Remote Consumer Lending Sales Analyst (PNW)

Citi; Carson City (NV); On-site; USD 76,000 - 106,000; Full time

Job summary

Citi is seeking a Correspondent Account Executive support professional to coordinate client onboarding, renewals and ongoing servicing. This role requires close collaboration with the AE to drive lender engagement and address loan-level issues.

The position involves proactive client communication, portal administration, and maintaining lender contact data in Salesforce to ensure a smooth lending process across the Pacific Northwest.

Qualifications

• 2-5 years correspondent lending originations experience (sales support and operations).
• Superior oral and written communication skills.
• Proven ability to build and strengthen relationships with internal partners and external clients.
• Proficiency in MS Word, Excel and PowerPoint.
• Experience with Salesforce.com is preferred.

Responsibilities

• Coordinate with Account Executive on prospecting for new clients and onboarding.
• Work with CPE analyst to identify client quality trends and provide feedback.
• Serve as point of contact for client escalations, including loan issues and portal support.
• Communicate proactively with clients and internal partners; support monthly client reviews.
• Assist AE in generating incremental volume from existing clients and new territories.
• Provide superior client experience across onboarding, recertification, funding and servicing inquiries.
• Set up and maintain Correspondent Lending Portal sites and lender contacts in Salesforce.

Skills

Oral and written communication

Relationship building

MS Word, Excel, PowerPoint

Salesforce.com experience

Education

Bachelor’s degree or equivalent

Tools

Salesforce.com

MS Word

Excel

PowerPoint

Job description

Citi is seeking a Correspondent Account Executive support professional to coordinate client onboarding, renewals and ongoing servicing. This role requires close collaboration with the AE to drive lender engagement and address loan-level issues.

The position involves proactive client communication, portal administration, and maintaining lender contact data in Salesforce to ensure a smooth lending process across the Pacific Northwest.