Commercial Banking Coordinator - Capital Markets
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
This role will support our Capital Markets Team.
The Commercial Banking Coordinator interacts with employees within and outside department to provide quality service, solve problems and achieve goals. Working under occasional supervision performs clerical and administrative services for Commercial Relationship Managers. Prioritizes and organizes responsibilities to assure timely completion for all assigned duties.
Assist commercial realtionship managers and other commercial coordinators with coordination of loan documentation, scanning of loan documentation and sending packages to Loan ops following loan closings, etc. Assist with the follow up of incomplete, incorrect or missing documentation as required by bankers and administrative assistants.
Creates and types memorandums, letters and other necessary documents for lenders.
Screens incoming mail and telephone calls and routes as required.
Establishes and maintains department files and records.
Prepares manual and computer generated reports.
Assures that assigned report and/or projects are completed in a timely and efficient manner.
Provides quality service to commercial loan customers e.g. receives and processes payments, responds to inquiries, etc.
Other department duties include research, organizing meetings, making reservations and special projects.
As an integral member of the Commercial Lending Department, this position is also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.
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.
Qualifications
High School Diploma plus one (1) year of additional specialized education or equivalent.
Minimum of one (1) year of working with Commercial Bankers or one (1) year of paralegal experience required
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 three (2) years office experience, with at least Two (2) years working with lenders.
Previous experience supporting financial transactions involving interest rate derivatives, syndicated loans, or secondary debt financing is preferred.
Relevant experience should include responsibilities such as gathering transaction-related information, managing client expectations throughout the process, and coordinating with internal business partners.
All applicants must be 18 years of age or older.