Commercial Lending Assistant

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    "description": "<p><span style=\"font-size:12px;\"><span style=\"color:#000000;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Join Core Bank, a high-performing, solutions-based, and tech-forward community bank, as a Commercial Lending Assistant. In this role, you’ll be part of a collaborative team that empowers businesses to thrive, delivering exceptional customer service while supporting our Commercial Relationship Managers. If you’re detail-oriented, tech-savvy, and driven to solve problems, this is your opportunity to grow with a bank that values people, relationships, and results.</span></span></span></p>\n\n<p> </p>\n\n<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u><strong>Company Overview</strong></u></span></span></span></p>\n\n<p><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our <em>Recipe for Awesome</em>—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore </span><a href=\"http://www.corebankcareers.com/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"color:#000000;\">www.corebankcareers.com</span></a><span style=\"color:#000000;\">.</span></span></span></p>\n\n<p> </p>\n\n<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u><strong>Position Summary</strong></u></span></span></span></p>\n\n<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">The Commercial Lending Assistant provides critical support to Commercial Relationship Managers while ensuring customers experience seamless, high-quality service. This role strengthens relationships by acting as a trusted liaison between customers, relationship managers, and loan administration staff. Through attention to detail, proactive problem-solving, and a commitment to excellence, the Loan Associate helps contribute to a culture of collaboration, curiosity, and adaptability that drives Core Bank forward.</span></span></span></p>\n\n<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u><strong>Core Responsibilities</strong></u></span></span></span></p>\n\n<ol>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Deliver timely, thoughtful service by anticipating needs, researching discrepancies, and resolving issues with care and accuracy.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Partner with Relationship Managers to prepare and review documentation for new and renewed customer relationships, ensuring a smooth onboarding and closing experience.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Assist customers with advances, paydowns, transfers, and treasury activities while keeping a close eye on overdrafts, past-due items, and documentation exceptions.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Work with internal teams and external partners to gather all necessary information for underwriting, processing, and closing commercial loans.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Prepare and review closing documents, including promissory note, deed of trust, loan agreements, guarantee, and other loan closing documents, helping to ensure transactions are accurate, complete, and ready for funding.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Proactively communicate requirements, deadlines, and changes to Relationship Managers and customers, fostering clarity and trust.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strengthen customer and team relationships by approaching each interaction with authenticity, professionalism, and a focus on positive outcomes.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Provide administrative support, such as document review, scanning, and ordering searches, while assisting bankers in clearing loan exceptions.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Escalate issues and communicate with Relationship Managers as appropriate.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Monitor loans and deposits, overdrafts, past due ticklers and collateral, and documentation exceptions and communicate with Relationship Managers as appropriate.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Correspond with applicants, internal employees, and outside vendors to obtain all necessary documentation to underwrite, process, and close new loans as well as renewals. Obtain expiring or lapsed documents, to include title policy, UCC searches, etc.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Assist Relationship Managers in obtaining current collateral, financial and legal information, and scan to appropriate internal storage.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Consistently maintain a high level of communication with the Relationship Managers and staff; communicate deadline changes and potential conflicts.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Represent the bank with professionalism and a constructive, solutions-focused attitude.</span></span></span></p>\n\t</li>\n\t<li style=\"margin-left:8px;\">\n\t<p><span style=\"color:#000000;\"><span style=\"font-size:12px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintain confidentiality; adhere to Core Bank policies and procedures, comply with laws, regulations, and industry best practices.</span></span></span></p>\n\t</li>\n</ol>",
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