What are the responsibilities and job description for the Commercial Banking - Loan Documentation Specialist 1 (or higher with required experience) position at Community Financial System, Inc.?
Job Description
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
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.
- 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.