LOAN ASSISTANT/ADMINISTRATOR

Stockman Bank; Great Falls (MT); On-site; USD 36,000 - 48,000; Full time

Job summary

Stockman Bank in Great Falls, MT is seeking a detail-oriented Loan Assistant/Administrator to support Lending Officers with commercial, consumer, and construction loan processing.

This role handles documentation, funding, filing, customer communications, and daily administrative tasks, requiring strong organization, independence, and proficiency in Outlook and Microsoft Office.

Qualifications

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

Responsibilities

• Loan processing and credit support for commercial, consumer, and construction loans.
• Audit signed loan documents and oversee loan funding/booking.
• Maintain loan files and tickler systems; provide admin support.
• Greet customers and handle general account information; assist with phones.
• Coordinate with title companies, Realtors, and insurance agents; request reports.

Skills

Strong communication

Organizational skills

Independence

Prioritizing multiple tasks

Education

2-year college in Business Administration / 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.