VP, Business Development Lead Officer, CitiMortgage - San Francisco/Oakland/San Jose
Core
Strategic professional driving new business growth for CitiMortgage by building trusted relationships, generating leads, and executing business plans for retail private label and co-brand opportunities.
Role type
Senior Business Development Lead Officer (Mortgage)
Builds
New lending business, business plans, and market insights for retail private label and co-brand programs.
Domain
Banking / Mortgage Lending
Required skills
Relationship management, financial analysis, strategic planning, market research, presentation skills, risk assessment, compliance adherence, data analytics, prospecting, business plan development
Preferred skills
Banking experience, leadership skills, consulting skills
Technologies
Mortgage Licensing System and Registry (Registry), brand data analytics tools, dashboarding tools
Responsibilities
Proactively build trusted relationships to generate business; Facilitate financial education and outreach; Manage external client relationships to increase lending penetration; Perform deep dive research on new prospects; Assemble business plans for high priority prospects; Coordinate market research and mystery shopping; Prepare prospect meeting presentations; Track pipeline and prospect database; Create monthly retailer performance dashboards; Assist in cross-unit coordination for new business; Assess risk and ensure compliance with laws and regulations.
Seniority
Senior, hands-on IC with strategic impact