Teams at Lexa Ai

Supports institutional clients by identifying and implementing equity derivatives solutions for hedging, yield enhancement, portfolio management, and alpha generation. Develops sales strategies, prospects and onboards clients, manages relationships, closes transactions with cross-functional partners, and supports revenue growth. Maintains strong governance, risk management, compliance, controls, licensing, and ethical business practices while collaborating with trading, structuring, legal, credit, risk, finance, and research teams.

Originates residential mortgage loans by consulting with customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Builds referral relationships with real estate professionals, builders, CPAs, and internal partners to generate mortgage business. Promotes Citi’s lending products, coordinates with processors and underwriters, supports customer relationships, and maintains compliance with consumer-lending laws, regulations, and risk policies.

Originates residential mortgage loans by consulting with customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Develops relationships with real estate agents, builders, CPAs, branch partners, and other referral sources to generate mortgage business. Ensures compliance with consumer lending regulations, coordinates with processors and underwriters, and promotes Citi’s lending and related financial services.