Tompkins Financial

3 months ago

Commercial Loan Administrative Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Support Senior Officers and Commercial Lending Officers with specialized, sometimes confidential administrative duties across commercial lending. Coordinate loan closings, collect fees, and ensure documents are obtained; submit loan documents for servicing and help with booking. Handle visitor/customer reception, telephone calls, mail routing, drafting communications, meeting minutes, reporting, and maintaining confidential records and calendars (including Outlook). Assist with loan policy manual updates and related special projects.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Coordinate loan closings and ensure necessary fees are collected and documents obtained; close loan transactions or attend commercial real estate closings when necessary.
•Submit loan documents to Commercial Loan Servicing with supporting information to ensure accurate booking of loans to the core operating system.
•Receive visitors and direct customers or assist by obtaining information, arranging appointments, or referring them; place telephone calls to assist officers as needed.
•Assist with answering telephone calls, taking messages, and utilizing the current banking core information system to answer internal and external questions.
•Draft, proofread, and distribute communications; prepare meeting minutes and agendas; compile and copy/distribute operational or departmental reports.

Pay and Benefits

Salary: USD 22 - 27 hourly

Perks:MedicalDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key Requirements

•High school diploma or GED equivalent.
•Minimum of three (3) years’ experience in related positions or comparable continuing education coursework.
•Proficient interpersonal and communication skills.
•Proficient organization and prioritization skills.
•Proficient composition and proofreading skills; proficient Microsoft Office and data management skills (Word, Excel, Lotus Notes).

Experience:3+ years

Education:High School

Skills:Interpersonal communicationOrganizationPrioritizationCompositionProofreading

Tech Stack:Microsoft OfficeWordExcelLotus NotesOutlookBanking 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

Website LinkedIn

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Tompkins Financial

3 months ago

Commercial Loan Administrative Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Coordinate loan closings and ensure necessary fees are collected and documents obtained; close loan transactions or attend commercial real estate closings when necessary.
•Submit loan documents to Commercial Loan Servicing with supporting information to ensure accurate booking of loans to the core operating system.
•Receive visitors and direct customers or assist by obtaining information, arranging appointments, or referring them; place telephone calls to assist officers as needed.
•Assist with answering telephone calls, taking messages, and utilizing the current banking core information system to answer internal and external questions.
•Draft, proofread, and distribute communications; prepare meeting minutes and agendas; compile and copy/distribute operational or departmental reports.

Pay and Benefits

Salary: USD 22 - 27 hourly

Perks:MedicalDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key Requirements

•High school diploma or GED equivalent.
•Minimum of three (3) years’ experience in related positions or comparable continuing education coursework.
•Proficient interpersonal and communication skills.
•Proficient organization and prioritization skills.
•Proficient composition and proofreading skills; proficient Microsoft Office and data management skills (Word, Excel, Lotus Notes).

Experience:3+ years

Education:High School

Skills:Interpersonal communicationOrganizationPrioritizationCompositionProofreading

Tech Stack:Microsoft OfficeWordExcelLotus NotesOutlookBanking core information system

Company Brief

Tompkins Financial

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

Website LinkedIn