Business Loan Assistant

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.
• Train and assist new team members; provide excellent client service.
• Use technology for data analysis and reporting.
• Communicate clearly, uphold confidentiality, and maintain reliable 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.