Senior Mortgage Lending Leader: Client Growth & Relationships

Citigroup Inc.; Sunnyvale (CA); On-site; USD 102,000 - 138,000; Full time

Job summary

Citi's Mortgage Lending Officer role in Sunnyvale, CA focuses on originating high-quality residential real estate loans and delivering superior client service. You will engage with clients, real estate agents, and referral sources to assess needs, recommend lending solutions, and promote Citi’s lending offerings.

The role emphasizes teamwork with branch partners and operations to drive timely closings, while ensuring compliance with lending regulations.

Qualifications

• 5-8 years of experience in residential mortgage or related sales/finance roles.
• Strong ability to explain financial calculations and pricing.
• Proven ability to develop and manage client relationships.

Responsibilities

• Consult with customers about their financial situation and lending needs.
• Collect and analyze financial information to assess loan qualification.
• Advise customers on lending solutions and associated risks/benefits.
• Promote Citi's lending services to clients, real estate agents, and referral sources.
• Work with internal teams to ensure smooth loan processing and closing.
• Build and maintain relationships with clients and internal partners to drive new business.

Skills

Sales capability

Customer service

Relationship development

Financial calculations

Communication with customers

Self-motivation

Industry knowledge

Education

Bachelor's/University degree or equivalent experience

Job description

Citi's Mortgage Lending Officer role in Sunnyvale, CA focuses on originating high-quality residential real estate loans and delivering superior client service. You will engage with clients, real estate agents, and referral sources to assess needs, recommend lending solutions, and promote Citi’s lending offerings.

The role emphasizes teamwork with branch partners and operations to drive timely closings, while ensuring compliance with lending regulations.