Loan Assistant III (Commercial)

Glacier Bancorp, Inc.•Chubbuck, ID

11d•Onsite

About The Position

The Loan Assistant III supports commercial lenders and customers by assisting with loan processing, documentation, inquiries, and closings. The role helps ensure efficient transactions by preparing and verifying loan documents, maintaining accurate loan and portfolio records, and providing customer service. It supports lending operations and customer and coworker relationships. This is an in-person, on-site position requiring regular attendance during standard business hours. The role assists with new commercial loan applicants, gathers initial documentation for lending decisions, prepares loan packets—including SBA, RBS, and other government-program packages—and supports closings and post-closing follow-up. It also assists with account and portfolio maintenance, lender reporting and scheduling, customer outreach and marketing efforts, loan operations, payment processing, construction loan draws, basic accounting, and resolving technical and collateral exceptions. Additional duties may be assigned as needs arise. The work is performed indoors in a climate-controlled shared work area with moderate noise. The position involves routine computer work and use of office equipment. The employee may need to work extended hours or travel off site when required or requested by management.

Requirements

High school diploma or equivalent.
Customer service and sales experience.
Ability to work professionally.
Ability to work quickly and accurately.
Ability to understand and follow written and oral instructions.
Effective verbal and written communication skills.
Proficiency with keyboarding and computer applications.
Organized and detail-oriented.
Moderate knowledge of loan documentation.
Moderate knowledge of spreadsheets.
Ability to perform routine work indoors in a climate-controlled shared work area with moderate noise.
Ability to sit; use hands repetitively to finger, grasp, handle, or feel; and talk or hear frequently.
Ability to stand, walk, and lift or reach with hands and arms occasionally.
Ability to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Ability to work on a computer for an average of 6–8 hours per day when necessary.
Ability to work extended hours or travel off site whenever required or requested by management.
Reliable and timely attendance.
Ability to climb or descend stairs in an emergency.
Close visual acuity for preparing and analyzing data, transcribing, viewing a computer terminal, extensive reading, and visual inspection involving small defects or parts and measurement devices.

Nice To Haves

Banking experience is preferred.

Responsibilities

Assist commercial loan officers with new loan applicants, including interviewing clients when needed.
Gather initial documentation for loan decisions, such as credit bureau reports, OFAC checks, lien searches, tax notices, appraisals, and title commitments.
Prepare commercial loan documentation packets, including SBA, RBS, and other government-program packages, and ensure documents are complete and accurate.
Assist with loan closings and be prepared to close loans.
Track collateral and follow up on post-closing items while helping manage customer portfolios.
Stay current on loan programs, lending regulations, procedures, and documentation, and serve as a resource to lenders.
Assist customers and lenders with file and portfolio maintenance, including credits and debits to accounts and loans as needed.
Assist lenders with reports, scheduling, customer events and lunches, and bank meetings.
Support commercial loan marketing strategies, including customer calling, cross-selling bank products, and referrals; monitor lending-team calls, referrals, and sales for the annual performance process.
Assist with loan operations, including importing, scanning, and retaining documents.
Process customer payments, construction loan draws, and other transactions, and perform basic accounting functions.
Work with lenders to clear technical and collateral exceptions.
Maintain regular and predictable attendance, including regular on-site attendance during standard business hours.
Perform additional duties as requested or assigned.