Commercial Loan Assistant

Capitol Federal® Savings Bank•Topeka, KS

12d•Onsite

About The Position

This position will work with commercial loan officers to originate and prepare loan transactions for underwriting and closing. Provide excellent customer service in response to requests for information and resolving issues on new and existing customer accounts.

Requirements

High school diploma or equivalent required.

Nice To Haves

Previous banking and or credit analysis experience preferred.

Responsibilities

Respond quickly and appropriately to calls and emails from customers.
Assist customers with payments, advances, account research, and other commercial account related needs.
Use commercial loan software to process loan requests, including entering accurate details for the transaction into the software, ordering supporting documents for the credit, flood, title, taxes, and appraisal.
Updating workflows to accurately reflect the transaction’s current status.
Assist commercial loan officers with gathering customer information required to make a loan, including demographic information that is regulatory-required as well as necessary documents and supporting files from customers.
Review due diligence documents, such as CIP and Beneficial Ownership documents, to assure accurate and complete documentation of loan files.
Adhere to policies and procedures for accurate document placement and retention.
Evaluate documentation provided by customers and work with credit analysts to perform research necessary to determine the loan applicant’s eligibility.
Provide quality assurance of loan closing documents.
Analyze data and information by identifying the underlying fundamentals and objectives using logic and reasoning.
Close loan transactions or coordinate closings with title company including reviewing settlement statements, documenting customer identities, ensuring documents are signed, and providing funds to customers.
Accurately post monetary transactions to fund loan.
Perform other duties as assigned.
Actively participate in proactive team efforts to achieve departmental and company goals.
Must comply with current applicable laws, regulations and bank policies and procedures.
Comply with all safety policies, practices and procedures.
Report all unsafe activities to supervisor and/or Human Resources.