Commercial Banking Assistant

CoreFirst Bank & Trust; Lenexa (KS); On-site; USD 42,000 - 56,000; Full time

Job summary

CoreFirst Bank & Trust in Lenexa, KS seeks an administrative loan support specialist to assist commercial lenders from application through closing. You will review collateral documents, manage escrow, and coordinate loan documentation with processing teams.

The role requires two+ years of banking experience, strong communication, and solid Excel/Word skills. Typical hours are 8:00 am–5:00 pm, Monday–Friday, on-site in Lenexa.

Qualifications

• A significant level of trust and diplomacy is required, in addition to courtesy and tact
• Work involves extensive contact with others, including executive and senior management
• Communication with customers may be of a sensitive nature when working through escalations
• Fostering sound relationships with others is necessary
• Understanding of commercial loan products, banking policies, and federal/state regulations

Responsibilities

• Provides administrative and clerical support to commercial lending officers, facilitating the loan process from application to closing and servicing.
• Process loan through the Sageworks platform
• Obtains/reviews collateral documents to include real estate, business assets, vehicle, and cash collateral
• Maintenance property taxes and escrow, if applicable
• Anticipates and obtains items necessary for loan requests, such as corporate documents, credit reports, UCC searches, VIN searches, flood determinations, appraisals, title work, mortgage releases, etc.
• Following loan approval, serves as liaison between Lender and Loan Processing, to request and coordinate preparation of loan documents and schedule closings. May assist with closings as needed
• Coordinates with Credit Administration on financial statement spreads and/or other analyses, either routinely or as requested by Lender
• Coordinates with Commercial Services as appropriate, to assist loan customers with depository products and services, such as Internet Banking, Cash Management, and Lock Box
• Generates and distributes reports, such as Past Due Loans, Maturing Loan List, Loans by Officer, and others as requested
• Contacts customers for routine requests, such as financial statements, loan payments, corporate documents, tax ID numbers, etc.
• Handles routine customer requests and inquiries, such as loan histories, posting errors, changes of address, line of credit advances, construction loan draws, notary services, lien releases, etc.

Skills

Communication skills

Time management

Organization

Problem-solving

Attention to detail

Education

High School diploma or equivalent

Bachelor's Degree in business or related field preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Location: Lenexa/ KC
16201 W. 95th Street
Lenexa, KS 66219

Hours: Typically, forty (40) hours per week between 8:00 am - 5:00 pm, Monday through Friday.

Essential Functions & Responsibilities

• Provides administrative and clerical support to commercial lending officers, facilitating the loan process from application to closing and servicing.


• Process loan through the Sageworks platform


• Obtains/reviews collateral documents to include real estate, business assets, vehicle, and cash collateral


• Maintenance property taxes and escrow, if applicable


• Anticipates and obtains items necessary for loan requests, such as corporate documents, credit reports, UCC searches, VIN searches, flood determinations, appraisals, title work, mortgage releases, etc.


• Following loan approval, serves as liaison between Lender and Loan Processing, to request and coordinate preparation of loan documents and schedule closings. May assist with closings as needed


• Coordinates with Credit Administration on financial statement spreads and/or other analyses, either routinely or as requested by Lender


• Coordinates with Commercial Services as appropriate, to assist loan customers with depository products and services, such as Internet Banking, Cash Management, and Lock Box


• Generates and distributes reports, such as Past Due Loans, Maturing Loan List, Loans by Officer, and others as requested


• Contacts customers for routine requests, such as financial statements, loan payments, corporate documents, tax ID numbers, etc.


• Handles routine customer requests and inquiries, such as loan histories, posting errors, changes of address, line of credit advances, construction loan draws, notary services, lien releases, etc.

Requirements

Experience: Two or more years of related experience; previous

Banking Experience Preferred

Education

• High School diploma or equivalent required


• Bachelors Degree in business or related field preferred

Skills & Abilities

• A significant level of trust and diplomacy is required, in addition to courtesy and tact


• Work involves extensive contact with others, including executive and senior management


• Communication with customers may be of a sensitive nature when working through escalations


• Fostering sound relationships with others is necessary


• Understanding of commercial loan products, banking policies, and federal/state regulations

Other Skills

• Strong PC skills with proficiency in Microsoft Word and Excel


• Excellent written and oral communication skills


• Excellent time management and task prioritizing, organization, problem-solving, and ability to meet deadlines


• Excellent analytical skills and attention to detail

Competencies

Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable Individuals With Disabilities To Perform The Essential Functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, stand, and walk. Some light physical effort is require

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.*