Cash Trade Processing Representative - jobs at Citi Group in United States, Irving
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Irving
64 jobs found
18.11.2024
CG
Citi Group Mortgage Telesales Representative - SAFE Act Hybrid Irving United States, Texas, Irving
Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients. Establish trust and build rapport with clients. Understand, articulate, and educate clients...
Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients. Establish trust and build rapport with clients. Understand, articulate, and educate clients...
High School diploma or equivalent. A demonstrated history of strong interpersonal skills and positive peer engagement experience in a diverse environment. Public Sector Lockbox operations experience preferred. Strong proficiency and...
A demonstrated history of strong interpersonal skills and positive peer engagement experience in a diverse environment. Public Sector Lockbox operations experience preferred. Strong proficiency and productivity in at least three...
Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients. Establish trust and build rapport with clients. Understand, articulate, and educate clients...
Motivate/encourage staff to perform against standards. Provide coaching and mentoring on the spot for their OC’s/perms. Engage with staff for goals creation, mid-year performance discussions, year-end performance discussions, and any...
This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process. Activities will include independently processing and closing loans...
Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients. Establish trust and build rapport with clients. Understand, articulate, and educate clients...
As a Cash Trade Processing Representative at Citi Group in Irving, United States, you will be part of a team in the tech industry that processes all cash trade, ensures accurate and timely documentation, and reconciles all discrepancies. You will manage the entire lifecycle of the cash process by making sure all trades are executed according to the set policies and regulations.
The primary responsibilities associated with cash trade processing include reviewing trades for accuracy, expediting corrections, and introducing enhancements and updates when needed. You will also be responsible for liaising with various internal departments, such as compliance and risk management, to verify accuracy and ensure smooth onboarding of new clients.
The ideal candidate should have a minimum of 3-5 years of experience in cash trade processing, strong problem-solving skills, and an in-depth knowledge of federal and state regulations. Additionally, you should have excellent organizational and communication skills, as well as the ability to manage multiple tasks efficiently.
Experience working with a wide variety of FX inventory and trade processing systems is preferred. An understanding of market trends and the importance of meeting compliance and security requirements is beneficial.
If you have the skills and experience to excel in this role, join Citi Group's tech team as a Cash Trade Processing Representative. Utilize your expertise to contribute to a leader in the financial services technology. Sign up today to Expoint to take advantage of this great opportunity!