Correspondent Client Services Consultant

Responsibilities

• Coordinates with Account Executive on completion of specific tasks including prospecting for new clients, providing new client orientations, annual renewals, and administrative tasks. Also works with Client Performance and Execution (CPE) analyst to identify and address client quality trends.
• Serves as point of contact for all client escalations, including but not limited to loan level transactional issues, Portal access/support, billing questions, channel initiative follow up, Risk/QC rebuttals, outstanding document disputes.
• Consistent proactive communication with both external clients and internal partners that includes (but not limited to) facilitating monthly client business review/quality review calls, frequent communication with correspondent lenders providing support for the client as needed.
• Provide feedback to CPE and related client support regarding lender pipelines regarding
  • opportunities for improvement of loan manufacturing quality.
  • correction of non-compliance issues.
• Assist the Account Executive in obtaining incremental volume from existing clients as well as prospecting for new clients/volume within the territory.
• Provide a superior client experience to lenders, including but not limited to post‑purchase issue resolution, funding issues, and consumer servicing inquiries.
• Responsible for the initial set up/maintenance of Correspondent Lending Portal site administrative users and regular maintenance of all lender contact information in
• Other ad hoc tasks or projects may be assigned as needed.

• 2‑5 years correspondent lending originations experience (specifically sales support and operations experience)
• Superior oral and written communication skills
• Proven ability to build and strengthen relationships with internal partners and external clients
• Proficient in MS Word, Excel and PowerPoint. Experience with  desired.

• Bachelor’s/University degree or equivalent experience

Primary

Location:

Telecommuter Missouri United States.

Salary Range: $71,220.00 – $99,380.00.

• Medical, dental & vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and paid holidays.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.