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About the Role

The CRE Transaction Specialist supports the execution of commercial real estate capital markets transactions by ensuring a seamless and efficient process from deal handoff through closing and into post-closing follow-up. This role is responsible for coordinating transaction activities, maintaining organization of documentation, and supporting a consistent and high-quality client experience throughout the deal lifecycle.

Responsibilities

Coordinates the transaction process from deal handoff through closing, ensuring timely completion of all deliverables and adherence to established timelines.
Maintains transaction workflows, checklists, and documentation, ensuring accuracy, organization, and completeness of all deal-related information.
Collaborates with internal and external stakeholders (originations, underwriting, legal, lenders, title, and clients) to facilitate efficient closings and resolve outstanding items.
Serves as a primary day-to-day client contact during the execution phase, providing updates and ensuring a consistent, high-quality client experience.
Tracks due diligence, closing conditions, and outstanding requirements, proactively following up to mitigate delays and support successful transaction execution.
Supports seamless transition of closed transactions by coordinating with servicing teams and ensuring proper handoff of documentation and information.
Assists with preparation and organization of transaction materials, including lender packages, closing documents, and client deliverables.
Maintains accurate transaction records and reporting, ensuring data integrity across internal systems and supporting pipeline visibility.
Identifies process gaps or inefficiencies and contributes to improvements in transaction workflows and overall execution practices.
Responds to internal and external inquiries in a timely, professional manner, supporting overall client service objectives and team responsiveness.
As an integral member of the Commercial Banking Department, this position is also responsible to provide assistance wherever necessary to help the Commercial Banking Department and the Bank in achieving their annual goals.

Requirements

All applicants must be 18 years of age or older.

Skills

Strong communication
Organization
Multitasking
Microsoft Office proficiency
Attention to detail
Ability to manage deadlines

Work Type

40 hours/week

Experience Level

Minimum of 7 or more years of experience in commercial real estate, legal, lending, title/closing, or other relevant transaction, banking, or business-related experience preferred.

Education Level

Associate's or Bachelor's degree preferred in real estate, business, finance, or related field.
Equivalent experience may be substituted.

Salary/Compensations

USD $23.30/Hr.
USD $35.07/Hr.

Benefits

11 paid holidays
Paid vacation
Medical, Vision & Dental insurance
401K with generous match
Pension
Tuition Reimbursement
Banking discounts

About the Company

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.
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.

Equal Opportunity

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.