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Banking Clerk/Legal Assistant Rochester, New York Insero Talent Solutions is partnering with a well-established and highly respected law firm in Rochester in search of a Banking Clerk/Legal Assistant. The Banking Clerk will provide administrative and operational support to attorneys and paralegals within the Banking and Finance practice group to ensure the efficient management of client matters and day-to-day practice operations. This role requires strong organizational abilities, attention to detail, discretion in handling confidential information, and the ability to manage multiple priorities in a fast-paced professional environment. Responsibilities: • Prepare, revise, format, proofread, and finalize legal documents, correspondence, forms, closing materials, and other miscellaneous documentation related to banking and finance matters., • Maintain and organize electronic and physical client files, including opening, maintaining, and closing files in accordance with firm procedures., • Assist attorneys and paralegals with transactional closings, including preparation of closing binders, signature pages, closing sets, and the creation and maintenance of detailed closing checklists., • Coordinate with clients, lenders, title companies, government agencies, and other third parties to obtain required documentation and information necessary for transactions and file management., • Conduct external communications and follow-up calls with agencies, vendors, and clients in a professional and timely manner., • Process invoices, assist with expense-related administrative tasks, and support general office and practice group operations as needed., • Perform additional administrative and operational duties as assigned. Requirements: • Associate’s degree, preferred., • 2+ years of administrative experience required; prior experience within a law firm, banking institution, real estate environment, or other professional services setting strongly preferred., • Experience supporting banking, finance, commercial lending, or real estate transactions is highly desirable., • Strong proficiency in Microsoft Office Suite, including Word, Outlook, and Excel., • Exceptional written and verbal communication skills., • Strong proofreading, organizational, and time management abilities with a high level of attention to detail., • Ability to prioritize competing tasks, manage deadlines effectively, and adapt within a fast-paced environment., • Ability to work both independently and collaboratively within a team-oriented environment., • Professional demeanor with a commitment to confidentiality and client service excellence.

