Commercial Operations Funding Specialist

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 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.

As an integral member of the Credit Operations Department, this position is mainly responsible for processing advance requests on commercial construction and other specialized loans. Additionally, the person in this role will assist with settlement details with participating/syndicate banks and other internal departments as needed.

Essential Duties:

• Upload respective data files to syndicate/participating banks.
• Reviews loan documentation for accuracy and adherence to compliance and procedure. Identify errors in calculations and/or missing documentation.
• Review and process requests to and from participating/syndicate banks.
• Review and process advance requests on commercial construction loans.
• Communicate with other internal and external customers.
• Adherence to pertinent policies, procedures, and internal controls
• 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

Ancillary Duties:

Provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• High School Diploma plus two (2) years of additional specialized education or equivalent.
• Associates degree preferred.
• All applicants must be 18 years of age or older.

Skills:

• Strong attention to detail and proven organizational and analytical skills.
• Ability to prioritize and work effectively under time constraints.
• Strong personal computer skills, including ability to create, use, and manipulate data on Excel spreadsheets.

Experience:

• Two (2) years of accounting experience required with emphasis on commercial loan preferred.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

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. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.