Home Lending Sales Assistant 1 - Citi (San Diego, CA)

Title: Home Lending Sales Assistant 1 Location: CA-San Diego Supports dedicated Partnership Home Loan Consultants through various production and administrative functions. Sales Assistant may interact with client, Mortgage Consultant, Sales Managers, and Operations partners. Must have sound communication, organization, and Microsoft Office skills. Customer facing communication includes call screening and routing, but will not include taking an application. Must be able to achieve a thorough understanding of the loan origination process, regulatory requirements and CFI/LOIS/CitiWorks platform to perform production tasks including but not limited to Federal disclosure requirements and RESPA Changed Circumstance evaluation and re-disclosure. Sales Assistant must be able to adapt to a changing work environment as responsibilities may be modified based on business need. Sales Assistant processes are defined and prioritized with input by the Sales Managers to ensure alignment with Business objectives and NPS focus. Position Responsibilities Answering, routing, or handling inbound sales leads efficiently and with a high level of client satisfaction. Production support functions that aid retail sales partners in fulfilling loan requirements including but not limited to making outbound follow-up calls to clients, regulatory disclosure support as deemed necessary by individual channels, miscellaneous credit report requirements, and channel reporting needs. Miscellaneous and/or immediate support needs as identified by management; includes urgent regulatory pipeline scrubs, re-disclosures, fee reconciliations, etc. High School Diploma or GED required Associate''s / Bachelor''s degree preferred Requirements/Skills General understanding of the mortgage business and/or call center environment is preferred, but not required. Strong communication skills are required. Basic Microsoft Office skills are required. 2 years of experience. Requires clear and courteous communication skills with both internal and external customers, including verbal and written. This position requires the employee to 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 regulations and Citi policies and procedures

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