Commercial Loan Assistant

2 months ago

Kansas City, United States CommunityAmerica Credit Union Full time

Summary:

The Commercial Loan Assistant (CLA) provides quality and timely support to one or more Commercial Relationship Manager (CRM) with servicing of their commercial loan portfolio in accordance with commercial guidelines. The majority (60%) of the time is spent providing support to CRM and members. CLA will provide credit, sales and servicing support for the commercial banking team and provide a consistent and superior client experience. This position will include working with the sales, credit and operation teams to support data gathering, business member relationship management and other servicing requests. This position will be a primary point of contact for internal CommunityAmerica partners to coordinate member account needs and will have significant interaction with our business members via customer service support. The CLA serves as the liaison between commercial members and credit and back office support teams.

This position will be responsible for working with relationship managers and their clients to ensure necessary information and documentation for credit analysis and loan closings is received and complete. The CLA will support the relationship manager sales activities including the development of presentation materials, coordination of sales calls with internal partners, maintaining prospect lists, and updating Salesforce with account plans, call notes, pipeline tracking and contact information. This person will be the liaison and work closely with the commercial operations team for preparing loans for closing and servicing of client accounts including resolving documentation exception issues, receiving updated financial statements where appropriate, and reviewing reports for maturing and past due loans for necessary follow-up with the client. The CLA is the liaison between sales team and Credit department as the gatekeeper of data to get opportunities into credit for processing. In addition, the CLA serves as the liaison between the CRM and Operations to ensure corporate entity information, and related loan documentation, including but not limited to title search/commitments, UCC searches, and flood determinations for all loans to prepare for loan closings. Additional support includes a variety of office support functions as needed.

Duties & Responsibilities:
  • Support commercial members by solving complex questions to ensure superior service and member experience
  • Act as a central resource for branch and member service inquiries to Commercial Banking.
  • Support a team of CRMs in obtaining corporate entity information, and related loan documentation, including but not limited to, title search/commitments, UCC searches, and flood determination act as the liaison between Sales and Loan Operations.
  • Support team of CRMs in documentation for credit packets, as gatekeeper, to move the opportunity into credit for processing act as the liaison between Sales and Credit.Support and manage the monitoring of construction draws, spreading budgets, scheduling 3rd party inspections on all properties under construction, and working with Ops in funding of the draw requests.
  • Serve as the primary contact for loan portfolio issues and provide support to colleagues.
  • Maintain current and accurate client interactions and pipelines in Salesforce.
  • Support team in account originations, documentation, file maintenance and account maintenance.
  • Manage and coordinate all tickler reporting/tracking for the CRMs.
  • Coordinate materials for client presentations, proposals, setting up sales calls and maintaining prospect lists.
  • Work with the commercial operations team for account servicing; including resolving documentation exceptions, reviewing maturing loans and general tickler items.
  • Provide general administrative and sales support to the commercial banking team.
  • Prepare department sales activity reports, including call activity and pipelines.
  • Promote honest and open communication throughout the credit union.
  • Demonstrate behaviors that are consistent with the credit unions values, philosophies, and leadership characteristics.
  • Supports the commercial team in ordering branch supplies, when needed.
  • Manage internal branch referrals for commercial team through the CRM system.
  • Perform other duties as assigned.


Requirements:

Education and Experience:

  • College degree or equivalent work experience
  • Experience and knowledge in commercial banking

Knowledge, Skills and Abilities:

  • Excellent oral and written communication skills with strong attention to detail and organization.
  • Interpersonal skills essential for interacting with credit union staff at all levels of the organization as well as business members.
  • Excellent decision-making and problem-solving skills.
  • Proficient in operational procedures related to servicing and monitoring of commercial accounts.
  • Ability to resolve interpersonal conflict and miscommunications.
  • Proficiency in Excel, PowerPoint and Word applications preferred
  • Knowledge of CRM systems, Salesforce preferred

  • Commercial Loan Assistant

    2 months ago

    Kansas City, United States Insight Global Full time

    Must haves: A minimum of five years of commercial loan assistant experience is required.Substantial working knowledge of commercial lending.Bachelor’s Degree or equivalent combination of education and/or work experienceJob DescriptionA client of Insight Global is seeking a Commercial Loan Assistant. The Commercial Loan Assistant is responsible for...

  • Commercial Loan Assistant

    3 weeks ago

    Kansas City, United States gpac Full time

    Loan Assistant Responsibilities:   - Provide assistance to the loan officers in managing and processing commercial loan applications  - Prepare loan documents and ensure all required documents are accurate and complete  - Review financial statements, credit reports, and other relevant information to assess borrower's creditworthiness  - Assist in...

  • Commercial Loan Servicing Specialist

    2 months ago

    Kansas City, United States Commerce Bank Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...

  • Commercial Loan Officer

    18 minutes ago

    Kansas City, Missouri, United States Country Club Bank Full time

    Job SummaryCountry Club Bank is seeking a highly skilled Commercial Loan Administrator II to join our team. As a key member of our lending department, you will be responsible for providing administrative support to assigned lenders, interacting with loan administration staff, lending officers, and customers to close new business and maintain ongoing loan...

  • Commercial Loan Servicing Representative

    2 months ago

    Kansas City, United States Commerce Bank Full time

    About This Job Commercial Loan Servicing (CLS) provides back-office operations support for commercial, business banking, and various specialty lending products.We work directly with the Sales and Credit teams to remove roadblocks and complete operational tasks that allow Commerce to meet the customer’s commercial lending needs.CLS operational tasks can...

