Loan Support Specialist

Gbcijobs; Bozeman (MT); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) with profit sharing

PTO and paid holidays

Health savings account option

Employee Assistance Program (EAP)

Job summary

Glacier Bancorp, Inc. is seeking a Commercial Loan Processor to support Commercial Relationship Managers with loan portfolio administration, documentation and compliance. This role emphasizes accuracy, proactive service, and adherence to bank policies.

You will review files for required documents, assist with new loan applications, prepare credit reports and collateral files, handle inquiries, and help cross-sell bank services while maintaining professional customer interactions.

Qualifications

• High school diploma or equivalent.
• Two years of bank experience with training in a loan position desired.
• Proficiency with Word and Excel; typing accuracy and speed of at least 50 WPM.
• Strong grammar, editing, and interpersonal skills; able to manage multiple tasks.

Responsibilities

• Familiarize with the bank’s loan policy manual.
• Maintain knowledge of loan operating systems.
• Review commercial loan files for required documents (appraisals, title, insurance).
• Assist Commercial Relationship Managers with file maintenance and customer support.
• Maintain virtual folders for document production and scanning.
• Assist with customer loan inquiries, payoffs and payments.
• Promote bank services and cross-sell opportunities.
• Ensure compliance with laws, regulations, and training requirements.
• Provide prompt, courteous service and in-person customer contact.

Skills

PC Proficiency

Word

Excel

Typing 50 WPM

Attention to detail

Communication skills

Time management

Education

High school diploma or equivalent

Two years bank experience with loan training

Job description

About The Role

Under general supervision of the Commercial Loan Processing Manager, in conformance with established policies and procedures the Business Loan Processor will provide direct assistance to the Commercial Relationship Managers (RM) with loan portfolio administration for proper documentation and compliance requirements. Assist the (RM) Loan Officers with new loan applications by using existing resources to generate credit reports, insurance verifications, collateral documentation, and customer/client financial statements. Employees must be engaging, solution-oriented and both positive and proactive.

DUTIES AND RESPONSIBILITIES:

• Become familiar with and understand the bank’s loan policy manual
• Become familiar with and maintain knowledge on all bank & loan operating systems
• Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc
• Provide general assistance to Commercial Relationship Managers (RM) with file maintenance, customer support, etc
• Maintain virtual folders for preparation of document production and scanning to the internal systems
• Maintain a working knowledge of credit authorization documents and applicable worksheets to assist Commercial Relationship Manager (RM) with completion
• Assist with customer loan inquiries, payoffs, payments, etc.
• Promote bank services and recognize cross sell opportunities
• Provide prompt and courteous service to all internal and external customers, supporting the goals and mission of the Bank
• Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date
• Maintain a strong working knowledge of loan compliance, state and federal regulations and conduct research as needed
• Become familiar with and periodically review the bank’s robbery recovery procedures
• Perform other duties assigned by supervisor
• Regular and predictable attendance to accomplish job duties and provide in-person contact with customers

Employees are required to actively use the service pledge in all customer encounters

Service Pledge:

Smile

Eye Contact

Refer to Customer by name

Viable Options

Instant Acknowledgement

Customers Always Come First

End with “Thank you”

About You

QUALIFICATIONS:

Education and Experience

• High school diploma or equivalency
• Two years of bank experience with training in a loan position desired

KNOWLEDGE, SKILL, ABILITY:

• Proficiency with use of personal computers and associated software, including Word and Excel. Typing accuracy and speed of at least 50 words per minute
• Excellent grammatical, punctuation, spelling, and editing skills
• Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns
• Must be able to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure
• Must be detail oriented. Able to perform repetitive work with consistency and accuracy. Able to find and correct errors. Able to communicate technical information, both verbally and in writing
• Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required
• Demonstrated ability to exercise sound judgment in handling confidential and sensitive information

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.

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:The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

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.