SBA Loan Assistant

Glacier Bancorp, Inc.•Pleasant Grove, UT

10h•Onsite

About The Position

Altabank, Division of Glacier Bank, is looking for a Full-time SBA Loan Assistant for our Grove Creek Service Center. The primary function of this role is to provide accounting, documentation, and administrative support needed to process and close Small Business Administration "SBA" loans. This includes collecting and organizing borrower financial statements, ensuring SBA forms are complete and accurate, supporting loan officers with administrative tasks, tracking loan status, entering and updating loan data, verifying SBA eligibility, processing loan applications and preparing submissions, preparing closing documentation, assisting with funding and disbursements, serving as a point of contact between borrowers and internal teams, responding to borrower inquiries, assisting with closing conditions, monitoring loan pipelines, performing quality control checks, and ordering third-party reports. The role also involves maintaining accurate loan records, adhering to bank policies and regulations, completing required training, and providing superior customer service. Duties may change, and the schedule is Monday-Friday, 8 AM to 5 PM.

Requirements

Two to five years of similar or related experience.
A college degree or equivalent combination of education and experience.
Proficient knowledge of loan closing, processes, and procedures.
Working knowledge of loan systems.
Proficient "SBA" knowledge and Commercial lending regulations and compliance.
Must be organized and detail oriented.
Need strong word processing and software skills.
Good communication and interpersonal skills.
Must have good customer service skills.
Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
Employee must be 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 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.
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.

Nice To Haves

Knowledge of SBA SOP or willingness to learn.

Responsibilities

Collect, review, and organize borrower financial statements, documentation, and loan files to ensure completeness and accuracy.
On an annual basis, collect, organize, and maintain borrower documentation such as tax returns, financial statements and insurance.
Ensure all required SBA forms are complete and accurate.
Support loan officers and the lending team with administrative and operational tasks across the full loan lifecycle.
Track loan status and follow up on missing items or conditions.
Enter and update borrower and loan data in internal systems.
Verify basic SBA eligibility and confirm documentation aligns with SOP requirements.
Process loan applications, including SBA loans, and prepare required submissions (e.g., SBA E-Tran/CAFS).
Prepare closing documentation, assist with funding, and process loan disbursements in accordance with approved terms and use of proceeds.
Serve as a point of contact between borrowers, SBALO/RM, portfolio managers, and other internal customers.
Respond to borrower inquiries and request outstanding documentation.
Assist with gathering closing conditions and preparing closing packages.
Monitor loan pipelines and maintain tracking reports.
Perform basic quality control checks for completeness and accuracy.
Order third-party reports such as credit, flood, UCC, CAIVRS, SAM. 4506C.
Maintain accurate loan records by scanning, indexing, and filing documents; resolve any post-closing exceptions.
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.
Represent Altabank in a professional manner.
Keep work area tidy and maintain customer privacy.
Attend and participate in meetings as required.
Maintain regular and predictable attendance.