Commercial Loan Administrative Associate

Tompkins Financial
United States
Workplace: HybridFull timeUSD 23 - 28 hourlyFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication","Organization","Prioritization","Proofreading"]

Support Senior Officers and Commercial Lending Officers with specialized, often confidential administrative work across the lending workflow. Coordinate loan closings, collect fees, obtain and submit loan documents to Commercial Loan Servicing, and assist with transaction closings. Manage front-desk calls and messages using the core banking system, draft and distribute communications, maintain records and calendars in Outlook, and help with departmental reports, policy manual updates, and special projects.

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Tompkins Financial
Tompkins Financial
2 days ago

Commercial Loan Administrative Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Support Senior Officers and Commercial Lending Officers with specialized, often confidential administrative work across the lending workflow. Coordinate loan closings, collect fees, obtain and submit loan documents to Commercial Loan Servicing, and assist with transaction closings. Manage front-desk calls and messages using the core banking system, draft and distribute communications, maintain records and calendars in Outlook, and help with departmental reports, policy manual updates, and special projects.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Coordinate loan closings, ensuring necessary fees are collected and documents are obtained; close transactions or attend commercial real estate closings when needed.
  • •Submit loan documents to Commercial Loan Servicing with supporting information to ensure accurate booking in the company’s core operating system.
  • •Answer telephone calls and questions using the current banking core information system; receive visitors and route/direct customers appropriately.
  • •Draft, proofread, and distribute standard letters/memos; prepare meeting minutes and agendas.
  • •Maintain confidential records and files, organize departmental supplies, and manage officer appointment calendars in Outlook as needed.

Pay and Benefits

Salary: USD 23 - 28 hourly
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •High school diploma or GED equivalent.
  • •Minimum of three (3) years’ experience in related positions or comparable continuing education coursework.
  • •Proficiency in interpersonal and communication skills.
  • •Proficiency in organization and prioritization skills.
  • •Proficient composition and proofreading skills.
Experience:3+ years
Education:High School
Skills:Interpersonal skillsCommunicationOrganizationPrioritizationProofreading
Languages:En-us
Tech Stack:Microsoft OfficeWordExcelLotus NotesOutlookCore operating systemBanking core information system

Company Brief

Tompkins Financial
Financial services holding company offering commercial and retail banking, wealth management, insurance, and employee benefits solutions through its subsidiary brands. Primarily serves individuals, businesses, and institutions across upstate New York and neighboring markets.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ithaca, United States
Founded: 1836
WebsiteLinkedIn