Mortgage Client Advocacy Support Specialist (Safe Act)

Company: Citi
Location: Wylie
Posted on: May 5, 2022

Job Description:

Who we are: The Mortgage Client Advocacy Team is a part of the Retail Bank and Mortgage Organization within Citi North America, and reporting through the Head of U.S. Mortgage Sales. We are a robust Sales support and Client advocacy team with various roles and responsibilities contributing to the overall effectiveness of the mortgage sales business. The Team focuses on the following main objectives. Client Experience and Escalations (Clients) Onboarding (Sales) On-Demand Support (Sales & Clients) Service Excellence (Sales & Clients) Business Readiness (Sales)Who we are looking for: You will be a dedicated team member focused on exectuing our sales coaching, skills development and client experience deliverables. You will help your fellow employees, and/or clients by ensuring an excellent experience. Your primary daily responsibilites will include interacting with clients and sales partners providing on demand support. You will work to resolve client issues and improve the client experience. Requests received via three main support artieres - Phone Queue, Email, and Chat. While not required experience in Mortgage Sales, and/or Client Escalations, Customer service is preferred. Job Requirements: Mortgage Sales - Subject Matter Expert (SME) requiring complex system, policy & procedure proficiency for mortgage originations Tasked with multiple responsibilities throughout each day that includes resolving support requests received via telephone, email, or internal messaging. Guide, consult, coach, and provide accurate and timely information to Mortgage Sales employees; including procedures and guidelines questions, systems navigation, policy questions, and remote assistance Ability to quickly review client/prospect financial situations; this includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history Assist and provide service to Clients who are in the Citi loan application process, including customer service situations Offer IT support/triage; escalate trouble tickets as necessary All aspect of the job will contain various systems to operate in and for accurate reporting and tracking of your daily production Work on special projects as requestedQualifications: Minimum 2 years Mortgage Lending experience Previous sales or customer service experience required Understanding of the mortgage business and/or call center environment is required Requires clear and courteous communication skills with both internal and external customers, including verbal and written Expertise of general lending products and services and overall mortgage industry Retail Banking experience preferred Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA Ability to work as part of a team Strong relationship development and management skills Superior customer service skills Process oriented, and results drivenThis 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.Qualifications: Minimum 2 years Mortgage Lending experience. Understanding of the mortgage business and call center environment is required. Requires clear and courteous communication skills with both internal and external customers, including verbal and written. Expertise of general lending products and services and overall mortgage industry Banking experience a plus Expertise of general lending products and services and overall mortgage industry Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Ability to work as part of a team. Strong relationship development and management skills. Superior customer service skills. Process oriented, results driven. -------------------------------------------------Job Family Group: Operations - Core-------------------------------------------------Job Family:Operations Support------------------------------------------------------Time 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.View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting

Keywords: Citi, Wylie , Mortgage Client Advocacy Support Specialist (Safe Act), Other , Wylie, Texas