Loan Processor Jobs in District of Columbia

Sell mortgages, primarily outside the office, through in-person calls to clients, real estate agents, brokers, contractors, and financial advisors. This position will develop partnerships and business relationships with realtors, builders, community organizations and financial institutions to originate mortgage loans in underserved and diverse communities. RESPONSIBILITIES: Sales Duties (Majority of Time) * Meet with prospective clients in person at locations convenient to the client such as the client's home, place or business or other locations outside the office. May contact clients by telephone, mail or e-mail as an adjunct to in-person contacts; Quote rates and points to clients; Explain funding procedures and review payment schedule ensuring client understands repayment obligations. * Source and originate loans within diverse and underserved communities. * Research, identify and build relationships with community and program partners. * Deliver educational workshops and presentations to support the community's financial education. * Build United's name recognition and trust in communities with a special emphasis on diverse communities. * Systematically make calls on real estate offices, subdivision sales offices, custom builders, officers of homeowner's associations, contractors and other potential referral sources to develop borrower leads; Calculate and distribute rate sheets to real estate offices, subdivision sales offices, custom builders, officers of homeowners' associations, contractors and other potential sources. * Initiate, promote, and actively participate in, promotional and sales activities, open houses, and social functions for the purpose of originating new mortgage loans. * Originate and participate in presentations to educate audiences on mortgage products, rates and fees. * Responsible for complying with the various rules, regulations, policies and ethical standards governing the financial services industry including compliance with the Bank Secrecy Act. Sales Support Duties (Small Percentage of Time) * Obtain credit information and other necessary documentation for the loan sales initiated or negotiated during outside sales activities. Assure proper procedures are followed for prequalifying clients. * Verify applications for completeness, conduct credit investigations, determine credit worthiness and debt ratio documentation for the loan sales initiated or negotiated during outside sales activities. * Assure loans meet all requirements set forth by the appropriate federal, state and/or regulatory agencies. * Remain current on changes within the legal, regulatory, economic, competitive and technology environments which may affect real estate lending. * Perform other duties as necessary. SKILLS/QUALIFICATIONS: * Job requires at a minimum a high school education; bachelor's degree is preferred. * Five (5) years' experience in a related field with equal responsibilities is required. * Formal training should be supplemented with continuing education. * Must possess an NMLS license or obtain NMLS license within a reasonable timeframe; Must complete ongoing NMLS training and ensure SAFE Act compliance as required. * Ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business. * Working knowledge of mortgage industry and standard loan products and strong familiarity with underwriting guidelines. * Must be able to independently schedule working hours and other tasks that must be performed. * Must be willing to travel within assigned area. * While performing the duties of this job, the employee is frequently required to talk or hear. KEY COMPETENCIES: * Business Development * Relationship Building * Product Expert * Presentation Skills * Regulatory/Compliance Focus Essential Functions: * Sitting for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. The starting base salary range for this position is expected to be $50,000 - $100,000. This position is additionally eligible for commissions, and individuals in this role have the potential to earn meaningfully higher compensation based on performance and productivity against commission plan parameters. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs. Nearest Major Market: Washington DC Job Segment: Real Estate, Mortgage, Compliance, Outside Sales, Banking, Sales, Finance, Legal

div class="job-preview-details" div class="vertical-padding" div Full-time/div /div div class="job-listing-header"Description/div divp Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home./ppbr//pp RER Solutions, Inc., is accepting resumes for a strong Loan Administration Officer/strong to join our superior workforce. The Loan Administration Officer will provide onsite and remote federal program leadership./ppbr//ppstrong RESPONSIBILITIES/strong/pulli Execute electronic filing of all project documents into the Quicksilver monitoring system./lili Manage all electronic wire transfers from applicants/lili Post accurate accounting figures of all application fees received for the Program and give reports of such to the senior management of the Program/lili Research project-related issues as requested (e.g., rating agency reports)/lili Work within the Quicksilver monitoring system to populate data relating to projects and process post-issue requests, advance requests, and other tasks relating to project activity/lili Review and monitor internal accounting reports for accuracy and assembles and distributes reports to senior management in the LPO/lili Assist in the identification and application of disbursements and cash receipts and reconciles discrepancies within the LPO/lili Create and maintain various tracking reports for the Program Manager/lili Serve as the unit's designated Customer Service representative responsible for the initial review, directing, and logging of all incoming post issue requests and inquiries/lili Draft correspondence and requests information and materials from LPO borrowers, sponsors, and lending institutions concerning project related matters/lili Identify vital records, which require special handling to ensure their availability for use/lili Assist Division staff in capturing and categorizing records/lili Establish new folders for new projects/lili Train new Division employees in record keeping requirements and system/lili Coordinate transfer of custody/responsibility for records belonging to departing employees/lili Coordinate obtaining Division approvals for the disposition of eligible records/lili Act as the liaison between PMD and LPO Program Records Official/lili Train new staff on procedures as necessary/li/ul/div div class="job-listing-header"Requirements/div div data-bind="html: Job.Requirements"ulli Minimum of US Citizenship required to obtain client-issued Public Trust/lili Minimum of two years of related experience /lili Excellent written and oral communication skills/lili Excellent attention to detail and an understanding of fundamental business writing/lili Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook)/li/ulpbr//ppstrong EDUCATION/strong: Bachelor's Degree /ppbr//ppstrong COMPENSATION/strong: Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits./ppbr//ppstrong This position is not available for Corp-to-Corp or 3rd party sourcing./strong/ppbr//pp We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law./p/div /div

About Us Capital Bank N.A. is the fifth largest bank headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Come join a bank where our employees thrive and are engaged in meaningful work. For the third year in a row, American Banker named Capital Bank one of the “Best Banks to Work For” in the U.S. Position Purpose Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting. Position Responsibilities Gathers and analyzes documentation and other information to take each loan application from once setup to closing Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including: Verify 2 years of continued employment - document any gaps Review asset documentation Review credit report Review appraisal Review title work Review hazard insurance Obtain payoffs on refinances by contacting current mortgage holder Make sure all documentation is legible Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed. Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department Submit loan to underwriting in appropriate file order Clear all Prior to Closing conditions. - Loans must be “clear to close” at least 48 hours prior to closing Advise borrower of loan decision and any required conditions Inputs proper loan information into Encompass so that data and supporting documentation are accurate. Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines Follows Processing procedures as designated by Processing Manager Must meet crucial deadlines such as financing contingencies and closing dates Works with the MLO and/or LOA regarding missing/requested items Updates conversation logs in Encompass Minimum Education & Experience 3-5 years experience in a loan processing role with experience handling loans from start to finish. Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred. Experience communicating with borrowers regarding lending requirements. Experience processing conventional, FHA and VA loans. Experience with Encompass software is required. Preferred Skills & Qualifications Strong background in calculating income is preferred. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook. Excellent verbal and written communication skills. Proven customer service ability is required. Must have knowledge of lending terminology and the ability to effectively communicate to borrowers. Knowledge of underwriting would be helpful. Independent worker that can produce results Ability to take initiative Ability to work in a fast-paced environment and deliver accurate results. Working Arrangements This is a fully onsite role expected to work in our Washington, DC office Monday through Friday. Compensation: Base Salary Range: $25.51 - $35.71 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.

Ready to Join America's Fastest-Growing Home Improvement Company? At Home Genius Exteriors, we're not just remodeling homes - we're transforming the future of home improvement! How? By providing “A Different Experience” to homeowners. We turn prospective customers into lifelong fans through our commitment to quality, care, and compassion. Growing from $3M to $200M in just five years, we're shaking up the industry and redefining the homeowner experience with passion, quality, and a relentless commitment to excellence. And now, we need YOU to help us take it nationwide by 2030! We're on the hunt for dynamic, driven sales representatives who thrive on challenge and success. If you've got the hunger to grow, the energy to hustle, and the desire to become a business leader, this is the place for you! At Home Genius Exteriors, we don't just offer a job - we offer the experience of a lifetime with paid training, weekly pay, and limitless earning potential. So… Ready to Experience the Genius Difference? Apply TODAY! Position: Home Remodeling Expert (Sales Representative) Step into a full-time, W-2, outside sales role that lets you build real relationships, solve real problems, and make real money! As a Home Remodeling Expert, you'll meet with pre-qualified homeowners, give amazing in-home sales presentations, and close high-ticket deals. Top performers can earn up to $200K a year! Pay: $90,000 - $225,000/year (with NO commission cap!) Average First-Year Earnings: $100,000 - $150,000 Key Responsibilities: Conduct in-home presentations that WOW homeowners and showcase our unbeatable services. Travel to appointments, assess homes, and identify improvement opportunities to make each project a success. Master our top-tier product portfolio and become an expert at matching homeowners with the perfect solutions. Overcome objections with finesse and close sales by highlighting our attractive financing options. Build lasting relationships with customers, ensuring repeat business and long-term satisfaction. Engage in continuous paid training to sharpen your sales and marketing skills, learn new techniques, and grow your career! Qualifications: Stellar communication and organizational skills. Reliable transportation and the flexibility to work six days a week (with your choice of day off). Self-starter with the ability to work independently or collaborate with a winning team. Previous sales experience and/or home improvement knowledge is a plus, but not required! Why Join Us? No cold calls - all appointments are pre-qualified by our call center. Earn big commissions ($1,000-$3,000 per sale) with weekly pay. Top performers can earn up to $200K/year with NO cap on commissions. Comprehensive benefits: Medical, dental, and vision after 90 days. Performance-based bonuses (monthly, quarterly, and annual). Annual retreats to celebrate team success and culture. Unlimited PTO - take time off when you need it. Gas and toll reimbursements to keep you on the road without worrying about the costs. This isn't just a job. This is your opportunity to join the fastest-growing company in home improvement and take your career to the next level. If you're ready to hustle, grow, and earn, we want YOU on our team. Apply Now and Experience the Genius Difference! #Mon2025

Benefits Specialist II - Retirement (Hybrid - Columbia, SC) The Benefits Specialist II - Retirement under general supervision of the Manager of Benefits Operations, completes assigned benefits administration responsibilities focused on an assigned benefits specialty such as benefits accounting or retirement. Primary responsibilities include accounting, analysis, reconciliation, and reporting of benefits-specific accounts for the Farm Credit Benefits Alliance (FCBA), supported associations, and the benefits department. Responsible for reconciling assigned GL benefits accounts, collecting/posting healthcare premiums, and monitoring center 553 expense accounts. Requests payment and reimbursement for various vendor billings and monitors AR account 175502, used for vendor payments. Verifies qualified and non-qualified trust disbursements. Pays and reconciles amounts for insurance premiums and FSA, HSA, and UHC accounts. Reconciles health and welfare and VEBA accounts prepares VEBA funding, and compiles loss ratio data. Re conciles 401(k) and Supplemental 401(k) plan contributions and loan payments. Review compensation documentation for Salary Control and Rates spreadsheets. Ensures individually identifiable data is secured and maintained with the appropriate level of privacy for benefit plan participants. What you'll do - Reconciles monthly PeopleSoft GL Activity reports and assigned general ledger benefits accounts. - Updates continue, and retiree spreadsheets are used as needed to record receipts of healthcare premiums paid and deliver premium checks to accounting promptly. - Reviews and codes vendor invoices, submits check and funding requests, receives reimbursements, and requests journal entries to charge out expenses. - Processes weekly FSA funding requests, monitors FSA account activity and reconciles TPA report to internal funding and payroll records. - Verifies payment and requests charge-out of FSA admin fees - Verifies headcounts/variances between BCBSIL and AgFirst/FCBT, and requests payment from VEBA to BCBSIL for admin fees. - Reconciles BCBSIL claims funding requests to BCBSIL cash statement and claims paid report. - Reconciles Fidelity feedback files to Oracle import reports for each payro ll processing period and verifies transactions online as needed. - Updates loan spreadsheet from feedback files and reconciles to PR141. - Prepares wires and funding sheets for appropriate audiences as directed. Updates 401(k) recon spreadsheets for AgFirst, FCBT, Puerto Rico, and NQ Supp 401(k) from PR141 - Reviews backup compensation documentation from the payroll department updates Salary Control and Rates spreadsheets, and reconciles to Oracle deduction report(s) and other reports as required. What you'll need - Education and/or experience equivalent to an associate degree in business, HR management, or accounting (or related field) preferred. A Bachelor's degree strongly preferred - Minimum of 5 years of professional work experience (benefits, accounting, and/or payroll). - Experience working in collaboration with various HR vendors - Professional certification (PHR/SPHR, CBP, etc.) preferred - Ability to independently reconcile general ledger accounts

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

Job ID 198657 Posted 04-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets **About The Role:** As a CBRE Loan Processor, you are responsible for coordinating and managing underwriting data for Multifamily Affordable Housing loans in order to assure compliance with Freddie Mac and Fannie Mae commitment and delivery requirements. Work closely with underwriting, closing, legal, production, asset management and third-party vendors to manage CBRE's loan underwriting pipeline within timeline(s) and procedures/controls. **What You'll Do:** + Collect and review underwriting data obtained for due diligence in compliance with Freddie Mac and Fannie Mae requirements. + Review, reconcile and update data and documents for completeness and accuracy + Prepare, collect and organize borrower forms and certifications. + Organize and maintain underwriting checklists. + Update and upload documents to internal and external systems of record. + Support underwriting teammates with various underwriting tasks, including but not limited to data entry and obtaining tax bills and operating expense comparables. + Communicate directly with internal and external clients during the process from loan application through closing and delivery. + Participate in all underwriting meetings. **What You'll Need:** To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. + Bachelor's degree from a four-year college or university required. Strong preference for majors in Finance, Accounting, Economics, Real Estate or related fields. + At least two years prior experience in loan processing, closing or servicing is preferred but not mandatory. + Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. + Requires knowledge of financial terms and principles. Ability to calculate figures such as percentages, discounts, and/or commissions. + Ability to understand and carry out general instructions in standard situations. Requires some analytical and quantitative skills. + Proficient in common Adobe and Microsoft applications including: Word, PowerPoint and Excel. + Decisions made with general understanding of procedures and company policies to achieve set results and timelines. Errors in judgment may cause short-term impact to co-workers and supervisor. + Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. + **In addition to a resume, please submit a cover letter outlining your interest in Multifamily Affordable Housing and how your professional as well as academic background is relevant.** **Why CBRE?** When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry. Our culture is built on our RISE (************************************************** values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive. Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity! _CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Loan Underwriting Processor position is $65,000 annually and the maximum salary for the_ _Loan Underwriting Processor_ _position is $95,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience._ _Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. The application window is anticipated to close on January 14th and may be extended as needed. Or to express interest in similar roles, visit CBRE.com/careers_ **Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). **NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter. CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Originator. Responsibilities Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow. Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines. Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours outside of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. Responsibilities: Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment in good standing. Qualifications Must have applicable state licensing. Two to five years' experience are preferred. Must also meet one of the following 3 options: Actively funding more than 2 loans/month, or Xinnix Training completion for Loan Origination required, or Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Skills: Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues. Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative. Ability to handle detailed assignments and maintain confidentiality. Excellent communication and interpersonal skills. Organizational skills necessary to prioritize workload and delegate responsibility. Travel: May be required. Min USD $0.00/Yr. Max USD $250,000.00/Yr.

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: * Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. * Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. * Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. * Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives * Advise customers about the consequences, risks, and benefits of alternative lending solutions. * Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. * Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. * Work as a team with all internal partners to support and grow our customers. * Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. * Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. * Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. * Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. * Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. * Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals * 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: * 2-5 years relevant experience * 3+ years previous mortgage sales experience required * Residential Mortgage experience required * Established book of business * Proven product sales capability is required. * FHA/VA & conventional loan experience is preferred * The ability to comprehend and explain financial calculations and pricing alternatives. * The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. * Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. * Demonstrated customer service skills * Strong relationship development and management skills * Expertise of general lending products and overall mortgage industry. * 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, Education: * Bachelor's/University degree or equivalent experience 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. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Primary Location Salary Range: $60,000.00-$175,000.00 * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Consumer Product Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Miami Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $60,000.00 - $175,000.00 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. * ----------------------------------------------------- Anticipated Posting Close Date: Mar 04, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting