Commercial Banking - Loan Documentation Specialist 1 (or higher with required experience)

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

Benefits offered by this job

Medical Insurance

Vision & Dental Insurance

401K with match

Pension

Tuition Reimbursement

Banking discounts

Paid holidays

Paid vacation

Job summary

Community Financial System, Inc. (CFSI) operates Community Bank, N.A. with a focus on providing friendly, personalized financial services and a broad range of products.

We value equal opportunity and professional development for our employees, offering competitive compensation and benefits. The Loan Documentation Specialist will manage commercial loan documents, prepare letters and closings, and ensure compliance with policies and regulations while delivering excellent service to clients and

Qualifications

• High School Diploma with at least 1 year of specialized education or equivalent.
• Typing and PC proficiency with Microsoft Office and loan documentation software.
• Strong written and oral communication, interpersonal and organizational skills.
• At least 1 year of office experience.
• Must be 18 years or older.

Responsibilities

• Prepare and process commercial loan documents, including commitment letters, new loan requests, renewals, and modifications.
• Prepare commitment letters and closing documents for real estate and non-real estate loans according to policy.
• Establish pre-closing checklists for tracking approval conditions.
• Provide exemplary customer service to internal and external customers.
• Adhere to laws, regulations, policies, and training requirements; perform related duties as assigned.

Skills

Typing

Interpersonal skills

Organizational skills

Communication skills

Education

High School Diploma + 1 year education

Tools

Microsoft Office

Loan documentation 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

• Loan Documentation Specialists are responsible for all activities required to prepare and process commercial loan documents, including commitment letters, new loan requests, loan renewals, material changes, and modifications.
• Prepare commitment letters and loan closing documents, including real estate and non-real estate loans, in accordance with approvals and bank loan policy
• Establish pre-closing checklists for tracking of approval conditions
• Provide exemplary customer service to both internal and external customers
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
• Perform other related duties as assigned or directed.

Qualifications

• High School Diploma plus one (1) year of additional specialized education or equivalent.
• 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.
• Minimum of one (1) year office experience.
• All applicants must be 18 years of age or older.

Other Job Information

Hours: 40hours/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 Affirmitve 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.