Citi Account Specialist 3 in O'Fallon, Missouri

  • Primary Location: United States,Missouri,O'fallon

  • Education: High School Diploma/GED

  • Job Function: Credit

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 10 % of the Time

  • Job ID: 16066799


Account Specialist 3

Position Overview:

  • Research complex Correspondent Post Purchase issues to determine correct resolution path and research/resolve issues from Correspondents and various internal departments related to post-purchase discrepancies identified.

  • Identify/validate issues and take necessary steps to resolve in timely manner by interacting with internal/external resources including Correspondents and various internal departments

  • Independently deliver timely, accurate resolution to complex, escalated loan issues while maintaining turn times.

  • Apply broad understanding of loan process and familiarity with loan documents.

  • Meet/exceed established productivity, development and quality measures with minimal supervision while identifying procedural/training deficiencies and developing appropriate solutions for dept. mgt. review.

  • Assist in implementing new techniques and procedures.

  • Identify root cause trends for post purchase discrepancies identified (whether internal or external) and recommend solutions.

  • Reconcile Correspondent loans-in-process general ledger discrepancies after LPM close-off. Candidate should be able to research complex general ledger outages to determine correct path to resolution as well as research/resolve issues from Correspondents related to post-purchase discrepancies identified. Candidate must be able identify and validate issues and take the necessary steps to resolve in a timely manner. This will require interaction with internal and external resources to include Correspondents, Client Service Consultants, Account Executives and a variety of other internal departments. Candidate must have strong communication skills.

  • Managing all incoming emails from internal and external sources to our department inbox. Must have the ability to prioritize and be very organized to handle the incoming volume of communications. Must treat all inquiries with a sense of urgency and route the communications quickly and correctly for resolution

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

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.



  • Min. 1-2 years mortgage origination or servicing experience and working knowledge of mortgage loan documents and originations/servicing systems, preferably LPM, Citilink, and Filenet.

  • Excellent analytical skills required.

  • Demonstrated knowledge of basic accounting principles.

  • Strong understanding of debits/credits and accounting related reconciliation knowledge is essential.

  • Excellent communication skills required.

  • Detailed understanding of current product mix.

  • Able to work in production focused environment with established completion dates.

  • Able to work independently within team environment.

  • Knowledge of legal, regulatory, investor and CMI guidelines.

  • MS Excel & Word proficiency.