Jobs · Finance · New York

Mortgage Loan Consultant

Community Financial System, Inc. · Buffalo, NY · 3 wk ago
Finance$19.23/hrFull-time

Responsibilities

  • Grow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources.
  • 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.
  • Owes 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.

Qualifications

  • An Associates degree or equivalent preferred.
  • A High School Diploma or GED required.
  • Specialized Banking and lending education and training.
  • Valid driver license.

Requirements

Not Specified

Benefits

N/A

Schedule

Not Specified

Pay

$19.23

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