Senior Lending Assistant

Glacier Bancorp, Inc.•Katy, TX

About The Position

The Senior Lending Assistant reports directly to the Market President and provides support, coaching, and leadership to operational lending assistants while performing secretarial and clerical duties. During the Market President’s absence, the role takes on additional loan-function duties to help keep the Bank’s business operating. The position supports customers, services loans, prepares and processes loan documentation, and helps coordinate department or location operations. It also requires compliance with applicable financial-institution regulations and company policies.

Requirements

High school diploma or equivalent.
At least 2 years of customer service experience.
At least 3 years of loan administrative experience in commercial, real estate, and consumer loans.
Superior time-management and organizational skills.
Ability to learn new technology, adapt to change, demonstrate initiative, and commit to continuous learning.
Professional speech, demeanor, and dress.
Ability to work as a team player and leader.
Ability to handle sensitive information with integrity and confidentiality.
Expert knowledge of Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Ability to meet the described physical demands, including routine office-equipment operation, computer work, reliable attendance, and climbing or descending stairs in an emergency.
Ability to work extended hours or travel off site when required or requested by management.

Nice To Haves

An associate degree or higher is preferred.
At least 2 years of management experience is preferred but not required.

Responsibilities

Represent the Bank in a courteous and professional manner.
Provide support and coaching to operational lending assistants and other employees in the department or location.
Directly service the department or location, exercising independent judgment and discretion during the Market President’s absence.
Take loan applications, obtain credit reports, and process credit denials according to regulations.
Type memos, letters, and reports.
Greet customers and assist them with routine problems.
Accept loan payments and deposits.
Handle incoming telephone calls and mail.
Obtain the documents and legal papers necessary for loans.
Call and write letters to past-due customers.
Produce loan documents and renewal loans accurately and on time.
Service loans, including processing payments, preparing payoff quotes, and forwarding information to lenders or clients.
Maintain knowledge of banking products and services to cross-sell to customers.
Image documents into the electronic filing system.
Work exception reports.
Identify and correct procedural inefficiencies in the department or location.
Set up meetings, conferences, and conference calls.
Coordinate calendar and travel arrangements.
Monitor schedules proactively to identify and resolve conflicts and inefficiencies.
Maintain and approve department or location timesheets and leave requests.
Comply with federal, state, and local regulations governing financial institutions, as well as company policies and procedures.
Complete and pass required regulatory compliance training.
Perform additional duties and tasks assigned by management.