The Mortgage Intermediate Analyst is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.



Responsibilities:

This role is part of the Correspondent channel's Sales group. Position frequently interacts with Channel sales/sales support team members and various other business partners on a wide scope of items, including

• Assist with development of new customer facing publishing items to support channel initiatives (marketing collateral, job aids, FAQs, quality best practices and email campaigns)
• Tasks related to maintenance of the Correspondent Manual
• Maintenance of existing reference document library content (quality best practices, job aids and orientation materials),
• Create and distribute monthly newsletter for combined sales teams
• Issues ongoing client-facing communications (monthly policy updates and standard announcements
• Work with third party vendors to publish / distribute external publishing items
• Various administrative tasks including those associated with industry event attendance
• Ad hoc projects as assigned

Candidate will be expected to develop and implement a cross functional process for prioritizing assigned work and managing progress on multiple items simultaneously. Success is measured by demonstrated ability to manage assigned tasks, meet established timelines, use of appropriate context for Correspondent client base, time management skills., following documented instructions, etc.

Qualifications

• Minimum of 2 years experience in Correspondent or Wholesale originations roles
• Knowledge of third party loan life cycle
• Strong verbal and written communication skills.
• Proficient in MS Word and Excel. Experience with Adobe Pro or similar application desired.
• Technical writing experience preferred.

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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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.

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Anticipated Posting Close Date:

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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.

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