Loan Support Specialist Team Lead

Glacier Bancorp, Inc.•Reno, NV

8d•Onsite

About The Position

This position is responsible for coordinating all aspects of commercial and consumer loan processing by assigning and monitoring workflow, serving as the department’s subject matter expert (SME), and supporting team development through cross-training. While this role does not include direct supervisory responsibilities, it plays a key role in ensuring the accuracy, consistency, and efficiency of loan support operations. The individual in this role will also act as a primary resource for resolving complex loan servicing issues and ensuring adherence to internal standards and regulatory requirements. The Bank Secrecy Act is intended to safeguard the U.S. financial system and the financial institutions that make up that system from the abuses of financial crime, including money laundering, terrorist financing, and other illicit financial transactions. The Board of Directors is committed to complying with both the spirit of the regulations and the letter of the law. All employees are expected to understand and comply with all aspects of the BSA and to perform their job duties in accordance with Bank BSA policies and procedures. Employees who willfully violate the BSA may be subject to both civil and criminal penalties and termination of employment.

Requirements

High school diploma or equivalent.
5 or more years of experience in commercial and consumer loan policies, procedures. and documentation.
Knowledge of banking policies and procedures.
Ability to multi-task and handle complex tasks efficiently.
Strong organizational skills.
Strong attention to detail
Ability to work within strict timeframes and meet deadlines
Excellent customer service skills
Good knowledge of basic office equipment
Working knowledge of Word and Excel
Thorough understanding of title reports and proper vesting to ensure lien position.
Customer/Client Focus
Confidentiality
Technical Capacity
Stress Management/Composure
Thoroughness
Communication Proficiency
Must be able to perform job functions independently and work effectively either on own or as part of a team.
Must be able to plan and direct the work activities of self and others.
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 and colleagues.
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.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compare rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
Able to interpret a variety of technical instructions and can deal with multiple variables.
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
Must be capable of climbing / descending stairs in an emergency situation.
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be able to work extended hours whenever required or requested by management.
Must be capable of occasionally (less than 10%) travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Must be capable of regular, reliable, and timely on-site attendance.

Nice To Haves

This position has supervisory responsibilities, as it relates to workflow assignments and cross-training of team members, and provides input to manager on annual performance reviews for related team members.

Responsibilities

Respond to all questions, inquiries and problems regarding commercial and consumer loans.
Support Manager with the assignment and monitoring of workflow.
Oversees maintenance of loan files for documentation.
Research and resolve complex commercial and consumer loan servicing problems and situations.
Prepare commercial and consumer loan documentation and change in terms, ensuring accuracy and adherence to department turnaround standards.
Book all types of commercial and consumer loans and change in terms within 24 hours of receipt with accuracy.
Perform loan maintenance and complete research requests for commercial and consumer loans.
Process commercial and consumer loan payoffs.
Process and document release of collateral as approved.
Conduct review of commercial and consumer loan files. Assemble files and notate, follow-up, and track exceptions. Sign off and complete files.
Research unposted and WIP / GL items – making necessary corrections to loans.
Perform check backs on all commercial and consumer loans booked – track errors and follow up on corrections.
Complete necessary tasks for CRA and HMDA LAR reporting.
Cross-train team members to ensure adequate coverage and skill development.
Provide prompt, knowledgeable, and friendly customer service to internal and external customers
Serve as department’s subject matter expert (SME) on borrower/entity types, loan types and structures, and collateral types, with implications for loan documentation.
Department’s SME in HBN and GBCI system(s), including cloud-based platforms.
Must 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.
Performs other duties as assigned
Adheres to HBN’s exceptional service guidelines and company values.
Regular and predictable attendance is an essential function of this job.