Consumer Loan Assistant

About

The Role

Altabank, Division of Glacier Bank, is hiring a Full‑Time Consumer Loan Assistant for our American Fork branch.

Role:
To assist in facilitating the loan process by interacting with customers, lending partners, and the bank loan team in an efficient, professional, and helpful manner.

Summary

• Assist in the origination, processing, closing, and post‑closing of consumer loans
• Provide administrative functions to support loan officer and team
• Work within the consumer loan origination tool to enter loan applications
• Communicate with customers and prospects to reduce friction in the loan production and portfolio management processes
• Assist in collecting, filing, and organizing customer financials and information
• Interact with clients, by email and telephone
• Work with other departments in the bank to help with loan production, documentation, and portfolio management
• Compose letters and memoranda, edit written communications
• Collect and prepare information for use in discussions and meetings with internal and external loan clients
• Take meeting minutes in loan team meetings
• 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
• Complete required bank training courses within assigned timeframe(s); ensure understanding of materials and seek clarification or additional training if needed from supervisor
• Adhere to Altabank Core Values
• Keep management appropriately informed of area activities and any significant problems
• Participate in community service and bank‑sponsored activities that serve and support the mission and values of Altabank
• Provide superior internal and external customer service: demonstrate self‑governance, courtesy, and respect toward external and internal customers
• Represent Altabank in a professional manner, including 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
• Maintain regular and predictable attendance to accomplish in‑person contact with customers
• Other duties as assigned
• Duties can change

• One year to two years of similar or related experience
• A high school education or GED

• Must have strong computer skills in Word processing and Excel spreadsheets
• Must have reasonable understanding of a bank and the loan process
• Must have high interpersonal skills, strong verbal communication and customer service skills
• Strong organizational skills and the ability to multi‑task
• 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

Schedule:

M-F 8-5

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators; routinely perform work on computer for an average of 6‑8 hours per day; work extended hours or travel off‑site whenever required or requested by management; be capable of regular, reliable and timely attendance; be capable of climbing/descending stairs in an emergency situation.

Specific lifting abilities required by this job include: (no specific weights listed in original).

Specific…