Details: Office Location / Address: CA-MILPITAS 5 NORTH MILPITAS BOULEVARD MILPITAS CA 95035 USA - 10747 Education Level: High School Diploma/GED Shift: Day Job Employee Status: Regular North America (NA) Consumer Banking: over 30,000 professionals working together to provide consumers with credit card, retail banking, wealth management, small business, mortgage and commercial banking and payment products and services. Within North America Consumer Banking, there are three primary business areas, U.S. Consumer and Commercial Banking, Citi Cards, and the newly formed Global Enterprise Payments business Provide support to the Home Lending Specialists (HLS) follow up with customers to clarify information or obtain missing documentationresearch loan file to address any questions HLS may need to resolveCreate, maintain, and distribute reports to appropriate staff.Manage lead distribution and tracking process for department.Review loan applications for accuracy, provide status updates and follow-up calls to customers.Maintain Surestart pipeline for department, including set up, filing, assignment, and document maintenanceEdit GFE according to Client Outline, and print welcome package for all customers to ensure corporate compliance.Audit loan files and ensure the sales office passes compliance and audit compliance.Direct incoming calls to appropriate person/department and handle overflow sales calls.Manage incoming and outgoing mail delivery and distribution for the department.Build relationships with all internal and external customers as necessary.Assists sales in other administrative duties as necessary including, sending customer thank you notes, completing withdrawal process, extending rates, faxing sales contract to vendor, etc.
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