Job Description Status: Full-Time/Non-Exempt Reports to: Director, Real Estate Lending Location: Rochester, Corporate Office Compensation: $32.00-$35.00 per hour Schedule: Monday-Friday, 8:30AM-5pm Hours: 37.5 hours per week Position Overview The Mortgage Underwriter is responsible for rendering credit decisions on mortgage and home equity loans in accordance with credit union policies and procedures and with secondary market guidelines. The Mortgage Underwriter also interacts with vendors, attorneys, members and realtors to ensure a quick and efficient approval and closing process. Essential Functions • Underwrite mortgages and home equity loans in accordance with applicable policies and procedures; issue commitments for such loans and clear loans for closing., • Cross sell credit union products, including non-real estate products. Participation in employee incentive program is required. Must meet or exceed sales goals established by management., • Monitor the status of mortgages and home equities in process. Follow-up with members, member's attorneys, appraisers, etc. in an effort to expedite the processing of applications., • Evaluate loan applications to determine eligibility, acceptability, and compliance with federal and state regulations, secondary market guideline and credit union requirements., • Examine property appraisals for compliance with federal and state regulations, secondary market guidelines and credit union requirements., • Superior analytical, organizational and problem solving skills., • Ability to work independently, analyze data, take and recommend appropriate actions with minimal supervision., • Coordinate with credit union real estate attorneys, PMI companies, investors and other vendors, when necessary, to facilitate mortgage approvals and closing., • Approve modification requests, subordination agreements, PMI removal requests and release of liability agreements when requested by members., • Prepare home equity commitments and home equity loans for closing., • Support mortgage department staff with member walk-in's and telephone contact., • Assist management with other various duties, as assigned. Other Responsibilities • Participate in special assignments and projects as requested by the manager. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience: • Education: Associates degree or equivalent combination of education and experience., • Experience: o A minimum of 5 years’ experience at a senior level in mortgage processing, underwriting and closing of mortgage loans. o A minimum of 5 years’ experience underwriting mortgage loans for secondary market investors. Skills • Ability to effectively communicate and interact with internal and external contacts including members, processors, loan originators, managers, staff, realtors, vendors and other clients. Other Skills • Ability to work with basic mathematical concepts such as percentages, ratios and fractions., • Ability to analyze complex data and determine., • Ability to define problems, collect data and draw conclusions., • Demonstrated ability to handle large volumes of work effectively and to work within prescribed deadlines., • Must be a licensed New York State notary public or be willing to take the necessary steps to obtain the notary public license within six months of hire., • Assist Training Department or other staff with mortgage or home equity education., • Government underwriting experience preferred. Working Environment • Must be able to sit or stand for extended periods of time in an office., • Must be available to work overtime when warranted. Licensure Requirements • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. Employment Expectation Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and upholds the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care. Safe Work Performance Expectations We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Description STATUS: Full Time / Exempt REPORTS TO: VP, Accounting and Finance LOCATION: Rochester HOURS: 37.50 hours per week SCHEDULE: Monday – Friday, 8:30am – 5:00pm Position Summary The Accounting Supervisor will manage the ongoing accounting functions of the credit union. The Accounting Supervisor will ensure the general ledger is accurate and complete, monthly reports are prepared accurately and timely, and daily and monthly reconciliations are performed satisfactorily. The Accounting Supervisor is also responsible for the daily supervision and training of the accounting team. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below. · Develop, train and coach a team of accountants. These individuals should be developed to provide for adequate succession planning, to obtain skills important to the functioning of the department, and to attain their own personal goals. · Responsible for the completion of the department’s Mid-Year Pulse and Annual Performance Appraisals. · Create and foster a positive work environment in which the team strives to meet the goals of the credit union and uphold the team values. The environment created should contribute to the achievement of these goals as well as positive employee engagement. · Prepare, in conjunction with the VP of Finance, the annual budget for the Accounting Department. · Responsible for the timely investigation of budget versus actual variances and the accuracy of the income statement and balance sheet, prior to the monthly meeting with CFO & VP of Accounting and Finance. · Responsible for the monthly preparation of the financial reports for the Board of Directors and Management. The reports must be free from material errors. · Perform monthly accounting for investment activity; prepare investment reconciliation and Investment Summary Report. · Oversee the preparation of the quarterly NCUA 5300 Report and Profile, ensuring the accuracy of the information and timeliness of the filing. · Responsibilities for the bi-weekly payroll, benefits and withholding and verifying compliance with Credit Union payroll policies. · Review fixed asset additions, monthly depreciation, and coordinate periodic fixed asset inventory. · Responsible for reviewing monthly mortgage accounts for accuracy. · Oversee the process of incoming and outgoing wires for members. · Oversee the accounts payable function for the Credit Union in compliance with the Credit Union’s Purchasing Policy. Supervise the timely payments of vendor invoices, employees/volunteer vouchers, and payments related to the indirect lending program. · Responsible for the input and report creation of the Current Expected Credit Losses (CECL) model. · Responsible for the input, accuracy and report creation of the Asset Liability Management (ALM) model. · Co-lead the annual budget process with the VP of Accounting and Finance and CFO. · Develop accounting procedures and processes for new products/services offered by the Credit Union. Review existing procedures on an annual basis prior to VP of Finance review. Other Responsibilities · Review balance sheet audits on a semi-annual basis. · Cross train other team members to provide adequate coverage during absences and to improve the overall strength and knowledge of the department. · Serve as an operational resource to members of the accounting department. · Review processes and operations under his/her control to ensure that the areas are operating as efficiently as possible. · Coordinate required documentation requests for external audits. · Assume the lead role for special accounting projects and the implementation of new software or processes. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: · Education: A four-year degree from an accredited college or university in accounting or business with at least basic accounting, cost accounting and auditing courses preferred. In lieu of a degree, 5 years of experience in an accounting department primarily with a financial institution is acceptable. · Experience: Monthly general ledger closing, accounts payable, and account reconciliations. Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies) · Leadership and communications skills. · Understanding of our products and services. · Excellent coaching skills. · PC skills, including proficiency in Microsoft Word and Excel. · Strong problem-solving skills. · Must be able to manage multiple priorities. · Must be able to communicate clearly in both verbal and written form. · Must have the ability to make effective decisions in a reasonable time frame. · Must have the ability to identify and correct areas of inefficiency. · Microsoft Office Suite, particularly: Outlook, Word, and Excel · Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines) · Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software. Physical Requirements · Lifting (5-10 pounds) · Standing/Sitting extended periods of time, while working in front of computer monitor · Typing / Data Entry · Professional Office Environment · Overhead Lighting Training and Compliance Requirements · Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines. The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Description CONTROLLER Advantech Industries, Inc. is a family-owned manufacturing company based in Rochester, New York, specializing in CNC machining, sheet metal fabrication, welding, and assembly services. The company, founded in 2002, serves multiple industries, including defense, medical, and aerospace, and operates out of a 250,000-square-foot facility. Directs the financial affairs of five operating entities comprising $60 million in annual revenues, primarily from manufacturing operations. Prepares financial analysis of operations, including interim and year-end financial statements with supporting schedules, for the guidance of management. The Controller is responsible for the company’s financial plans and policies, its accounting practices, the conduct of its relationships with lending institutions and the financial community, the maintenance of its financial records, and the preparation of financial reports. The position involves management of general accounting, property accounting, cost accounting, and budgetary controls. DUTIES AND RESPONSIBILITIES • Collaborate, where appropriate, with other accounting professionals (e.g., the Controller at Precise Tool & Manufacturing) to standardize accounting policies and procedures across companies with common ownership., • Establish and enforce effective financial controls for companies., • Provides analysis and guidance regarding the financial positions of the companies and their prospective compliance with state and federal regulations., • Enhance and strengthen the financial positions of companies through the gathering of knowledge and familiarity with the industries and competitive markets that each company participates in., • Review the practices, records, and transactions of all General Ledger and subsidiary records to ensure their compliance to Generally Accepted Accounting Principles (GAAP)., • Develop and/or maintain policies and procedures such that inventories are accurately valued and comply with GAAP., • Prepare journal entries for companies that are an integral part of the monthly financial closings., • Prepare monthly financial statements for companies that include Profit & Loss Statement, Balance Sheet, and Cash Flow., • Prepare analysis and interpret the monthly operating results and review these with stakeholders at a regularly scheduled monthly meeting., • Prepare year end schedules of all financial accounts of the companies that will ensure complete, accurate, and timely preparation of annual financial statements and tax returns by companies’ external accounting firm., • Serve on the 401(k) Administration Committee and provide guidance on plan design, advisor and recordkeeper evaluation, and compliance with statutory and regulatory changes. Support the 401(k) Plan Administrator as needed., • Apply for grants that will help the financial position of the companies., • Prepare financial forecasts for internal management as well as providing external auditing firm with details required to make estimated quarterly tax payments., • Assist outside accounting firm in data collection for tax advice and return preparation., • Coordinate annual 1099 preparation., • Prepare and file periodic NYS sales tax returns for assigned companies., • Lead the annual audits for Worker’s Compensation and General Liability insurance., • Complete Census Bureau surveys., • Assist in evaluating and purchasing Health and other Business insurances., • Other duties as assigned. SKILLS AND QUALIFICATIONS • BS/BA in Accounting/Finance or related field; MBA preferred; CPA a plus., • 10-15+ years Accounting/Financial experience, preferably in manufacturing or real estate., • Proven hands-on working experience as an Accounting Manager, Director, or Financial Controller., • Previous experience with accounting software packages. Experience with Epicor/Kinetics ERP, Quickbooks and ADP a plus., • Solid interpersonal skills, ability to work independently as well as with all other employees and vendors. Professional demeanor is a necessity., • Effective communication and administrative skills., • Must be proficient in using Microsoft Office (Word, PowerPoint, and advanced Excel skills). JOB BENEFITS • Vacation, • Paid Sick Leave, • Holidays, • Health, • Dental, • Vision, • Life Insurance, • Voluntary Disability Insurance, • 401(k) Plan with Company match According to the New York Pay Transparency law, pay range for this job is $95,000 - $115,000 / annual salary. The actual compensation will be determined based on experience and other factors permitted by law. Advantech Industries Inc. is a Drug-Free Workplace. Employment is contingent upon the successful completion of a pre-employment drug screen. ITAR Restricted: This position is restricted to US Citizens, Permanent Residents or Green Card Holders EOE/AA Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran Advantech Industries Inc. is committed to providing a work environment that is free from unlawful discrimination and harassment in any form and will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. If you are interested in applying for employment and feel you need reasonable accommodation pursuant to the ADA, you are encouraged to contact Human Resources.

