The Mortgage Sales Support Representative (SAFE Act) is an entry level position responsible for participating in a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Home Loan Officers and Consumer Sales team. The overall objective of this role is to assist in providing a full range of support services to sales people and client segments.
Responsibilities:
- Answer, route, or handle inbound sale leads efficiently and with a high level of client satisfaction
- Evaluate and select appropriate solution to complete a task such as follow-up calls to clients, regulatory disclosure support, and channel reporting needs
- Utilize experience and evaluative judgement to make decisions within defined options or standard protocols
- Assist sales partners in fulfilling sales requirements
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 1 year of relevant experience, mortgage/financial services field preferred
- 1 year of administrative experience recommended
- 1 year of sales support experience preferred
- Proficient computer skills with a focus on Microsoft Office applications
- Working knowledge of banking business and/or call center environment
Education:
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Consumer Sales Support------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Arlington Heights Illinois United States------------------------------------------------------
Primary Location Full Time Salary Range:
$42,740.00 - $55,760.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Aug 19, 2025------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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What We Do
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
