Mortgage Solutions Advisor

Community Financial System, Inc.; Buffalo (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Community Financial System, Inc. is seeking a Mortgage Loan Consultant to originate mortgage loans and deliver superior customer service.

You will build and maintain relationships with realtors and referral sources, manage the loan process from application to closing, and ensure compliance with investor and regulatory guidelines. The role emphasizes cross-selling banking services and staying informed on market trends.

Qualifications

• Experience in retail banking or mortgage lending preferred.
• Strong communication and interpersonal skills.
• Ability to develop and manage referral networks with realtors and professionals.

Responsibilities

• Originate mortgage loans to meet production goals.
• Establish relationships with area business generators and referral sources.
• Explain loan programs and underwriting guidelines to clients.
• Coordinate with underwriting, processing, and closing teams to ensure timely funding.
• Represent the bank at local business and community events.
• Maintain regulatory compliance and professional ethics.

Skills

Mortgage sales

Customer service

Networking

Regulatory compliance

Financial products knowledge

Education

Associates degree or equivalent preferred

High School Diploma or GED required

Job description

Community Financial System, Inc. is seeking a Mortgage Loan Consultant to originate mortgage loans and deliver superior customer service.

You will build and maintain relationships with realtors and referral sources, manage the loan process from application to closing, and ensure compliance with investor and regulatory guidelines. The role emphasizes cross-selling banking services and staying informed on market trends.