Real Estate Loan Assistant

Glacier Bancorp, Inc.•Helena, MT

13d•Onsite

About The Position

The Real Estate Loan Assistant is responsible for assisting multiple Real Estate Lenders with various duties. This person will have a good understanding of real estate lending so they may assist with marketing, loan application, and loan processing responsibilities associated with the documentation and posting necessary in granting credit to the Bank’s borrowers. This role involves customer account support, including interfacing with customers, scheduling appointments, and maintaining relationships. Responsibilities include preparing documentation for Real Estate loans, managing department paperwork, handling communications, and assisting with applications and marketing programs. The role also requires performing job functions in compliance with all company policies and procedures, federal and state rules and regulations, representing Valley Bank professionally, and maintaining regular attendance. Employees are encouraged to participate in community development through volunteer opportunities and community service activities.

Requirements

Thorough understanding of customer service.
Knowledge of Valley Bank products/services to effectively present appropriate solutions to customers.
Ability to work under pressure.
Work quickly and accurately.
Excellent verbal communication skills.
Knowledge of banking regulations.
Ability to establish and maintain effective working relationships with employees, other departments, and the public.
Ability to work both independently and in a team environment.
High school diploma or equivalent required.
Minimum 2 years of loan assistant experience required.

Nice To Haves

Minimum 5 years of banking experience preferred.
Experience in Mortgage Lending preferred.
Demonstrated knowledge of CRA, HMDA, Fair Lending, and lending compliance requirements preferred.

Responsibilities

Interface with customers, schedule appointments, and maintain internal and external relationships.
Prepare documentation for Real Estate loans, title, appraisal, worksheet, system, and set up files as needed.
Manage all paperwork in department and create a process for team members to follow to ensure efficiency.
Manage incoming and outgoing phone calls and email communications.
Assist with applications and documents for lenders and clients.
Assist the Real Estate Department on marketing programs.
Perform job functions in compliance with all company policies and procedures, federal and state rules and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
Represent Valley Bank 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.
Take part in community development through volunteer opportunities and/or board participation with non-profits and other community organizations.
Participate in community service and bank-sponsored activities that serve and support the mission and values of Valley Bank.
Comply with all company policies and procedures and all applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.