Business Loan Assistant
4 weeks ago
The Business Loan Assistant I provides administrative support and extraordinary service to the Banking team and interacts daily with a diverse group of external callers and visitors as well as with internal clients at all levels of the organization.
Responsibilities- Provide administrative and client relationship support for the Banking team.
- Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting.
- Identify, collect and/or order required due diligence items necessary to underwrite, document, and close new credit facilities, renewals, or modifications by working with applicant(s), internal employees, and outside vendors; including, but not limited to organizational documents, financial statements, title policies, UCC searches, appraisal reports, environmental reports, and know-your-client documents.
- Upload required due diligence items, financial and loan documents to the appropriate databases.
- Assist Bankers with requesting and reviewing attorney prepared loan documents to align with the approved credit memo and work with loan documentation team to facilitate the review of the documents.
- Obtain and review bank-prepared loan documents from the loan documentation team to align with approved memo.
- Facilitate the closing of credit facilities by gathering all the required loan documents and compliance related documentation for execution by the client; ensure all invoices have been paid and fees have been collected from the client; communicate with loan documentation and loan servicing team regarding the closing, funding, and booking of the loan to the Bank's core system.
- Track, collect, and clear any post-closing/nonmaterial exception items; including, but not limited to final loan policies, recorded and original documents.
- Notify Portfolio Manager and Credit Monitoring team regarding financials and/or financial performance covenants are received to timely clear exceptions.
- Upload financial documents and clear material exceptions.
- Monitor and notify Banker of credit facilities that are approaching maturity.
- Assist clients in making advances and pay downs on committed loan facilities and complete routine treasury activity.
- Review and process draw request packets.
- Monitor daily any overdrafts and past due payments; coordinate with client and/or banker to resolve.
- Schedule and coordinate meetings, travel, manage supplies and prepare managerial reports as requested.
- Provide extraordinary service by responding timely to requests for information, researching discrepancies, and resolving issues.
- Escalate any issues or problems and communicate with Bankers and Managing Director, as appropriate.
- Interact with internal and external clients while providing extraordinary service.
- Develop and maintain trusted, positive relationships with employees, clients, and vendors.
- Represent the Bank and Commercial Banking team in a highly professional manner.
- Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
- Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
- Reliable and predictable onsite attendance.
- At least 3 years of related work experience.
- Ability to identify required due diligence items for different types of credit facilities.
- Proven ability to review and understand all loan documentation to ensure the loan documentation is prepared in accordance with the loan approval.
- Salesforce/nCino experience is preferred.
- Understanding of organizational documents and ability to identify signors (i.e. Articles of Organization/Incorporation, Bylaws, and Operating Agreements).
- Proficient technical skills with the Internet and Microsoft Office (Word, Excel, Outlook).
- Proven performer in a fast-paced service-oriented role ideally from a Commercial Banking environment with demonstrated knowledge and understanding of bank products, treasury services and operations.
- Exceptional organizational skills and demonstrated success in a multi-task environment with attention to detail and follow through.
- Reputation for persistence, flexibility, dependability and teamwork. Must possess ability to remain calm in the face of changing priorities, work with a sense of urgency and communicate with colleagues and manager.
- Bachelor's degree with exposure to Business courses is preferred or equivalent work experience.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.
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