Commercial Loan Operations Associate
Overview
Responsible for supporting commercial loan operations through the execution of specialized and complex processing activities across assigned loan products. Ensures accuracy, compliance, and operational efficiency by managing loan system input, reviewing documentation, resolving exceptions, and supporting team training and cross-functional collaboration.
Responsibilities
Position Goals
Operational Accuracy and Quality Assurance – Ensure the timely and accurate processing, review, and maintenance of commercial loan data, documentation, and system records to support operational integrity and compliance.
Loan Processing and System Efficiency – Execute and optimize loan servicing activities, including system input, balancing, and reporting, to maintain efficient and reliable operational workflows.
Problem Resolution and Risk Mitigation – Analyze, investigate, and resolve complex loan issues, exceptions, and inquiries to minimize operational risk and ensure consistent service delivery.
Cross-Functional Collaboration and Service Support – Partner with loan officers, assistants, customers, and internal teams to facilitate effective communication, documentation accuracy, and seamless loan processing.
Knowledge Sharing and Team Support – Contribute to team effectiveness by providing training, maintaining procedural documentation, and offering backup support to ensure continuity of operations.
Key Responsibilities
Commercial Loan Processing and System Administration
Input and maintain loan data within core systems, ensuring completeness and accuracy
Perform daily system balancing and processing activities
Execute specialized operational tasks related to assigned loan products
Documentation Review and Quality ControlReview loan documents and reports for accuracy, completeness, and exceptions
Analyze loan data and documentation to ensure adherence to quality and compliance standards.
Identify and address discrepancies or unposted items
Exception Resolution and Problem SolvingResearch and resolve complex loan processing issues and system discrepancies
Respond to inquiries from internal partners and customers
Troubleshoot operational and employee-related loan issues
Cross-Functional Communication and Customer SupportCollaborate with Loan Officers, Loan Assistants, and external stakeholders regarding loan documentation and processing
Communicate with customers and agencies to address questions and resolve issues
Support overall service delivery through effective coordination and follow-up
Training, Documentation, and Operational SupportAssist in training team members on procedures and systems
Maintain current and accurate procedural documentation
Provide backup support across loan operations functions as needed
Key Success Factors
Communication: Understands others’ perspectives, fosters open discussions, ensures clarity, and provides feedback with empathy.
Relationship Building: Builds strong, respectful relationships by actively collaborating, valuing diverse perspectives, and fostering trust and credibility.
Planning & Results Orientation: Effectively communicates expectations and allocates resources to ensure timely, high-quality outcomes, while continuously identifying process improvements and addressing performance gaps.
Problem Solving & Decision Making: Demonstrates strong problem-solving and decision-making skills by proactively identifying root causes, evaluating risks, and using data-driven analysis to navigate ambiguity.
Risk Management: Demonstrates strong risk management by identifying potential issues through experience and best practices, developing contingency plans, and ensuring consistent adherence to policies.
Qualifications
High School Diploma or equivalent required
Associate’s degree in business or a related field preferred
Minimum of three years of experience in loan servicing, lending operations, or a related banking function required
Demonstrated knowledge of commercial loan processes, documentation, and servicing activities.
Strong analytical skills with the ability to review and interpret loan data and documentation
Proficiency in banking systems and standard computer applications
Effective written and verbal communication skills with the ability to collaborate across functions
Ability to work independently while managing multiple priorities in a deadline-driven environment
Benefits
Medical
Dental
Vision
401(k) Match
Profit Sharing
Paid Time Off
11 Holidays
Tuition Reimbursement
Free Parking throughout Tompkins Community Bank
Employee Referrals
EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
For more information, please click here
#communitybank
Pay Range
USD $23.50 - USD $28.00 /Hr.
Apply To This Job
Responsible for supporting commercial loan operations through the execution of specialized and complex processing activities across assigned loan products. Ensures accuracy, compliance, and operational efficiency by managing loan system input, reviewing documentation, resolving exceptions, and supporting team training and cross-functional collaboration.
Responsibilities
Position Goals
Operational Accuracy and Quality Assurance – Ensure the timely and accurate processing, review, and maintenance of commercial loan data, documentation, and system records to support operational integrity and compliance.
Loan Processing and System Efficiency – Execute and optimize loan servicing activities, including system input, balancing, and reporting, to maintain efficient and reliable operational workflows.
Problem Resolution and Risk Mitigation – Analyze, investigate, and resolve complex loan issues, exceptions, and inquiries to minimize operational risk and ensure consistent service delivery.
Cross-Functional Collaboration and Service Support – Partner with loan officers, assistants, customers, and internal teams to facilitate effective communication, documentation accuracy, and seamless loan processing.
Knowledge Sharing and Team Support – Contribute to team effectiveness by providing training, maintaining procedural documentation, and offering backup support to ensure continuity of operations.
Key Responsibilities
Commercial Loan Processing and System Administration
Input and maintain loan data within core systems, ensuring completeness and accuracy
Perform daily system balancing and processing activities
Execute specialized operational tasks related to assigned loan products
Documentation Review and Quality ControlReview loan documents and reports for accuracy, completeness, and exceptions
Analyze loan data and documentation to ensure adherence to quality and compliance standards.
Identify and address discrepancies or unposted items
Exception Resolution and Problem SolvingResearch and resolve complex loan processing issues and system discrepancies
Respond to inquiries from internal partners and customers
Troubleshoot operational and employee-related loan issues
Cross-Functional Communication and Customer SupportCollaborate with Loan Officers, Loan Assistants, and external stakeholders regarding loan documentation and processing
Communicate with customers and agencies to address questions and resolve issues
Support overall service delivery through effective coordination and follow-up
Training, Documentation, and Operational SupportAssist in training team members on procedures and systems
Maintain current and accurate procedural documentation
Provide backup support across loan operations functions as needed
Key Success Factors
Communication: Understands others’ perspectives, fosters open discussions, ensures clarity, and provides feedback with empathy.
Relationship Building: Builds strong, respectful relationships by actively collaborating, valuing diverse perspectives, and fostering trust and credibility.
Planning & Results Orientation: Effectively communicates expectations and allocates resources to ensure timely, high-quality outcomes, while continuously identifying process improvements and addressing performance gaps.
Problem Solving & Decision Making: Demonstrates strong problem-solving and decision-making skills by proactively identifying root causes, evaluating risks, and using data-driven analysis to navigate ambiguity.
Risk Management: Demonstrates strong risk management by identifying potential issues through experience and best practices, developing contingency plans, and ensuring consistent adherence to policies.
Qualifications
High School Diploma or equivalent required
Associate’s degree in business or a related field preferred
Minimum of three years of experience in loan servicing, lending operations, or a related banking function required
Demonstrated knowledge of commercial loan processes, documentation, and servicing activities.
Strong analytical skills with the ability to review and interpret loan data and documentation
Proficiency in banking systems and standard computer applications
Effective written and verbal communication skills with the ability to collaborate across functions
Ability to work independently while managing multiple priorities in a deadline-driven environment
Benefits
Medical
Dental
Vision
401(k) Match
Profit Sharing
Paid Time Off
11 Holidays
Tuition Reimbursement
Free Parking throughout Tompkins Community Bank
Employee Referrals
EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
For more information, please click here
#communitybank
Pay Range
USD $23.50 - USD $28.00 /Hr.
Apply To This Job