Job DescriptionSr. Commercial Services Officer Canandaigua National Bank & Trust Location: Rochester, NY What does a Commercial Services Officer at CNB do? The Commercial Services Officer at Canandaigua National Bank & Trust is responsible for managing a portfolio of commercial clients. In addition to being a trusted financial partner, the Commercial Services Officer is accountable for prospecting new business while maintaining and deepening existing client relationships. What is needed to be successful in this role? • A B.S. or B.A. degree in a related field normally required., • Specialized commercial services education and training., • A minimum of eight (8) years' experience in related positions normally required., • Proficient interpersonal relations and communicative skills., • A thorough knowledge of the features and benefits of all bank commercial products and services., • Technical knowledge sufficient to manage a large loan portfolio with very complex credits., • A working knowledge of bank operating policies and procedures which impact commercial services., • Reliable transportation to meet clients in Syracuse and surrounding counties. What does a successful first year in this position look like? • Proactively develops relationships with commercial customers of the bank with respect to deposit, financing, treasury management, commercial real estate, commercial & industrial (C&I) loans, and other banking products and services., • Maintains a thorough knowledge of the features and benefits of all bank commercial products and services to uncover customer needs and offer solutions., • Generates new business from present customers; maintains ongoing business relationships with present customers to best serve our customers., • Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers., • Assists customers with their full banking needs and provides help to customers with specific inquiries or service problems., • Attends community events as a representative of CNB to support our local community., • A Commercial Services Officer may approve or reject loan applications within individual lending authority. May serve on the Asset Review Committee and/or Officer Loan Committee as assigned by the Board of Directors., • Collaboratively establishes sales objectives with their manager on an annual basis to ensure objectives are met. Monitors individual sales performance versus objectives on a regular basis., • Responds to inquiries relating to their expertise, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. Serves as a member of the bank’s sales team, e.g., Branch Managers; makes group sales calls where these types of calls will improve the opportunity for new business development. What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: • Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid holidays, vacation, and sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & development opportunities., • Tuition assistance., • Community focused volunteer opportunities., • Award winning wellness program that promotes a solid work/life balance., • Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation range - $125,500 - $156,000 The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job Description Join Our Team as a Mortgage Advisor/Loan Officer! Company: Confidential Location: Nationwide Are you a passionate and driven Loan Officer looking to elevate your career in the mortgage industry? Our client provides the perfect platform for high-performing Mortgage Advisors like you who are ready to step into the spotlight and make a significant impact! They believe in empowering our Loan Officers with the tools, support, and incredible opportunities they need to excel. With a strong focus on purchase lending, our company offers: • No Overlays, • In-house funding, • A leadership team that truly understands your needs as a Loan Officer, • A culture that fosters growth and rewards performance over tenure Your Path to Success Whether you are already a seasoned professional or aiming to reach new heights, we provide clear pathways to advancement within our organization. Our goal is to support you in scaling your business without burning out while helping you grow your referral network and enhancing your client relationships. Take Advantage of Our Realtor Growth Engine! Our proprietary system focuses on fostering strong relationships with real estate professionals, helping you: • Attract and retain producing Realtors, • Create consistent referral flow and trustworthy connections, • Drive purchase volume predictably and effectively This is your chance to distinguish yourself in a competitive market! Ready to Make the Move? Contact us at gary@leadling.com to embark on an exciting conversation about your future with Leadling! Requirements What We’re Looking For: • Active NMLS license Additional Qualifications: • 3-5 funded closed loans within the past 6 months Benefits Built to Help You Win More Realtor Business Compensation: 100% Commission • Attract realtors into your ecosystem, • Build long-term referral loyalty, • Automate follow-up and nurture, • Create predictable purchase pipelines

