Residential Mortgage Advisor

Citibank (Switzerland) AG

New York (NY)

On-site

USD 60,000 - 175,000

Full time

3 days ago
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Benefits offered by this job

Medical, dental & vision
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off

Job summary

Citi is seeking a Mortgage Lending Officer to originate high quality residential real estate loans for clients. The role involves active engagement with retail branches, real estate agents, and referral partners to drive mortgage business and trusted advisory services.

Responsibilities include assessing clients’ financials, counseling on loan options, and coordinating with processors and underwriters to ensure timely closings. A strong book of business and 3+ years in mortgage sales are required.

Qualifications

  • 2-5 years relevant mortgage sales experience
  • 3+ years previous mortgage sales experience required
  • Residential mortgage experience required
  • Established book of business
  • Proven product sales capability is required

Responsibilities

  • Consult with customers about their financial situation and lending needs
  • Collect and analyze information for loan qualification
  • Discuss lending solutions and their risks/benefits
  • Promote Citi and its lending capabilities to clients and referral sources
  • Coordinate with processers and underwriters to close loans
  • Develop relationships with Realtors, CPAs, builders, and other referrers
  • Ensure compliance with laws and internal policies

Skills

Mortgage sales
Residential mortgage experience
Book of business
Product sales capability
Regulatory knowledge

Education

Bachelor’s/University degree or equivalent experience

Job description

Citi is seeking a Mortgage Lending Officer to originate high quality residential real estate loans for clients. The role involves active engagement with retail branches, real estate agents, and referral partners to drive mortgage business and trusted advisory services.

Responsibilities include assessing clients’ financials, counseling on loan options, and coordinating with processors and underwriters to ensure timely closings. A strong book of business and 3+ years in mortgage sales are required.

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