Business Loan Assistant

A trusted financial institution partner is seeking a skilled Business Loan Assistant I in Kansas City, MO to provide essential administrative support to their Banking team. This role requires daily interaction with a diverse range of internal and external clients, ensuring a high level of service in loan processing and client management.

Responsibilities

• Provide administrative and client support to the Banking team, ensuring accuracy in loan and CRM systems.
• Manage due diligence and loan documentation, assisting in loan preparation, review, and closing coordination.
• Facilitate loan funding, track outstanding items, and monitor credit facilities approaching maturity.
• Assist clients with routine treasury activities and loan transactions.
• Process draw requests, resolve overdrafts, and coordinate client payments.
• Schedule meetings, manage travel, and prepare reports.
• Deliver...

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

• Build strong client relationships and identify cross-sell opportunities.
• Support sales proposals and attend client meetings with team members.
• Maintain accurate CRM and loan data; assist with client onboarding.
• Collect, review, and organize due diligence and loan documents.
• Assist in loan document review and credit facility closings.
• Coordinate renewals, financial updates, and monitor post-closing exceptions.
• Support client loan advances, draw requests, and resolve payment issues.
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