Job DescriptionDescription: Location: N.Y. - Multiple Locations - Monroe, Wayne, and Ontario Counties* Shift/Hours: Full-time based on business needs. General Summary: Reliant Community Federal Credit Union, ranked one of Rochester's top mid-sized companies eight years in a row, is seeking a Mortgage Originator to serve our members in our Monroe, Wayne, and Ontario County area branches. The Mortgage Loan Originator participates in the daily origination of residential mortgages including but not limited to discussions and interviews to evaluate needs, explain mortgage programs, match needs to credit union products, and assist with residential mortgage application process. As a Mortgage Loan Originator at Reliant, you will: • Achieve defined mortgage production goals., • Participate in the daily origination of residential mortgages., • Ensure the accuracy, completeness, and timely origination of residential mortgage requests and related documentation., • Prospect, develops and maintains active, ongoing referral relationships with realtors, attorneys, branch staff and other key constituent groups to develop and source business. Reliant offers an excellent work environment based on Accountability, Respect, and Teamwork (ART), along with an exceptional benefits package, including: • Ability to work remotely, • 401k retirement plan with up to a 4% employer match, plus a 3% safe harbor contribution, • Affordable Insurance (as little as $5/month!), • Generous Paid Time Off, • Branded Apparel, • Competitive WagesRequirements: Knowledge, Skills, and Abilities: • Broad knowledge of the mortgage industry and mortgage lending practices. General knowledge of secondary market underwriting and other quality standards. Functional understanding of FHA, VA, SONYMA, USDA and conventional mortgage program guidelines., • Ability to work outside of traditional office hours., • Excellent verbal, written, and listening skills., • Demonstrated record of positive customer service performance. Position Qualifications: • Minimum of 3 years secondary market mortgage origination experience required., • Established referral source network required., • Experience with mortgage Loan Origination System required., • High school diploma or equivalent required; college degree preferred. Physical Requirements: • Use keyboard, monitor, telephone, and other standard office equipment., • Ability to travel within the Credit Union's geographic service area, with a valid NYS driver's license and dependable transportation. Candidates considered for hire are subject to credit and other employment reference checks. Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer, AA Disability/Veteran. If you are interested in applying for employment and need special assistance or an accommodation to apply for a position, contact our Human Resources department via phone at 800-724-9282 or email at careers@reliantcu.com. The listed pay range includes base salary as well as variable compensation tied to goal attainment and performance metrics.

