Mortgage Loan Consultant
Community Financial System, Inc. · Syracuse, 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