Commercial Administrative Specialist

Community Bank, N.A.; Lyndon (NY); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Paid holidays

Paid vacation

Medical insurance

Vision insurance

Dental insurance

401K with match

Pension

Tuition reimbursement

Banking discounts

Career growth

Job summary

Community Financial System, Inc. (CFSI) is seeking an experienced administrative assistant for the Commercial Credit Support / Administration department. The role requires handling floor plan activity, funding tasks, and ensuring timely processing with minimal supervision.

You will support bankers and customers, maintain department records, and uphold compliance with policies while contributing to a team-oriented work environment and professional development opportunities.

Qualifications

• Associates degree or equivalent experience in business.
• 3–4 years of related commercial loan experience is preferred.
• Excellent written and oral communication and interpersonal skills.

Responsibilities

• Process commercial floor plan activity and related funding.
• Prepare advance and payment requests and GL entries as needed.
• Review loan documentation for accuracy and compliance.

Skills

PC proficiency

Communication skills

Knowledge of commercial loans

Education

Associates degree or equivalent experience in business

Tools

Microsoft Office

Departmental software

Job description

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 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.

Responsibilities

Provide administrative support to the Commercial Credit Support / Administration department. With minimal supervision this position will assume administrative services for various areas of the department, including but not limited to floor plan processing and centralized funding. An integral requirement is prioritizing and organizing responsibilities to assure timely completion for all assigned duties.

Essential Duties:

• Process all aspects of commercial floor plan account activity.
• Prepares advance and payment requests as needed. Including customer account deposit, debit, and gl tickets when needed
• Process cross app for GL transactions, debits and credits from customers deposit account
• Schedules floor plan inventory inspections with Banker.
• Reviews loan documentation for accuracy and adherence to compliance and procedure.
• Corresponds with Customers and Bankers to ensure all required documentation is received timely, identifies missing documentation and tracks for receipt timely.
• Maintains department records through shared files
• Review and process requests to and from participating/syndicate banks.
• Review and process DocUSign funding
• Review and process AirFleet funding
• Communicate with other internal and external customers.
• Adherence to pertinent policies, procedures, and internal controls
• Provide backup to all areas of the department, including but not limited to overdraft processing, construction monitoring, and centralized funding.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with, all applicable laws and regulations. Ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in timely fashion.

Ancillary Duties:

As an integral member of the Credit Support / Administration Department, this position is also responsible to provide assistance wherever necessary to help the Credit Support / Administration Department and the Bank in achieving their annual goals

Qualifications

Education, Training and Requirements:

• Associates degree or equivalent experience in business desired; equivalent experience may be substituted.
• All applicants must be 18 years of age or older.

Skills:

• PC proficiency (with Microsoft Office Products and specific departmental software)
• Excellent written and oral communication skills, interpersonal skills, organizational skills.
• Knowledge of commercial loans, processes, and procedures required.

Experience:

• Three (3)- Four (4) years of related commercial loan experience required along with general office experience preferred.

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.

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.

Minimum

USD $21.75/Hr.

Maximum

USD $30.50/Hr.