Consumer Loan Specialist: Customer Focus & Growth

First Security Bank Bozeman; Bozeman (MT); On-site; USD 55,000 - 75,000; Full time

Job summary

First Security Bank Bozeman is seeking a Consumer Lender who will interview customers, perform preliminary credit analysis on new and existing loan applications, and arrive at a recommendation to approve or decline.

You will gather documentation, discuss rates and terms, enter data in DecisionPro, issue disclosures, and coordinate closings with branch staff while maintaining compliance with applicable laws.

Qualifications

• Combining education and experience to analyze consumer loan requests.
• Ability to explain loan terms and conditions to customers.
• Strong attention to regulatory requirements and accuracy.

Responsibilities

• Interview customers and perform preliminary credit analysis on loan applications.
• Obtain required documentation and disclosures for loan approvals.
• Enter data in DecisionPro and maintain loan records.
• Counsel applicants and determine appropriate loan pricing and structure.
• Coordinate with branch staff to close loans and manage conditions.

Skills

Credit analysis

Customer service

Cross-selling

Regulatory compliance

Education

Bachelor's degree in business, finance, or related field

Tools

DecisionPro

MS Word

MS Excel

Job description

First Security Bank Bozeman is seeking a Consumer Lender who will interview customers, perform preliminary credit analysis on new and existing loan applications, and arrive at a recommendation to approve or decline.

You will gather documentation, discuss rates and terms, enter data in DecisionPro, issue disclosures, and coordinate closings with branch staff while maintaining compliance with applicable laws.