The Business Loan Assistant provides administrative support and extraordinary service to the Banking team and interacts daily with a diverse group of external callers and visitors as well as with internal clients at all levels of the organization.
At least 3 years of related work experience.
Ability to identify required due diligence items for different types of credit facilities.
Proven ability to review and understand all loan documentation to ensure the loan documentation is prepared in accordance with the loan approval.
Salesforce/nCino experience is preferred.
Understanding of organizational documents and ability to identify signors (i.e. Articles of Organization/Incorporation, Bylaws, and Operating Agreements).
Proficient technical skills with the Internet and Microsoft Office (Word, Excel, Outlook).
Proven performer in a fast-paced service-oriented role ideally from a Commercial Banking environment with demonstrated knowledge and understanding of bank products, treasury services and operations.
Exceptional organizational skills and demonstrated success in a multi-task environment with attention to detail and follow through.
Reputation for persistence, flexibility, dependability and teamwork. Must possess ability to remain calm in the face of changing priorities, work with a sense of urgency and communicate with colleagues and manager.
Bachelor's degree with exposure to Business courses is preferred or equivalent work experience.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails