Commercial Lending Assistant

Core Bank•Overland Park, KS

About The Position

The Commercial Lending Assistant provides critical support to Commercial Relationship Managers and helps ensure customers receive seamless, high-quality service. Acting as a liaison among customers, relationship managers, and loan administration staff, the role contributes to strong relationships through attention to detail, proactive problem-solving, and effective communication. The assistant supports commercial loan onboarding, renewals, underwriting, processing, closing, and funding, while providing administrative support and monitoring loan and deposit activity. The position requires professionalism, confidentiality, and compliance with bank policies, laws, regulations, and industry best practices.

Requirements

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

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, and documentation exceptions.
Coordinate with internal teams and external partners to gather information needed for commercial loan underwriting, processing, and closing.
Prepare and review loan closing documents, including promissory notes, deeds of trust, loan agreements, guarantees, and other closing documents.
Communicate requirements, deadlines, changes, and potential conflicts to Relationship Managers and customers.
Provide administrative support, including document review, scanning, ordering searches, and helping bankers clear loan exceptions.
Monitor loans and deposits, overdrafts, past-due ticklers and collateral, and documentation exceptions; communicate issues to Relationship Managers as appropriate.
Correspond with applicants, internal employees, and outside vendors to obtain documentation for new loans and renewals.
Obtain expiring or lapsed documents, including title policies and UCC searches.
Help Relationship Managers obtain current collateral, financial, and legal information and scan it to appropriate internal storage.
Escalate issues and communicate with Relationship Managers as appropriate.
Maintain confidentiality and comply with Core Bank policies and procedures, applicable laws and regulations, and industry best practices.
Represent the bank professionally and with a constructive, solutions-focused attitude.