Home Lending Officer Safe Act - San Ramon Hybrid jobs at Citi Group in United States, California
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California
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79 jobs found
22.04.2025
CG
Citi Group Citi Private Bank - Lending Advisor United States, California, San Francisco
Establish a reputation of execution and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. The internal sales leader for Structured Lending and...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.). Act as a subject matter expert...
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service. Perform efficient and accurate banking transactions including, managing...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
Establish a reputation of execution and excellence. Gain confidence of CPB Banker teams to fully develop the lending opportunities with their clients. The internal sales leader for Structured Lending and...
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