CitiFinancial Branch network provides community-based lending services such as bill consolidation, debt refinancing, sales financing, home equity, home improvement, and other personal loans primarily through a branch network of approximately 2,300 offices in the US, Puerto Rico, and Canada. We employ nearly 12,000 people and serve over 3 million accounts. The Branch Account Executive 1 is an entry level position. Key responsibilities include selling loans and insurance products; ensuring paperwork for loan applications are complete and correct; working delinquent accounts, scheduling loan closings, processing transactions affecting customer accounts; processing loan applications; performing administrative tasks (such as cash drawer management, answer telephones, routine typing, order supplies and pay bills), and servicing accounts.
**NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. REQUIREMENTS: The minimum qualifications for this position include: High school diploma or equivalent. 1-2 years of directly related sales experience preferred.
Effective communication skills that demonstrate the ability to work directly with people in a customer service capacity. Familiarity with PC-like hardware/software, including use of PC keyboard and mouse. Must be able to work flexible hours. Basic knowledge of accounting is helpful.
Qualified applicants will be required to take a Pre-Employment Assessment Test before moving to the interview stage. External applicants selected for interview will be required to complete an employment application to include education and employment history. All individuals hired into this position will be required to apply for and obtain any necessary state license to sell mortgage and/ or real-estate products in the time allotted by Company policy as a condition of continued employment. While requirements for licensure vary by state, in order to obtain and maintain a license you may be required to provide a summary of personal and work history, submit to periodic criminal background and credit history reviews, satisfy pre-licensure and continuing education requirements, as well as obtain a passing score on a written exam.
Sales Gravy - 2 years ago