Loan Assistant

Glacier Bancorp, Inc.•Salt Lake City, UT

4d•Onsite

About The Position

Altabank, Division of Glacier Bank, is hiring a Full-Time Loan Assistant for our Salt Lake City and Murray branch. The role is to assist in facilitating the loan process by interacting with customers, lending partners, and the bank loan team in an efficient, professional, and helpful manner. This position provides administrative functions to support the loan officer and team, communicates with customers and prospects to reduce friction in the loan production and portfolio management processes, and assists in collecting, filing, and organizing customer financials and information. The Loan Assistant will interact with business owners and other professionals in person, by email, and telephone, and work with other departments in the bank to help with loan production, documentation, and portfolio management. Responsibilities include composing letters and memoranda, editing written communications, collecting and preparing information for discussions and meetings with internal and external loan clients, and taking meeting minutes in loan team meetings. The role requires compliance with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, and completion of required bank training courses within assigned time frames. The employee is responsible for understanding training material and seeking clarification if needed. Duties include adhering to Altabank Core Values, keeping management informed of area activities and problems, participating in community service and bank-sponsored activities, and providing superior internal and external customer service with self-governance, courtesy, and respect. The position requires representing Altabank professionally, maintaining a professional image, confidentiality, a positive attitude, good attendance, punctuality, flexibility, and adaptability. The work area must be kept tidy, customer privacy maintained, and meetings attended as required. Regular and predictable attendance is essential for in-person customer contact. Other duties as assigned, and duties can change.

Requirements

One year to two years of similar or related experience.
A high school education or GED.
Reasonable understanding of a bank and the loan process.
Strong computer skills in Word processing and Excel spreadsheets.
High interpersonal skills, strong verbal communication and customer service skills.
Strong organizational skills and the ability to multi-task.
Ability to interact calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
Capable of regular, reliable, and timely attendance.
Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills.
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 legally authorized to work in the US.

Nice To Haves

Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of climbing / descending stairs in an emergency situation.

Responsibilities

Provide administrative functions to support loan officer and team.
Communicate with customers and prospects to reduce friction in the loan production and portfolio management processes.
Assist in collecting, filing, and organizing customer financials and information.
Interact with business owners and other professionals in person, by email and telephone.
Work with other departments in the bank to help with loan production, documentation, and portfolio management.
Compose letters and memoranda, edit written communications.
Collect and prepare information for use in discussions and meetings with internal and external loan clients.
Take meeting minutes in loan team meetings.
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.
Complete required bank training courses within assigned time frame(s).
Adhere to Altabank Core Values.
Keep management appropriately informed of area activities and of any significant problems.
Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.
Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel).
Represent Altabank 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.
Keep work area tidy and maintain customer privacy.
Attend and participate in meetings as required.
Maintain regular and predictable attendance to accomplish, among other things, in-person contact with customers.
Perform other duties as assigned.