- 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

📌 Lider de Ventas, Sector Financiero (Monterrey)
🏢 Jobtailor
📍 Monterrey