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Title: Senior Associate Attorney

Location: New York, NY/Iselin, NJ

Job Type: Hybrid - Full-time

Represent mortgage servicer and investor clients in residential and commercial foreclosure, title and general real estate litigation, including consumer claims directly against the firm’s clients. This position includes, but is not limited to, making appearances in state and federal court for routine and contested hearings, reviewing incoming litigation and developing case strategy, drafting documents, conducting discovery, trials and evidentiary hearings, state and federal appeals, and settlement negotiations. Position is primarily in-office although hybrid or fully remote opportunities may be available for an exceptionally qualified candidate.

DUTIES & RESPONSIBILITIES:

• Manage and handle case load of contested foreclosures, defensive litigation and ancillary matters on behalf of mortgage servicers and investors.
• Analyze loan files, title reports, and other client documents.
• Draft motions, pleadings, settlement agreements, discovery demands and responses.
• Appear in court for settlement, case management conferences, motion arguments, trials, hearings and appeals.
• Communicate with clients to ensure quality representation and implementation of all client directives, including electronic communication through various online portals used by clients.
• Collaborate with support staff for preparation and execution of documents to be signed by the client, filed with the court and/or for internal or client reporting purposes.
• Research and analyze difficult client cases and collaborate with partners as to client advice and potential resolution.
• Create matter budgets and seek fee approval from clients as per their requirements; track billable and non-billable time.

SUPERVISORY RESPONSIBILITIES:

This job may require supervisory responsibilities

EDUCATION & WORK EXPERIENCE:

• J.D. degree, bar license in good standing in New York/New Jersey required
• Bar license in Pennsylvania and/or Connecticut not required but a plus
• Minimum 10 years relevant litigation experience preferred but less experience will be considered for an otherwise qualified candidate
• Substantial knowledge and experience with New York Mortgage Foreclosure Law and practice is required.

KNOWLEDGE, SKILLS, & ABILITIES:

• Effectively manage time and priorities
• Keep confidences
• Strong writing skills
• Ability to effectively communicate written and oral
• Ability to work independently or in a group/team setting
• Ability to maintain high level of professionalism amidst any challenges
• Ability to interact and communicate well with clients, staff, peers and management of all levels
• Ability to maintain positive attitude

The Company:

Medalist Capital is a commercial real estate financial services company that specializes in Mortgage Banking, Equity Placement, Structured Finance, and Investment Sales. Founded in 2004, Medalist Capital has successfully completed transactions with over 300 clients and closed over 2,000 loans with a total deal volume exceeding $20 billion spread across over 200 different capital sources. Our commitment and focus on maintaining strong client and lender relationships has enabled us to become one of the leading real estate financial services firms in the Southeast, headquartered in Charlotte with offices in Raleigh, Atlanta, Charleston, and Nashville. Although geographically located in the Southeast, our network of investors and capital sources allows us to service our clients and their properties throughout the United States. Medalist represents 35 of the nation’s most active and competitive institutional real estate lenders. Projects range in size from $1 million to well over $100 million. Over $1 billion of financings are closed annually, with a servicing portfolio of over $4 billion.

Job Responsibilities:

Initial responsibilities will include assisting the debt teams in the underwriting and analysis of commercial real estate mortgage transactions, including conducting research, studying market trends, database management, performing financial modeling, spreadsheet analysis in Excel, organizing and presenting data analysis, drawing objective conclusions, making recommendations, and other duties assigned.The position will also include client and lender interaction in preparation for advancement into a Producer (sales) role.

Qualifications:

· 3-5 years of experience in the commercial real estate lending arena (preferably in mortgage banking)

· Ability to analyze, negotiate, and structure debt and equity transactions for commercial real estate

· Strong business development, communication, and negotiation skills

· Self-motivated, team-oriented, and strong time management skills

· Bachelor’s Degree - preferred in Finance, Business, or Real Estate.

Pay includes base salary plus a performance-based compensation package with unlimited earnings potential based on production.

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The Disbursement Specialist completes disbursement of escrow transactions by printing checks, issuing wires, creating cover letters, and issuing final HUD’s. This role confirms that the file balances are accurate and disburses the funds according to directions, most often by issuing checks. Also works with lenders, buyers and escrow officers to balance files that have closed and disburse the file.

