Commercial Loan Assistant II

Mountain West Bank • Spokane, WA

395d

About The Position

The Commercial Loan Assistant II at Mountain West Bank plays a crucial role in supporting the commercial department by managing documentation and communication with third-party vendors and external institutions. This position is focused on ensuring the accuracy and completeness of commercial loan files, assisting Relationship Managers, and maintaining compliance with banking policies. The role emphasizes customer service, attention to detail, and the ability to handle multiple tasks efficiently.

Requirements

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

Nice To Haves

• TechXpert certification
• Familiarity with Mountain West Bank systems

Responsibilities

• Prepare documentation sheets to ensure timely completion of files.
• Correspond with institutions and vendors to obtain necessary information for loans.
• Order and review loan documents for accuracy.
• Maintain a tickler system for loan covenants as required by agreements.
• Work with Title Company to ensure timely recording of liens and receipt of title commitments.
• Assist with pending items and documentation from customers and vendors.
• Track and follow up on file maintenance including rate changes and insurance renewals.
• Assist Loan Servicing with file maintenance and documentation.
• Participate in bank-related and community volunteer events.
• Assist Relationship Managers with marketing and workflow as needed.
• Monitor serviced loans to ensure required changes are made accurately.
• Provide clerical assistance including answering phones and taking messages.
• Assist customers and branch personnel with loan inquiries.
• Maintain and balance holdover accounts and upload accounts payable for the department.
• Help with marketing efforts and complete compliance reports.
• Prepare monthly Production Report and compile Maturing Loans and Past Due Reports.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Health savings account option
• Employee Assistance Program (EAP)
• Health rewards program
• 401(k) retirement savings plan
• Discounts on banking products and services
• Paid Time Off (PTO)
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED