Bilingual Mortgage Telesales Representative (SAFE Act) - Hybrid

Citigroup • Irving, TX • 5h ago

The Mortgage Rep SAFE Act performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures. Responsibilities:

Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients.

Establish trust and build rapport with clients.

Understand, articulate, and educate clients on financial calculations, rates, and pricing.

Analyze applicant financial status, credit and property to identify home loan solutions.

Articulate cross-sell/cross referral opportunities.

Strict adherence to phone schedules.

Understand and manage underwriting, government, and compliance guidelines.

Utilize systems to maintain product knowledge, register loans effectively & manage pipeline.

Actively manage leads to meet targeted conversion rates.

Partner with operations teams to provide exceptional service throughout the loan process from application to close.

Compile appropriate documentation and communicate with customer during the process.

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:

2-4 years previous sales or finance experience preferred

Sales oriented individual proficient with the following skills: professional oral and written communication, interpersonal, relationship building, follow up, computer experience and analytical thinking and problem solving.

Must have the ability to prioritize, be detail oriented & results driven.

Bilingual English/Spanish Required Education:

High School diploma or equivalent required

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.

Job Family Group:

Consumer Sales

Job Family:

Telesales

Time Type:

Full time

Primary Location:

Irving Texas United States

Primary Location Full Time Salary Range:

$60,000.00 - $60,000.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Jan 30, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Similar Jobs

Controller

Robert Half • Dallas, TX • 1h ago

Finance, Accounting & Banking

Description ?? Controller - Lead the Financial Future of a Thriving, People-First Company Why This Role Is Special Some companies talk about stability - this one lives it. Decades of steady growth. A leadership team that...

1h ago

Go to Apply

Sr. Accountant

Robert Half • Fort Worth, TX • 12h ago

Finance, Accounting & Banking

Description Senior Accountant Full Time Engagement Professional Fort Worth, Texas Robert Half Full Time Engagement Professionals is hiring an experienced Senior Accountant to join our project based consulting practice in...

12h ago

Go to Apply

Senior Accountant

Aston Carter • Fort Worth, TX • 12h ago

Finance, Accounting & Banking

Job Title: Senior Accountant Job Description This role requires expertise in GL accounting within a manufacturing environment or MRO experience. The ideal candidate will manage bank reconciliations, fixed assets, and pos...

12h ago

Go to Apply

ACCOUNTANT II

Texas Health Resources • Arlington, TX • 13h ago

Finance, Accounting & Banking

Accountant II - Accounting Bring your passion to Texas Health so we are Better + Together Work location: Texas Health Resources 612 E. Lamar TX 76011 Work hours: Full Time Days (8:00am-5:00pm) for 40 hrs/week (remote wor...

13h ago

Go to Apply

Contract Accountant

Aston Carter • Lewisville, TX • 13h ago

Finance, Accounting & Banking

Contract Accountant (AP Focus) We're looking for a detail-driven Contract Accountant to support Accounts Payable operations, cleanup vendor data, strengthen controls, and build simple reporting tools for team visibility....

13h ago

Go to Apply

Auto Finance Representative With Bachelors Degree

TEKsystems • Irving, TX • 16h ago

Finance, Accounting & Banking

Completed 4 year Bachelor's Degree Required 2 Departments you will be considered for: Customer Care Representative Schedule: Monday - Friday 8 AM - 5 PM with one late night a week 9 AM - 6PM. Will also include one late F...

16h ago

Go to Apply

Senior Commercial Portfolio Manager - Technology Finance

Huntington National Bank • Dallas, TX • 16h ago

Finance, Accounting & Banking

Description The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps,...

16h ago

Go to Apply

Senior Commercial Portfolio Manager - Technology Finance

Huntington National Bank • Farmers Branch, TX • 16h ago

Finance, Accounting & Banking

16h ago

Go to Apply

E-Billing Coordinator

Dentons US LLP • Dallas, TX • 18h ago

Finance, Accounting & Banking

E-Billing Coordinator Atlanta, GA, USDallas, TX, USWashington DC, DC, USSan Diego, CA, USPhoenix, AZ, USLos Angeles, CA, USChicago, IL, USSt. Louis, MO, USKansas City, MO, USHouston, TX, USDenver, CO, USShort Hills, NJ,...

18h ago

Go to Apply

Senior E-Billing Coordinator

Dentons US LLP • Dallas, TX • 18h ago

Finance, Accounting & Banking

Senior E-Billing Coordinator Atlanta, GA, USDenver, CO, USShort Hills, NJ, USHonolulu, HI, USDallas, TX, USWashington DC, DC, USLos Angeles, CA, USSt. Louis, MO, USChicago, IL, USPhoenix, AZ, USSan Diego, CA, USKansas Ci...

18h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.