Loan Assistant

Greatfallschamber; Great Falls (MT); On-site; USD 32,000 - 45,000; Full time

Job summary

Independence Bank is seeking a detail-oriented loan support professional who will work closely with a loan officer to ensure accurate documentation and efficient processing of loan files.

The role emphasizes maintaining loan files, providing administrative support, and delivering high-quality customer service in a banking environment.

Qualifications

• Ability to type, use a 10-key, use a calculator, use a computer and appropriate software such as Word, Excel and Outlook. Knowledge of banking terminology and basic accounting principles is also needed.

Responsibilities

• Provide credit-related services to the bank's customers and assist loan officers.
• Maintain loan files and provide administrative support to loan officers in preparing loan documentation.
• Commit to high level of customer service and adherence to bank policies, especially lending policies.

Skills

Typing

10-key

Calculator

Computer

Banking terminology

Accounting principles

Education

High school diploma or GED

Tools

Word

Excel

Outlook

Job description

POSITION SUMMARY

Will work collaboratively with assigned loan officer to effectively and efficiently provide credit-related services to the bank's customers. This position is responsible for maintenance of loan files as well as for providing administrative support to loan officers in preparation of loan documentation at the direction of the loan officer.

Our primary goal will always be to provide a high level of customer service.

This position is 40 hours a week

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsible for learning, understanding and complying with bank policies and procedures with a strong

emphasis on lending policies.

QUALIFICATION REQUIREMENTS

Ability to type, use a 10-key, use a calculator, use a computer and appropriate software such as

Word, Excel and Outlook. Knowledge of banking terminology and basic accounting principles is

also needed. Reasonable accommodations may be made to enable individuals with disabilities

to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED)

CERTIFICATES, LICENSES, REGISTRATIONS:

N/A

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to sit, use hands to finger,

handle, or feel, reach with hands and arms; and talk or hear. The employee occasionally is required to

stand, walk or stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision requirements include

close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust

focus.

Independence Bank EEO/Employer/Vet/Disabled