Residential Loan Consultant

Adirondack Trust CompanySaratoga Springs, NY
Hybrid

About The Position

The Residential Mortgage Consultant is responsible for soliciting new business and expanding the business of current customers through the sale of mortgage products. This position involves developing relationships with attorneys, developers, and real estate brokers to generate new mortgage business. The consultant handles complex mortgages that involve larger loan amounts. Applicants must be willing to perform all necessary job functions and uphold all customer confidentiality. Duties and expectations include meeting clients face-to-face outside the office or bank.

Requirements

  • Bachelor’s degree.

Nice To Haves

  • Previous residential lending experience

Responsibilities

  • Analysis of financial statements, credit reports, appraisals and all related loan documentation.
  • Responsible for interviewing applicants, taking applications, and making underwriting recommendations.
  • Serves as a principle point of contact for the customer should they need assistance while their loan is in processing
  • Attend local trade shows, open houses, and realtor functions as a representative of The Adirondack Trust Company.
  • Other duties as assigned
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