Home Lending ConsultantLoan Officer West LASanta Monica Job in Los Angeles, California US
Reference Code: 11044691
Location: Los Angeles, CA, USA
Education Level: High School Diploma/GED
Description
- Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
- Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions.
- Form deep working relationships with the business partner's management and sales staff (i.e., real estate agents) to assist with their financing needs.
- Organize educational, marketing, and promotional events and activities in order to educate the agents as well as customers on Citi's offerings and to promote Citi as the provider of lending and other financial solutions. Additionally, participate in business partner's events and office activities.
- Facilitate and monitor the completion of all marketing responsibilities under the marketing services agreement in order to ensure that marketing responsibilities are fulfilled as needed.
- Work with the customers at open houses, realtor agent events, training events as well as within the premises of the partner's brokerage.
- Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
- Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the processors and acquire any additional information needed by the processors and/or underwriters.
- Work with processors/closers and customers to ensure the timely closing of the customer's loan.
February 12, 2010
• Tags: California Us, Home Lending ConsultantLoan Officer West LASanta Monica Job in Los Angeles • Posted in: General