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Job Description STATUS: Full-time / Exempt REPORTS TO: Director of Member Service Center LOCATION: Rochester, Corporate Office COMPENSATION: The starting salary for this position is expected to be between $80,000 - $85,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week, including Saturdays (as needed) SCHEDULE: Monday – Friday 8:00am – 5:00pm, Saturday 8:00am – 2:00pm Position Summary The Manager, Member Service Center reports to the Director, Member Service Center, and is responsible for overseeing and assisting in the development of the Supervisor, Team Leads, and Member Service Center Representatives. This individual is responsible for providing high level support to team leadership and staff on escalated member service issues and inquiries, and for ensuring successful achievement of department sales and member service goals. Additionally, the individual is responsible for optimizing technology to ensure operational efficiencies and supporting strategic initiatives. Performs all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Responsibilities – Responsible for the daily performance of the call center, ensuring that the team provides secure, compliant, and top-tier service for all account-related inquiries. Strategic Responsibilities: · Operational Excellence: Oversee daily workflows to ensure service level agreement (SLA’s) are met for the staff and call overflow vendor by managing staffing levels based on peak call volume trends. Monitor and provide guidance on member communications, via the Member Service mailbox, Live Engage (Chat), and social media platforms provided by the Marketing Department. · Compliance & Risk Management: Ensure 100% adherence to financial regulations and internal security protocols to protect sensitive customer data. · Performance Analytics: Analyze call data and KPIs to identify bottlenecks, reporting weekly/monthly performance trends to executive leadership. Utilize the Work Force Management system to review and approve the monthly MSC staffing schedule ensuring that it meets the staffing needs of the department. Monitor daily and respond, as needed to any unexpected volume or staffing events · Process Improvement: Partner with the Member Service Center Director, IT and Product teams to streamline the "customer journey," reducing friction in account authentication and common transaction workflows. Leadership & People Management · Culture Building: Cultivates an engaged and high-performing team environment where employees feel empowered, valued, and motivated to excel. Provides clear direction, expectations, and regular coaching to develop team capabilities and drive consistent performance. Maintain high employee morale and retention in a fast-paced environment through engagement initiatives and transparent communication. Collaborate with and be responsive to others, in daily interactions and on shared initiatives, with a focus on building respectful and professional relationships with colleagues in all areas of the credit union. · Mentorship: Directly manage and coach leadership staff to drive professional growth and high performance. Monitor service quality by resolving complex cases, focusing on Creating Member Loyalty (CML), compliance and identity verification, to optimize the member journey. · Escalation Management: Directly manage high-risk escalations and complex member grievances as the final point of contact. You will champion the recovery of member satisfaction by providing immediate, high-level conflict resolution that aligns with credit union values and preserves member retention. · Data Support: Provide daily, weekly, and month-end reports, identifying trends, providing support for service recommendations. Required Qualifications · Experience: 5+ years of experience in call center management, specifically within banking, credit unions, or fintech. · Regulatory Knowledge: Deep understanding of financial industry standards and privacy laws (e.g., Gramm-Leach-Bliley Act). · Technical Savvy: Expert-level experience with Workforce Management (WFM) tools, IVR systems, and CRM platforms (e.g., Salesforce or Genesis). In coordination with and under the direction of the Director, serve as an administrator/advanced user role for all member service-related software systems and programs. Participate in testing, provide support, and make recommendations on new technology, as necessary. · Education: Bachelor’s degree in finance, Business Administration, or related field. Key Performance Indicators (KPIs) The success of this role is measured by: · Service Level: % of calls answered within X seconds. Monitor and assess key performance indicators and relevant departmental statistics (such as Chat, call volume, MSC email, member experience (XP) responses, abandonment rates, schedule adherence, branch support, and quality service) to Director, as well as to Senior Leaders · Net Promoter Score (NPS): Overall customer loyalty and satisfaction. Employ Creating Member Loyalty, service standards and Member Engagement tools to ensure high employee performance and extraordinary member experience. · Cost Per Contact: Balancing high-quality service with operational budget constraints. · Attrition Rate: Keeping agent turnover below industry benchmarks. Other Responsibilities · Complete requests and projects on a timely basis, as assigned. · Serve as a backup call representative during peak times. · Perform duties of Member Service Center staff member as needed. · Perform other various duties as assigned. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: · Education: Bachelors’ degree in a related field · At least 5 to 7 years’ professional experience, with at least 3 - 5 years in management/leadership position, preferably in a busy call center and/or high performing financial institution. Likewise, 3-5 years prior sales and service experience focused on creating positive member/customer experiences, strongly preferred. Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies) · Excellent verbal and written communication skills, specifically, exhibiting a calm and reassuring demeanor to staff and members. · Proven ability to motivate, train/develop employees and inspire a team working environment. · Must possess aptitude for providing high level member service and problem resolution. · Strong interpersonal, analytical, and organizational skills. · Strong critical problem-solving skills. · Ability to handle confidential/sensitive situations in a professional manner. · Ability to manage and prioritize multi-functional tasks. · Advanced knowledge of Microsoft Windows and Office Suite, including Word, Excel, Outlook, & Power Point. 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. 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. 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. 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. *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.

Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered in Rochester, NY we have offices throughout New York and Florida, and are licensed in AL, CT, FL, MA, NE, NJ, NY, OH, PA, SC, TN, TX, and VT. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. This posting is an evergreen posting. While the posting is open for applications, we may not be actively filling this roll. The Underwriter is responsible for evaluating risk and making loan decisions based on existing underwriting guidelines and information and documentation provided in the loan file. The Underwriter will be responsible for completing the following job duties. • Reviews conditions on files within posted turn times, • Completes underwrite on files submitted to underwriting for approval within posted turn times, • Provides feedback on loan quality to the Underwriting Manager, • Mentors and develops processing staff and loan officers, • Maintains a unified voice with fellow underwriters on underwriting guidance, • Escalates files issues not covered in our guidelines to Underwriting Manager for guidance, • Communicates decisions to all internal parties, • Works jointly with co-workers to respond to concerns of quality on files, such as QC, PETR, NOR or audit/clarification requests from different managers or departments, • Stays up to date on changing rules and regulations pertaining to conventional and government-insured mortgages, • Meets the required KPI standards for the position (6 units per day based on weighted scale), • Training as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. The following qualification are required of the Underwriter. Education: • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience: • Previous experience in the mortgage industry with understanding of underwritingSkills:, • Customer service, • Time management, • Written communication, • Verbal communication, • Team player, • Able to multi-task, • Detail orientated, • Organizational, • Problem solving, • Independent Judgement The following equipment is used daily by the Underwriter and provided by Premium Mortgage. • Computer, • Phone, • Printer/copier/fax machine, • Excel and word programs, • Encompass software The Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. The following is a description of the physical requirements on a daily basis for the Underwriter. While performing the duties of the job the employee is regularly expected to: • Stand, • Sit, • Hear, • Walk, • Talk, • Stoop or kneel, • Repetitive motion This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Premium Mortgage Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. The starting base salary range for this position is $75,000 - $90,000, yearly. This is the range of the base pay only, it does not include other components that make up the total compensation package of the position. If offered a position, your total compensation package will be determined by experience, location, skills and/or education which may result in a total compensation package that falls outside the provided range.

Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered in Rochester, NY we have offices throughout New York and Florida, and are licensed in AL, CT, FL, MA, NE, NJ, NY, OH, PA, SC, TN, TX, and VT. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. This posting is an evergreen posting. While the posting is open for applications, we may not be actively filling this roll. The Processor obtains, processes, and reviews all required loan documentation in compliance with the company’s established deadlines. Job Duties: The Processor will be responsible for completing the following job duties. This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. • Currently (or will be within the first year of hire) trained and approved to process the following loan types: Conventional, FHA, USDA, VA, Construction END loans, Jumbo, and Portfolio., • Reviews all documentation necessary for Loan Approval for accuracy, completeness, and tracks all data in origination software (Encompass), • Quickly and efficiently answers questions from consumer throughout the mortgage process, • Stays up to date on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all other products offered by Premium Mortgage., • Processes verifications for credit items, including, but not limited to: Employment, Asset information, Rental history, Credit reports, etc., • Works closely with Underwriting and Closing departments to ensure the timely processing and quality of loan file flow, • Review conditions and ensure Borrower(s) is providing the correct information needed to get their loan Cleared to close., • Training as needed The following qualification are required of the Processor. Education: • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable.Experience:, • Previous experience in the mortgage industry with understanding of loan processingSkills:, • Customer service skills, • Time management skills, • Written communication skills, • Verbal communication skills, • Team player, • Multi-tasking, • Detail orientated, • Organizational skills, • Problem solving skills, • Independent JudgementWorking Conditions: The Processor is primarily in an office setting and maybe exposed to outdoor conditions. Premium Mortgage adheres to a hybrid work model with a requirement of 3 days in office. The working conditions are classified as sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Physical Requirements: The following is a description of the physical requirements on a daily basis for the Processor. While performing the duties of the job the employee is regularly expected to: • Stand, • Sit, • Hear, • Walk, • Talk, • Stoop or kneel, • Repetitive motion This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Premium Mortgage Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. The starting base salary range for this position is $24.00 - $27.50, hourly. This is the range of the base pay only, it does not include other components that make up the total compensation package of the position. If offered a position, your total compensation package will be determined by experience, location, skills and/or education which may result in a total compensation package that falls outside the provided range.

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 Renovation Lending Analyst Job Description Full Time | Hybrid | Salary Range: $24.00/ hr - $27.50/ hr Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Lending Analyst supports the Renovation Lending Division by overseeing loan origination through clear to close, with cross-training to provide coverage for renovation escrow administration and draw processing when needed. This role ensures compliance with company and regulatory standards, and drives timely, high-quality customer outcomes. The position reports to the Head of Renovation Lending. Loan Processing • Reviews all documentation necessary for loan approval for accuracy, completeness, and tracks all data in origination software, • Processes verifications for credit items including, but not limited to: employment, asset information, rental history, and credit reports., • Reviews conditions and ensures borrower(s) are providing the correct documentation needed to achieve a Clear to Close, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all specialty products offered, • Works closely with Underwriting and Closing departments to ensure timely processing and quality loan file flow, • Responds quickly and efficiently to borrower inquiries throughout the mortgage process Renovation • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to ensure proper accounting for all renovation-related fees and line items, • Sets up loans in the Renovation Lending System (RLS) to enable pre-closing renovation collateral documentation and configure for post-closing draw administration, • Assists in gathering and reviewing contractor documentation, including licenses, insurance, bids, and executed contracts, • Cross-trains on post-closing draw administration processes, including draw request review, inspection coordination, and disbursement workflows, • Maintains expertise in renovation guidelines and credit criteria for FHA (203k), Fannie Mae (HomeStyle), Freddie Mac (CHOICERenovation), VA renovation, and SONYMA RemodelNY, • Provides training and support as needed within the renovation lending team This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable Experience • Previous experience in the mortgage industry with understanding of loan processing, • Familiarity with Encompass Transferable Skills • Customer service skills, • Time management skills, • Written communication skills, • Verbal communication skills, • Team player, • Multi-tasking, • Detail orientated, • Organizational skills, • Problem solving skills, • Independent Judgement Working Conditions The Renovation Lending Analyst is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Job Description Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered in Rochester, NY we have offices throughout New York and Florida, and are licensed in AL, CT, FL, MA, NE, NJ, NY, OH, PA, SC, TN, TX, and VT. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Premium Mortgage is looking to expand its Closing Department with an experienced Closing Coordinator. Job Duties: The Closing Coordinator will be responsible for completing the following job duties. • Manages closing and initial CD pipelines to ensure all queues are current, • Prepare final closing disclosure in accordance with federal guidelines and established procedures, • Fund loan to attorney using designated warehouse lines, • Work with attorneys to schedule closings, • Establishes and maintains relationships with attorneys, • Assists management in identifying trends and gaps in processes and works to find resolutions, • Works collaboratively to meet turn time requirements and departmental priorities, • Completes training as required, • Completes other duties as assigned by management The following qualifications are required of the Closing Coordinator Education: A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable Experience: Previous experience in the mortgage industry with understanding of loan processing Skills: • Customer service skills, • Time management skills, • Written communication skills, • Verbal communication skills, • Team player, • Multi-tasking, • Detail orientated, • Organizational skills, • Problem solving skills, • Independent JudgementWorking Conditions: The Closing Coordinator is primarily in an office setting and maybe exposed to outdoor conditions. Premium Mortgage adheres to a hybrid work model with a requirement of 3 days in office. The working conditions are classified as sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Premium Mortgage Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. The starting base salary range for this position is $21.00 - $25.00, hourly. This is the range of the base pay only, it does not include other components that make up the total compensation package of the position. Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work.

