Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

  

Citi’s Mission and Value Proposition  explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

  

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

 

The Business Development Lead Officer is a strategic, seasoned professional who works remotely within the NY Metro region mortgage sales team to promote and drive Community Lending business.  This individual is the in-market subject matter expert, expected to stay abreast of trends, and to develop outreach strategies.  The position requires the ability to work in a sales capacity, proactively plan, and adhere to reporting and compliance standards.

 

Strong communication and diplomacy skills as well as attention to detail are mandatory for success.  The position requires the ability to guide, influence and convince others, including mortgage sales and colleagues in other bank areas as well as external housing counseling agencies and real estate professionals.

 

Responsibilities:

• Proactively build trusted and productive relationships within the bank assessment areas to promote and generate Community Lending mortgage business.
• Facilitate, promote, and administer financial education, seminars and outreach efforts.
• Guide and support mortgage sales on Community Lending programs and products.
• Provide technical training on lending programs/products to internal and external partners.
• Manage and cultivate relationships with external real estate professionals, project developers and marketing agents.
• Work closely with Citi leadership in support of new business development efforts.
• Plan, organize, research, and respond to business opportunities.
• Develop strategic plans for business development.
• Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition.
• Maintain business plan tracking and compliance adherence.
• Prepare reporting and meeting presentations.
• Perform prospect and pipeline tracking duties.
• Assist in coordination across other Citi business lines.
• Schedule and manage meetings, coordinate logistics for external meetings, and maintain calendar of activities.
• Develop specific business plans, including closed loan goals, for each product and program sponsored and managed.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

 

Qualifications:

• 6-10 years relevant experience
• Previous banking experience preferred
• Bi-lingual Spanish preferred
• History of working with local NY Market market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers preferred
• Demonstrated leadership skills, ability to build effective working relationships with bank partners, relationship management
• Exceptional consulting and presentation skills; ability to probe and listen to help clarify inquiries
• Attention to detail with the ability to enter and track activity on databases and excel.  Experience with PowerPoint presentations.

 

Education:

• Bachelor’s degree, Master’s degree preferred

 

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. 

------------------------------------------------------

Job Family Group:

Consumer Sales

------------------------------------------------------

Job Family:

Consumer Business Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Telecommuter New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$135,200.00 - $202,800.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Anticipated Posting Close Date:

Mar 06, 2026

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.