Commercial Banking Assistant

CoreFirst Bank; Lenexa (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

CoreFirst Bank in Lenexa, KS seeks a Commercial Banking Assistant to support Commercial Banking Officers in managing the loan portfolio. The role provides personal and professional service to customers within the bank’s loan policies and procedures to ensure a streamlined experience.

The candidate will handle loan processing, collateral documentation, and coordination of closings, while assisting with depository products and services. Strong communication and organizational skills are essential.

Qualifications

• Two or more years of related experience; banking experience preferred
• High School diploma or equivalent required
• Bachelor’s Degree in business or related field preferred

Responsibilities

• Provide administrative and clerical support to commercial lending officers, facilitating the loan process from application to closing and servicing.
• Process loan through the Sageworks platform
• Obtain/review collateral documents including real estate, business assets, vehicle, and cash collateral
• Maintain property taxes and escrow, if applicable
• Coordinate loan closings and documentation with Lender and Loan Processing
• Coordinate with Credit Administration on financial statement spreads and analyses
• Assist loan customers with depository services and Internet Banking
• Generate reports such as Past Due Loans and Loans by Officer
• Contact customers for routine requests such as financial statements and loan payments

Skills

Diplomacy

Customer communication

Relationship building

Banking knowledge

Education

High School diploma or equivalent

Bachelor’s degree in business or related field

Tools

Microsoft Word

Microsoft Excel

Job description

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

Location: Lenexa/ KC

16201 W. 95th Street

Lenexa, KS 66219

Role: Responsible for assisting the Commercial Banking Officers in the management of the commercial loan portfolio. Working in conjunction with the Lender, the Commercial Banking Assistant is responsible for providing personal and professional service to the customer. The assistant establishes and maintains a relationship and familiarity with the customers and the Bank’s loan policies and procedures in order to provide a streamlined and efficient customer service experience.

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.

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.

Requirements

Experience: Two or more years of related experience; previous banking experience preferred

Education:

• High School diploma or equivalent required
• Bachelor’s 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 required, including the ability to lift up to fifty (50) pounds

Travel

Travel is negligible. It is primarily local during the business day, although some local evening and weekend travel may be needed.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other

• Applicants must pass a drug screen and background checks
• Internal applicants must meet the minimum requirements of their current job and submit a resume via the employee portal

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.