Citi: VP, Business Development Lead Officer, CitiMortgage – San Francisco/Oakland/San — United States
Company: Citi
Location: United States
Salary: USD 135,200–202,800 annual
Source: Himalayas
About the Role
The Business Dev Lead Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
- Proactively build trusted and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals.
- Facilitate, promote, and administer financial education, seminars and outreach efforts to generate business.
- Provide technical training on lending programs/products to external relationship partners and to internal partners team on
- Manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas.
- Works closely with leadership in support of new business development efforts. This role emphasizes planning, organizing, researching, and responding to retail private label and co-brand opportunities in a uniform manner.
- Support strategic planning process for business development
- Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition, etc.
- Assemble business plans for high priority prospects (competitive landscape, SWOT, differentiation strategy, detailed prospecting plan and resource requirements) and maintain business plan tracking and adherence.
- Coordinate market research requests/activities for prospects, to include brand data analytics and mystery shopping.
- Prepare prospect meeting presentations (including ordering and managing creative process, deck production).
- Perform prospect and pipeline tracking duties.
- Build, monitor and continuously refresh prospect database.
- Create monthly retailer performance dashboard for key prospects and existing clients – and proactively share insights with Business Development and Partner Management teams.
- Assist in coordination across other Citi business units in support of new business.
- Responsible for scheduling deal meetings (internal), coordinating logistics for external meetings, and maintaining calendar of activities
- Develop specific business plans, including closed loan goals, for each product and program sponsored and managed.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 6-10 years relevant experience
- Previous banking experience preferred
- Demonstrated leadership skills, build effective working relationships with bank partners, relationship management
- Exceptional consulting and presentation skills; ability to probe and listen to help clarify inquiries
- Required to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (“Registry”) and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that
Education:
- Bachelor’s/University degree, Master’s degree preferred
Job Family Group:
Consumer Sales
Job Family:
Consumer Business Development
Time Type:
Full time
Primary Location:
Telecommuter California United States
Primary Location Full Time Salary Range:
$135,200.00 – $202,800.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 06, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate’s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Originally posted on Himalayas
