UNKNOWN

FEED

Recognized both regionally and nationally for its exceptional client experiences, Fidelity Bank is an industry leader, embracing technology and continuously adding new products to best serve its clients. In this role, you will build and maintain relationships with community-based organizations, realtors, and governmental agencies to create lending opportunities in line with the Community Reinvestment Act (CRA).

Who We Are:Founded in 1902, Fidelity Bank has grown to meet the expanding financial needs of the communities it serves. Recognized both regionally and nationally for its exceptional client experiences, Fidelity Bank is an industry leader, embracing technology and continuously adding new products to best serve its clients.Why Work at Fidelity?For over 10 years, Fidelity Bank has been ranked as one of the area's best banks by local and national publications. In addition, we have also been recognized as one of the best places to work! Part of our vision is to be the best bank for the community. In 2025, our bankers served over 4,100 hours of volunteer time and donated over $1.6 million to non-profit organizations within our markets. We are looking to hire top talent that will join our efforts to serve our community partners.We are seeking a motivated and results-driven CRA Mortgage Consultant to join our team. In this role, you will build and maintain relationships with community-based organizations, realtors, and governmental agencies to create lending opportunities in line with the Community Reinvestment Act (CRA). You will be responsible for originating residential mortgage loans to meet sales goals within the CRA assessment area, with a focus on low- and moderate-income borrowers.Key Responsibilities:• Develop new business through proactive outreach, including cultivating relationships with referral sources, realtors, and community organizations.
• Sell and originate residential mortgage loans, explaining various mortgage products, and assisting customers in selecting the best options.
• Work with community-based organizations to access down payment assistance programs for qualifying borrowers.
• Achieve annual sales targets in alignment with the bank's business development goals.
• Coordinate with internal teams, including underwriters and processors, to ensure a smooth mortgage application and closing process.
• Maintain detailed records of customer interactions and sales activities.
• Stay current on relevant laws and regulations to ensure compliance with industry standards, including CRA, HMDA, and Equal Credit Opportunity Act.
• Actively participate in team efforts to cross-sell other bank products and services.Qualifications:Proven experience in mortgage loan origination and business development.
Strong knowledge of mortgage lending products, processes, and regulations.
Ability to work independently and collaboratively with team members.
Excellent interpersonal and communication skills to foster relationships with clients, realtors, and community organizations.
Strong organizational skills and the ability to meet deadlines.If youre passionate about making a positive impact in the community and meeting customer needs with customized mortgage solutions, we encourage you to apply for this rewarding opportunity. Submit your application today!Basic QualificationsEducation/Training:
A high school diploma or equivalent with an emphasis in a business curriculum. College Degree Preferred.Skill(s):
Proficient reading, writing, grammar, and mathematics skills; thorough knowledge of current mortgage lending regulations and secondary market underwriting guidelines; proficient interpersonal relations, communicative, and sales skills; a working knowledge of bank operating policies and procedures which impact mortgage loan services; a thorough knowledge of the features and benefits of all bank mortgage loan products and services; visual and auditory skills; valid drivers license. Must be bi-lingual to best serve community needs.Experience:
A minimum of two (2) years experience in related positions normally required.

Fidelity D & D Bancorp, Inc.

CRA Mortgage Consultant

Accounting Close

Auditory

Banking Services

Business Banking

Business Development

Communication Skills

Community Banking

Community Relations

Consulting

Cross-Selling

Customer Experience

Customer Relations

Customer Support/Service

Driver's License

Equal Credit Opportunity Act (ECOA)

Industry Standards

Interpersonal Skills

Loan Origination

Loans

Maintain Compliance

Mathematics

Meet Sales Quota

Mortgage

Mortgage Lending

Mortgage Regulations

Nonprofit

Operations Processes

Organizational Skills

Real Estate Sales

Regulations

Regulatory Compliance

Residential Mortgages

Sales

Secondary Markets

Secondary Mortgages

Set Goals

Time Management

Track Customer Issues

Underwriting

Develop and maintain relationships with agents, monitor agency growth, profitability and quality of submissions; review loss activity (frequency and severity) for each agent in the assigned territory; consider mix of business, loss ratios by line of business, fit of business with company guidelines; identify problems or patterns that might predict problems and work with the agent to correct. Assist Marketing staff in identifying new opportunities consistent with risk appetite.

