Capital Asset Manager II overseeing LIHTC investment portfolios for community impact. Responsible for asset performance analysis, compliance assessment, and reporting activities.
About the role
- Community Mortgage Lending Officer responsible for mortgage sales and engaging community clients. Collaborating with real estate agents and affordable housing partners to drive lending solutions.
Responsibilities
- Consult with customers about their financial situation
- Collect and analyze information about the customer's financial situation
- Analyze financial information for initial assessment regarding qualification for lending solutions
- Make recommendations to customers about lending solutions
- Advise customers about consequences, risks, and benefits of lending solutions
- Promote Citi's brand and financial services to real estate agencies and customers
- Visit customers outside of Citi's offices
- Work as a team with internal partners to support and grow customers
- Manage loan application transfer with Operations teams
- Ensure timely closing of customer's loan
- Drive mortgage business into the bank through referrals
- Introduce clients to segment partners when appropriate
- Attend diverse Realtor and/or nonprofit events monthly
Requirements
- 2-5 years relevant experience
- Residential Mortgage experience required
- 3+ years previous mortgage sales experience required
- Established relationships with diverse realtor organizations and affordable lending nonprofits
- Experience with community loan products inclusive of specialized LMI mortgage solutions
- Established book of business
- FHA/VA & conventional loan experience is preferred
- Ability to comprehend and explain financial calculations
- Knowledge of the laws and regulations that govern consumer lending
- Demonstrated customer service skills
- Self-motivated and able to work independently
- Strong relationship development and management skills
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
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