Mortgage Sales Support Representative (SAFE Act)

Citi•Vernon Hills, IL

10d•$42,740 - $55,760•Onsite

About The Position

The Mortgage Sales Support Representative (SAFE Act) is an entry level position responsible for participating in a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Consumer Sales team. The overall objective of this role is to assist in providing a full range of support services to sales people and client segments.

Requirements

1 year of relevant experience within the Mortgage Industry
Mortgage Sales support experience preferred
Proficient computer skills with a focus on Microsoft Office applications (Excel, PowerPoint, Word)
Must 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

Responsibilities

Answer, route, or handle inbound sale leads efficiently and with a high level of client satisfaction
Evaluate and select appropriate solution to complete a task such as follow-up calls to clients, regulatory disclosure support, and channel reporting needs
Utilize experience and evaluative judgement to make decisions within defined options or standard protocols
Assist sales partners in fulfilling sales requirements
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.