Note: The job is a remote job and is open to candidates in USA. Citi is a leading global bank, and they are seeking a Correspondent Client Services Consultant to support the Correspondent Account Executive. This role involves coordinating with the Account Executive, managing client escalations, and ensuring a superior client experience while maintaining communication with both internal and external partners.
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 setup/maintenance of Correspondent Lending Portal site administrative users.and regular maintenance all lender contact information in Salesforce.com
- Other ad hoc tasks or projects may be assigned as needed
Skills
- 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 Salesforce.com desired
- Bachelor's/University degree or equivalent experience
Benefits
- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company Overview
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. It was founded in 1812, and is headquartered in San Antonio, Texas, USA, with a workforce of 10001+ employees. Its website is https://www.citi.com.Company H1B Sponsorship
Citi has a track record of offering H1B sponsorships, with 276 in 2026, 1386 in 2025, 849 in 2024, 1375 in 2023, 1117 in 2022, 876 in 2021, 901 in 2020. Please note that this does not guarantee sponsorship for this specific role.