The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 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, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a
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The Service Process Coordinator performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures. Responsibilities: Supports the function by responding to payment and reconciliation inquiries in a timely matter. As subject matter expert, resolves complex loan servicing issues under limited supervision and works on complex servicing projects such as: those related to process changes or projects to revise mortgage letter templates. Reconciles historical accounts and performs re-application/re-amortization functions for an expansive array of loans. Assists with the training and mentoring of new hires or team members. Works under little to no direct supervision. Identifies problems/process improvements, troubleshoots issues, and participates in testing to ensure that systems are functioning properly and help resolve problems. Applies working knowledge of technical a
Mortgage Closing Subject Matter Expert Location: Bangalore, India (Offshore) Employment Type: Full-Time About SAI Group SAI Group is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $600 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAI Group invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAI Group’s latest investment, JazzX, is a pioneering technology company which is building a platform that will not only shape the future of enterprise AI applications but also offer practical solutions to real-world challenges. Role Overview As JazzX’s Mortgage Closing SME, you will be the single-domain authority for U.S. residential mortgage closing across product, engineering, and operations. You will own how closing workflows — clear-to-close review, fee reconciliation, Closing Disclosure preparation and balancing, closing document generation, funding, and post-closing handoff — are defined, explained, and operationalized into the JazzX Mortgage Application. This is a hands-on position based in our Bangalore office, working closely with the product and engineering teams. You will work representative loan files through the closing process, document every step, calculation, and exception in detail, and translate that operational knowledge into product requirements, decision rules, test cases, and validation programs for AI-assisted closing. JazzX is building AI products that automate and assist U.S. residential mortgage origination and fulfillment. Our product and en
A Career with Point72’s Valuation Team The Point72 Valuation team manages the valuation of all investments across the firm’s extensive hedge fund, private equity, and venture capital portfolios. The team’s investment valuation coverage ranges from exchange traded products to derivatives traded in OTC markets, to venture capital and private equity. The Valuation team provides valuations and P&L for investments for stakeholders across the firm, including Senior Management, portfolio managers/deal teams, Risk Management, and investor reporting. What you’ll do Manage the valuation of mortgage-backed securities, including specified pools, CMOs, TBA/TBA options, and non-agency products. Oversee market data inputs to valuation models, ensuring compliance with the firm’s valuation policy. Perform model validation for new or upgraded valuation models supporting new products and system enhancements. Perform price testing analysis against counterparty valuation and third-party pricing vendors such as Bloomberg, JPM PricingDirect, and BofA PriceServe. Maintain valuation support documentation to evidence the accuracy of investment valuations. Partner with investment professionals, Risk, and other supporting teams on pricing, valuation, P&L, and valuation models. Collaborate with the Technology team to implement valuation setups for new products and automate valuation processes. What’s required 7+ years of mortgage valuation experience covering agency MBS, including specified pools, CMOs, TBA/TBA options, as well as non‑agency products such as RMBS, CMBS, and CLO. Strong quantitative or finance background. Strong knowledge of derivatives valuation modeling principles. Knowledge of financial products and Greeks, particularly in the derivatives space. Strong sense of ownership and the ability to resolve issues independently. Excellent interpersonal and communication skills, both written and verbal, with the ability to work effectively on a cross-functional team. Strong lead
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Seller Engagement organization is seeking a Client Relationship Professional to support seller servicer clients through a combination of relationship management, sales support, and operational execution. Unique to this Client Relationship role is an added responsibility of supporting seller servicer clients with technology integration expertise. This role will closely partner with sales executives, pod (regional team) leadership, internal business partners, customers, and vendors to advocate for client needs, drive business outcomes, and help lenders adopt Freddie Mac tools and technology solutions. The successful candidate will serve as a trusted client-facing resource and internal coordinator, supporting strategic account execution while also managing implementation activities that improve lender efficiency, product adoption, and overall client satisfaction. Our Impact: The Single-Family Sales and Seller Engagement teams work directly with internal and external clients to deliver outstanding customer service, deepen seller relationships, and help lenders maximize operational efficiency. By combining client relationship management with seller technology support, this role helps Freddie Mac strengthen account execution, improve customer satisfaction, lower seller origination costs, deliver quality loans, and increase adoption of Freddie Mac tools and solutions. Success is defined by the ability to support account strategy, manage tactical client needs, resolve issues, monitor contracts and routine processes, and guide customers through successful technology adoption and