Job Description Alternatives FCU is seeking a Branch Manager to join our Member Service Team. Alternatives is a Community Development Financial Institution (CDFI) credit union serving Tompkins and surrounding counties, and is proud to find solutions for those left behind by the mainstream financial institutions. CDFIs share a common goal of expanding economic opportunity in low-income communities by providing access to fair financial products and services for local residents and businesses. At Alternatives FCU, our mission is to help build and protect wealth for people with diverse identities who have been historically marginalized by the financial industry; especially those with low wealth or who identify as Black, Indigenous, or People of Color (BIPOC). This mission is rooted in a deep commitment to equity and justice. The Branch Manager role includes overseeing staff performance, maintaining compliance with relevant laws and credit union policies, and ensuring that operational standards are consistently met. The Branch Manager is also responsible for mentoring and developing branch staff, resolving member issues, and maintaining branch security and prudent cash management. This role also plays a key part in delivering a strong consumer lending experience, with direct involvement in the lending process and responsibility for guiding and coaching staff to ensure loans are handled efficiently, consistently, and in alignment with member needs and sound credit practices. A bachelor's degree in business or related field is preferred, along with two (2) to three (3) years of credit union or banking leadership experience, a minimum of five (5) years of customer service or sales experience, and at least two (2) years of consumer lending experience, including originating and processing consumer loans. We believe that lasting impact starts from within. That's why we strive to cultivate a team that reflects the communities we serve; diverse in race, ethnicity, gender identity, sexual orientation, ability, socioeconomic background, and lived experience. We actively seek out candidates who bring a range of perspectives and are committed to challenging systemic inequities in financial systems. We are proud to be an equal opportunity employer and strongly encourage applications from people who are BIPOC, women, LGBTQIA+, people with disabilities, and members of other historically excluded communities. We know that not everyone checks every box, and that's okay. If you're excited about this role and our mission, we encourage you to apply, even if your experience doesn't align perfectly. We are passionate about financial justice and bringing equity to wealth-building systems and we invite you to join us!

Job Description Mortgage Loan Originator Canandaigua National Bank Location: Pittsford, NY What does a Mortgage Loan Originator do? Responsible for continuously soliciting, negotiating, underwriting, and coordinating the closing of residential mortgage loans in compliance with the Canandaigua Mortgage Company’s lending policies and procedures; promoting business for the Canandaigua Mortgage Company by maintaining good customer relations through referrals from existing customers and marketing for new clients; assisting in attaining established corporate, region and branch goals through active participation in new and existing products and sales programs; coordinating work within the division, as well as with other divisions and departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. What is needed to be successful in this role? • A bachelor’s degree in business or finance related field, or equivalent combination of education and experience generally required;, • A minimum of two (2) years’ experience in related position required;, • Knowledge of all lending activities and terminology;, • basic knowledge of commercial, construction, real estate, and consumer loan processing;, • A thorough knowledge of all bank regulatory requirements What are general duties? Continuously solicits, negotiates, underwrites, and coordinates the closing of residential mortgage loans in compliance with Canandaigua Mortgage Company’s lending policies and procedures as follows: • Engages in business development activities and solicitation of new business; actively involved in instilling and maintaining a positive sales environment through education of Canandaigua Mortgage Company’s products and services., • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information., • Performs prequalification assessment and analysis of financial condition and risk of financing requests within framework of Canandaigua Mortgage Company’s guidelines and industry trends., • Gathers and analyzes all information necessary to present a loan request for approval; meets with existing or potential customers; negotiates loan terms and conditions; pre-approves loans through Automated Underwriting Systems., • Ensures loans are processed according to agreement, customer needs and conform to Canandaigua Mortgage Company lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her book of business., • Ensures that credit inquiries are researched to determine credit worthiness and appropriate collateral positioning are achieved., • Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees., • Consistently applies good decision-making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures, keeping within assigned approval parameters and using these instances as learning tools for employee development. Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: • Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid holidays, vacation, and sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & development opportunities., • Tuition assistance., • Community focused volunteer opportunities., • Award winning wellness program that promotes a solid work/life balance., • Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation While this position is commission based, the compensation for this position is $16.00 per hour. Individuals in this role have historically earned between $100,000 - $175,000 per year, based on performance and productivity against commission plan parameters. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job Description Want to Submit a Resume? Perhaps our current openings are not a match for your qualifications. If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union, in the Rochester, Buffalo, and Syracuse Regions.* Opportunities Frequently Available (Part Time & Full Time) - Check Career Page for Current Openings Teller – Provides quality member service by working with members to process transactional needs. Using cross-selling techniques, Tellers uncover the needs of members and then refer or sell financial products and services that are best suited for each member. Member Service Specialist – Using cross-selling techniques Member Service Specialists (MSS) uncover the needs of members and provide them with information, in order to help members determine which products or services will best meet their needs. Then, the MSS assists members with accessing those resources. This is performed in person, as well as over the telephone. Member Service Center Representatives – Establishes and maintains a positive rapport with members, leading to loyal relationships with members. Member Service Center Representatives (MSCRs) accomplish this by listening and responding to members' requests. MSCRs receive most transaction requests via phone communications, as well as through email and postal mail correspondence. Using cross-selling techniques, MSCRs provide valuable information to members about the features and benefits of the products and services offered by The Summit. Future Opportunities That May Become Available - No Current Openings Accounting Branch Management Call Center Collections Compliance & Risk Management Consumer Lending Facilities Human Resources Indirect Lending Information Systems Information Technology Marketing and Business Development Member Technology Solutions Mortgage Training and Development • Please Note: All candidates must submit an application and resume in order to be considered for current and/or future career opportunities. Aside from branch roles, all other roles work from our Corporate Office located in Rochester, NY. EQUAL OPPORTUNITY EMPLOYER The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Provide leadership and guidance in mentoring staff across Mortgage Lending and the Front-Line on the overall sales and mortgage application process where applicable. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D. This role offers an opportunity to gain valuable experience in the mortgage lending industry while contrib

Metropolitan Commercial Bank is looking for a CRE Lending Group Head to develop new business and oversee the existing commercial real estate portfolio.

Job Description Competitive pay, friendly office, benefits, job security, full time Duties include: • oversee collection of rents & mortgage payments, • oversee disbursement of escrow and partnership distribution payments maintenance of the escrow account ledger, including tracking property taxes & insurance for mortgage borrowers, • oversight of company real estate portfolio, including ensuring leases are up to date, • billing, invoicing, and receivable tracking, • assisting executive with email correspondence and research The ideal candidate will be attentive to details, computer proficient, and familiar with standard office software and machines. Familiarity with Quickbooks a must. Entrepreneur looking for a long-term hire; employment longevity is desired. A cover letter is appreciated for consideration. If you think you're the best at this role, come prove it with us!

Proper risk management is accomplished through the Credit Officer by providing direction and input to lending units within Five Star Bank, individual lenders, the Credit Department and Credit Support staff. Demonstrate the standards and principles of the Five Star Bank experience in every interactio

The Asset Manager is responsible for reviewing and adjusting a portfolio of moderately complex delinquent / problem loans. Assists Portfolio Manager or Senior Management as needed with special projects or reporting.

Job Description Administrative Associate- Commercial Lending Canandaigua National Bank Location: Pittsford, NY What does an Administrative Associate do? The Administrative Associate is responsible for providing administrative support to the Commercial Services Group; this includes coordinating work within the division and department, as well as with other divisions and departments; reporting pertinent information to the immediate supervisor; responding to inquiries and requests from internal and external customers. What is needed to be successful in this role? • An Associate degree normally preferred., • A minimum of two (2) years' experience in related positions normally required., • Excellent communication skills and strong attention to detail., • Proficiency with a PC and associated programs (such as Microsoft Office) What does a successful first year in this position look like? • Analyzes problems, performs in-depth research on customer inquiries, and discusses findings. May examine existing departmental procedures and research the consequences of changing current procedure., • Create and reply to emails with internal and external customers. Handles customer service issues with internal and external customers; may redirect inquiries as necessary., • Processes loan advances, payments, fees, deposits, and transfers., • Funds loans, books Letters of Credit, processes tax payments and prepares/processes wire transfers., • Organizes and coordinates working loan files and handles imaging/scanning of documents for permanent recordkeeping., • Prepares various memos, reports, waivers, forms, loan documents. Enters information into systems and pulls necessary reports as needed., • Researches rate changes and other relevant information on loans and updates Lenders with appropriate information. What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: • Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid holidays, vacation, and sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & development opportunities., • Tuition assistance., • Community focused volunteer opportunities., • Award winning wellness program that promotes a solid work/life balance., • Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation range: $21.50-$23/hr. The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Lending Specialist in Rochester, NY, to manage complex borrowing relationships and provide innovative credit solutions to ultra-high net worth clients.

A large commercial banking client is looking for a Lending Assistant to join their organization. Lending Assistant or Loan Processor.

Draft, review, and advise on a wide variety of lending documents, structured finance, warehouse lending transactions and other related loan products. Broad transactional coverage of the Firm’s fixed income asset backed lending, securitization, and structured finance businesses within the Deutsche

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

About Taylor .Taylor is a well-recognized and highly respected turn-key General Contractor in Western New York with over 40 years in multifamily, industrial, commercial, and institutional construction.We p

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We are a very busy office and are looking for our next great team member.This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We are a growing agency with big dreams and lots of potential.Our team works hard to reach our

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Medical Receptionist Opportunity.Join Our Team at Allied Physicians Allergy, Asthma, Sinus Centers of Long Island - Babylon.Are you the kind of person who makes everyone feel welcome the moment they walk through the door? Do you thrive in a fast-paced environment where multitasking is key? If so, we

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Riverhead, NY 11901, USA +2 more locations.SightMD is a rapidly growing integrated ophthalmic provider group, extending the reach of exceptional eye care to patients across New York, New Jersey, Pennsylvania, Connecticut and Massachusetts.With over 127 eye care providers and the convenience of 60 lo

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

The Simulator Development & Integration team is leading the way in developing advanced simulation training tools used to train Sailors for the Naval Nuclear Propulsion Program (NNPP).This business area continues to expand as the demand for high fidelity, reliable, and cost-effective training solutio

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Panera Retail Team Member Cashier.At Panera, our people come first.If you're looking for a place where you can grow, feel supported, be yourself, enjoy great perks, and have a little fun along the wayyou're in the right spot.We're here to help you succeed every day, in every way.Get ready to rise an

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

At DICK'S Sporting Goods, we believe in how positively sports can change lives.On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams.We are committed to creating an inclusive and diverse workforce, reflecting th

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Processes member orders and collects payment while providing a high level of member service.Performs cleanup, department setup and closing tasks as necessary.For additional information about pay ranges, click here.We offer a comprehensive package of benefits including paid time off, health benefits