Loan Assistant Team Lead

Glacier Ban; West Valley City (UT); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a Loan Assistant Supervisor to lead a dynamic team in enhancing the loan process. In this pivotal role, you'll oversee Loan Assistants, ensuring they are well-trained and supported while interacting with customers and lending partners. Your leadership will help streamline operations, improve team performance, and foster a collaborative environment. If you have a passion for customer service and team development, this opportunity offers a chance to make a significant impact in a fast-paced banking environment. Join a forward-thinking organization that values growth and excellence in service.

Qualifications

• Experience in supervising teams and managing performance.
• Strong understanding of loan processing and customer service.

Responsibilities

• Supervise Loan Assistants and manage staff performance and payroll.
• Assist in training and development of Loan Assistants.
• Communicate with customers to streamline loan processes.

Skills

Customer Service

Team Leadership

Loan Processing

Coaching and Training

Communication Skills

Education

High School Diploma

Bachelor's Degree in Finance or Related Field

Tools

Loan Management Software

Microsoft Office Suite

Job description

About The Role

Altabank, Division of Glacier Bank, is hiring a Loan Assistant Supervisor for our Murray, Riverton, Salt Lake City, or Sandy branch.

Role:

To assist in facilitating the loan process by interacting with customers, lending partners, and the bank loan team in an efficient, professional, and helpful manner.

Assists Manager in overseeing a team of Loan Assistants, directing job assignments, monitoring staff performance, completing timecards, providing coaching, guidance, and support. Will also assist in training Loan Assistants and managing career development plans.

DUTIES AND RESPONSIBILITIES:

• Supervises staff, maintains proper backups for absences within assigned team. Manages staff payroll and timecards.
• With direction from Manager, ensures staff is adequately trained in all loan assistant duties.
• Assist Manager in the interview and selection process for new associates in the department.
• Assist Manager with individual and team recommendations regarding performance, training, and productivity levels. Will keep Manager informed of escalated issues.
• Conduct periodic one-on-ones with team members to provide individual coaching, evaluate training needs and provide feedback for performance improvement. Will provide feedback to Manager on respective team members’ performance on an ongoing basis and during the annual performance review cycle.
• Coordinates with Loan Closing/Quality Assurance Manager and works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resource related matters.
• Collaborates regularly with other Loan Support teams. Provides and receives feedback from other Loan Support teams on opportunities to improve processes and procedures.
• Provide administrative functions to support loan officer and team.
• Assists loan officer in preparing loan applications and documentation for approval.
• Communicate with customers and prospects to reduce friction in the loan production and portfolio management processes.
• Assist in collecting, filing, and organizing customer financials and information.
• Interact with business owners and other professionals in person, by email and telephone.
• Work with other departments in the bank to help with loan production, documentation, and portfolio management.
• Compose letters and memoranda, edit written communications.
• Collect and prepare information for use in discussions and meetings with internal and external loan clients.
• Take meeting minutes in loan team meetings.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Complete required bank training courses within assigned time frame(s).