Consumer Product Sales Intmd Analyst - C11 - Telecommuter

Summary

Citi is hiring a Consumer Product Sales Intermediate Analyst to support correspondent lending account executives and clients in the Pacific Northwest. The role coordinates client support and sales activities, manages escalations, monitors quality and compliance issues, supports lender onboarding and servicing, and maintains client information and portal access.

Responsibilities

• Coordinates with Account Executive on completion of specific tasks including prospecting for new clients, providing new client orientations, annual renewals, and administrative tasks
• Works with Client Performance and Execution(CPE) analyst to identify and address client quality trends. Provide feedback to CPE and related client support regarding lender pipeline and opportunities for improvement of loan manufacturing quality
• Serves as point of contact for all client escalations, including but not limited to loan level transactional issues, Portal access/support, billing questions, channel initiative follow up, Risk/QC rebuttals, outstanding document disputes
• Consistent proactive communication with both external clients and internal partners that includes (but not limited to) facilitating monthly client business review/quality review calls and other frequent communication with correspondent lenders providing support for the client as needed
• Works in tandem with AE to identify and engage lender in efforts to correct non-compliance issues
• Assist the Account Executive in obtaining incremental volume from existing clients as well as prospecting for new clients/volume within the territory
• Provide a superior client experience to lenders, including but not limited to onboarding, recertification, post-purchase issue resolution, funding issues, and consumer servicing inquiries
• Responsible for the initial setup/maintenance of Correspondent Lending Portal site administrative users and regular maintenance of all lender contact information in Salesforce.com
• Other ad hoc tasks or projects may be assigned as needed

Skills

• 2-5 years correspondent lending originations experience (specifically sales support and operations experience)
• Superior oral and written communication skills
• Proven ability to build and strengthen relationships with internal partners and external clients
• Proficient in MS Word, Excel and PowerPoint
• Bachelor's/University degree or equivalent experience
• Working hours required are in range of Pacific time zone business hours in order to provide sufficient client support
• Experience with Salesforce.com desired

Qualifications

Must Haves

• 2-5 years correspondent lending originations experience (specifically sales support and operations experience)
• Superior oral and written communication skills
• Proven ability to build and strengthen relationships with internal partners and external clients
• Proficient in MS Word, Excel and PowerPoint
• Bachelor's/University degree or equivalent experience
• Working hours required are in range of Pacific time zone business hours in order to provide sufficient client support

Nice to Haves

• Experience with Salesforce.com desired

Benefits

• For eligible employees, discretionary and formulaic incentive and retention awards may also be offered.
• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid vacation
• Paid sick leave
• Paid holidays