Commercial Banking Coordinator 1

Community Financial System, Inc.•City of Geneva, NY

12d

About The Position

The Commercial Banking Coordinator serves as an operational and administrative liaison within the Commercial Banking division. The role supports accurate, timely, and compliant execution of commercial loan documentation and closings, working with Commercial Bankers, Loan Operations, Legal Counsel, and external stakeholders to provide client service, mitigate risk, and maintain operational efficiency. The position supports revenue-generating loan activity and helps safeguard the bank’s legal and regulatory posture through timely execution and document integrity. The Coordinator prepares and reviews closing packages, supports post-closing follow-up, develops communications, maintains confidential client records, prepares reports for executive, audit, and Board review, assists commercial customers with loan and account matters, processes commercial loan transactions, and provides operational support to department leadership. The position requires compliance with applicable laws, regulations, policies, procedures, internal controls, and training requirements. This is a 40-hour-per-week position. Compensation is commensurate with experience, with potential for an annual merit increase; the stated pay range is $20.00 to $26.49 per hour.

Requirements

High school diploma and at least one year of specialized post-secondary training or equivalent professional certification.
At least 2 years of experience supporting Commercial and/or Retail Lending Officers, Loan Operations, or legal professionals, preferably in banking, finance, or legal services.
Proficiency in Microsoft Office Suite and loan origination/documentation platforms.
Strong business writing and professional communication skills, including the ability to interact with executive-level clients, attorneys, and cross-functional banking teams.
Exceptional organizational and analytical skills, including the ability to manage complex, multi-step administrative processes independently.
Deep understanding of commercial lending forms, documentation standards, regulatory requirements, and transactional workflows.
Ability to interpret and apply commercial credit policies and internal procedures.
Must be at least 18 years of age.

Nice To Haves

Associate’s degree in Business, Finance, or a related field.
Familiarity with legal administrative support or financial documentation review.

Responsibilities

Coordinate commercial loan closings by preparing, reviewing, and validating documentation packages for compliance with requirements and bank policy.
Liaise between Commercial Banking Officers and Loan Operations to coordinate post-closing follow-up and resolve outstanding conditions or documentation gaps.
Develop internal and external communications, including board-level memoranda, legal correspondence, and customer-facing letters.
Maintain sensitive financial records and client files in accordance with data governance and confidentiality standards using enterprise document management systems.
Analyze, prepare, and distribute complex reports for executive review, internal audit, and Board of Director review.
Provide commercial customers with service regarding loan inquiries, transaction execution, and account maintenance.
Manage ledger entries and accurately process commercial loan payments, deposits, and internal transfers.
Support department leadership with special projects, process enhancements, meeting coordination, and strategic initiatives.
Maintain knowledge of applicable laws and regulations, comply with policies, procedures, and internal controls, and complete required training on time.