Loan Operations Summer Intern

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

As an integral member of the Loan Operations Department, this position is mainly responsible for loan documentation as it relates to scanning, indexing, shredding and processing loan files

Essential Responsibilities:

• Scan, review, index and file loan documents
• Review documentation to ensure documents are clean and scanned legibly
• Shred hard copies of documentation as stated in our procedures
• Process and file loan documents from within the department as well as other departments
• Utilize various systems and programs (i.e. Synergy, Tab Fusion, Jack Henry, Silverlake, Microsoft Outlook, etc.)
• Cooperate and assist other members of the department and other departments to provide quality service, solve problems and achieve department goals
• Perform other related duties as assigned

• 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

Education, Training and Requirements:

• Associates Degree in business related field preferred (not required)
• High School Diploma or GED required
• All applicants must be 18 years of age or older

Skills:

• Strong attention to detail and proven organizational skills
• Ability to prioritize work effectively under time constraints
• Strong PC skills as well as numerical/alphabetical aptitude

Experience:

• Two (2) years’ experience in banking with loan experience preferred (not required)