About The Position
The Business Development Lead Officer is a strategic, seasoned professional who works remotely within the LA region mortgage sales team to promote and drive Community Lending business. This individual is the in-market subject matter expert, expected to stay abreast of trends, and to develop outreach strategies. The position requires the ability to work in a sales capacity, proactively plan, and adhere to reporting and compliance standards. Strong communication and diplomacy skills as well as attention to detail are mandatory for success. The position requires the ability to guide, influence and convince others, including mortgage sales and colleagues in other bank areas as well as external housing counseling agencies and real estate professionals.
Requirements
- 6-10 years relevant experience
- Previous banking experience preferred
- History of working with local LA market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers preferred
- Demonstrated leadership skills, ability to build effective working relationships with bank partners, relationship management
- Exceptional consulting and presentation skills; ability to probe and listen to help clarify inquiries
- Attention to detail with the ability to enter and track activity on databases and excel.
- Experience with PowerPoint presentations.
Responsibilities
- Proactively build trusted and productive relationships within the bank assessment areas to promote and generate Community Lending mortgage business.
- Facilitate, promote, and administer financial education, seminars and outreach efforts.
- Guide and support mortgage sales on Community Lending programs and products.
- Provide technical training on lending programs/products to internal and external partners.
- Manage and cultivate relationships with external real estate professionals, project developers.
- Work closely with Citi leadership in support of new business development efforts.
- Plan, organize, research, and respond to business opportunities.
- Develop strategic plans for business development.
- Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition.
- Maintain business plan tracking and compliance adherence.
- Prepare reporting and meeting presentations.
- Perform prospect and pipeline tracking duties.
- Assist in coordination across other Citi business lines.
- Schedule and manage meetings, coordinate logistics for external meetings, and maintain calendar of activities.
- Develop specific business plans, including closed loan goals, for each product and program sponsored and managed.
- 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.
Benefits
- In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
- Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
- Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
- For additional information regarding Citi employee benefits, please visit citibenefits.com.
- Available offerings may vary by jurisdiction, job level, and date of hire.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
