Residential Mortgage Growth Advisor

Citigroup Inc.; Aliso Viejo (CA); On-site; USD 60,000 - 175,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. is seeking a Mortgage Lending Officer in Aliso Viejo, CA. This role focuses on originating high quality residential real estate loans by engaging with clients, real estate agents, and referral partners.

You will analyze financials, assess loan options, and coordinate with internal teams to ensure smooth processing and timely closings. The position requires 3+ years of mortgage sales experience and an established book of business.

Qualifications

• Strong customer service and sales skills within mortgage lending.
• Ability to analyze financial information and discuss lending options clearly.
• Knowledge of lending laws including RESPA and privacy protections.
• Established book of business and strong referral network preferred.

Responsibilities

• Consult with customers about financial situations and lending needs.
• Collect and analyze customer information including income, assets and credit history.
• Assess qualification for lending solutions and make recommendations.
• Promote Citi's lending services to clients and referral partners.
• Coordinate with Operations, Processors and Underwriters to close loans.

Skills

Customer service

Relationship building

Sales ability

Communication

Financial analysis

Mortgage product knowledge

Regulatory awareness

Industry knowledge

Education

Bachelor’s/University degree or equivalent experience

Job description

Citigroup Inc. is seeking a Mortgage Lending Officer in Aliso Viejo, CA. This role focuses on originating high quality residential real estate loans by engaging with clients, real estate agents, and referral partners.

You will analyze financials, assess loan options, and coordinate with internal teams to ensure smooth processing and timely closings. The position requires 3+ years of mortgage sales experience and an established book of business.