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Single-Family Affordable Lending team is looking for a dynamic and detail-oriented individual contributor to support a broad portfolio of affordable lending priorities. The position will collaborate with Affordable Lending team members and cross-functional business partners across Single-Family and Freddie Mac to help advance affordable housing goals, Duty to Serve commitments, industry engagement priorities, analytics, technology enablement and executive-level deliverables. Our Impact: Single-Family Affordable Lending advances Freddie Mac’s mission by developing, managing and supporting strategies that expand responsible access to affordable homeownership. The team works across affordable housing goals, Duty to Serve markets, Housing Finance Agency engagement, down payment assistance, affordable product offerings, lender and industry engagement. Through collaboration with internal partners, Sellers, HFAs, nonprofit organizations, industry stakeholders and regulators, the team helps identify opportunities, execute initiatives, monitor progress, strengthen relationships and bring practical solutions to underserved borrowers and communities. Your Impact: In this role, you will help the Affordable Lending team execute across a diverse body of work that supports affordable homeownership outcomes and Single-Family business priorities. You will contribute to project tracking, executive and regulatory reporting, team operations, stakeholder coordination, meeting preparation, process documentation, data analysis and issue follow-up. You will support
The CPWM - NIC Resource Officer is considered a subject matter expert on investment and banking procedures and processes. The Resource Officer will work on a team comprised of Wealth Solutions Advisors with a focus on delivering advice and service to Citi investment and banking clients. The Resource Officer provides first level support and escalation to licensed associates, internal partners and clients. They handle escalated customer inquiries and ensure client requests/problem resolution is handled promptly and seamlessly. The Resource Officer works closely with business partners to review front line metrics (e.g. questions raised, frequency of escalated items, etc...) and use that data to develop individual and team based coaching opportunities. Responsibilities: Addresses procedural / process related questions and concerns from associates and assists with problem resolution. Resolves escalations from clients, Wealth Teams, senior leadership or executive levels. Provides point of call resolution, a research/escalation resource and partners with process specialists to research and resolve client requests. Supports an expansive and/or diverse array of products/services (e.g. Investment, banking, mortgage). Liaises with strategic partners, managers and department to resolve client requests promptly and achieve excellent internal and external customer service. Documents, tracks and monitors items escalated to them to ensure a timely resolution. Tracks all items using internal tracking system. Responsible for keeping detailed records of open client issues and monitoring them accordingly. Works with business partners in identifying performance issues, drafting and executing team and individual based training. Collaborates with training partners to align coaching efforts with training strategy, focusing on knowledge and
At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem—homebuyers and sellers, lenders, title and escrow agents, and real estate agents—onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU'LL WORK ON Within Qualia, you'll join the Payments team. Every real estate closing ends with money changing hands: earnest money deposits, loan funding, mortgage payoffs, seller proceeds, and commissions. Qualia powers a substantial portion of U.S. residential home sales every year, totaling billions of dollars in transaction volume. The Payments team builds the systems that move those funds safely, accurately, and on time. The stakes are high. A single closing often moves hundreds of thousands of dollars between multiple parties on a tight deadline, and real estate wires are a prime target for fraud. Our mission is to make money movement the most trustworthy part of the closing, so title and escrow teams, and the homebuyers they serve, never have to wonder where their funds are. Our engineers are entrepreneurial, pragmatic builders who move quickly without cutting corners, and who are as comfortable owning a project end to end as they are collaborating with a team. We ship frequently, as often as multiple times a day, and work directly with design, compliance, and customer-facing teams to build payment experiences our customers depend on. RESPONSIBILITIES Design, build, and maintain systems that process ACH and wire transfers at scale (billions of dollars annually), including origination, settlement, reconciliation, and exception handling Build and harden payment-processing pipelines that int
About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor and Clay Bavor . Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. What you'll do Own the commission platform end to end, including plan configuration, crediting rules, user access, and changes each plan year. Build and maintain the data flows between Salesforce, the commission tool, HRIS and payroll so that bookings, roster changes and payouts stay in sync. Turn new plan designs, deal types and SPIFs into working system logic, and test them before they go live. Automate manual steps, build self-serve dashboards on attainment and payout cost for reps and leaders, and keep clear documentation for every rule and process. Partner with Accounting on monthly close: deliver commission accruals, reconcile commissionable bookings to billing and revenue, and support commission capitalization. Keep employee changes (hires, transfers
About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor and Clay Bavor . Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. What you’ll do At Sierra, we are building a fast-scaling, mission-driven AI company where people are at the center of everything we do. As our People Programs Manager, you will design, build, and operationalize the programs and processes that shape the employee experience across Sierra globally. You’ll play a critical role in helping us create clarity, alignment, and belonging as we grow — ensuring Sierra remains a world-class place to work. Support the design, launch, and execution of Sierra’s core people programs including onboarding, manager training, targeted development initiatives, and more. You’ll build scalable, repeatable processes to strengthen existing programs and be part of the development and launch of new programs such as feedback, performanc
