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Sales Lending Associate Jobs in Florida (NOW HIRING)

SmartBank

Relationship Manager

Pensacola, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Relationship Manager SmartBank Associates enjoy an AMAZING benefits package: * Comprehensive ... Minimum of 5 years experience in banking or sales lending field. * RMA - Credit Risk Certification ...

SmartBank

Relationship Manager

Pensacola, FL

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Relationship Manager SmartBank Associates enjoy an AMAZING benefits package: * Comprehensive ... Minimum of 5 years experience in banking or sales lending field. * RMA - Credit Risk Certification ...

DynaGen Lending LLC

Entry Level Mortgage Sales

Hallandale Beach, FL · On-site

$34K - $47K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

About DynaGen Lending Dynagen Lending is one of the nation's fastest-growing mortgage brokers ... We provide our team with the training, resources, and support to excel in sales, operations, and ...

ACE Cash Express-Reid

Sales Associate

Orlando, FL

$16 - $17/hr

  • Retirement

... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ... We're looking for Sales Associates who have an entrepreneurial spirit and can work independently ...

ACE Cash Express

Sales Associate

Jacksonville, FL · On-site

$12 - $16.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We empower all sales associates to use their customer service and sales skills to the fullest, and ... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ...

ACE Cash Express

Sales Associate

Opa Locka, FL · On-site

$13 - $17.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We empower all sales associates to use their customer service and sales skills to the fullest, and ... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ...

ACE Cash Express

Sales Associate

Orlando, FL · On-site

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We empower all sales associates to use their customer service and sales skills to the fullest, and ... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ...

ACE Cash Express

Sales Associate

Seffner, FL · On-site

$12.75 - $17.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We empower all sales associates to use their customer service and sales skills to the fullest, and ... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ...

ACE Cash Express

Sales Associate

Tampa, FL · On-site

$12.50 - $17/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We empower all sales associates to use their customer service and sales skills to the fullest, and ... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ...

ACE Cash Express

Sales Associate

Miami, FL · On-site

$13.50 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We empower all sales associates to use their customer service and sales skills to the fullest, and ... lending, bill pay, and card services. * Prioritizing accuracy, confidentiality, and strict ...

GENERAL RV CENTER

RV Sales Associate

Dover, FL · On-site

$170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Sales Associate , you will play a vital role in introducing customers to the freedom and ... Partner with our Finance team to coordinate lending and finalize deals. Qualifications WHAT WE'RE ...

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Sales Lending Associate information

What is a sales lending associate?

A Sales Lending Associate is a professional who assists customers in securing loans or credit products, typically working within banks, credit unions, or other financial institutions. Their responsibilities include evaluating customer financial backgrounds, recommending suitable loan products, processing applications, and ensuring compliance with lending regulations. They also play a key role in meeting sales targets by promoting financial products and providing exceptional customer service throughout the lending process.

What are some common challenges sales lending associates face when balancing sales targets with regulatory compliance?

Sales Lending Associates often navigate the dual responsibility of meeting sales goals while ensuring all lending practices adhere to strict regulatory guidelines. This can be challenging, as aggressive sales strategies must always be balanced with thorough documentation and compliance checks. Effective Associates stay up to date on policies, communicate closely with compliance teams, and prioritize transparency with clients to maintain trust and avoid errors. Developing strong organizational skills and attention to detail can help manage these competing priorities successfully.

What is the difference between Sales Lending Associate vs Loan Officer?

AspectSales Lending AssociateLoan Officer
CredentialsTypically requires a high school diploma or equivalent; some roles prefer relevant certificationsRequires a mortgage license (e.g., NMLS) and relevant certifications
Work EnvironmentBank branches, mortgage offices, or financial institutions; focus on customer service and salesLoan application processing, client meetings, and approval decisions; often in bank or mortgage company offices
Employer & Industry UsageCommon in retail banking and mortgage salesUsed in banking, mortgage lending, and financial services
Comparison Search IntentOften searched for to understand sales roles in lendingCompared for loan processing and approval responsibilities

The main difference is that a Sales Lending Associate primarily focuses on customer engagement and sales of lending products, while a Loan Officer handles the approval process and underwriting of loans. Both roles are integral to the lending process but differ in responsibilities and required credentials.

What are the key skills and qualifications needed to thrive as a sales lending associate, and why are they important?

To thrive as a Sales Lending Associate, you need strong knowledge of lending products, customer service, and sales techniques, typically backed by a relevant degree or financial services experience. Familiarity with loan origination software, CRM systems, and regulatory compliance tools is essential. Excellent communication, relationship-building, and problem-solving skills make someone stand out in this position. These skills are crucial for effectively guiding clients through the lending process, ensuring regulatory compliance, and achieving sales targets.

What are popular job titles related to Sales Lending Associate jobs in Florida?

For Sales Lending Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Sales Lending Associate jobs in Florida look for?

The top searched job categories for Sales Lending Associate jobs in Florida are:

What cities in Florida are hiring for Sales Lending Associate jobs?

Cities in Florida with the most Sales Lending Associate job openings:

Sales Lending Associate jobs near you
Infographic showing various Sales Lending Associate job openings in Florida as of August 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Dedicated Lending Associate (SAFE Act)

Citigroup, Inc.

Palm Beach Gardens, FL • On-site

$72K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

The Dedicated Lending SAFE Act is an entry level position responsible for contributing to the formulation and implementation of long and short-term strategic plans and objective is to increase market share/penetration and maximize opportunities for growth throughout the marketplace. The Dedicated Lending SAFE Act assists in providing product specialists with qualified referrals for cross-sell. Employees in this role also assist in closing deals across products and coordinate underwriting/credit practices.
Responsibilities:
  • Deliver mortgage lending services to clients in consultation with assigned Home Lending Officer(s) in all aspects of the loan application process to include: collecting borrower information, consulting a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on the application/mortgage processing
  • Gather information from clients and other third party sources such as title companies and real estate agents, and apply judgement based on practice and precedence to determine needed items to submit files to underwriting for approval
  • Monitor application pipeline to ensure key dates (consent, lock, lock expiration, anticipated closing dates) are met and communicate with clients on requirements and timelines.
  • Manage the marketing process for the Home Lending Officer supported, which includes marketing material management and follow-up on prospective customer leads as needed, working open houses, realtor agent events and training events
  • Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the processors and acquire any additional information needed by the processors and/or underwriters
  • Manage customer inquiries as well as build and maintain relationships with client book of work
  • 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:
  • 1-3 years of relevant experience in Mortgage/Loan Origination
  • Banking experience preferred
  • Consistently demonstrates clear and concise written and verbal communication
  • This position requires the employee 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 registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:
  • Bachelor's/University degree or High School diploma/equivalent with at least 2 years of relevant Loan Origination experience

Competencies
  • Expert knowledge of general lending products and services and pricing alternatives in the industry.
  • Ability to comprehend and explain financial calculations and pricing alternatives.
  • Strong communication skills with customers about the proper documents and information needed to obtain a particular loan
  • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA
  • Self-starters who can work independently or work with existing partnerships with a proven track record
  • Ability to work as part of a team to grow the assigned branch/branches or community organization.

Job Family Group:
Consumer Sales
Job Family:
Consumer Sales Support
Time Type:
Full time
Primary Location:
Palm Beach Gardens Florida United States
Primary Location Full Time Salary Range:
$72,000.00 - $105,000.00
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:
Jul 01, 2026
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.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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