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Bilingual Mortgage Telesales Representative – Safe Act
Company | Citigroup |
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Location | Irving, TX, USA |
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Salary | $60000 – $60000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Junior, Mid Level |
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Requirements
- 2-4 years previous sales or finance experience preferred
- Sales oriented individual proficient with the following skills: professional oral and written communication, interpersonal, relationship building, follow up, computer experience and analytical thinking and problem solving.
- Must have the ability to prioritize, be detail oriented & results driven.
- Bilingual English/Spanish Required
- High School diploma or equivalent required
Responsibilities
- 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 on financial calculations, rates, and pricing.
- Analyze applicant financial status, credit and property to identify home loan solutions.
- Articulate cross-sell/cross referral opportunities.
- Strict adherence to phone schedules.
- Understand and manage underwriting, government, and compliance guidelines.
- Utilize systems to maintain product knowledge, register loans effectively & manage pipeline.
- Actively manage leads to meet targeted conversion rates.
- Partner with operations teams to provide exceptional service throughout the loan process from application to close.
- Compile appropriate documentation and communicate with customer during the process.
- 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.
Preferred Qualifications
- 2-4 years previous sales or finance experience preferred