This Way LLC
Business Loan Assistant
This Way LLC, Kansas City, Missouri, United States, 64101
A trusted financial institution partner is seeking a skilled
Business Loan Assistant I in Kansas City, MO
to provide essential administrative support to their Banking team. This role requires daily interaction with a diverse range of internal and external clients, ensuring a high level of service in loan processing and client management.ResponsibilitiesProvide administrative and client support to the Banking team, ensuring accuracy in loan and CRM systems.Manage due diligence and loan documentation, assisting in loan preparation, review, and closing coordination.Facilitate loan funding, track outstanding items, and monitor credit facilities approaching maturity.Assist clients with routine treasury activities and loan transactions.Process draw requests, resolve overdrafts, and coordinate client payments.Schedule meetings, manage travel, and prepare reports.Deliver exceptional service, resolve client inquiries, and escalate issues as needed.Maintain confidentiality and compliance with organizational policies.RequirementsMinimum of 3 years of related work experience.Ability to identify due diligence requirements for various credit facilities.Experience in reviewing and understanding loan documentation for compliance with loan approvals.Preferred experience with Salesforce/nCino.Knowledge of organizational documents (e.g., Articles of Organization/Incorporation, Bylaws) and ability to identify authorized signors.Strong technical skills with Microsoft Office and the Internet.Proven success in a fast-paced, service-oriented role, ideally within Commercial Banking, with a solid understanding of bank products and treasury services.Excellent organizational skills with attention to detail and strong follow-through in a multitasking environment.Demonstrated persistence, flexibility, and teamwork, with the ability to adapt to changing priorities and communicate effectively.Bachelor’s degree in Business or related field preferred, or equivalent work experience.BenefitsEqual opportunity employer committed to a diverse and inclusive workplace.
Business Loan Assistant I in Kansas City, MO
to provide essential administrative support to their Banking team. This role requires daily interaction with a diverse range of internal and external clients, ensuring a high level of service in loan processing and client management.ResponsibilitiesProvide administrative and client support to the Banking team, ensuring accuracy in loan and CRM systems.Manage due diligence and loan documentation, assisting in loan preparation, review, and closing coordination.Facilitate loan funding, track outstanding items, and monitor credit facilities approaching maturity.Assist clients with routine treasury activities and loan transactions.Process draw requests, resolve overdrafts, and coordinate client payments.Schedule meetings, manage travel, and prepare reports.Deliver exceptional service, resolve client inquiries, and escalate issues as needed.Maintain confidentiality and compliance with organizational policies.RequirementsMinimum of 3 years of related work experience.Ability to identify due diligence requirements for various credit facilities.Experience in reviewing and understanding loan documentation for compliance with loan approvals.Preferred experience with Salesforce/nCino.Knowledge of organizational documents (e.g., Articles of Organization/Incorporation, Bylaws) and ability to identify authorized signors.Strong technical skills with Microsoft Office and the Internet.Proven success in a fast-paced, service-oriented role, ideally within Commercial Banking, with a solid understanding of bank products and treasury services.Excellent organizational skills with attention to detail and strong follow-through in a multitasking environment.Demonstrated persistence, flexibility, and teamwork, with the ability to adapt to changing priorities and communicate effectively.Bachelor’s degree in Business or related field preferred, or equivalent work experience.BenefitsEqual opportunity employer committed to a diverse and inclusive workplace.