Role Description
The Business Development Lead Officer is a strategic, seasoned professional who works remotely within the NY Metro region mortgage sales team to promote and drive Community Lending business. This individual is the in-market subject matter expert, expected to stay abreast of trends, and to develop outreach strategies. The position requires the ability to work in a sales capacity, proactively plan, and adhere to reporting and compliance standards.
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Proactively build trusted and productive relationships within the bank assessment areas to promote and generate Community Lending mortgage business.
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Facilitate, promote, and administer financial education, seminars and outreach efforts.
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Guide and support mortgage sales on Community Lending programs and products.
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Provide technical training on lending programs/products to internal and external partners.
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Manage and cultivate relationships with external real estate professionals, project developers and marketing agents.
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Work closely with Citi leadership in support of new business development efforts.
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Plan, organize, research, and respond to business opportunities.
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Develop strategic plans for business development.
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Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition.
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Maintain business plan tracking and compliance adherence.
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Prepare reporting and meeting presentations.
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Perform prospect and pipeline tracking duties.
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Assist in coordination across other Citi business lines.
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Schedule and manage meetings, coordinate logistics for external meetings, and maintain calendar of activities.
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Develop specific business plans, including closed loan goals, for each product and program sponsored and managed.
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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Qualifications
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6-10 years relevant experience
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Previous banking experience preferred
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Bi-lingual Spanish preferred
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History of working with local NY Market non-profit housing counseling agencies, diverse realtor organizations, and down payment assistance providers preferred
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Demonstrated leadership skills, ability to build effective working relationships with bank partners, relationship management
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Exceptional consulting and presentation skills; ability to probe and listen to help clarify inquiries
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Attention to detail with the ability to enter and track activity on databases and excel. Experience with PowerPoint presentations.
Education
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Bachelorโs degree, Masterโs degree preferred
Requirements
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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.
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Maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Benefits
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Competitive employee benefits, including medical, dental & vision coverage
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401(k) with company match
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Life, accident, and disability insurance
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Wellness programs
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Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company Description
Citi, the leading global bank, has approximately 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, transaction services, and wealth management.
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Diversity is a key business imperative and a source of strength at Citi.
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Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.