Commercial Lending Assistant

CORE BANK • Overland Park, KS

1d

About The Position

The Commercial Lending Assistant provides critical support to Commercial Relationship Managers while helping ensure customers receive seamless, high-quality service. The role serves as a liaison between customers, relationship managers, and loan administration staff, contributing to strong relationships through attention to detail, proactive problem-solving, and clear communication.

The assistant supports the preparation, review, processing, and closing of new and renewed commercial loans. This includes gathering underwriting and closing information, preparing and reviewing loan documents, monitoring loan and deposit activity and documentation exceptions, and assisting customers with advances, paydowns, transfers, and treasury activities. The position also provides administrative support, maintains confidentiality, follows bank policies and applicable requirements, and represents Core Bank professionally.

Requirements

• High school diploma or equivalent.
• At least 3 years of banking experience.
• Customer service experience.
• Proficiency with Microsoft Office, CRM, and core banking systems.
• Strong working knowledge of banking regulations, lending policy, and documentation requirements.
• Attention to detail and a high degree of accuracy.
• Excellent customer service and communication skills, including the ability to tactfully handle relatively complex customer issues.
• Alignment with Core Bank’s Purpose, Vision, and Values.

Nice To Haves

• Experience in loan administration.
• Experience with Sageworks and Abrigo.

Responsibilities

• Deliver timely, thoughtful customer service by anticipating needs, researching discrepancies, and resolving issues accurately.
• Partner with Relationship Managers to prepare and review documentation for new and renewed customer relationships and support onboarding and closing.
• Assist customers with advances, paydowns, transfers, and treasury activities.
• Monitor overdrafts, past-due items, ticklers, collateral, and documentation exceptions, and communicate issues to Relationship Managers as appropriate.
• Work with internal teams and external partners to gather information needed to underwrite, process, and close commercial loans.
• Prepare and review closing documents, including promissory notes, deeds of trust, loan agreements, guarantees, and other loan documents.
• Communicate requirements, deadlines, changes, and potential conflicts to Relationship Managers and customers.
• Provide administrative support, including document review, scanning, ordering searches, and assisting bankers in clearing loan exceptions.
• Correspond with applicants, employees, and outside vendors to obtain documentation for new loans and renewals.
• Obtain expiring or lapsed documents, including title policies and UCC searches.
• Assist Relationship Managers in obtaining current collateral, financial, and legal information and scan it to appropriate internal storage.
• Maintain confidentiality and comply with Core Bank policies and procedures, laws, regulations, and industry best practices.
• Represent the bank with professionalism and a constructive, solutions-focused attitude.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED