Loan Support / Document Specialist

Glacier Bancorp, Inc.•Bozeman, MT

12h•Onsite

About The Position

Under general supervision of the VP, Credit Administrator and in conformance with established policies and procedures, the Loan Support / Documentation Specialist is responsible for in-depth review of all loan files for proper documentation and compliance requirements. They work closely with lenders and processors to resolve any document discrepancies or issues that arise during the loan process. Employees must be engaging, solution oriented and both positive and proactive.

Requirements

High school diploma or equivalency.
Two years college or equivalent work experience and understanding of loan functions desired.
Experience and skill in the operation of PC/computers to include 10 key proficiency, typing speed of at least 30 WPM, accurate spelling and grammar usage required.
Exhibit professional and friendly attitude in addition to possessing excellent communication and interpersonal skills.
Attention to detail and ability to find and correct errors consistently and accurately.
Must exercise sound judgment in handling confidential and sensitive information.
Must maintain composure while working under time sensitive deadlines.
Must interpret and follow bank and department policies.
Must complete job responsibilities with a minimum of supervision and exercise a reasonable amount of independent judgment including the efficient completion of numerous unrelated tasks within prescribed time lines.
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.
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 routinely perform work indoors in climate-controlled shared work area with moderate noise level.
This is a non-exempt position.
All applicants must be legally authorized to work in the US.

Nice To Haves

Two years college or equivalent work experience and understanding of loan functions desired.

Responsibilities

Become familiar with and understand the bank’s loan policy manual.
Prepare documents for loans, to include LaserPro documentation, government programs and packages for closings, making sure necessary documents are in order and have been reviewed to be complete and accurate.
Remain current on before mentions programs, lending regulations, procedures and documentation and be a knowledgeable resource to lending teams.
Remain current on LaserPro and nCino functions and processes.
Assist VP, Credit Administration to meet loan processing requirements and recommend the implementation of best practices, to include file, process, and regulatory items.
Perform data validation for CRA and HMDA reporting as requested.
Must 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. Must complete the assigned online training courses and achieve a passing score by due date.
Maintain a strong working knowledge of loan compliance, state and federal regulations and conduct research as needed.
Become familiar with and periodically review the bank’s robbery recovery procedures.
Regular and predictable on sight attendance to accomplish job duties and provide in-person contact with customers.
Perform other duties assigned by supervisor.
Employees are required to actively use the service pledge in all customer encounters.
Smile
Eye Contact
Refer to Customer by name
Viable Options
Instant Acknowledgement
Customers Always Come First
End with “Thank you”