Essential Job Duties and Responsibilities:<ul><li>Effectively assess risk and price business according to the company's underwriting and pricing guidelines and ensure time standards are met.</li><li>Develop and maintain relationships with agents, monitor agency growth, profitability and quality of submissions; review loss activity (frequency and severity) for each agent in the assigned territory; consider mix of business, loss ratios by line of business, fit of business with company guidelines; identify problems or patterns that might predict problems and work with the agent to correct.</li><li>Acquire reinsurance as needed.</li><li>Effectively use all available systems, tools and resources in making sound underwriting decisions.</li><li>Participate in development of new products and coverages.</li><li>Participate in training for new underwriters.</li><li>Assist underwriters in the handling of high hazard or more complex accounts.</li><li>Assist Marketing staff in identifying new opportunities consistent with risk appetite.</li><li>Visit agency plant to build and maintain strong working relationships.</li></ul>Knowledge, Skills, and Abilities:<ul><li>MS Word, Excel, PowerPoint</li><li>Solid knowledge of commercial underwriting policies, practices and procedures.</li><li>Strong underwriting aptitude and ability to make informed decisions.</li><li>Ability to work with webinars.</li><li>Excellent verbal and written communication skills and strong negotiation skills.</li><li>Ability to advise agency plant on commercial contracts and procedures.</li><li>Excellent time-management skills and ability to multi-task.</li><li>BA or BS degree preferred.</li><li>Knowledge in underwriting all commercial lines exposures for all lines of business.</li><li>CPCU, AU or equivalent work experience.</li></ul>

Chubb is the world&rsquo;s largest publicly traded property and casualty insurance company and the largest commercial insurer in the U.S.
With operations in 54 countries and territories, we are a major personal lines writer, as well as a leading middle market, small commercial and large industrial commercial insurer, providing a wide range of traditional and specialty coverages.
As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. And we combine the precision of craftsmanship with deep experience to conceive, craft and deliver the very best insurance coverage and service to individuals and families and to businesses of all sizes.
Our products and services are distributed through brokers, independent agents, exclusive agents and various forms of direct marketing.
What we deliver:
<ul>
<li>Extensive product and service offerings</li>
<li>Broad distribution capabilities</li>
<li>Service excellence</li>
<li>Risk expertise</li>
<li>Underwriting discipline</li>
<li>Exceptional financial strength</li>
<li>Local operations globally</li>
</ul>

Chubb Ltd

Commercial Ag Senior Underwriter

Identify Issues

Insurance Sales

Marketing

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Multitasking

Negotiation Skills

Presentation/Verbal Skills

Pricing

Product Development

Profit & Loss

Reinsurance

Risk

Risk Analysis

Sales Prospecting

Webinar

Writing Skills

ADAPTED_NOW

This role is responsible for overseeing agency performance, developing business opportunities, managing a high-performing team, and ensuring exceptional client relationships across personal and commercial insurance lines. The ideal candidate combines leadership, sales expertise, operational management, and community engagement to drive long-term agency success.

YEAR

We are seeking a motivated and strategic insurance professional to run their own Farmers insurance agency by leading the growth, operations, and client service functions of a dynamic insurance agency. This role is responsible for overseeing agency performance, developing business opportunities, managing a high-performing team, and ensuring exceptional client relationships across personal and commercial insurance lines.The ideal candidate combines leadership, sales expertise, operational management, and community engagement to drive long-term agency success. Salary Range: $200000.00 - $250000.00 per year BenefitsAnnual Base Salary + Commission + Bonus OpportunitiesPaid Time Off (PTO)Dental InsuranceFlexible ScheduleVision InsuranceLife InsuranceHealth InsuranceDisability InsuranceMon-Fri ScheduleTuition ReimbursementRetirement PlanHands on TrainingParental LeaveCareer Growth Opportunities Responsibilities Key ResponsibilitiesLead day-to-day agency operations, including sales, service, retention, and compliance Develop and execute growth strategies to expand the agencys client base and market presence Recruit, mentor, and manage licensed insurance professionals and support staff Build strong relationships with clients, referral partners, carriers, and community organizations Monitor agency performance metrics, profitability, and production goals Ensure adherence to carrier guidelines, underwriting standards, and state insurance regulations Oversee marketing initiatives, networking activities, and business development efforts Create a positive, customer-focused culture centered on professionalism and service excellence Analyze market trends and identify opportunities for new products and services Handle escalated client concerns and provide solutions-oriented leadership Requirements QualificationsPrevious experience in insurance sales, agency management, or business leadership Strong leadership, communication, and team development skills Proven ability to drive revenue growth and client retention Knowledge of insurance products, underwriting practices, and regulatory requirements Experience with CRM systems, agency management platforms, and performance reporting Self-motivated with strong organizational and strategic planning abilities Active Property & Casualty and/or Life & Health insurance licenses preferredPreferred AttributesStrong community involvement and relationship-building skills Ability to lead in a fast-paced, performance-driven environment Strategic thinker with a hands-on leadership style Passion for client advocacy and team success

