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About the Role

This position is responsible for providing a high level of customer service to our dealer base, ensuring submitted contract packages are complete and accurate according to Indirect Department and Bank policy/guidelines for funding. The role requires someone who is highly dependable, detail-oriented, has strong retention abilities, and works well in both individual and team environments within a fast-paced setting.

Responsibilities

Cooperates and builds a strong working relationship with peers to provide quality service, solve problems and achieve bank and departmental goals.
Ensures submitted contracts and loan packages are complete, accurate and reflect proper approval authorities in adherence to Indirect Department and Bank policy/guidelines.
Closely inspects loan documents for suspicious or fraudulent documentation.
Ensures the accuracy of contract figures, disclosures, signatures and documentation for contract funding.
Identifies errors in calculations and/or missing documentation; work with dealership for correction and help maintain department exceptions.
Refers major loan violations to Supervisor/Manager for review.
Provides quality service to customers, whether internal or external.
Maintains logs and spreadsheets used within the department.
Maintains 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.
Performs other related duties as assigned or directed.
Performs data entry functions such as entering information into the Indirect loan origination system from applications sent by dealerships and providing payoff or account information as needed to provide Indirect Lending services to our dealer base and customers.
Provides assistance wherever necessary to help the Retail Banking Department and the Bank in achieving their annual goals.

Requirements

All applicants must be 18 years of age or older.
Must be able to consistently demonstrate the Company’s core values; a strong work ethic, integrity, respect for others, responsibility, transparency and humility.

Skills

Proficient reading writing, grammar and mathematics skills.
Proficient interpersonal relations and communicative skills.
Good time management skills.
Ability to prioritize and work effectively under time constraints.
Moderate computer and typing skills to include Microsoft Word/Excel.

Location

Upstate New York
Northeastern Pennsylvania
Vermont
Western Massachusetts

Work Type

Full-time

Experience Level

Two (2) to four (4) years of banking experience is preferred
Working knowledge of the required documentation for all loan types is ideal

Education Level

High School diploma or GED required
Associates Degree or equivalent in work experience preferred

Salary/Compensations

USD $18.25/Hr.
USD $24.71/Hr.

Benefits

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

About the Company

Community Financial System, Inc. (CFSI) is dedicated to providing 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.
CFSI is committed to its employees, offering 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.
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.