Essential Duties and Responsibilities

• Liaises with clients and all parties within the transaction. Prioritizes, multi-tasks and communicates to ensure deadlines are met.
• Prepares wires and checks for transfer
• Prepares and emails various drafts of settlement statement to the parties.
• Answers a moderate volume of phone calls, and provides internal and external customer service
• Participates in conference calls as needed to discuss flow of funds
• Ensures files are properly balanced and reconcile any differences with Closing Specialist
• Reconciles incoming and outgoing wires.
• Embraces technology and outsourcing.
• Performs other duties as assigned.

Position Requirements

Education

• High school diploma or equivalent required

Experience

• Minimum 2 years Banking and/or Escrow Experience required

Functional/Technical Skills

• Strong working knowledge of Corporate and divisional policies and procedures including wire fraud
• Ability to multi-task and prioritize files
• Intermediate level working knowledge of Microsoft Office applications and escrow related software.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write correspondence. Ability to speak effectively before customers.
• Ability to calculate figures and amounts such as discounts, interest, proportions, percentages.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives.
• Writes clearly and informatively; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Develops realistic action plans.
• Basic accounting knowledge including accounts receivable
• Settlement statement (HUD) knowledge helpful
• Effective analytical and problem-solving skills
• Excellent customer service and communication skills
• Detail orientated
• Work efficiently and accurately in high pressure situations
• AtClose operations system knowledge preferred

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future recruiting partner, please email

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

Job Summary

The Closer Specialist prepares settlement statements and closing documents, understanding and complying with escrow instructions, conducting closings and handling funds placed through the Company’s escrow account.

Essential Duties and Responsibilities

• Manages the entire real estate transaction process according to sales contracts, lender instructions, company requirements, and other written instructions.
• Reviews title commitments, sales contracts and other documents relating to residential real estate transactions for compliance and accuracy.
• Prepares Closing Disclosures/HUD-1 Settlement Statements, conveyance and other settlement documents necessary to complete closing transactions.
• Examines and clears requirements on title commitments and lender closing instructions.
• Obtains and prepares information needed to close a transaction.
• Works closely and coordinates closing transactions with clients, lenders, realtors, staff, and any other relevant parties to ensure a proper timely closing transaction.
• Balances the closing disclosure or HUD-1 Settlement Statements, reviews funds received and coordinates proper disbursement of closing funds.
• Performs other duties as assigned.

Position Requirements

Education

• Associates degree or equivalent related work experience required.
• High school diploma or equivalent required.

Experience

• Minimum 2 years closing experience.

Functional/Technical Skills

• Customer service oriented, with the strong drive to meet goals.
• Excellent product knowledge, client relations, and presentation skills.
• Strong follow up skills.
• Attention to detail.
• Retail Closings and multi-state experience

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future recruiting partner, please email

Job Details

At Edina Realty Title, every closing represents a milestone—keys exchanged, dreams realized, and new chapters begun. As a Senior Title Closing Processor, you’ll play a vital behind-the-scenes role in making those moments seamless and stress-free. Your expertise, precision, and collaborative spirit will help ensure every transaction is prepared with care and ready for a successful closing day. This position is fully onsite working Monday through Friday from 8am-5pm in our Woodbury, MN office. We’re looking for a knowledgeable, detail-driven professional to join. In this role, you’ll work side-by-side with closers, lenders, production staff, and real estate agents—serving as a trusted partner throughout the closing process.

About the Role

The Senior Title Closing Processor is responsible for preparing complete, accurate, and compliant closing files that are ready to be reviewed and signed at the closing table. You’ll manage multiple transactions at once, proactively resolve issues, and ensure every detail aligns before closing day arrives. Your work helps create confidence—for our clients, our partners, and our closing team.

What You’ll Do

• Prepare, review, and balance Closing Disclosures, settlement statements, and all documentation required for real estate and mortgage closings.
• Ensure all transactions follow proper procedures, compliance standards, and internal best practices.
• Review lender and recording packages for accuracy and completeness; make corrections as needed.
• Monitor open transactions, ensuring all required items are ordered, received, and accurate—including payoffs, abstracts, title evidence, reports, and mortgage documentation.
• Identify, research, and help resolve title issues prior to closing.
• Ensure proper accounting and handling of escrow funds.
• Collaborate closely with closers, lenders, agents, and internal teams to keep transactions moving forward smoothly.
• Maintain organized, well-documented files while managing multiple deadlines and priorities.
• Provide excellent internal and external customer service throughout the transaction lifecycle.
• Assist with additional duties or special projects as assigned.

