Mortgage Telesales Representative Safe Act - Hybrid jobs at Citi Group in United States, O’fallon
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United States
State
O’fallon
12 jobs found
24.06.2024
CG
Citi Group Mortgage Telesales Representative SAFE Act - Hybrid United States, Missouri, O’Fallon
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...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
Assist in maintaining mortgage servicing and related licenses (“licenses”) by preparing and filing applications and renewals as necessary;. Work with members of the business, functional partners, officers, and directors to...
Assisting in the design, development, delivery and maintenance of best-in-class Compliance, programs, policies and practices for ICRM. Providing guidance on rules and regulations relating to mortgage servicing and default operations,...
Assists with resolving supervisor-escalated customer inquiries related to account level information, and provides technical assistance as required. Supports internal and external customers. Tracks and reports data for management action. Solves...
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...
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