Correspondent Client Services Consultant

Position supports the Correspondent Account Executive covering Southern California, Arizona and Nevada.  Working hours required are in range of Pacific time zone business hours in order to provide sufficient client support.

Responsibilities:

• Coordinates with Account Executive on completion of specific tasks including prospecting for new clients, providing new client orientations, annual renewals, and administrative tasks. Also works with Client Performance and Execution(CPE) analyst to identify and address client quality trends
• Serves as point of contact for all client escalations,  including but not limited to loan level transactional issues, Portal access/support, billing questions, channel initiative follow up, Risk/QC rebuttals, outstanding document disputes.
• Consistent proactive communication with both external clients and internal partners that includes (but not limited to) facilitating monthly client business review/quality review calls, frequent communication with correspondent lenders providing support for the client as needed.

• Provide feedback to CPE and related client support regarding lender pipelines regarding

- opportunities for improvement of loan manufacturing quality.

- correction of non-compliance issues

• Assist the Account Executive in obtaining incremental volume from existing clients as well as prospecting for new clients/volume within the territory.
• Provide a superior client experience to lenders, including but not limited to post-purchase issue resolution, funding issues, and consumer servicing inquiries.
• Responsible for the initial setup/maintenance of Correspondent Lending Portal site administrative users.and regular maintenance all lender contact information in Salesforce.com.
• Other ad hoc tasks or projects may be assigned as needed.

Qualifications:

• 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.

Education:

• Bachelor’s/University degree or equivalent experience

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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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