What You Bring

Education

• High school diploma or equivalent work experience and knowledge.

Experience

• 2–5 years of experience in real estate, mortgage, or title processing.

Knowledge & Skills

• Strong computer proficiency and ability to work with multiple systems.
• Clear and effective oral and written communication skills.
• Exceptional attention to detail with strong organizational skills.
• Ability to work efficiently under deadline pressure while managing multiple transactions.
• Strong analytical and problem-solving abilities with a solid aptitude for numbers.
• Self-motivated, dependable, and customer-service focused.
• A collaborative mindset with the ability to thrive in a team-oriented environment.
• Ability to prioritize tasks and adjust quickly in a fast-paced setting.

Additional Details

• Occasional additional hours may be required during peak periods.
• Willingness to travel, if needed.
• Position may require obtaining or maintaining a title license.

Why You’ll Love Working Here

At Edina Realty Home Services, we believe great work happens in an environment built on trust, respect, and collaboration. Our employees enjoy a supportive, fun, and flexible workplace where leadership is approachable and new ideas are welcomed. We proudly uphold the values of honesty, integrity, and commitment, established by our founder Emma Rovick in 1955—and we’re honored to have been consistently named a Star Tribune Top Workplace.

Compensation & Benefits

• Hourly Wage: $21.00–$25.00 (based on education and experience)
• Incentive Opportunity: Formula-based incentive plan tied to financial results
• Benefits Package Includes: Medical, Dental, and Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Life Insurance
• Paid Time Off (PTO)
• 401(k) with employer match
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Records Management Specialist

There are 10 openings which need to be filled asap. **Adjusted Shift days/time below**

• Must have a high level of accuracy since the pouches hold Mortgage Documents which will be referred to in the future. Small errors can hold significant negative impacts down the line.
• They emphasized Excel proficiency + Speed coupled with Accuracy
• Start Date: TBD– they need to start asap after compliance is cleared
• Why is it open? The current workforce is behind on this project (Put documents for 500k+ loans into folders and scan them in our software system)

Location: Vienna, VA - FT Onsite

1. Target Pay: $19.75
2. Schedule Shift (Time): Monday-Thursday; 4:30pm – 3amET;10 hours per day/40hours per week
3. Holidays: Will need to work on Holidays however the Project should end prior to Memorial Day
4. OT: Not allowed
5. Training Schedule: On the job training -they need to ramp up quickly
6. Contract Length: 6-7 weeks -The Goal is to finish the project by early May but they will extend the contract if the project is not completed
7. Resume Review:  No interview

Job

Description/Experience

• The business unit has a need to put documents for 500k+ loans into folders (and scan them in our software system).
• Responsible for accurately processing, scanning, and documenting loan files into internal systems. This role is detail‑oriented, with strict emphasis on proper scanning, documentation, and inventory tracking.

Required Skills:

• Basic Computer Lit and Data Entry Skills:
• Ability to work across multiple systems/screens
• Comfortable using scanners and document management systems
• Strong attention to detail and accuracy
• Ability to learn quickly

Day to Day Duties:

“Pouch to Online Inventory to Folder Conversion”

• Process: They are taking the Pouches (on the left) which hold 50 mortgage document loans, scanning them into the online system and then putting them into new paper folders
• Goal: To re-organize the Pouch into physical Folder and to create online Inventory
• Using a Hand scanner to scan barcodes into an excel files and uploading comma codes in their MSP System

Key Responsibilities:

• Transfer documents from pouches to folders (up to ~50 loans per pouch)
• Scan and barcode documents into online systems
• Upload files into internal system, including required comment codes
• Perform inventory tracking using Excel
• Ensure all documents are scanned and documented accurately and completely

Performance Metrics: 

Complete 11 pouches per day (50 loans per pouch) – 45 mins per pouch

#priorityeast

#eastpriority25

#eastpriority26

This is a Contract position based out of Vienna, VA.

The pay range for this position is $19.75 - $19.75/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Vienna,VA.

This position is anticipated to close on Mar 30, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at .

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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.

This position supports senior bank and department management to be compliant with bank and investor guidelines with portfolio and investor mortgage loans, by conducting legal servicing (foreclosure and bankruptcy) functions.

