Loan Administration Assistant in Kansas City, Kansas at Security Bank of Kansas City

At Security Bank of Kansas City, we're committed to building strong relationships, delivering exceptional service, and helping our customers and communities thrive. As one of the strongest large banks in Kansas City, we offer meaningful career opportunities where your contributions make a real impact.

We are seeking a detail-oriented and customer-focused Loan Administration Assistant to join our Commercial Banking team. In this role, you'll play a key part in supporting Commercial Loan Officers throughout the lending process, from loan preparation and documentation review through closing. Success in this position requires strong organizational skills, attention to detail, banking knowledge, and a commitment to accuracy, compliance, and service excellence.

If you enjoy working in a collaborative environment, managing multiple priorities, and contributing to a high-performing team, we'd love to hear from you.

Position Summary

The Loan Administration Assistant provides administrative, clerical, and operational support to Commercial Loan Officers and the Commercial Banking team. This role is responsible for supporting complex commercial loan transactions, maintaining loan documentation, coordinating closing activities, and ensuring all lending activities are completed accurately, efficiently, and in accordance with bank policies and regulatory requirements.

Essential Duties & Responsibilities
The duties include but are not limited to the following:

Loan Administration & Documentation

• Partner with lenders to prepare loan requests and supporting documentation.
• Obtain credit bureau reports and other required credit information as needed.
• Collect, review, organize, and maintain loan documentation, including:
  • Title commitments
  • Settlement statements
  • Vehicle titles
  • Insurance documentation
  • Flood determination
  • Other related loan documents
• Coordinate with LaserPro Documentation Support to obtain loan documents.
• Review documentation for completeness, accuracy, and consistency prior to closing.
• Prepare checks and coordinate recording of documents.
• File Notices of Liens and UCC filings.
• Verify loan input and collateral information within applicable banking systems.
• Establish and maintain complete loan and credit files in accordance with bank standards.
• Review uploaded loan documents for completeness and accuracy.
• Ensure ongoing maintenance of loan files and supporting documentation.

Collateral & Loan Monitoring

• Monitor collateral tracking and follow up on exceptions to ensure timely resolution.
• Support collateral perfection activities, including UCCs, titles, insurance verification, releases, and continuations.
• Process construction loan draws and review disbursements against approved budgets.
• Prepare lien releases, deeds of release, mortgages, and related documentation.
• Prepare payoff letters and customer correspondence.
• Complete third-party loan verifications as requested.

Customer Service & Transaction Support

• Serve as a primary support resource for customers, both in person and by telephone.
• Process borrower loan payments.
• Advance loan funds in accordance with approved lender and borrower instructions.
• Verify wire transfer requests and accurately process wire transactions.
• Process payments for third-party invoices, including title companies, appraisal firms, and other vendors.
• Prepare and update Customer Information Files (CIFs) and other supporting reports.

Team Collaboration

• Work closely with lenders, loan operations, credit administration, customers, attorneys, title companies, appraisers, and other third-party partners.
• Assist with special projects and lending initiatives as assigned.
• Support departmental goals through teamwork, flexibility, and a commitment to service excellence.

Required Skills & Abilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Technical & Lending Knowledge

• Working knowledge of Commercial & Industrial (C&I) lending, including loan structures, collateral types, covenant monitoring, borrowing base certificates, and tickler management.
• Working knowledge of Commercial Real Estate (CRE) lending, including construction, development, and term lending.
• Ability to review and validate loan documentation, including notes, credit agreements, guarantees, UCC filings, title policies, appraisals, and environmental reports.
• Experience working with loan origination systems and loan servicing platforms.
• General understanding of applicable banking regulations and compliance requirements, including fair lending and BSA/AML considerations.

Administrative & Analytical Skills

• Strong attention to detail and commitment to accuracy.
• Ability to maintain organized records and ensure documentation completeness.
• Strong organizational and time-management skills with the ability to prioritize multiple tasks and deadlines.
• Effective problem-solving and decision-making abilities.

Technology Skills

• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Ability to learn and adapt to new banking, imaging, and workflow management systems.

Communication & Interpersonal Skills

• Strong verbal and written communication skills.
• Demonstrated professionalism and discretion when handling confidential information.
• Ability to build positive working relationships with internal and external stakeholders.
• Strong customer service orientation.

Minimum Education & Experience

• High School diploma or GED is required
• A minimum of five (5) years of relevant experience in lending, loan administration, commercial banking, or a related banking function.

Preferred

• Additional coursework, certifications, or training related to banking, finance, accounting, or business administration.
• Experience supporting Commercial Lending or Commercial Real Estate lending teams.

Physical Demands & Work Environment

The physical demands and work environmental characteristics described here are representative of those that must be met by the employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Physical Demands: While performing the duties of this job, the employee is regularly required to walk, talk, see and hear. The general level of physical activity would be defined as sedentary. The employee is occasionally required to stand and frequently required to sit; use hands to finger, handle, or feel; reach with hands and arms. Some movements of the hands, arms, and wrists may involve repetitive motions. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. Regular attendance and punctuality are necessary and essential functions.
• Cognitive/Mental Requirements: While performing the duties of this job, the employee is required to comprehend and use basic language, either written or spoken, to communicate information and ideas, both simple and complex. The employee is also required to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations; also requires use of problem-solving skills including formulating and applying appropriate course of action for routine or familiar situations. The employee may be required to perform numerical operations including basic counting, adding, subtracting, multiplying and dividing or more complex quantitative calculations.
• Work Environment: While performing the duties of this job, the employee is inside a central heat and air-conditioned office building. The noise level in the work environment is minimal.
  
  

Other Information:

Statements included in this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements are not intended to be construed as an exhaustive list of responsibilities, duties and skills required.

Accommodations will be made to allow for meeting requirements when it does not place an "undue hardship" on Security Bank of Kansas City.

Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer.