Business Loan Assistant II

4 weeks ago

Kansas City, United States ThisWay Full time

A partner organization is seeking a Business Loan Assistant II in Kansas City, MO. The Business Loan Assistant II provides administrative support and exceptional service to the Banking team while managing a business loan portfolio. This role involves referring prospective business and individual clients to internal business partners and developing long-term business relationships with clients.

Responsibilities
  • Develop and maintain favorable relationships with current clients.
  • Identify and capture opportunities to cross-sell additional loan and bank products.
  • Assist in the sales proposal process, accompanying the Portfolio Manager and Bankers on client and prospect calls.
  • Monitor and input accurate data into the CRM and/or loan workflow system.
  • Identify and input information needed to onboard new clients and credit facility opportunities.
  • Collect and review due diligence items necessary for underwriting and closing new credit facilities.
  • Upload required due diligence items, financial documents, and loan documents to appropriate databases.
  • Assist Bankers in reviewing attorney-prepared loan documents.
  • Facilitate the closing of credit facilities by gathering required documents and compliance-related documentation.
  • Coordinate with Portfolio Managers and Credit Underwriters in obtaining and reviewing updated financial information.
  • Track, collect, and clear post-closing exception items.
  • Monitor upcoming and past due material exceptions and financial covenants.
  • Manage the loan and relationship renewal and review process to ensure timely renewals.
  • Assist clients with advances and pay downs on committed loan facilities.
  • Review and process draw request packets.
  • Monitor daily overdrafts and past due payments, coordinating resolutions.
  • Serve as a subject matter expert and resource for other Business Loan Assistants.
  • Assist in training new Business Loan Assistants.
  • Provide exceptional service to internal and external clients.
  • Utilize technology to collect, analyze, and report critical information.
  • Communicate effectively across all levels within the organization.
  • Maintain positive relationships with employees, clients, and vendors.
  • Represent the organization and Commercial Banking team professionally.
  • Complete assignments in a timely and efficient manner, organizing and prioritizing work.
  • Maintain confidentiality and adhere to organizational policies, laws, and regulations.
  • Ensure reliable and predictable onsite attendance.

Requirements

  • At least 5 years of related work experience.
  • Proven ability to review and understand loan documentation.
  • Knowledge of commercial banking products and services, including credit analysis and underwriting.
  • Understanding of organizational documents and identification of signers.
  • Salesforce/nCino experience preferred.
  • Effective communication skills with a results-oriented mindset.
  • Strong interpersonal skills with the ability to build long-term relationships.
  • Demonstrated financial acumen and problem-solving skills.
  • Experience in a fast-paced service-oriented role, preferably in a commercial banking environment.
  • Bachelor's degree in Finance, Business, or Economics preferred, or equivalent work experience.

Benefits

  • The organization is proud to be an Equal Opportunity Employer.

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