Commercial Loan Assistant

Capitol Federal Savings Bank

Topeka, Kansas

JOB DETAILS
SKILLS
Accounting Close, Banking Services, Commercial Loans, Communication Skills, Credit Analysis, Customer Experience, Customer Relations, Customer Support/Service, Customer/Client Research, Demographics, Detail Oriented, Documentation, Financial Services, Human Resources, Loan Closing, Loan Origination, Loan Processing, Loan Underwriting, Loans, Problem Solving Skills, Regulations, Request for Information (RFI), Retirement Plan, Savings Bank, Software Administration, Stewardship, Support Documentation, Team Player
LOCATION
Topeka, Kansas
POSTED
3 days ago

Job Description:

Job Title:  Commercial Loan Assistant

Location: Topeka, KS

Employment Type: Full-Time

About Capitol Federal

At Capitol Federal Savings Bank, we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve.

Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers.

Position Summary

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.

Key Responsibilities

The responsibilities listed below represent the primary duties of this position. Additional duties may be assigned as needed.

  • 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.

Required Qualifications

  • High school diploma or equivalent required.
  • Previous banking and or credit analysis experience preferred.

Core Competencies

Successful candidates typically demonstrate the following competencies:

  • Customer Focus
  • Communication Skills
  • Integrity and Professionalism
  • Problem Solving
  • Attention to Detail
  • Team Collaboration
  • Unconditional Ethics

Why Join Capitol Federal?

Capitol Federal offers employees a supportive workplace and opportunities for career growth.

Benefits may include:

  • Competitive compensation
  • Retirement and savings plans
  • Flexible Spending Accounts
  • Paid time off and holidays
  • Employee Assistance Program
  • Health, Dental, Life and Disability coverage
  • Parental Leave
  • Professional development opportunities
  • Career Advancement Pathways

CapFed® is an equal opportunity employer.

About the Company

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Capitol Federal Savings Bank