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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. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.

HOUR

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.<ul><li>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.</li><li>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.</li><li>Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies.</li><li>Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience.</li><li>Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management.</li><li>Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding.</li><li>Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor.</li><li>Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness.</li><li>Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics.</li><li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.</li><li>Perform other related duties as assigned or directed.</li></ul>Ancillary Duties:<ul><li>Cooperate with other members of department to achieve department goals</li><li>Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals</li></ul> 

Qualifications:
Education, Training and Requirements:<ul><li>An Associate's degree or equivalent preferred. High School Diploma or GED required.</li><li>Specialized Banking and lending education and training.</li><li>Valid driver license.</li></ul>Skills: <ul><li>A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you.</li><li>A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities.</li><li>Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements.</li><li>Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities.</li><li>Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act.</li><li>A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship.</li><li>Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility</li></ul>Other:<ul><li>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).</li></ul>Experience: <ul><li>3+ years of experience in a professional sales environment in financial services normally required.  </li></ul> 

Min:
USD $24.75/Hr.

Max:
USD $38.31/Hr.

Other Job Information:
Hours: 40 hours/week Compensation: Consistent hourly pay complemented by a lucrative commission structure. This role offers the best of both worlds — predictable income and the opportunity to be rewarded directly for your success. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community.We want every new team member to feel properly trained, equipped, and confident to succeed in this important role. Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Community Financial System, Inc.

Mortgage Loan Consultant

Banking Services

Brand Marketing (Branding)

Business Banking

Business Development

Business Growth

Coaching

Commercial Banking

Communication Skills

Community Banking

Compensation and Benefits

Consulting

Cross-Selling

Customer Relationship Management (CRM) Systems

Customer Support/Service

Customer Training

Driver's License

Exceeded Sales Goal

Federal Laws and Regulations

Financial Planning

Financial Services

Financial Systems

Funding

High School Diploma

Industry/Trade Analysis

Insurance

Investment Management

Licensing

Lift/Move 25 Pounds

Loan Origination

Loan Underwriting

Loans

Maintain Compliance

Market Trend Analysis

Mentoring

Mortgage

Mortgage Lending

Mortgage Regulations

Needs Assessment

Physical Demands

Presentation/Verbal Skills

Problem Solving Skills

Real Estate Sales

Regulations

Regulatory Compliance

Regulatory Requirements

Retail Banking

Revenue Growth

Risk Management

Sales

Sales Closing Skills

Sales Pipeline

Software Development Lifecycle (SDLC)

State Laws and Regulations

Team Player

Time Management

Underwriting

Wealth Management

Writing Skills

[AW]-iCims

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

YEAR

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities:<ul><li>Consult with clients to assess their financial situations and develop customized financial plans</li><li>Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance</li><li>Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes</li><li>Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice</li><li>Cultivate long-term client relationships based on trust, transparency, and results</li><li>Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance</li><li>Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards</li><li>Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets</li><li>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 training requirements in a timely fashion.</li></ul> 

Qualifications:
Education, Training and Requirements:<ul><li>Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)</li><li>Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance</li><li>Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products</li><li>Exceptional communication and interpersonal skills</li><li>Proven track record of building and managing client relationships </li><li>Team player with the ability to collaborate with others</li><li>Proficient in financial planning software and CRM systems</li><li>All applicants must be 18 years of age or older</li></ul>Preferred Skills:<ul><li>Experience with mass affluent, high-net-worth and commercial clients</li><li>Strong analytical thinking and decision-making skills</li><li>Bilingual or multilingual proficiency is a plus</li><li>Familiarity with digital advisory platforms and financial technology tools</li><li>High level of emotional intelligence, empathy, and professionalism</li><li>Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications</li><li>Comfortable working in a fast-paced, technology-driven environment</li><li>Detail oriented with superior organizational skills and ability to prioritize</li></ul>Experience: <ul><li>2–5 years of experience in financial advising, wealth management, or investment consulting</li></ul> 

Min:
USD $66,000.00/Yr.

Max:
USD $108,804.00/Yr.

Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Financial Consultant

Analysis Skills

Business Administration

Chartered Financial Analyst (CFA)

Customer Acquisition

Customer Relations

Customer Relationship Management (CRM)

Customer Retention/Renewal

Detail Oriented

Documentation Standards

Economics

Establish Priorities

Finance

Finance Software

Financial Analysis

Financial Regulations

Financial Trend Analysis

Health Insurance

High Net Worth

Internet Application

Interpersonal Skills

Investment Services

Investment Strategy

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Multilingual

Organizational Skills

PC (Personal Computer) Systems

Performance Metrics

Retail

Retirement Planning

Risk

Series 7

Stock Market

Tax Planning

Conducts and/or supports internal audits, client audits, and regulatory audits including, but not limited to coordinating audit scheduling, audit preparation, audit execution, audit response/resolution, and audit follow-up. This requires a combination of regulatory knowledge, attention to detail, effective communication, and a commitment to continuous improvement with the goal of achieving compliance to applicable regulatory requirements and obligations throughout the organization and ensuring that appropriate control measures are in place.

This position is responsible for ensuring a state of continuous GMP compliance of Client’s services and activities. This requires a combination of regulatory knowledge, attention to detail, effective communication, and a commitment to continuous improvement with the goal of achieving compliance to applicable regulatory requirements and obligations throughout the organization and ensuring that appropriate control measures are in place. Key Accountabilities and Responsibilities: <ul><li>Effectively communicates and proactively seeks resolution to compliance matters in accordance with internal and regulatory requirements</li><li>Communicates the status of unresolved compliance matters to stakeholders</li><li>Ensures the completion of review/audit of daily reports including, but not limited to final reports, protocols, and nonconforming event reports</li><li>Oversees controlled Quality documents</li><li>Identifies areas for improvement to policies and processes, assesses effectiveness of current policies and processes, and recommends changes</li><li>Provides professional and objective feedback to authors, study directors, technicians, and supervisors on quality and regulatory matters</li><li>Drafts, revises, and approves SOPs</li><li>Manages OOS and deviation events including but not limited to CAPA response reports, client notification, including tracking and reporting of OOS and deviations</li><li>Manages customer complaints including but not limited to investigating and communicating CAPAs to effected parties</li><li>Conducts and/or supports internal audits, client audits, and regulatory audits including, but not limited to coordinating audit scheduling, audit preparation, audit execution, audit response/resolution, and audit follow-up</li><li>Establishes and maintains Quality agreements with clients and suppliers</li><li>Supports education and training on the business on compliance awareness developing and providing quality training, including, but not limited to, GMP orientation, ongoing quality training, and annual regulatory training</li><li>Conducts and/or supports Risk Assessments</li><li>Prepares, maintains, analyzes, and presents metrics related to the quality systems and for tracking regulatory compliance of operations</li><li>Builds collaborative team environment within the department and amongst other company departments</li><li>Leads projects and implements quality initiatives in line with department and organizational goals</li><li>Completes and reports on assignments within the agreed upon timeframe</li><li>Acts as a back up to Quality Lead on an as needed basis</li><li>Trains and mentors department personnel</li><li>Supervises departmental personnel including but not limited to scheduling, time off approvals, ensuring training requirements have been met, staff development, succession planning, and performance management</li><li>Remains current in the field by review of relevant regulatory and compliance literature and attendance at appropriate seminars and conferences.</li><li>Additional duties as assigned</li></ul>Additional Accountabilities and Responsibilities:<ul><li>Works independently and proactively</li><li>Ability to adhere to a standard timeline and resolve issues in a timely manner</li><li>Proactively communicates progress and furthers understanding amongst colleagues and supervisors</li><li>Meets testing timelines in a reliable and efficient manner</li><li>Problem solving and conflict resolution skills in a cross functional setting</li><li>Ability to drive and meet project timelines individually and by coordinating the work of others</li><li>Updates training materials and trains others as appropriate</li><li>Subject matter expert in respective field</li><li>May serve as a delegated backup for senior staff when requested</li><li>Possesses working knowledge of regulatory environment and industry standards</li><li>Coordinates test record review</li></ul>Requirements:<ul><li>Bachelor’s degree from an accredited college/university in microbiology, biology, or a relevant field</li><li>5+ years' experience in the biotechnology industry with increasing scientific and leadership responsibilities</li><li>Ability to handle multiple tasks and projects under deadline pressure</li><li>Able to adapt quickly to change</li><li>Strong organizational and time management skills</li><li>Highly analytical with strong attention to detail</li><li>Excellent verbal and written communication skills</li><li>A results-oriented team player</li><li>Proficient with Microsoft Office Suite or related software</li></ul>Physical Requirements:<ul><li>Prolonged periods of sitting on a chair, working at a desk and working on a computer and/or telephone</li></ul>

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