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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.
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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
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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.
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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