1000+ Best life insurance Jobs in Rochester, New York (February 2026) - page 10

Loan Support Specialist

6 days ago

Rochester

Job Description About Upstate National Bank Founded in 1922, “The Upstate National Bank (UNB) is a nationally chartered community bank focused on providing credit and services to meet the needs of small and medium size businesses, entrepreneurs, and professionals, along with our retail consumers within our geographic marketplaces. We continually strive to provide a safe and secure environment while simultaneously enabling and enhancing community prosperity and growth in the markets we proudly serve. Our menu of credit, products and services is uniquely tailored to our clientele and evolved out of working closely with our corporate and professional customers to develop products with cost efficient attributes and qualities that address their everyday banking needs.” We primarily cover Upstate and the North Country in New York State utilizing our offices located in Rochester, Ogdensburg, and Philadelphia NY along with both our skilled people and technology. Job Summary As a Loan Support Specialist, you will play a vital role in providing administrative assistance and operational support to the commercial banking team. This will include direct contact with customers. Your responsibilities will encompass a wide range of tasks aimed at facilitating smooth operations, enhancing customer service, and ensuring compliance with regulatory standards. This role requires strong organizational skills, attention to detail, and the ability to multitask effectively in a fast-paced banking environment. Essential Functions and Job Responsibilities Client Communication and Support: • Serve as the primary point of contact for client inquiries, directing calls, and correspondence to the appropriate team members., • Help maintain accurate and up-to-date client files, including management documents, credit related documents, and compliance records., • Prepare and process documentation related to loan applications, annual loan reviews, management, and other banking transactions in accordance with internal policies and regulatory requirements., • Verify accuracy and completeness of all documentation, following established procedures and controls to minimize errors and discrepancies., • Provide general administrative support to the commercial banking team., • Prepare correspondence, reports, and presentations for internal meetings, client communication and regulatory submissions., • Prepare new & existing loans for underwriting., • Review & organize credit applications, tax returns, financial statements, and other information necessary for credit analysis., • Work with lenders to determine creditworthiness in accordance with bank credit policies., • Work with the bank’s Loan Operations personnel to get committed deals to fund., • Ensure compliance with regulatory requirements, internal policies, and procedures governing commercial banking operations., • Stay informed about changes in banking regulations and industry best practices, participating in training and development activities to enhance knowledge and skills., • At least 5 years of experience in commercial lending or commercial real estate lending., • Undergraduate degree in business administration, finance, or related field preferred., • Previous experience in portfolio and administrative support roles, preferably in a banking or financial services environment., • Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint) and banking software applications., • Excellent organizational skills with the ability to prioritize tasks, manage time effectively, and meet deadlines., • Strong attention to detail and accuracy in data and documentation., • Excellent communication skills, both written and verbal, with a customer-focused attitude., • Primarily office-based in Rochester NY office., • Travel for business development and client meetings. What We Offer • Medical, Dental & Vision group insurance from Day 1 (including a plan that is free for single coverage), • 11 Paid Holidays & 3 weeks of PTO annually from Day 1, • 401k company match - 65% of employees 6% contributions, • Company paid Life Insurance (up to 3 times of annual pay) and Long Term Disability Insurance, • Supported continued education and certification

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