Mortgage Lending Officer Safe Act - Santa Clara

Publix Serving (Civica)

Santa Clara, California, United States
Base: $120,000.00; bonus/equity: discretionary + f...
Not specified (assumed to be in-person based on the nature of the role).
Residential real estate loan origination
Customer financial consultation
Risk assessment for lending
The Mortgage Lending Officer position at Citi in Santa Clara, California, is focused on assisting clients with their home financing needs while promoting Citi's lending services. Candidates should have significant mortgage experience, strong sales capabilities, and a customer-centric approach

Job Summary

  • 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.
  • Build and maintain relationship with clients, Bank Teams, Wealth Advisors and support teams to drive new business and retention of mortgage lending and bank deposits and investments

Matching Summary

Match Score: 85

The Mortgage Lending Officer position at Citi in Santa Clara, California, is focused on assisting clients with their home financing needs while promoting Citi's lending services. Candidates should have significant mortgage experience, strong sales capabilities, and a customer-centric approach.

Salary

Base: $120,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Residential real estate loan origination
  • Customer financial consultation
  • Risk assessment for lending
  • Promote Citi's brand and services
  • Build and maintain client relationships

Nice-to-have

  • Engage with referral partners
  • Represent Citi at industry events
  • Expand and deepen client relationships

Key Requirements

  • 5-8 years of experience
  • Residential Mortgage experience required
  • 1+ year previous sales, credit and/or finance experience
  • Proven product sales capability
  • Register as a mortgage loan originator

Work Rights

Not specified

Tailored Resume

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