Credit Administrative 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 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.

The location of this role can be flexible, and it can be based out of one of our major site locations.

Provide administrative support to various Managers/Directors within Credit Administration. With minimal supervision, this position with assume administrative services for the various managers prioritizing and organizing responsibilities to assure timely completion for all assigned duties.

• Provide administrative support to various members of Credit Administration, including but limited to the following:
  • Assist with updates to the Bank's Loan Policy and Procedures Manual and maintain the publications on SharePoint
  • Maintain the Environmental Professionals List by requesting updated COI's and updating the publication on SharePoint
  • Assist with maintaining the Global Wave System to include the following:
    • Management of the GlobalWaveGroup mailbox, to include upload of all documents and clearing of outstanding ticklers associated with these documents
    • Verify accuracy of documents uploaded to the Customer Portal and upload to the the Credit Files
    • Set-up and satisfy ticklers and covenants within the system for all loans on the monthly new and renewed loans report based on approvals and/or loan documents
    • Stamp and upload approved COMs
    • Assign Monitored Lines Reporting tasks to the Credit Underwriters after verifying that all required documents have been submitted
    • Upload various approvals to Global Wave (i.e. Quarterly Allocation Forms, Special Assets Intake Memos, CML CO Recommendations Forms, SAAM)
  • Maintain/Update the Credit Administration Organizational Chart and Phone Tree
  • Complete various reports on a monthly basis
  • Distribute Special Assets Intake Memos and CML Charge of Recommendations, as well as monitor the completeness for EOM accounting
  • Update/Revised forms utilized by the Special Assets Department
  • Manage/Coordinate user and maintenance of the PA Fleet Vehicle
  • Purchase supplies, manage keys and security codes and submit maintenance requests for the Olyphant Annex building
  • Assist the Credit Department with preparation of spreads, extensions and monitored lines of credit monthly audits, as needed
• Complete special projects assigned by the Directors/Managers within the time frame provided

Education/Training: Associates degree or equivalent experience in business; bank education and training in commercial appraisals and/or special assets preferred. All applicants must be 18 years of age or older.

Skills: PC proficiency (with Microsoft Office Products and specific departmental software); excellent written and oral communication skills, interpersonal skills, organizations skills. Knowledge of loan forms, processes, and procedures.

Experience: A minimum of 2 years of credit or commercial banking administration experience.

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.