Job Description DATE: June 4th, 2026 STATUS: Full time / Non-Exempt REPORTS TO: Branch Manager LOCATION: Rochester Region COMPENSATION: The starting hourly wage for this position is expected to be between $26.00-$28.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.50 hours per week SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30* *Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month. Position Overview: Floating Senior Member Service Specialist The primary function of the Floating Senior Member Service Specialist (Sr. MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Senior Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Senior Member Service Specialist will be assigned to various branch locations, throughout the Rochester region. Essential Functions • Display excellent interpersonal and telephone skills being able to interact professionally and effectively with members face to face and over the telephone., • Promote and cross-sell credit union products and services that best suit our members’ needs., • Meet sales goals as determined by management., • Initiate contact with members to discuss unaddressed needs., • Ask for business referrals from satisfied members., • Develops member connections and increases member loyalty. Conducts new account follow-ups, utilizes cross-sell methods by creating opportunity, counseling members, etc., • Process member transaction requests accurately and efficiently. Transactions at the Sr. Member Service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc., • Research and resolve member questions, problems and complaints by either telephone, written correspondence or in person., • Ability to perform Head Teller Duties, such as directing daily activities of teller line (i.e. balancing, complete necessary logs)., • Maintain knowledge of daily operations of the ATM, including balancing, replenishment and maintenance., • Assist with the coordination of day-to-day operations of the branch in conjunction with the branch management., • Assist staff in accurately completing monthly tracking reports., • Assist in mentoring new Member Service Specialists., • Responsible for balancing daily work., • Adhere to credit union and departmental policies and procedures., • Work flexible schedule and overtime as requested., • Update and document information learned about members on the system. Other • Recommend changes to products/services as a member advocate., • Assume the responsibilities of Acting Branch Manager when directed by management., • Notarize documents when needed., • Participate in any special projects, as assigned by management., • Assist others in various duties upon management's request., • Work overtime when requested by management., • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. Qualifications Education/Experience: An equivalent combination of the following: • High School Diploma/Equivalency required., • Minimum two-three years’ prior MSS experience., • Prior leadership experience., • Excellent knowledge of credit union policies and procedures. Skills • Effective communication skills, including listening skills, to build relationships and member loyalty., • Excellent interpersonal skills to create positive member experience., • Ability to cross-sell products and services., • Strong attention to detail and excellent organizational skills., • Strong math and keyboarding skills. Working Environment • Must be able to sit and or stand for an extended period of time in a normal office environment., • Occasional lifting required. 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. 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. 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. *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.

