Mortgage Solutions Advisor

Community Financial System, Inc.; Springfield (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

Community Financial System, Inc. (CFSI) operates Community Bank, N.A., with a strong emphasis on personalized mortgage lending.

The Mortgage Loan Consultant will grow loan opportunities through realtor and referral networks and guide clients from application to closing, delivering expert guidance and a seamless borrower experience. Requirements include an Associate degree (or equivalent preferred), HS diploma, active NMLS registration under The SAFE Act, and 3+ years in financial services sales.

Qualifications

• Associates degree (or equivalent) preferred; HS diploma required.
• Active NMLS registration under The SAFE Act.
• Valid driver license.
• 3+ years of experience in a professional sales environment in financial services.

Responsibilities

• Grow pipeline by generating mortgage loan opportunities through networking and referrals.
• Close loans by guiding clients through the process from application to closing.
• Educate customers on loan programs, underwriting guidelines, and regulatory requirements.
• Deliver personalized consultations to ensure a seamless borrowing experience.
• Cross-sell bank services to expand client relationships.
• Oversee loan applications and coordinate with underwriting, processing, and closing teams.

Skills

Winning mindset

Sales-focused

Financial knowledge

Technology & CRM

Licensing (NMLS)

Growth mindset

Core values: integrity, excellence, 팀워

Education

Associate degree or equivalent

High School Diploma or GED

NMLS licensing (SAFE Act)

Tools

Mortgage software

CRM systems

Job description

Community Financial System, Inc. (CFSI) operates Community Bank, N.A., with a strong emphasis on personalized mortgage lending.

The Mortgage Loan Consultant will grow loan opportunities through realtor and referral networks and guide clients from application to closing, delivering expert guidance and a seamless borrower experience. Requirements include an Associate degree (or equivalent preferred), HS diploma, active NMLS registration under The SAFE Act, and 3+ years in financial services sales.