Community Financial System, Inc. · 2 months ago
Assistant Mortgage Loan Consultant
Manchester Center, VT, US
Full-time
Onsite
New Grad, Entry LevelCommunity Financial System, Inc. (CFSI) is dedicated to providing high-quality financial services and products. The Assistant Mortgage Loan Consultant (AMLC) supports Mortgage Loan Consultants by assisting with loan applications, maintaining customer relationships, and ensuring compliance with lending regulations.
Financial ServicesFunding PlatformWealth Management
Responsibilities
Supports the Mortgage Loan Consultant in soliciting quality loan applicants through various methods and media
Assists MLCs to gather information related to residential real estate applications through interaction with parties involved in the transaction, while adhering to customer privacy guidelines
Schedules appointments on behalf of the MLC, or with the AMLC which fit the needs of the bank and customer, whether on company premises or at a mutually convenient location
In support of the originating MLC, may inform customers of the institution's loan programs, underwriting guidelines and applicable government regulations
Prepares and maintains applications and manages application documents
Prepares Loan Estimates in compliance with regulatory guidelines and bank policy
Answers incoming inquiries, written or otherwise, and satisfies those inquiries, or consults with the Mortgage Loan Consultant to satisfy the inquiry if applicable
Maintains and fosters relationships with realtors, attorneys, appraisers, applicants, and Mortgage Processing personnel
May attend loan closings on behalf of the MLC
Processes final documentation and loan tickets to initiate the booking process
Stays abreast of, and participates in, community outreach programs within the MLC's designated territory to ensure the bank remains a partner to groups of low to moderate income (LMI) and those in a protected class
Ensures exceptional customer service, both internal and external by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics and complying with all Federal and State compliance policies
Performs other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion
Qualification
Required
An Associates degree or equivalent preferred
This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)
All applicants must be 18 years of age or older
Proficient reading, writing, grammar, and mathematics skills
Comfortability with various software programs and overall PC functions
Proficient interpersonal relations and communication skills
Ability to multitask and manage multiple duties effectively
Ability to learn and maintain a working knowledge of Bank operating policies and products
Preferred
Previous banking and/or mortgage industry experience preferred
Experience in a high volume, multi-tasked professional administrative, sales, or customer service position
Experience in submitting loan file requests electronically (DU-Desktop Underwriter) and knowledge of FNMA guidelines a plus
Benefits
Competitive compensation
Great benefits
Professional development and advancement opportunities
Company
Community Financial System, Inc.
Community Financial System, Inc.
Founded in 1866
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-03-07IPO
Leadership Team
Dimitar Karaivanov
President & CEO
Recent News
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