Loan Assistant Team Lead

Glacier Ban; Riverton (UT); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a dynamic team at an established financial institution as a Loan Assistant Supervisor. This role offers the opportunity to lead a dedicated team, ensuring efficient loan processing and exceptional customer service. You'll be responsible for training and coaching staff while collaborating with various departments to enhance loan operations. The ideal candidate will have strong leadership skills and a passion for helping others succeed in their careers. If you're looking to make a meaningful impact in a supportive environment, this position is perfect for you.

Qualifications

• Experience in loan processing and supervisory roles is essential.
• Strong communication skills to interact with customers and staff.

Responsibilities

• Supervise Loan Assistants and manage job assignments and performance.
• Assist in training and coaching staff for improved productivity.
• Collaborate with other departments to streamline loan processes.

Skills

Customer Interaction

Team Leadership

Coaching and Training

Performance Monitoring

Administrative Support

Education

High School Diploma

Bachelor's Degree in Finance or Business

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