Loan Assistant Team Lead

Foothills Bank; Murray (UT); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Loan Assistant Team Lead to facilitate the loan process and support a dynamic team. This role involves supervising staff, managing payroll, and ensuring effective training and performance evaluations. You will collaborate with various departments to enhance loan production and customer service, while also maintaining compliance with regulations. If you are a motivated individual with strong communication and organizational skills, this opportunity offers a chance to grow within a supportive environment that values community engagement and professional development.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off (PTO)

Employee Assistance Program (EAP)

Qualifications

• 1-2 years of experience in a similar role.
• High school education or GED required.

Responsibilities

• Supervise Loan Assistants and manage payroll and timecards.
• Assist in training and performance evaluations of staff.
• Provide administrative support to loan officers.

Skills

Computer Skills (Word, Excel)

Verbal Communication

Customer Service

Organizational Skills

Time Management

Problem-Solving

Education

High School Diploma or GED

Job description

About The Role

Altabank, Division of Glacier Bank, is hiring a Loan Assistant Team Lead 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 manners.
• 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). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given, they need to reach out to their supervisor for further clarification or additional training.
• Adhere to Altabank Core Values.

• Keeps management appropriately informed of area activities and of any significant problems.
• Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.
• Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel).
• Represent Altabank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.
• Regular and predictable attendance to accomplish, among other things, in-person contact with customers.
• Other duties as assigned.
• Duties can change.

About You

QUALIFICATIONS:

• One year to two years of similar or related experience.

• A high school education or GED.

KNOWLEDGE, SKILL, ABILITY:

• Must have strong computer skills in Word processing and Excel spreadsheets.
• Must have reasonable understanding of a bank and the loan process.
• Must have high interpersonal skills, strong verbal communication and customer service skills.
• Strong organizational skills and the ability to multi-task.
• Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
• Employee must be capable of regular, reliable, and timely attendance.
• Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills.

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.

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 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.

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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, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!

COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!

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.