Citigold Escalations Officer

Citigold Escalations Officer

The Citigold Escalations Officer integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Provide personalized service to customers who communicate with the Office of the Chairman, Other Senior Executives and other Regulatory/Legal channels.
• Resolve the customer issues and act as the client advocate while balancing decisions with prudent business judgment.
• Conduct in-depth investigations of the issues, interfacing with all external and internal partner organizations (Compliance, Legal, Marketing, CoreLogic etc.). Provide feedback to the client within specific case-type timeliness standards.
• Resolve complex issues, while valuing the client and using prudent business judgment.
• Write personalized responses, and ensure the escalation and speed of each response meets the customer's and regulatory agency's needs.
• Capture demographic information as well as the status of the investigation through progression noting in a centralized database/tracking tool.
• Route and track specific issues to business partner organizations (Originations, Doc Services, Transaction Services, Branch Bank, Credit, Fraud, etc.) for their input and inclusion in ERU's response to the clients / regulatory agencies.
• Identify key problem areas that may affect larger segments of the client base and engage appropriate groups to eliminate those problems.
• Within established procedures, make decisions without manager approval. Work under little to no direct supervision. May support 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; and, impacts the business by ensuring the quality of the tasks or services provided.
• 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.
• Serve as point of contact for Sr. Mgmt., internal business partners and loan investors to assist in resolving complex cases prior to becoming an ERU issue in order to ensure a positive customer experience.
• 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.
• Work Schedule: Monday - Friday 0750 - 1620 CST

Qualifications:

• 2-5 years relevant experience
• Previous experience working directly with customers, preferably in an escalated queue.
• Subject Matter Expert in businesses supported.
• Excellent written and verbal communication skills. Self motivated, self directed and self managed.
• Excellent time and case management skills.
• Must possess excellent listening skills.
• Must be able to effectively communicate empathy and compassion when working with clients, while also supporting and upholding Citi guidelines and policies.
• Ability to clearly articulate findings in a large group setting in person, in writing, and via telephone conference calls.

Education:

• Bachelors degree

Job Family Group: Customer Service

Job Family: Escalation

Time Type: Full time

Primary Location: San Antonio Texas United States

Primary Location Full Time Salary Range: $56,020.00 - $78,180.00

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.