Commercial Loan Assistant I

Glacier Bancorp, Inc.•Sheridan, WY

1d•Onsite

About The Position

The Commercial Loan Assistant I is responsible for assisting commercial lenders throughout First Bank of Wyoming with all aspects of the commercial lending process. This role provides loan support for standard, non-complex Commercial loans and assists with portfolio management, special projects, and assignments while adhering to the bank's Core Values. Key responsibilities include assisting with loan closing preparation, requesting and reviewing loan documents, ensuring loan files are accurate and complete, facilitating collateral perfection filings and payment remittance, ensuring closed loans are boarded promptly, and assisting lenders with portfolio management tasks such as covenant and collateral tracking. The position also involves effective collaboration with third-party vendors and maintaining a professional demeanor. Additional responsibilities include adhering to all company policies, regulations, and training requirements, supporting the bank's mission through community involvement, and providing exceptional customer service.

Requirements

High school diploma or equivalent required.
One to two years of similar or related experience, including preparatory experience is preferred.
An equivalent combination of education, training, and experience may be considered.
Self-motivated, detail-oriented, and passionate about customer service.
Excellent organizational and time management skills; ability to prioritize multiple tasks and perform under pressure.
Strong problem-solving abilities, adaptability, and flexibility in day-to-day activities.
Effective verbal and written communication skills; ability to follow complex instructions and maintain confidentiality.
Proficient in basic computer applications and standard office equipment.
Ability to work independently and collaboratively while maintaining professionalism.
The role demands the ability to handle multiple priorities calmly and professionally, exercise discretion, and maintain composure under deadlines and fast-paced conditions.
A significant level of trust, credibility and diplomacy is required. Courtesy, tact, and diplomacy are essential elements of the job.
Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
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 capable of regular, reliable and timely attendance.
Must be capable of climbing / descending stairs in an emergency situation.
Medium work. Exerting up to 50 pounds of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects.
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.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

One to two years of similar or related experience, including preparatory experience is preferred.

Responsibilities

Assist with commercial loans with non-complex details (i.e. unsecured, title/UCC collateral, simple entity structures, etc.) throughout the division with all Commercial Lenders.
Assist with loan closing preparation including, but not limited to communicating with local third-party business lines, pulling valuations on collateral, etc.
Request and review loan documents and make sure loan files are accurate and complete.
Accurately complete all necessary forms.
Facilitates collateral perfection filings and payment remittance.
Ensure closed loans are boarded promptly and loan documents are scanned or mailed to the correct location.
Make sure loans are properly funded and correct tickets are run.
Assist lender with portfolio management tasks including but not limited to covenant and collateral tracking.
Effectively work with third party vendors, such as accountants, bookkeepers, county courthouse and title companies.
Maintain a positive attitude and display courteous, respectful behavior toward customers and coworkers; represent the bank professionally through appearance, punctuality, confidentiality, and adaptability.
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.
Adhere to First Bank of Wyoming Company Core Values.
Adhere to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.
Responsible for the timely completion of all required Compliance and Security training assigned by GBCI and First Bank of Wyoming within the designated timeframes.
Responsible for adherence to Bank Security Policy and for reporting security risks to management.
Keep management appropriately informed of area activities and of any significant problems.
Support the bank’s mission by participating in Community Service and Bank-sponsored activities, while consistently representing the bank in a professional manner.
Represent First Bank of Wyoming 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.
Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
Maintain physical presence in the workplace and full alertness during working hours to ensure effective customer service and overall job performance.
Attend and actively participate in required meetings.
Provide exceptional internal and external customer service by interacting calmly and professionally with individuals from diverse backgrounds at various levels within and outside of the organization.
Maintain a clean, organized, and customer-friendly work area; safeguard confidential information and adhere to professional appearance standards.
Additional duties as requested or assigned.