H&R Block

Mount Sinai Health System employees and students receive discounts on their tax preparation as well as access to extended services. Click here to view latest offer.

Discount includes:
-$25 off tax preparations for new clients
-Free Tax Identity Shield for returning clients (a $30 Value)

From January-April, please visit the following link for discount coupon: Present coupon during time of service to receive your discount.

Additional Free Services for Mount Sinai Health System Employees and Students:
– Second Look Service, a review of three previous tax returns
– Pick Up and Drop Off services
– Tax seminars. Some topics include: 401k, Affordable Care Act and life changes.
– W-4 Planning


Santander Bank

Santander at Work

Santander At Work is a benefits program offered to Mount Sinai Health System employees, students and Faculty. The program was designed to promote financial wellness and help employees and students work towards achieving their financial goals. Santander At Work offers preferred banking services that include incentives for enrolling in direct deposit, special mortgage offers, lending discounts and more. Click here to view disclosure.

For additional information please email or click the link.



Amerifund Home Mortgage, LLC

152 Madison Avenue, Suite 803

A $500 closing cost credit is available to employees and students of Mount Sinai Health System Click here to learn more.

Amerifund Home Mortgage is a New York based multi-state lender offering a full range of programs for the purchase or refinance of 1-4 family homes, condos, co-ops. We finance primary residences, second homes and investment properties. We also finance commercial properties and mixed-use dwellings.

Eris Saari
(646) 545-2566
cell (917) 628-8932

Alan Bachman
(646) 545-2565
cell (201) 519-1534


Municipal Credit Union

MCU is the oldest credit union in New York State and one of the oldest and largest in the country. Established in 1916 and headquartered in New York City, MCU has offered its products and services to employees of Mount Sinai and other New York State healthcare professionals and their families since 1986. MCU currently has assets of over $2 billion and offers a full range of financial services to over 360,000 members including:
–  Savings
–  Checking accounts
–  Money Markets and CDs
–  Credit cards
–  Mortgages
–  Auto and Personal Loans

With branches in New York City, Westchester and Long Island, members have access to the credit union’s large and growing ATM network. For more information on how to take advantage of the many benefits MCU membership has to offer, contact MCU’s Member Relations Department at 212-238-3420 or visit our website.


Luxury Mortgage Corp®

399 Knollwood Rd.
White Plains, NY 10603

Application fee of $345 waived with Mount Sinai ID

Luxury Mortgage Corp® is a private mortgage firm that has been providing homeowners a range of residential mortgage products since 1996. Our success is a result of providing one of the widest range of programs, some of the most competitive pricing and an experienced staff to deliver a new standard of luxury service in mortgage lending. With our corporate office located in Stamford, Connecticut, and branch locations throughout the country, our goal is to be accessible, attentive and prepared with a great team that actually likes this stuff (so you don’t have to).

For more information, contact Caren Low,, office: (914) 298-3208, cell: (914) 588-9745


RBS Citizens Bank

Tom Hennessy, Senior Mortgage Loan Officer
NMLS ID# 697519
340 Madison Avenue
22nd Floor, Suite 22C
Telephone: (212) 699-2883 Mobile: (917) 359-7770

For all of your mortgage needs for financing 1-4 family homes, condos or co-ops. We have a closing cost credit of $250/$400 and provide expert advice. Over 23 years of lending experience.


Sterling National Bank
Sterling National Bank

We know you work hard. It’s time to bank easier. Sterling National Bank would like to introduce you to our Workplace Advantage Banking Program—a package of exclusive banking benefits designed to simplify your everyday banking.

You can earn up to a $350 cash bonus after you open one of three eligible checking accounts and satisfy certain requirements*. Plus, receive many other money-saving benefits. Whether you’re looking for a basic account or one that provides ATM fee rebates*, Workplace Advantage Banking from Sterling National Bank is tailored to your specific financial needs.

And, the best part—there’s no cost to enroll. It’s just another way to thank you for all of your hard work. Your very own Workplace Advantage Banking coordinator is ready to get you started—visit any Sterling National Bank Financial Center or call 800-278-6742.

*For important information, and to learn more, please click here.

Member FDIC

For Banking, contact Barrett Stokes, Business Development Officer at (212) 575-4531 or


Chase Bank

12 East 86th Street at Madison Avenue

Neemchand Ganesh
(212) 535-9755

255 First Avenue at 15th Street
Eugene Rodriguez
(212) 477-0404

Chase Mortgage
Ninotchka Sulit
NMLS ID#626890
(917) 542-1057

Chase at Work is a banking benefits program offered to Mount Sinai Health System for their employees.
Chase is the #1 bank in New York based on branches and ATM access.  We offer personalized service – whether your financial needs are simple or complex.

– Free Chase Total Checking with Direct Deposit greater than $500 per month
– Free Mobile Banking, Online Banking, and Bill Pay
– Chase Exclusives offers better rates, more rewards, and bigger discounts for those who open a Chase checking account
– Speak to a banker to learn about special offers that may be available to Mount Sinai employees

Keith Swanson
Chase at Work Regional Manager
(917) 742-4016

Click to view Chase at Work


People’s United Bank

Employee Benefits of the Program
We realize that every employee has different needs when it comes to banking and managing their finances. That is why our WorkPlace Banking program allows your employees to choose a personalized checking package that help them save time and money. We’ll make direct deposit set up easy— benefiting both you and your employee. In our WorkPlace Banking program, employees will be able to take advantage of these exclusive money-saving benefits:

Personal Banking
– Free first order of checks
– Discount on a Safe Deposit Box rental for the first year
– Educational tools and resources, such as the free Money Smart Financial Education program

Contact: Desi Smithen- (646) 786-2000 ext 6 NMLS# 596686
Mortgage and Lending Contact: Tavi Volk- (646) 786-2000 ext 6 NMLS# 529474 or Desi Smithen- (646) 786-2000 ext 6 NMLS# 596686