Mortgage Loan Advisor & Growth Specialist

Community Financial System, Inc.; City of Rochester (NY); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Community Financial System, Inc. is seeking a Mortgage Loan Consultant to originate mortgage loans and meet production goals within a customer-centric, compliant framework.

You will build strong ties with area realtors and referral sources, manage the loan lifecycle, and deliver white-glove service from application to closing. The role emphasizes proactive prospecting, cross-selling related banking services, and staying informed about market trends and regulatory updates to serve as a trusted

Qualifications

• Associates degree or equivalent preferred.
• Specialized Banking and lending education and training.
• Valid driver license.
• All applicants must be 18 years of age.

Responsabilités

• Grow Your Pipeline: Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach.
• Close More Deals: Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing.
• Be the Go-To Expert: Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies.
• Deliver White-Glove Service: Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience.
• Maximize Cross-Selling Opportunities: Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management.
• Own the Loan Process: Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding.
• Stay Ahead of the Market: Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor.
• Make an Impact: Represent the bank at local business and community events, delivering exceptional value and building brand awareness.
• Drive Compliance & Excellence: Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics.

Connaissances

Customer service

Sales skills

Networking

Consultative selling

Regulatory awareness

Formation

Associates degree or equivalent preferred

High School Diploma or GED required

Banking and lending education/training

Description du poste

Community Financial System, Inc. is seeking a Mortgage Loan Consultant to originate mortgage loans and meet production goals within a customer-centric, compliant framework.

You will build strong ties with area realtors and referral sources, manage the loan lifecycle, and deliver white-glove service from application to closing. The role emphasizes proactive prospecting, cross-selling related banking services, and staying informed about market trends and regulatory updates to serve as a trusted