Business Loan Assistant II

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.