Citi Sales Associate SAFE Act - Manhattan East/West in New York

  • Primary Location: United States,New York

  • Education: High School Diploma/GED

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 10 % of the Time

  • Job ID: 17080193


Home Lending Sales Assistant


Managers, and Operations partners. Must have sound communication, organization, and Microsoft Office skills. Customer facing communication includes call screening and routing, but will not include taking an application.

Must be able to achieve a thorough understanding of the loan origination process, regulatory requirements and CFI/LOIS/CitiWorks platform to performproduction tasks including but not limited to Federal disclosure requirements and RESPA Changed Circumstance evaluation and re-disclosure.

Sales Assistant must be able to adapt to a changing work environment as responsibilities may be modified based on business need.

Sales Assistant processes are defined and prioritized with input by the Sales Managers to ensure alignment with

Business objectives and NPS focus


Position Responsibilities:

Answering, routing, or handling inbound sales leads efficiently and with a high level of client


Production support functions that aid retail sales partners in fulfilling loan requirements

including but not limited to making outbound follow-up calls to clients, regulatory disclosure

support as deemed necessary by individual channels, miscellaneous credit report requirements,

and channel reporting needs.

Miscellaneous and/or immediate support needs as identified by management; includes urgent

regulatory pipeline scrubs, re-disclosures, fee reconciliations, etc.

The Mortgage team at Citi prides itself in making the dream of homeownership come true for a wide range of customers and partners across the country every day. As a member of Citigroup, we are focused on providing the highest quality mortgage products as part of an expansive portfolio of financial services that includes banking, insurance, asset management, credit cards, and much more. The Mortgage team offers products to help first-time homebuyers, as well as those interested in building a new home, refinancing, or tapping into the equity of an existing home.

No Relocation Available.

Equal Opportunity Employer M/F/D/V

All new hires are subject to work eligibility verification via the DHS E-Verification system.

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.


  • High School Diploma or GED required

  • Associate's / Bachelor's degree preferred

  • General understanding of the mortgage business and/or call center environment is preferred, but not required.

  • Strong communication skills are required.

  • Basic Microsoft Office skills are required.

  • 2+ years of experience.

  • Requires clear and courteous communication skills with both internal and externalcustomers, including verbal and written.