About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor and Clay Bavor . Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. What you'll do Lead & develop a high-performing sales team - Hire, onboard, and develop Enterprise/Strategic AEs covering Southeast Asia. Coach reps on deal strategy, pipeline management, and execution. Create a culture of accountability, learning, and collaboration. Identify and grow future leaders on your team. Own regional performance - Own your regional number and forecast accuracy, Inspect pipeline quality and help unblock stalled deals. Drive consistent execution of our sales process. Partner with RevOps to ensure clean data and clear insights. Be deeply involved in deals - Join key customer and prospect conversations. Help reps navigate complex buying committees and late-stage deals. Support pricing, negotiation, and close strategy. What you'll b
At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem—homebuyers and sellers, lenders, title and escrow agents, and real estate agents—onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU’LL WORK ON We are hiring an entrepreneurial hands-on Engineering Manager to lead Qualia’s Payments team. This is a builder/player/coach role, and you won’t just run a team - you’ll redesign how a modern Engineering Payments team operates when AI can do the first pass on nearly everything we used to do by hand. As an Engineering Manager, Payments, you've been in the fintech industry for a while and have a proven track record of success. You are comfortable leading complex, high-liability projects. You have experience making key architectural decisions and performing the research to back up those decisions. You've dealt with the consequences of your mistakes, and you know how to fight fires if necessary. You enjoy mentoring and providing support. You've thrived in different environments and realize that each team is unique. Every real estate closing ends with money changing hands: earnest money deposits, loan funding, mortgage payoffs, seller proceeds, and commissions. Qualia powers a substantial portion of U.S. residential home sales every year, totaling billions of dollars in transaction volume. The Payments team builds the systems that move those funds safely, accurately, and on time. Our engineers are entrepreneurial, pragmatic builders who move quickly without cutting corners, and who are as comfortable owning a project end to end as they are collaborating with a team. We ship frequen
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: The Compliance Examiner Business Lead is an experienced risk management professional engaged in infrastructure support, planning, scoping, execution, closeout, and issue remediation processes involved in mortgage industry examinations and reviews conducted by the Counterparty Operational Risk Evaluation (CORE) department. Key characteristics include effective leadership skills, clear communication, and a collaborative spirit in both team and cross-departmental settings. A demonstrated proactive approach, ingenuity, and adaptability are essential traits in this position to effectuate operational excellence and a positive organizational culture. Incumbents in this role are committed to fostering professional growth—both personal and among colleagues—while championing transparency, knowledge sharing, and relationship building across business units and internal CORE pods. The position reports to the CORE Manager or Senior Manager and does not include direct staff management. Our Impact: As an Compliance Examiner Business Lead, you will: Support management and/or Counterparty Review Leads in ensuring high-quality, timely completion of all functions associated with CORE pod assigned deliverables and adherence to CORE pod timeline standards related to individual Counterparty examinations. Apply a robust monitoring framework to challenge and review risk practices. Aggregate and communicate independent, data-driven views of ris
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: Freddie Mac Home Loan Mortgage Corporation’s goal is to make homeownership and rental housing more accessible and affordable. Our mission to provide liquidity, stability, and affordability to the U.S. housing market in all economic conditions extends to all communities from coast to coast. The Enterprise Operations & Technology (EO&T) Risk Governance Team provides risk management support to maturing the EO&T division’s model risk governance process, third-party vendor risk governance activities, and the enterprise-wide adoption of AI risk governance framework and. We work closely with all three lines of defense, and business partners on a series of risk governance and reduction activities. Our Impact: Support the end-to-end process for enterprise‑wide Artificial Intelligence (AI) solution and GenAI use case intake, and inventory process Support critical third-party vendor risk management activities Develop, enhance, and maintain critical technology solutions to support corporate-wide AI adoptions Execute risk mitigant processes to promote responsible AI usage and governance Prepare management reporting related to AI and 3rd party risk management Facilitate processes for continuous monitoring and reporting of compliance with regulatory and standard requirements Your Impact: Support day-to-day operations including AI solution and use case intake activities, stakeholder support, anomaly resolution Support the development and enhancement of divisional model governa
About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve customers and grow their businesses. We are primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor and Clay Bavor . Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. What you'll do Coordinate a high volume of phone, onsite, and video conference interviews with speed and efficiency Leverage applicant tracking system (Ashby) to automate tasks and focus on candidate experience Improve efficiency by maintaining data accuracy and gathering metrics to help prepare reports to keep recruiters and hiring managers on target Demonstrate ability to work effectively under pressure and manage multiple tasks simultaneously Manage candidate travel arrangements and process expense claims Meet and greet candidates while they are onsite for interviews Deliver a best-in-class recruiting experience for all candidates Take on projects to impact our workflow and office experiences What you'll bring 2+ years of experience as a Recruiting Coord
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