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About the Role

Community Financial System, Inc. (CFSI) is seeking a professional to interpret and process Business Banking loan applications using the NextGen digital platform. This role is crucial for ensuring accurate and timely loan closing documentation and managing personal workload to achieve departmental goals.

Responsibilities

Interpret and process Business Banking loan applications using the NextGen digital platform with high accuracy and timeliness.
Utilize credit memo, approval/commitment letter, and credit file information to prepare loan closing documentation.
Manage personal workload to complete assignments in a timely manner and achieve departmental goals.
Prepare commitment letters and loan closing documents for real estate and non-real estate loans according to approvals and bank loan policy.
Establish pre-closing checklists for tracking approval conditions.
Understand and interpret loan application information, credit files, and loan approvals.
Interpret credit files and loan approvals to prepare commitment letters and manage mortgage due diligence information prior to closing.
Identify missing information from loan packages based on loan application requirements.
Coordinate and communicate with Lenders and Branch Managers to ensure receipt of all required materials for Business Banking loan submissions.
Assist in maintaining Business Banking Department mailboxes, including resolving inquiries.
Provide exemplary customer service to internal and external customers to achieve departmental goals.
Maintain proficient knowledge of and demonstrate ongoing compliance with all applicable laws, regulations, policies, procedures, and internal controls.
Administer Business Banking Loan Credit Files and record retention.
Provide back-up to Specialists as needed.
Perform other duties as requested.

Requirements

Associates Degree or equivalent in a business field (finance, management, economics, accounting) or equivalent related experience.
Minimum of 2+ years of Lending/Credit/Loan Documentation experience.
All applicants must be 18 years of age or older.
Proficient reading, writing, grammar, and mathematic skills.
Strong interpersonal and communication skills (both verbal and written).
Strong attention to detail and proven organization skills.
Superior customer service skills.
Ability to review and interpret credit approval information.
Comprehensive understanding of commercial loan documents, processes, and collateral perfection.
Understanding of financial statement composition with the ability to interpret and connect financial data from various sources.
Knowledge of Microsoft Word and Excel.
Minimum 2 years of experience in a lending/credit analysis environment.
Paralegal and/or commercial construction monitoring experience is a plus.
General knowledge of Commercial Lending Policies, Procedures, and Products.

Skills

NextGen digital platform
Credit memo interpretation
Loan closing documentation preparation
Workload management
Commitment letter preparation
Real estate loan documentation
Non-real estate loan documentation
Bank loan policy adherence
Pre-closing checklist establishment
Loan application information interpretation
Credit file interpretation
Loan approval interpretation
Mortgage due diligence
Loan package requirement identification
Lender and Branch Manager communication
Customer service
Legal and regulatory compliance
Policy and procedure adherence
Internal control adherence
Training requirement completion
Business Banking Loan Credit File administration
Record retention
Microsoft Word
Microsoft Excel
NextGen knowledge (plus)
LaserPro knowledge (plus)
Lending/credit analysis
Paralegal experience (plus)
Commercial construction monitoring experience (plus)
Commercial Lending Policies
Commercial Lending Procedures
Commercial Lending Products

Location

Upstate New York
Northeastern Pennsylvania
Vermont
Western Massachusetts

Work Type

Full-time

Experience Level

Minimum 2 years of experience

Education Level

Associates Degree or equivalent in a business field

Salary/Compensations

USD $21.75/Hr. - USD $30.50/Hr.

Benefits

11 paid holidays
Paid vacation
Medical insurance
Vision insurance
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.