Job Description Status: Full-Time/Non-Exempt Reports to: Director, Real Estate Lending Location: Rochester, Corporate Office Compensation: The starting hourly wage for this position is expected to range between $35.00-40.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. Schedule: Monday-Friday, 8:30AM-5pm Hours: 37.5 hours per week Position Overview The Senior 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 Renovation Underwriter Job Description Full Time | Hybrid | Salary Range: $72,000 – $90,000 annual Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Underwriter is responsible for evaluating risk and rendering credit decisions on renovation loan applications in accordance with agency guidelines and company policy. This role requires in-depth knowledge of standard mortgage underwriting principles as well as specialized expertise in renovation lending programs across FHA, Fannie Mae, Freddie Mac, VA, and SONYMA, including the unique collateral, contractor, and project feasibility considerations inherent to renovation transactions. Underwriting Responsibilities • Completes full credit underwrite on files submitted to underwriting for approval within posted turn times, • Reviews conditions on files within posted turn times and communicates decisions clearly to all internal parties, • Maintains a unified voice with fellow underwriters on underwriting guidance and escalate file issues not covered by existing guidelines to the Head of Renovation for direction, • Provides feedback on loan quality and mentors processing staff and loan officers on file preparation and guideline compliance, • Works jointly with colleagues to respond to quality concerns, including QC, PETR, NOR, and audit or clarification requests from managers or other departments, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all renovation products offered, • Meets required KPI standards for the position, • Participate in training and development as needed Renovation Responsibilities • Underwrites renovation loan files in accordance with FHA 203(k), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, and SONYMA RemodelNY guidelines, • Evaluates project feasibility, including scope of work, contractor qualifications, construction bids and consultant reports to assess risk and ensure compliance with program requirements, • Reviews and approves contractor documentation, including licenses, insurance certificates, W-9s, executed contracts, and cost breakdowns, • Analyzes as-completed appraisals to confirm that the subject property’s projected value supports the renovation loan amount and complies with applicable LTV/CLTV requirements, • Reviews renovation escrow calculations and contingency reserves to ensure proper structuring of the renovation holdback in accordance with agency guidelines, • Coordinates with the Renovation Lending Analyst and closing team to confirm RLS system setup, pre-closing collateral documentation, and post-closing draw administration readiness, • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to confirm accurate accounting of all renovation-related fees, holdbacks, and escrow items, • Identifies and escalates unusual project risks, incomplete contractor documentation, or scope-of-work concerns to the Head of Renovation prior to issuing a decision, • Supports post-closing draw administration oversight by providing underwriting guidance on change orders, project scope modifications, or borrower disputes as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience • Minimum two years prior mortgage underwriting experience with a strong understanding of credit analysis, collateral evaluation, and agency guidelines., • Direct experience underwriting renovation loan products (FHA 203k, Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, or SONYMA) strongly preferred., • Familiarity with renovation escrow administration, draw management processes, and as-completed appraisal review preferred., • DE/SAR certifications preferred; CHUMS ID required for FHA renovation underwriting. Transferable Skills • Strong analytical and independent judgment skills with the ability to make sound credit decisions., • Excellent written and verbal communication skills with the ability to clearly convey underwriting decisions and conditions., • Detail-oriented with strong organizational and problem-solving abilities., • Effective time management and ability to manage multiple files simultaneously within established turn times., • Collaborative team player with the ability to mentor and support processing and origination staff. Working Conditions The Renovation Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

The primary function of the Floating Senior Member Service Specialist (Sr. MSS) is to uncover members' needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Senior Member Service Specialist provides members with accurate information, regarding the credit union's products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Senior Member Service Specialist will be assigned to various branch locations, throughout the Rochester region. Essential Functions • Display excellent interpersonal and telephone skills being able to interact professionally and effectively with members face to face and over the telephone., • Promote and cross-sell credit union products and services that best suit our members' needs., • Meet sales goals as determined by management., • Initiate contact with members to discuss unaddressed needs., • Ask for business referrals from satisfied members., • Develops member connections and increases member loyalty. Conducts new account follow-ups, utilizes cross-sell methods by creating opportunity, counseling members, etc., • Process member transaction requests accurately and efficiently. Transactions at the Sr. Member Service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc., • Research and resolve member questions, problems and complaints by either telephone, written correspondence or in person., • Ability to perform Head Teller Duties, such as directing daily activities of teller line (i.e. balancing, complete necessary logs)., • Maintain knowledge of daily operations of the ATM, including balancing, replenishment and maintenance., • Assist with the coordination of day-to-day operations of the branch in conjunction with the branch management., • Assist staff in accurately completing monthly tracking reports., • Assist in mentoring new Member Service Specialists., • Responsible for balancing daily work., • Adhere to credit union and departmental policies and procedures., • Work flexible schedule and overtime as requested., • Update and document information learned about members on the system. Other • Recommend changes to products/services as a member advocate., • Assume the responsibilities of Acting Branch Manager when directed by management., • Notarize documents when needed., • Participate in any special projects, as assigned by management., • Assist others in various duties upon management's request., • Work overtime when requested by management., • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. Qualifications Education/Experience: An equivalent combination of the following: • High School Diploma/Equivalency required., • Minimum two-three years' prior MSS experience., • Prior leadership experience., • Excellent knowledge of credit union policies and procedures. Skills • Effective communication skills, including listening skills, to build relationships and member loyalty., • Excellent interpersonal skills to create positive member experience., • Ability to cross-sell products and services., • Strong attention to detail and excellent organizational skills., • Strong math and keyboarding skills. Working Environment • Must be able to sit and or stand for an extended period of time in a normal office environment., • Occasional lifting required. 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. 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. 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. *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.