Essential Responsibilities:

• Supports CRES management in conducting legal servicing functions, in order to effectively protect bank and investor collateral by, but not limited to:
  • Foreclosure, from referral to sale/auction
  • Bankruptcy, from filing/proof of claim to discharge/dismissal
  • Administrative, from investor to protective advance workflows
  • Insurance claims, from mortgage guarantee to total loss claims
  • Legal servicing requests
• Develops, maintains, and administers policies and procedures established and guided by the bank, investor, and/or regulatory agencies, to remain in compliance
• Collaborates with:
  • All CRES staff to ensure borrowers are properly addressed regarding:
    • Remedying foreclosure actions
    • Handling bankruptcy accounts
  • Home retention (collections and loss mitigation) staff for:
    • Deed-in-lieu of foreclosures
    • Short sales
  • Other departments and branches to improve or develop effective practices, address needs, and expand on opportunities
  • Investors as applicable for secondary market accounts
• Performs all collection and servicing staff duties as needed
• Other duties as assigned

• 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

Ancillary Duties:

As an integral member of the CRES Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• Bachelor's Degree or equivalent specialized training and work experience required
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, and grammar skills
• Excellent mathematical skills
• Proficient communicative skills.
• Must be able to demonstrate ability to analyze data from reports/workbooks and have thorough knowledge of Excel
• Ability to create, implement, and maintain workflows bases on regulatory guidelines
• Highly organized; results driven with competency to meet demands of proficiency, effectiveness, and efficiency.
• Must be collaborative, have the ability to adapt and reprioritize, and have an independently objective mindset
• Must be able to consistently demonstrate the Company's core values; integrity, excellence, and teamwork

Experience:

• Minimum of two (2) years with collections, foreclosure, bankruptcy, loss mitigation, finance, accounting, legal, or real estate fields strongly preferred.

Hours: 40 hours/week (some OT including night, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience.

Essential Responsibilities:

• Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functions
• Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled
• Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities
• Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis
• Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs
• Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed
• Opens and maintains deposit accounts in accordance with bank procedures
• May make loans to customers with oversight as appropriate
• Directly supervises assigned personnel as follows:
  • Assists in the selection of new personnel
  • Coordinates orientation and training of new personnel
  • Reviews employee performance throughout the introductory period and on a regular basis thereafter
  • Manages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvement
  • Organizes, schedules, and distributes work among staff
  • Keeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer service
  • Administers personnel policies and procedures
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner
• Model and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and Excellence
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Ancillary Duties:

As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.

Education, Training and Requirements:

• A.A.S. Degree of equivalent; specialized banking education and training
• Valid driver license and reliable transportation

Skills:

• Excellent interpersonal skills, including listening, persuading and motivating
• Excellent verbal and written communication skills
• Accurate and proficient math skills
• Attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience:

• Minimum four (4) years' experience in related positions normally required
• All applicants must be 18 years of age or older

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).

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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.

This position is responsible to understand, comprehend and maintain with all laws and regulations such as TILA- RESPA, ATR/QM, HMDA. Independently responsible to review and evaluate applications for all products offered and determine credit worthiness of applicant and ensure meets requirements of bank, government agencies and secondary market investors.

Essential Responsibilities:

• Analyze and evaluate loan applications and all supporting documentation (e.g. financial statements and employment history) to assess borrowers credit worthiness and ensure meets guidelines and regulations
• Underwrite according to bank guidelines and regulations for all loan products, including USDA/Secondary market/PMI, Construction, Homebuyer Dream Program and SONYMA
• Analyze and approve residential appraisals to ensure collateral meets program and investor guidelines
• Review Title Reports
• Approve if loan is within lending authority or recommend approval or denial for decision and supporting documentation
• Communicate with lenders and appropriate vendors to obtain information for credit decision
• Provide guidance to lenders regarding procedures required to take action on problem loan applications
• Prepare loans to proceed to closing table
• Participate in writing procedures
• Other duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

• Cooperates with other member of department to achieve department goals. Cooperates with employees of other departments to provide quality service, solve problems and achieve bank goals.

Education, Training and Requirements:

• Associates Degree or equivalent mortgage processing or legal office real estate closing experience required
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, grammar and mathematics skills
• Ability to analyze and interpret income, assets and credit
• Ability to work under pressure and work effectively under time constraints
• Good written and verbal communication skills
• Research and problem solving skills
• Proficient in Microsoft Word and Excel
• Must be able to consistently demonstrate the Company's core values; a strong work ethic, integrity, respect for others responsibility, transparency and humility

Experience:

• Two (2) years' of mortgage experience preferred

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.