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

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📌 Lider de Ventas, Sector Financiero (Ejido de la Finca)
🏢 Jobtailor
📍 Ejido de la Finca