VP, Business Development Lead Officer, CitiMortgage - San Francisco/Oakland/San Jose

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

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.

Bachelor’s/University degree, Master’s degree preferred

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