SBA Loan Assistant

SupportFinity™; Coeur d'Alene (ID); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health coverage (medical/dental/vision

401(k) retirement plan with employer 3

Paid vacation and holidays

Job summary

Mountain West Bank in Coeur d'Alene, ID seeks an experienced SBA Loan Assistant to support our SBA team. You will prepare, assemble, and verify SBA loan documents, liaise with borrowers, and assist relationship management to ensure timely processing.

The role requires at least three years of clerical banking experience, strong written and verbal communication, and meticulous attention to detail. This is a full-time, on-site position with comprehensive benefits.

Qualifications

• Minimum three years of clerical experience in banking or SBA environment.
• Fundamental understanding of banking, accounting or related field.
• Ability to multi-task and handle complex tasks efficiently.
• Strong written and verbal communication to maintain quality customer service.
• Excellent organizational skills and attention to detail.

Responsibilities

• Submit appraisal bid requests to approved appraisers and engage as needed.
• Order and review loan documents for vesting, legal descriptions, dates and signatures; prepare checklists.
• Prepare all required SBA loan documents per SBA policies.
• File lien perfection documents and ensure timely recording.
• Verify loan files comply with bank and SBA policies and track disbursement documentation.
• Scan loan files to core system per procedures.
• Submit loan information to SBA for processing when required.
• Disburse loan proceeds according to procedures.
• Track file status, rate changes, insurance, and renewals; liaise with other departments.
• Maintain tickler system and assist with covenants and annual tax returns/financials as needed.
• Assist customers and branch personnel with SBA loan questions.

Skills

Interpersonal skills

Written communication

Verbal communication

Multitasking

Organizational skills

Customer service experience

Math skills

Office software

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

SBA Loan Assistant

Mountain West Bank is seeking an exceptional SBA Loan Assistant for our Small Business Administration team in Coeur d'Alene, ID. The role involves preparing, assembling, and verifying the accuracy of SBA loan documentation, serving borrowers, and supporting relationship management. Applicants must have a minimum of three (3) years of clerical experience in a banking or SBA environment, clear communication, customer‑service excellence, and strong written and grammatical skills.

Duties and Responsibilities

• When requested, submit appraisal‑bid‑request to approved appraisers and engage when required.
• Order and review loan documents to ensure proper vesting, legal descriptions, dates, signatures, etc. Prepare documentation sheets and check off all items as they are received. Ensure files are completed in a timely manner. May act as closing agent for loans. Type denial letters and log and maintain file on denials according to regulations.
• Complete and prepare all required SBA loan documents in accordance with SBA policies and procedures.
• File lien perfection documents to ensure our lien is recorded timely and accurately.
• Verify all loan files are completed and adhere to bank and SBA policies, including injection documentation and tracking and loan disbursement documentation and tracking.
• Scan loan files to core system in accordance with bank procedures.
• When required submit loan information and documentation to the SBA Loan Guaranty Processing Center for approval.
• Disburse loan proceeds in accordance with bank and SBA procedures.
• Submit department invoices for payment through Flexi Program.
• Track and follow up on maintenance of files including rate and payment changes, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc. Receive and distribute rate and payment change notices as appropriate. Monitor loans serviced to ensure that required changes are made and are accurate; work as liaison with other departments.
• Maintain a tickler system to follow‑up on all pending items. Assist lender with tracking of any covenants that may be required by the loan agreement; verify accuracy of statements as they are received.
• When requested assist with requesting annual tax returns and financial statements from borrowers.
• Monitor loans serviced to ensure that required changes are made and are accurate.
• Assist customers and branch personnel with questions or problems concerning SBA loans.
• Complete Branch Checking Account certifications and GL certifications as required.
• 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.
• Related duties as assigned.

Required Experience and Qualifications

• High school diploma or equivalent.
• 3 years of clerical experience in a banking environment.
• Fundamental understanding of banking, accounting, legal, or related experience.
• Ability to multi‑task and handle complex tasks efficiently.
• Strong written and verbal communication skills to maintain quality customer service.
• Strong organizational skills with attention to detail.
• Excellent customer service experience.
• Proficiency with Microsoft applications (Word, Excel, Outlook) and other basic office equipment.

Preferred Experience

• Prior banking experience.
• Fundamental understanding of banking, accounting, legal, or related experience.

Skills and Abilities

• Interpersonal skills to meet and deal effectively with the public in a courteous manner, responding to a variety of situations with professional discretion.
• Well‑developed written and verbal communication skills to maintain quality customer service in all aspects of the position.
• Good math and organizational skills to ensure the maintenance of complete, accurate loan documentation and follow‑up.
• Skill to efficiently operate a calculator and computer as well as other basic office equipment.

Work Environment

Routinely performs work indoors in a climate‑controlled shared work area with moderate noise level.

Physical Demands

Employee is required to sit and use hands in repetitive motions to finger, grasp, handle, or feel; talk or hear. Occasionally required to stand, walk, lift or reach with hands and arms. Handles routine office equipment, computer for 6–8 hours per day. Extended hours, off‑site travel, and occasional stairs may be required. Lifting up to 10 pounds occasionally.

Compensation & Benefits

Salary depends on experience. Benefits include flexible health coverage options (medical/dental/vision), health rewards program, employer contribution to a Health Savings Account, Employee Assistance Program (EAP), life insurance, 401(k) retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution), profit sharing, discounted banking products and services, paid vacation/sick days, and paid holidays.

Equal Opportunity Statement

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, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Employment Eligibility

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

Recruitment Notice

No recruiters or unsolicited agency referrals please.