LOAN ASSISTANT

Stockman Bank Of Montana; Bigfork (MT); On-site; USD 25,000 - 36,000; Full time

Job summary

Stockman Bank Of Montana in Bigfork, MT is seeking a Loan Assistant to support Lending Officers in processing loans and handling administrative duties. The role emphasizes accuracy in lien filing, document preparation, and coordination with Central Loan Processing.

The candidate should have a two-year college-level background in business or related field, strong communication and organizational skills, and the ability to work independently while prioritizing multiple tasks.

Qualifications

• 2-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience.
• Strong communication and organizational skills.
• Must be able to work independently and to prioritize multiple tasks.

Responsibilities

• UCC Filing and tracking (lien ticklers and file with Secretary of State)
• Work with Central Loan Processing in preparing and procession of commercial, consumer, agriculture and construction loan documentation.
• Liaison to Central Loan Processing using new Perfect Forms.
• List all paid notes and track and mail “paid loans” to customers.
• Print and assemble loan documents for Lending Officers.
• Scan Loan papers to Central Office/Operations.
• Disburse funds/fees for all Installment loan files.
• Understanding and compliance with Stockman Bank lending policies and procedures for commercial, construction and consumer loans.

Skills

Communication

Organizational skills

Independent work

Prioritization

Education

Two-year college coursework in Business Admin or related field

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

LOAN ASSISTANT

Bigfork, Bigfork, MT, US

2 days ago Requisition ID: 4428

Position General Responsibilities:

This position will assist the Lending Officers (Ag, Commercial and Consumer). It is accountable for loan processing and for relieving the officers of administrative detail, including tickler file and other varied secretarial and clerical duties as may be designated.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications

1. 2-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience.

3. Strong communication and organizational skills.

4. Must be able to work independently and to prioritize multiple tasks.

Preferred Skills

1. Previous Loan Processing Experience.

Position Specific Responsibilities, Duties and Competencies

Specific Responsibilities and Duties:

Loan Processing:

• UCC Filing and tracking (lien ticklers and file with Secretary of State)
• Work with Central Loan Processing in preparing and procession of commercial, consumer, agriculture and construction loan documentation.
• Liaison to Central Loan Processing using new Perfect Forms.
• List all paid notes and track and mail “paid loans” to customers.
• Print and assemble loan documents for Lending Officers.
• Scan Loan papers to Central Office/Operations.
• Disburse funds/fees for all Installment loan files.
• Understanding and compliance with Stockman Bank lending policies and procedures for commercial, construction and consumer loans.

For full description, which includes physical mental demands please see attachment.