  • Commercial Loan Servicing Representative

    5 days ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About This RoleAt Commerce Bank, our Commercial Loan Servicing team provides critical back-office operations support for commercial, business banking, and specialty lending products. We work closely with Sales and Credit teams to remove roadblocks and complete operational tasks that enable us to meet our customers' commercial lending needs.Our team's...

  • Commercial Loan Servicing Representative

    3 days ago

    Kansas City, United States Commerce Bank Full time

    About This Job Commercial Loan Servicing (CLS) provides back-office operations support for commercial, business banking, and various specialty lending products.We work directly with the Sales and Credit teams to remove roadblocks and complete operational tasks that allow Commerce to meet the customer’s commercial lending needs.CLS operational tasks can...

  • Senior Commercial Loan Officer

    1 week ago

    Kansas City, Missouri, United States Dickinson Financial Corporation Full time

    Position Overview:Dickinson Financial Corporation, along with its affiliated institutions, is seeking seasoned professionals in commercial banking to assist clients in achieving their financial aspirations, fostering economic growth within our communities, and fulfilling our strategic objectives. The primary responsibility of the Commercial Banker is to...

  • Commercial Loan Administrator II

    3 months ago

    Kansas City, United States Country Club Bank Full time

    Commercial Loan Administrator IIJob Function: Responsibilities include providing administrative support for assigned Lender(s) as required.Loan administrative duties primarily include interacting with loan administration staff, lending officer(s) and customer by playing a key role in closing new business with an emphasis in loan production and ongoing loan...

  • Commercial Loan Administrator I

    2 months ago

    Kansas City, United States Country Club Bank Full time

    Commercial Loan Administrator I Job Function: Responsibilities include providing administrative support for assigned Lender(s) as required. Loan administrative duties primarily include interacting with loan administration staff, lending officer(s) and customer by playing a key role in closing new business with an emphasis in loan production and ongoing loan...

  • Commercial Loan Officer

    3 months ago

    Oklahoma City, Oklahoma, United States First United Bank Full time

    Join Our TeamWe have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009 Browse this page to find...

  • Loan Administration Assistant

    3 weeks ago

    Kansas City, United States Security Bank of Kansas City Full time

    Job DetailsJob Location OAK TRAFFICWAY Lvl3 - Gladstone, MO Position Type Full Time Job Category Finance If you are looking for a challenging and rewarding career, we would like you to join our Security Bank of Kansas City team! Our banking professionals receive paid training and ongoing education, opportunities for growth and advancement, great benefits,...

  • Loan Administration Assistant

    3 weeks ago

    Kansas City, United States Security Bank of Kansas City Full time

    Job DetailsJob Location OAK TRAFFICWAY Lvl3 - Gladstone, MO Position Type Full Time Job Category Finance Description If you are looking for a challenging and rewarding career, we'd like you to join our Security Bank of Kansas City team! Our banking professionals receive paid training and ongoing education, opportunities for growth and advancement, great...

  • Commercial Loan Operations Specialist

    2 weeks ago

    Oklahoma City, Oklahoma, United States Bank of Oklahoma Full time

    Position Overview As a Commercial Loan Operations Specialist, you will play a crucial role in the management and processing of complex commercial loans. Your expertise will contribute to the efficiency and effectiveness of our banking operations. Key Responsibilities Oversee the processing of commercial loan transactions, ensuring accuracy and...

  • Commercial Loan Risk Analyst

    1 week ago

    Jefferson City, Missouri, United States RIVER REGION CREDIT UNION Full time

    Position Overview: The role entails providing administrative and clerical assistance to the commercial division. The analyst evaluates risk and ensures adherence to both regulatory and internal policies. Effective communication is essential, both within the organization and with external stakeholders, to guarantee high-quality service. The position also...

  • Commercial Loan Administrator I

    2 months ago

    Kansas City, United States Country Club Bank Full time

    Job Function: Responsibilities include providing administrative support for assigned Lender(s) as required. Loan administrative duties primarily include interacting with loan administration staff, lending officer(s) and customer by playing a key role in closing new business with an emphasis in loan production and ongoing loan documentation support and...

  • Commercial Banking Assistant

    2 months ago

    Kansas City, United States Landmark Bancorp Full time

    Job DetailsJob Location KCMO Pershing - Kansas City, MO Position Type Full Time Education Level Not Specified Salary Range $15.00 - $30.00 Hourly Travel Percentage Negligible Job Shift Day Job Category Commercial Banking Description When you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships...

  • Commercial Loan Operations Associate

    7 days ago

    Union City, Tennessee, United States Simmons Bank Full time

    Join a company that values passion and customer dedication At Simmons Bank, we are focused on delivering exceptional service and support in the lending sector. The Lending Operations Specialist I is responsible for executing a range of administrative functions to facilitate the closing of commercial and agricultural loans. This includes the preparation of...

  • Commercial Loan Legal Counsel

    1 week ago

    Garden City, New York, United States Lawrence and Walsh, P.C. Full time

    Position OverviewLawrence and Walsh, P.C. is seeking a dedicated and experienced attorney to join our esteemed commercial lending division. The ideal candidate will possess between 2 to 8 years of expertise in facilitating commercial real estate and asset-based loan transactions for a diverse range of banking clients.Key Responsibilities:Drafting essential...

  • Commercial Loan Operations Associate

    1 week ago

    Union City, Tennessee, United States Simmons Bank Full time

    Join a company that values passion and customer commitment At Simmons Bank, we are dedicated to fostering a culture of excellence and service. The Lending Operations Specialist I is responsible for executing a range of administrative functions to facilitate the closing of commercial and agricultural loans. This includes the preparation of all necessary...