Source mortgage leads. Build business relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market our Client s products to individuals and firms, promoting Our Client s services that may meet customers needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct Client seminars/trainings and other lead-generating activities. Mortgage coaching available. Knowledge, Skills and Experience Requirements NMLS License Required under the S.A.F.E. Act of 2008. Experience with and/or knowledge of loan origination, retail product philosophy, policy, underwriting, procedures, documentation, and systems. Experience proactively soliciting new business. Encompass experience, preferred. Knowledge of mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Excellent time management and prioritization skills. Advanced communication, customer service and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. Pay Range: This position is compensated through commission earnings. Sign On Bonuses at the discretion of our Client

NY ; Hybrid Role: 3 days a week in office Apply To: diane.katz@primesoftinc.com / diane.katz@primesoftinc.com / 561-573-1581 Purpose of Position Our Client, a NYC Headquartered Banking Institution has reached out to us to help find and place the position of Senior Internal Auditor. This position is responsible for performing audit assignments including planning, conducting interviews, documenting, and testing all necessary information for an accurate assessment of risks and internal controls and assisting in drafting of the audit report with minimal oversight. Lead team liaison in data analytics, preparation of Audit Committee materials, and regulatory requests. Essential Job Functions Applies knowledge of Bank operations to develop and maintain risk assessments and contributes results to the audit planning process. Obtains and records an understanding of the Bank s processes and identifies and evaluates risks and the internal controls that mitigate the risks in all assigned operational processes. Develops risk and controls matrices and/or audit programs with minimal supervision. Performs assigned compliance and substantive testing procedures for audits, for assistance to regulators and external auditors, and for compliance with the Sarbanes-Oxley Act. Ensures audit assignments are appropriately documented, accurate, complete, and within budget. Prepares audit report drafts and other written communications with minimal supervision. Resolve requests and review notes promptly. Obtains data and prepares quarterly Audit Committee materials with minimal supervision. Advises the Internal Audit team on the use of data analytics techniques to enhance overall efficiency and effectiveness of audits. Maintains effective relationships within the team, the department and the Bank. Provides timely communication to Internal Audit Management and informs them of significant issues that surface while conducting audits. Maintains continuing education requirements. Maintains appropriate levels of confidentiality. Perform other duties as directed. Knowledge, Skills and Experience Requirements Bachelor s degree in accounting or finance or equivalent experience. Solid knowledge of auditing principles, practices and compliance standards. Strong verbal and written communication skills. Strong analytical skills. Strong data analytics. Interpersonal and relationship building skills. Knowledge of IIA Standards. Knowledge of the Sarbanes-Oxley Act of 2002. Knowledge of data analytics techniques and statistical applications. 3-5 years of financial services experience, internal or external auditing or public accounting experience with a focus on banks. Good understanding of COSO 2013 framework requirements. One or more of the following licenses or accreditations or progress toward achievement is preferred: Certified Public Accountant (CPA). Certified Internal Auditor (CIA). Certified Regulatory Compliance Manager (CRCM). Certified Trust & Financial Advisor (CTFA). Certified Fiduciary & Investment Risk Specialist (CFIRS). Certified Bank Auditor (CBA). Certified Financial Services Auditor (CFSA). Certified Community Bank Internal Auditor (CCBIA). Ability to positively interface and work well with all levels of staff and management (auditees and own department). High level of understanding of audit theory and knowledge of bank operations. Working knowledge of relevant computer programs, i.e. Microsoft Access, Word, Excel, core banking system and query. Ability to handle bank and client information and sensitive matters professionally and confidentially. Ability to manage multiple tasks and prioritize. Salary plus Benefits plus Bonus US Citizens and Green Card Holders Only Apply for this job Your Name Your Email Phone Linkedin Profile or link to a personal website Cover letter We are a technology partner for startups to large enterprises Work About Collaborate Contact