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The RRE Loan Opener SAFE Act performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.Responsibilities:This individual will be an essential member of the Private Bank Residential Real Estate Operations team which is tasked with the end to end processing & closing of loans for Private Bank clients.
Driving & owning all activities of the loan processing from Underwriting approval through closing and funding
Own a medium to large pipeline of loans, including loans of greater complexity and clients with more complex needs.
Independantly address sensitive client situations and be able to handle complex loan scenerios with very limited to no supervision
Help identify and implement operational process improvements on the team
Review Key Performance Indicators related to Operations and ensure that all issues are promptly raised to a manager
Serve as a mentor to more junior staff on the teamMaintaining exceptional and frequent communications with Clients to ensure a seamless and first class client experience throughout the loan process
Exceptional client focus and highly proactive mindset
Ability to work under pressure and exceptional mindfulness of deadlines and due dates
Exceptional judgment and the ability to escalate to management with a strong sense of urgency for all volatile client matters
Timely preparation of mortgage documents
Ability to obtain relevant information from clients, realtors, title companies, appraisers, bankers, accountants or anyone associated with the origination process in a timeline manner
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.
Qualifications:5+ years relevant experience
Exceptional communication skills and high comfortability talking with important clients
Strong proactive mindset with an exceptional attention to detail
Proven track record of meeting tight deadlines and ability to act with urgency.
Ability to learn and follow key policies and procedures pertaining to the loan process and Citi
Experience in mortgage loan processing &/or closing and mortgage industry knowledge strongly preferred
Education:Bachelors Degree
Job Family Group:Private Client Product ServicesJob Family:RRE Mortgage SupportTime Type:Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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