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.
