Commercial Loan Portfolio Assistant

Job Description

Job Description

Commercial Loan Portfolio Assistant

Overland Park, KS | Fully Onsite

Full-Time | Direct Hire| $60-70K

LHH Recruitment Solutions is partnered with a company in the banking industry who is seeking a highly organized and detail-oriented Commercial Loan Portfolio Assistant to support commercial lending operations and portfolio management activities. This role serves as a key partner to lending, credit, and operations teams, helping facilitate a seamless loan process from documentation and closing coordination through ongoing portfolio maintenance and client support. The ideal candidate thrives in a fast-paced environment, enjoys building relationships, and takes pride in delivering exceptional service while maintaining accuracy and compliance.

KEY RESPONSIBILITIES:

• Provide administrative and operational support to commercial lending and credit teams.
• Coordinate the collection of financial statements, loan documentation, and supporting materials from clients and internal stakeholders.
• Assist in preparing and organizing commercial credit packages for underwriting and approval processes.
• Generate and review loan documents, ensuring completeness and accuracy.
• Coordinate loan closings with title companies, legal partners, and internal departments.
• Maintain commercial loan files and monitor documentation requirements throughout the life of the relationship.
• Follow up with clients to obtain required information and support ongoing portfolio maintenance.
• Track, review, and assist in resolving documentation and loan-related exceptions.
• Partner with lending and operations teams to address client inquiries and ensure timely issue resolution.
• Support reporting activities, including portfolio tracking, loan pipeline updates, and departmental metrics.

QUALIFICATIONS:

• Minimum of 5 years of experience in commercial banking, loan operations, credit administration, loan servicing, or a related financial services role.
• High school diploma or equivalent required.
• Associate degree in business, finance, accounting, or a related field preferred.
• Notary certification is a plus
• Strong understanding of commercial lending processes, loan documentation, and portfolio administration.
• Excellent organizational skills with a high level of accuracy and attention to detail.
• Ability to manage multiple priorities and deadlines in a dynamic environment.
• Strong verbal and written communication skills.
• Proven ability to collaborate effectively across departments and build productive working relationships.
• Experience handling sensitive and confidential information with professionalism and discretion.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Experience with loan documentation software, CRM platforms, or banking systems is preferred.

Pay Details: $60,000.00 to $70,000.00 per year

Search managed by: Claire Grossman

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
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