Sr. Commercial Loan Assistant

Location: Kansas City, MO

The Numbers: $55,000 – $90,000 Base Salary (Commensurate with depth of complex closing/draw experience)

The Big Picture Our Client is a mission-driven, 75-year-old certified CDFI that serves as the economic heartbeat of Kansas City. As a pillar of community development since 1951, they provide the essential financial services that empower local businesses and non-profit initiatives. They are looking for a Commercial Loan Assistant who wants to move beyond "data entry" and become a vital gear in the machine that turns community vision into funded reality.

The Mission Your goal is to be a Precision Facilitator. As the Commercial Loan Assistant, you are the operational backbone of the Commercial Loan Department. You aren't just filing paperwork; you are responsible for the preparation, review, and processing of complex loan documents that enable community growth. If you are an organized professional who thrives on "getting the details right" and wants to see your work directly impact the Kansas City area, this is your desk.

The Daily Grind (The Good Kind)

• Document Architecture: Take the lead in preparing and processing loan documents, ensuring every file is accurate, complete, and ready for a seamless closing.
• Closing Coordination: Act as the primary coordinator for the loan closing process, working across internal departments to ensure efficient and timely operations.
• Client Advocacy: Provide high-quality customer service, managing client communications and ensuring borrowers feel supported throughout the lifecycle of their loan.
• Portfolio Integrity: Maintain meticulous records and ensure every transaction remains in strict compliance with banking regulations and internal "Safe Harbor" standards.
• Operational Synergy: Serve as the bridge between lenders and the back office, ensuring that communication flows and bottlenecks are removed.

Your Toolkit

• The Battle Scars: Proven experience in Loan Servicing and a strong foundational understanding of commercial loans. You know what a clean file looks like.
• Technical Mastery: Proficiency in preparing and processing loan documents and a familiarity with the closing process. Experience with banking and loan software systems is a significant plus.
• The Detail Edge: A high "attention to detail" threshold. You are the final line of defense against errors and omissions in the loan file.
• Communication Strength: Excellent interpersonal skills with the ability to manage confidential information and communicate effectively with people from all backgrounds.
• Education: High school diploma required; additional education or certifications in banking or finance is preferred as you grow within the organization.

The Payoff

• Compensation Detail: A competitive base salary of $55K – $95K based on your specific processing and closing "muscle."
• Foundational Impact: Work for a bank where your administrative excellence directly supports the growth of KC small businesses.
• Professional Growth: This is a high-visibility role within the commercial department. You will be mentored by seasoned lenders and credit professionals in a 75-year-old stable environment.

Our Partnership Approach Thank you for trusting Lupton Partners with your career transition. We take immense pride in our work, but our focus is always on the outcome—for both the candidates we represent and the companies we serve.

If the first role we discuss isn't the perfect fit, we won't force it. Our goal is to land you in the right place, not just the next place. We also recognize that career changes—even the most exciting ones—come with a side of stress. That’s normal. We’re here to handle the heavy lifting and provide clarity at every step.

What to Expect

• The Introduction Call: This is a high-level chemistry check. We’ll dive into your history, map out your career goals, and get real about compensation and advancement targets.
• Active Searches: We’ll match your story to our clients' needs. We keep compensation targets front-and-center so nobody’s time is wasted.
• Client Submissions: It is our promise that we do not present your name or credentials to clients without clear communication and your explicit permission.
• Interview Feedback: This is where we earn our keep. Call us as soon as you hit the parking lot. If you think you fumbled a question or found a better answer ten minutes too late, let’s talk.
• Background Checks: Transparency wins here. If there’s a potential red flag in your background, drug screen, or credit report, tell us now so we can manage the narrative together.
• Offers: No surprises. We’ll walk through a verbal offer together before the formal letter arrives. Since we align on numbers in our first call, this stage should be a “green light” celebration.

Questions? Reach out anytime. Travis Lupton Office: 913-521-3303 | Mobile: 913-231-8472 travis@luptonpartners.com