LOAN ASSISTANT/ADMINISTRATOR

Stockman-Bank-of-Montan; Great Falls (MT); On-site; USD 38,000 - 52,000; Full time

Job summary

Stockman Bank of Montana is seeking a Loan Assistant/Administrator in Great Falls to support Lending Officers with loan processing and administrative tasks. The role requires preparing loan documents, auditing files, and liaising with title companies, Realtors, and insurers, while ensuring policy compliance.

The position emphasizes strong organizational skills, independent work, and the ability to manage multiple tasks in a fast-paced banking environment.

Qualifications

• 2-year college level course in Business Administration or related field experience.
• Strong communication and organizational skills.
• Ability to work independently and prioritize multiple tasks.

Responsibilities

• Prepare commercial, consumer, and construction loan documentation with Central Loan Processing.
• Audit signed loan documents.
• Communicate with title companies, Realtors and insurance agents.
• Loan funding and booking.
• Maintain compliance with Stockman Bank lending policies and procedures.
• Maintain loan files and process transfers.
• Process loan advances, payments and corrections.
• Track construction loan draws.
• Set up and monitor tickler system for loans.
• Maintain insurance records and appraisals.
• Order real estate appraisals and market analyses.
• Prepare deeds of trust and mortgages for recording; review title commitments and policies.
• Quote loan payoffs as needed.
• Provide customer service and greet customers; answer phones.

Skills

Strong communication & organizational

Independent work & multi-tasking

Loan processing experience

Education

2-year college in Business Admin/related field

Tools

Outlook

Microsoft Office

Excel

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/ADMINISTRATOR

Regular Full-Time 5 ADMINISTRATIVE Great Falls Downtown, Great Falls, MT, US 1 Attachments

2 days ago Requisition ID: 4411

Position General Responsibilities:

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

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

2. Experience in utilizing Outlook, Microsoft Office and Excel Software

Position Specific Responsibilities, Duties and Competencies

Specific Responsibilities and Duties:

Loan Processing and Credit Support:

• Work with Central Loan Processing in accurate preparation of commercial, consumer, and construction loan documentation
• Audit signed loan documents
• Professional communications and dealings with other industry professionals; title companies, Realtors and insurance agents
• Loan funding and booking
• Understanding and compliance with Stockman Bank lending policies and procedures for commercial, construction and consumer loans.
• All aspects of loan file maintenance
• Process paid loans and work transfer files
• Receive and make loan advance requests, payments and corrections
• Process and maintain tracking of construction loan draws
• Set-up, maintain and monitor tickler system for loans
• Insurance maintenance
• Ordering real estate appraisals and market analyses
• Maintenance of denied and withdrawn loan application files; records retention
• Provide exceptional customer service in relation to any issue/inquiry
• Request Credit Reports, Lien Searches, Business Entity and other searches as needed
• Preparing Deeds of Trust and Mortgages for recording, reviewing title commitments and policies
• Quote loan payoffs as needed
• Assist with various reports -daily, weekly, monthly
• Administrative support
• Greet and assist customers
• Answer phones assist with general account information
• Other duties as may be assigned

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