Client Services Consultant

🔥 0 minutes ago

🏰 Missouri – Remote

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💵 $71.2k - $99.4k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🦅 H1B Visa Sponsor

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Logo of Citi

Citi

10,000+ employees

Founded 1812

🏦 Banking

💸 Finance

💳 Fintech

💰 Post-IPO Equity on 2018-05

Banking • Finance • Fintech

Citi is a global financial services company that provides a wide range of banking, financial, and investment services to consumers, corporations, governments, and institutions. With a strong presence in over 100 countries, Citi offers services including consumer banking, credit cards, and wealth management, as well as corporate and investment banking services that cater to the diverse needs of its clients.

📋 Description

• Supports the Correspondent Account Executive covering Southern California, Arizona and Nevada. • Coordinates with Account Executive on completion of specific tasks. • Works with CPE analyst to identify and address client quality trends. • Serves as point of contact for all client escalations. • Provides feedback to CPE and client support regarding lender pipelines.

🎯 Requirements

• 2-5 years correspondent lending originations experience (specifically sales support and operations experience) • Superior oral and written communication skills • Proven ability to build and strengthen relationships with internal partners and external clients. • Proficient in MS Word, Excel and PowerPoint. • Experience with Salesforce.com desired.

🏖️ Benefits

• medical, dental & vision coverage • 401(k) • life, accident, and disability insurance • wellness programs • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

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