Loan Assistant III (Commercial)

Glacier Ban; Idaho Falls (ID); On-site; USD 35,000 - 50,000; Full time

Job summary

A community bank in Idaho is seeking a Loan Assistant to support lenders and customers by managing loan processing and documentation. This role requires excellent communication skills, a detail-oriented approach, and the ability to work collaboratively in a dynamic environment. Join our team to contribute to community banking and personal development.

Benefits

Medical, dental, vision and life insurance

401(k) and Profit-Sharing plans

Paid Time Off (PTO) plan and paid holidays

Health savings account option

Qualifications

• Ability to communicate effectively verbally and in writing.
• Knowledge of loan documentation and multi-line phone systems.
• Proficiency in computer applications and spreadsheets.

Responsibilities

• Assist with loan processing, documentation, and inquiries.
• Collaborate with lenders to prepare loan documents and maintain accurate records.
• Support the lending team in various operational functions.

Skills

Customer service

Organized

Detail oriented

Communication

Keyboarding

Education

High school diploma or equivalent

Job description

About The Role

Summary

We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long-lasting relationships with customers by offering personalized service and fostering a community-oriented banking experience. As part of our team, you will have the opportunity to grow with us, contributing to both your personal and professional development in a supportive and innovative environment.

The Loan Assistant supports lenders and customers by assisting with loan processing, documentation, and inquiries. This role ensures smooth and efficient loan transactions by collaborating with the lending team to verify and prepare loan documents, maintain accurate records, and provide excellent customer service. The Loan Assistant plays a key role in supporting the bank's lending operations and building strong relationships with clients and co-workers

Essential Functions

• Assist commercial loan officer with new loan applicants, to include interviewing clients when needed. Gathering initial documentation necessary to make loan decision, i.e. credit bureau reports, OFAC, lien searches, tax notices, order appraisals, title commitments, etc. Prepare documents for commercial loans packets, to include SBA, RBS and other government programs and packages for closings, making sure necessary documents are in order and have been reviewed to be complete and accurate.
• Assist lender with loan closings and be prepared to close loans.
• Assist lender with follow up loan closing items such as tracking collateral and working to manage the customers portfolio.
• Keep current on loan programs, lending regulations, procedures and documentation and be a knowledgeable resource to lenders.
• Assist Customer/Lender with file maintenance, portfolio maintenance, credits/debits to all accounts/loans as needed.
• Assist Lender with reports, scheduling, arranging events and lunches with customers and for bank meetings.
• Assist commercial loan officer with marketing strategies, to include customer calling program, cross selling other Citizens Community Bank products and referring as appropriate. Monitor production numbers for lending team on all calls, referrals, and sales for annual performance process.
• Assist with loan operations functions such as importing documents, scanning and document retention.
• Process payments, construction loan draws and other transactions for our customers and carry out basic accounting functions.
• Work with the lenders to clear technical and collateral exceptions.
• Additional duties may be added as needs arise
• Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.

Additional Responsibilities

• Participate in Bank-sponsored activities that serve and support the mission and values of Citizens Community Bank.
• Provide superior service quality to internal and external customers.
• Complete required training courses by the due dates.

About You

Qualifications

• Ability to work in a professional manner.
• Able to work quickly and accurately.
• Ability to understand and follow written and oral instructions
• Ability to communicate effectively verbally and in writing
• Proficient with keyboarding and computer applications
• Proficient with ten-key calculator and typewriter
• Organized and detail oriented
• Moderate level of knowledge of loan documentation
• Moderate level of knowledge of multi-line phone systems
• Moderate level of knowledge of spread sheets.

Skills and Abilities Preferred

• High school diploma or equivalent
• Customer service and sales experience.
• Banking experience is preferred.

WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include:

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.

Qualifications

• Ability to work in a professional manner.
• Able to work quickly and accurately.
• Ability to understand and follow written and oral instructions
• Ability to communicate effectively verbally and in writing
• Proficient with keyboarding and computer applications
• Proficient with ten-key calculator and typewriter
• Organized and detail oriented
• Moderate level of knowledge of loan documentation
• Moderate level of knowledge of multi-line phone systems
• Moderate level of knowledge of spread sheets.

Skills and Abilities Preferred

• High school diploma or equivalent
• Customer service and sales experience.
• Banking experience is preferred.

WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include:

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.