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Business Loan Assistant (CRE)
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- With over $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset quality and a reputation for business excellence.
- 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.
- Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting.
- Facilitate the closing of credit facilities by gathering all the required loan documents and compliance related documentation for execution by the client; ensure all invoices have been paid and fees have been collected from the client; communicate with loan documentation and loan servicing team regarding the closing, funding, and booking of the loan to the Bank’s core system.
- Track, collect, and clear any post-closing/nonmaterial exception items; including, but not limited to final loan policies, recorded and original documents.
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