Provide full leadership and direction to a team of employees supporting sales and customer activities Train team members and monitor quantity and quality of work Provide employee performance feedback Track submissions, logins, booking, and disbursal data against targets Acquire new clients through outbound calling and micromarketing activities Handle clients from sourcing and serve as the first point of contact for concerns and questions Analyze client interests, problems, and potential needs for new products and services Conduct client, vendor, and channel meetings 50% of the time Perform revenue optimization activities Support sales executives and tele-callers with training and assistance Organize marketing activities for lead generation and new business Conduct first-level risk analysis for fit with Citi policies Assess and manage risk in business decisions Drive compliance, escal*ate* and report control issues, supervise others, and create accountability Requirements 0-2 years of relevant experience Experience in the financial sector and sales preferred Working knowledge of related financial regulations and mortgage transaction structure General understanding of regulatory compliance,
guidelines and regulations Consistently demonstrates clear and concise written and verbal communication Effective problem-solving and negotiation skills Ability to communicate across various teams Bachelor’s degree/University degree or equivalent experience Compliance with applicable laws, rules, regulations, and Citi policies Sound ethical judgment regarding personal behavior, conduct, and business practices Core Competencies
Demonstrates strong leadership in managing a sales team while ensuring compliance with financial regulations and optimizing revenue through effective client engagement and risk analysis. Possesses excellent communication and problem-solving skills to support team performance and client needs.
Highest-signal resume keywords Team Leadership Sales Support Client Acquisition Regulatory Compliance Risk Analysis Hard Skills Financial Regulations Mortgage Transaction Structure Revenue Optimization Data Tracking Performance Feedback Soft Skills Clear Communication Problem-Solving Negotiation Skills Team Collaboration Ethical Judgment Certifications & Qualifications Bachelor’s Degree Industry Keywords Financial Sector Compliance Lead Generation Client Management Micromarketing #J-18808-Ljbffr