Loan Support Specialist

Glacier Bancorp, Inc.•Bozeman, MT

10h•Onsite

About The Position

Under general supervision of the Commercial Loan Processing Manager, in conformance with established policies and procedures the Business Loan Processor will provide direct assistance to the Commercial Relationship Managers (RM) with loan portfolio administration for proper documentation and compliance requirements. Assist the (RM) Loan Officers with new loan applications by using existing resources to generate credit reports, insurance verifications, collateral documentation, and customer/client financial statements. Employees must be engaging, solution-oriented and both positive and proactive.

Requirements

High school diploma or equivalency
Two years of bank experience with training in a loan position desired
Proficiency with use of personal computers and associated software, including Word and Excel.
Typing accuracy and speed of at least 50 words per minute
Excellent grammatical, punctuation, spelling, and editing skills
Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns
Must be able to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure
Must be detail oriented. Able to perform repetitive work with consistency and accuracy. Able to find and correct errors. Able to communicate technical information, both verbally and in writing
Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required
Demonstrated ability to exercise sound judgment in handling confidential and sensitive information
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 employee is constantly required to stand and walk.
Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
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.

Responsibilities

Become familiar with and understand the bank’s loan policy manual
Become familiar with and maintain knowledge on all bank & loan operating systems
Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc
Provide general assistance to Commercial Relationship Managers (RM) with file maintenance, customer support, etc
Maintain virtual folders for preparation of document production and scanning to the internal systems
Maintain a working knowledge of credit authorization documents and applicable worksheets to assist Commercial Relationship Manager (RM) with completion
Assist with customer loan inquiries, payoffs, payments, etc.
Promote bank services and recognize cross sell opportunities
Provide prompt and courteous service to all internal and external customers, supporting the goals and mission of the Bank
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
Perform other duties assigned by supervisor
Regular and predictable attendance to accomplish job duties and provide in-person contact with customers
Employees are required to actively use the service pledge in all customer encounters
Service Pledge: Smile, Eye Contact, Refer to Customer by name, Viable Options, Instant Acknowledgement, Customers Always Come First, End with “Thank you”