales support and operations experience)
• Superior oral and written communication skills
• Proven ability to build and strengthen relationships with internal partners and external clients.
• Proficient in MS Word, Excel and PowerPoint.

Nice To Haves

• Experience with Salesforce.com desired.

Responsibilities

• Coordinates with Account Executive on completion of specific tasks including prospecting for new clients, providing new client orientations, annual renewals, and administrative tasks.
• Works with Client Performance and Execution(CPE) analyst to identify and address client quality trends. Provide feedback to CPE and related client support regarding lender pipeline and opportunities for improvement of loan manufacturing quality.
• Serves as point of contact for all client escalations, including but not limited to loan level transactional issues, Portal access/support, billing questions, channel initiative follow up, Risk/QC rebuttals, outstanding document disputes.
• Consistent proactive communication with both external clients and internal partners that includes (but not limited to) facilitating monthly client business review/quality review calls and other frequent communication with correspondent lenders providing support for the client as needed.
• Works in tandem with AE to identify and engage lender in efforts to correct non-compliance issues
• Assist the Account Executive in obtaining incremental volume from existing clients as well as prospecting for new clients/volume within the territory.
• Provide a superior client experience to lenders, including but not limited to onboarding, recertification, post-purchase issue resolution, funding issues, and consumer servicing inquiries.
• Responsible for the initial setup/maintenance of Correspondent Lending Portal site administrative users and regular maintenance of all lender contact information in Salesforce.com.
• Other ad hoc tasks or projects may be assigned as needed.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree