Wealth Mortgage Client Care Officer

Citi

**
2-3 years financial services experience
Strong mortgage product knowledge
Proven client retention track record
** Citi is seeking a Wealth Mortgage Client Care Officer to provide exceptional support to existing mortgage clients, ensuring client retention and satisfaction through effective communication and problem-solving. The ideal candidate will have a strong understanding of mortgage products, experience in client-facing roles, and the ability to build lasting relationships with clients. **

Job Summary

  • This role serves as the primary contact for existing mortgage clients, managing both inbound inquiries and proactive outreach for retention.
  • The officer is responsible for resolving service issues, educating clients on self-service options, and deepening banking relationships through superior service.
  • Candidates must maintain a deep understanding of Citi's mortgage products while adhering strictly to regulatory guidelines and data privacy policies.

Matching Summary

Match Score: 75

** Citi is seeking a Wealth Mortgage Client Care Officer to provide exceptional support to existing mortgage clients, ensuring client retention and satisfaction through effective communication and problem-solving. The ideal candidate will have a strong understanding of mortgage products, experience in client-facing roles, and the ability to build lasting relationships with clients. **

Skills & Requirements

Must-have

  • 2-3 years financial services experience
  • Strong mortgage product knowledge
  • Proven client retention track record

Nice-to-have

  • Exceptional verbal communication skills
  • Ability to de-escalate difficult situations
  • Proficiency with CRM tools

Key Requirements

  • Bachelor's degree or equivalent experience
  • Minimum 2-3 years in client-facing financial role
  • Solid understanding of mortgage servicing processes

Work Rights

Not specified

Tailored Resume

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