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. The Loan Processor supports the loan origination process by coordinating communication among borrowers, re

Responsible for performing various collection duties on consumer or mortgage accounts in various stages of risk or performance to effectively reduce delinquency, losses and increase recoveries. Areas of delinquencies are categorized as follows: Installment loan accounts Revolving accounts Lease accounts Credit card accounts Overdraft / Goldlines Mortgage loans Accounts and calls are moderate in nature. Performance objectives will be assigned on an individual basis regarding specific area(s) of responsibility. Essential Job Functions Take all necessary actions to collect payments or charge-off recoveries via predictive dialer or by manual inbound/outbound calls. May initiate and prepare files for repossession, charge-off, NOD and skip trace. Ability to assess customer's financial situation for possible referral for loss mitigation. Uses various collection systems to update customers' accounts and to send correspondence. Understands and adheres to the Fair Debt Collection Practice Act, Collection Laws, and Fair Credit Reporting Act.

The successful candidate will be responsible for processing residential mortgage loans, ensuring compliance with company policies and regulatory requirements. Qualified candidates will have over 5 years of retail loan processing experience, preferably with FHA/VA and Conventional loans. CMG Financia

Coordinate closing paperwork, ensure accuracy and completeness of loan files prior to passing to the closing department. At least 2 years of experience processing loans, preferred. As a Loan Processor for NVR Mortgage, you will work directly with our homebuying customers from Ryan Homes, NVHomes and

AnnieMac Home Mortgage is looking to hire a Mortgage Loan Originator II to assist one or more specific Mortgage Loan Originator(s) or Branch Manager(s) in delivering outstanding customer service to borrowers and realtors on loans that they originate. This role will work and train with Loan Originato

Maintain ongoing communication with NVR Mortgage and Homebuilding staff throughout the entire loan process. Manage multiple loan files, collect and record customer information, and ensure timely processing of mortgages. Set up loan files, order all exhibits (i.

Primary Responsibilities Maintain frequent communication while providing exceptional customer service to homebuyers, branch personnel, and the Homebuilding divisions throughout the entire loan process Manage multiple loan files Collect and record customer information in a timely manner to ensure

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 r

The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. Gather documents at the time of registering a loan

Job Description 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. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • 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 training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • 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., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • 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., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • 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). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. 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.

We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. Documented residential mortgage loan volume in the past 12 months of $8 milli

AnnieMac Home Mortgage is looking to hire a Full-time External Branch Manager to establish referral source relationships for a steady flow of loan volume from real estate brokers and other external sources. Originating External Branch Manager. Identify a branch location and recruit loan originators

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. The Loan Officer Assistant supports loan officers by gathering, reviewing, and verifying borrower document

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. • Delivers an exceptional customer experience by acting with a customer-first attitude, • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations, • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships, • Influences, educates, and connects customers to technology, • Possesses initiative and knowledge to provide financial options for customers using a consultative approach, • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together, • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • 1+ year of experience in retail banking sales, financial services sales, consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results, • High school degree, GED, or foreign equivalent, • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire, • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training, • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs, • Ability to work branch hours including weekends and some evenings, • College degree or military equivalent, • Professional, thorough, and organized with strong follow-up skills, • Exude confidence with clients when sharing product knowledge and solutions, • Experience adhering to policies, procedures, and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Job Description Full Time | Onsite | Rochester, NY Salary Range: $21.15/ hr - $27.00/ hr Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Benefits Coordinator is responsible for informing employees about the nature of benefit plans and any changes that happen to the structure of those benefits. They will assist in answering any questions or concerns that employees have regarding their benefits. • Provide ongoing support to HR and the benefits teams, • Process new enrollments quickly and accurately, • Reconcile monthly payroll deductions to carrier invoices, • Resolve employee issues with benefit administrators and insurance providers, • Assist employees in enrolling in dental, vision, medical and disability plans, • Assist with Premium Mortgage and its affiliates in recruitment, payroll processing and provide administrative support to all employees, • Provide new hires with explanations of benefits and instruct them on enrollment and fulfillment procedures, • Ensure that the company’s benefits policy is compliant with the set laws and regulations, • Travel to Premium Mortgage and its affiliates to provide benefit guidance, • Maintain accurate employment related data in electronic and/or written form, • Other duties as assigned by management This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • Education in a people-orientated academic background, or related field is preferred but not required Experience • A minimum of 3 years’ experience in Human Resources with a preference towards benefits administration, • Experience with ADP Workforce Now preferred Transferable Skills • Excellent interpersonal and communication skills (both written and verbal) with the ability to present information in a meaningful and easily understood form, • Positive customer service attitude, • Adaptable to evolving technology, with the ability to quickly learn and apply new tools and systems, • Capacity to apply discretion and maintain a high level of confidentiality while handling sensitive information, • Proficiency in Microsoft Office Suite (Word, Outlook, Excel), • Ability to be self-motivated and work effectively with different staff levels at the organization Working Conditions The Benefits Coordinator is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Citizens Bank is seeking dedicated Mortgage Loan Officers to build and maintain a network of business relationships for mortgage lending opportunities.You will work to deepen relationships with clients and assist them in achieving their financial goals.This role offers a commissioned income between

KeyCorp is seeking a Mortgage Loan Officer in Rochester, NY to assist clients in originating residential mortgage loans. The ideal candidate will have strong communication skills, experience in mortgage production, and proficiency in sales.

Primary responsibilities Go above and beyond for customers - Aspire to deliver outstanding customer service Drive sales through service - Achieve sales and referral goals by developing a positive customer experience Build book of business - Proactively seek ways to develop and expand customer relati

OneGroup seeks a Mortgage Loan Consultant in Rochester, NY to originate mortgage loans and ensure superior customer service. You will establish strong professional ties to local businesses, delivering tailored mortgage solutions and guiding clients through the loan process. The ideal candidate shoul

Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. Gather documents at the time of registe

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

Coordinate and track all advertising loans between Agents and Marketing.

Provide clerical support to the Provost and Vice President of Academic Affairs (PVPAA).Assist Academic Affairs Coordinator in day-to-day division responsibilities.Provide coverage in absence of Academic Affairs Coordinator.Provide clerical support, which includes, but is not limited to: answering an

This job is a temporary position from now until September.Reporting to the Customer Service Supervisor, the Customer Service Associate/Administrative Assistant operates at the intersection of logistics and client relations.In this fast-paced warehouse and office environment, you will serve as a crit

For more than 40 years, the Peconic Land Trust has been protecting Long Island's working farms, natural lands, and heritage.We have an exciting opportunity for someone who wants to be a part of conserving what makes Long Island unique and viable: our fresh locally grown food; healthy woodlands and m

We have an opening for a talented Kelly Services Administrative Assistant to perform daily responsibilities with dedication.Provide excellent interactions with customers and colleagues.Ensure compliance with company and safety standards.Perks include competitive pay, flexible schedules, hands-on tra

As a Virtual Administrative Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.Duties and responsibilities can change depending on business needs.

Your primary responsibilities will include: -Calendar Management -Communications and problem solving with insurance companies and clients(aka: patient), -Account receivables/payables -Handling of payments in cash or credit card -various other Senior Executive Administrative duties.Most important

Hearthstone Care is a growing home care organization expanding into licensed home health services.We have established infrastructure, existing contracts, and a newly acquired license — and we’re entering the next phase of growth.We’re looking for a dependable, organized.This role is perfect fo

The successful candidate must possess proficient interpersonal relations, communicative and sales skills; a thorough knowledge of the features and benefits of all loan products and services, Governmental Guarantee programs and current lending regulations and a comprehensive knowledge of operating po