The Atlantic District

Executive Principal Agent

Business Strategy

Customer Escalations

Customer Relationship Management (CRM) Systems

Customer Retention/Renewal

Dental Insurance

Disability Insurance

Health Insurance

Insurance

Insurance Regulations

Insurance Underwriting

Leadership

License Management

Life Insurance

Market Trend Analysis

Mentoring

Operations Management

Performance Analysis

Performance Metrics

Regulatory Requirements

Retirement Plan

Revenue Growth

State Laws and Regulations

Strategic Planning

Systems Administration/Management

Team Building

Tuition Reimbursement

Vision Plan

IdealTraits

OTHER

Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts.

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:
The Portfolio Manager (PM) supports Relationship Managers (RMs) in managing their client portfolios. The PM plays a key role in ongoing client servicing, credit risk monitoring, and portfolio-level reporting, allowing RMs to focus on business development and relationship strategy. PMs serve as the primary contact for smaller clients, assist with credit processes, and help ensure regulatory and policy compliance across the portfolio. Key Responsibilities:Client and Relationship Support<ul><li>Serve as the primary point of contact for lower-risk, lower-touch clients, handling inquiries and routine servicing.</li><li>Conduct client-facing activities such as annual review meetings, information gathering, customer service check-ins, and closings.</li><li>Periodically join RMs on client calls.</li></ul>Credit Monitoring and Analysis<ul><li>Collect, track, and review ongoing financial reporting requirements for assigned clients.</li><li>Perform covenant testing and flag any exceptions or trends for review.</li><li>Recommend appropriate risk ratings based on financial performance and creditworthiness.</li></ul>Deal and Renewal Support<ul><li>Prepare or assist with credit memos for renewals, modifications, and new money requests.</li><li>Support deal screens and early-stage evaluations of new and existing credit opportunities.</li><li>Coordinate with Sr. Credit Underwriters for the underwriting of complex credits.</li><li>Participate in credit presentations to the Regional Credit Officer (RCO) and Loan Committee.</li></ul>Documentation and Process Management<ul><li>Review and verify loan documentation and support the closing process for assigned relationships.</li><li>Work with Credit and Operations to ensure compliance with internal policies and loan conditions.</li></ul>Cross-functional Collaboration<ul><li>Work directly with RM when deeper expertise is required to support the client.</li><li>Collaborate with bank partners to identify and follow through on cross-sell opportunities.</li></ul> 

Qualifications:
Education/Training/Requirements:<ul><li>Bachelor's degree in Business Administration, Finance, Accounting, or a related field.</li><li>All applicants must be 18 years of age or older.</li></ul>Skills:<ul><li>Strong understanding of loan structuring, documentation, and credit policy.</li><li>Knowledge of accounting and lending principles.</li><li>Strong written and verbal communication skills, proficient in business writing.</li><li>Skilled at researching and interpreting financial data and trends.</li><li>Excellent organizational skills, attention to detail, and ability to manage multiple tasks under pressure.</li><li>Comfortable with client-facing interactions. </li></ul>Experience:<ul><li>4–6+ years of experience in commercial banking, credit analysis and underwriting, with at least 2 years in a dedicated portfolio management or underwriting role.</li></ul>

Min:
USD $80,000.00/Yr.

Max:
USD $139,633.00/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.

Underwriting Jobs in Wilkes Barre, PA

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Underwriting Jobs in Wilkes Barre, PA

CRA Mortgage Consultant Fidelity D & D Bancorp, Inc.

Commercial Ag Senior Underwriter Chubb Ltd

Executive Principal Agent The Atlantic District

Commercial Banking Portfolio Manager Community Financial System, Inc.

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