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Commercial Banking Coordinator 1 (or 2 w/ Experience)

Employer
Community Bank System, Inc.
Location
Albany, USA
Salary
Competitive
Closing date
Aug 3, 2024

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Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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 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

The Commercial Banking Coordinator interacts with employees within and outside department to provide quality service, solve problems and achieve goals. Working under occasional supervision performs clerical and administrative services for Commercial Loan Officer(s). Prioritizes and organizes responsibilities to assure timely completion for all assigned duties.

  • Assist commercial bankers and other commercial coordinators with coordination of loan documentation, scanning of loan documentation and sending packages to Loan ops following loan closings, etc. Assist with the follow up of incomplete, incorrect or missing documentation as required by bankers and administrative assistants.
  • Creates and types memorandums, letters and other necessary documents for lenders.
  • Screens incoming mail and telephone calls and routes as required.
  • Establishes and maintains department files and records.
  • Prepares manual and computer generated reports as requested.
  • Assures that assigned report and/or projects are completed in a timely and efficient manner.
  • Provides quality service to commercial loan customers e.g. receives and processes payments, responds to inquiries, etc.
  • Process loan payments, deposits and General Ledger transactions for commercial loans.
  • Other department duties include research, organizing meetings, making reservations and special projects.
  • As an integral member of the Commercial Lending Department, this position is also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.
  • 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 job-specific training requirements in a timely fashion.

Qualifications

  • High School Diploma plus one (1) year of additional specialized education or equivalent.
  • Minimum of one (1) year of working with Commercial Bankers or one (1) year of paralegal experience required
  • Typing, PC proficiency (with Microsoft Office Products and loan documentation software).
  • Good written and oral communication skills, interpersonal skills, organizational skills.
  • Knowledge of loan forms, processes, and procedures with attention to detail.
  • All applicants must be 18 years of age or older.

Other Job Information

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.

Community Bank System, Inc. 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.

Community Bank System, Inc. 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.

Minimum

USD $19.00/Hr.
Maximum

USD $26.49/Hr.

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