Loan Assistant

About the Role

First Bank of Montana, Division of Glacier Bank, is hiring a Loan Assistant to be an integral part of our team in our newly opened Loan Production Office in Great Falls, Montana
! Are you interested in learning and growing within the banking field? This is the opportunity for you! This position involves providing loan support for loan officers and requires a positive attitude and great customer service skills. The ability to work in a team atmosphere and promote the bank's products and services is required. Professionalism, confidentiality, good attendance, punctuality, flexibility and adaptability are a must!

The successful candidate will have extensive contact with bank staff as well as with external customers. He/She will be expected to conduct himself/herself in a manner that will enhance the overall efficiency and image of the bank. It will be required to build and maintain rapport with co-workers in order to complete tasks in a timely manner while following all policy and regulatory requirements.

Must comply with applicable laws and regulations, including but not limited to the Dodd-Frank Act, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a score of 85% or greater by due date.

• Assist loan officers by pulling credit reports, UCC lien searches, Vehicle Lien Search & floods
• Perfect loan collateral by filing UCC and CFS documents
• Follow up on vehicle titles
• Insurance monitoring and AM Best Ratings
• Follow up on deeds of trusts and title policies
• Organize loan files to ensure all required documents are in order and complete
• Prepare reconveyances
• Prepare correspondence to loan customers requesting financial information, credit authorizations, inspections, floor plans as directed by loan officers
• Credit and file documents and reviews
• Prepare reports as requested
• Prepare loan documents and set up files accurately and within established timelines
• Pull paid notes and loan documents and release liens

• 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.
• 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 First Bank of Montana.
• Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel).
• Represent First Bank of Montana 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.
• Regular and predictable attendance is an essential function of this job in order to accomplish, among other things, in-person contact with customers and lenders.
• Additional duties as requested or assigned.

• High School Diploma or Equivalent
• Banking Experience in the area of Loan Support Preferred

• Ability to work quickly and accurately
• Ability to understand and follow written and oral instructions
• Strong verbal and written communication skills
• Good working knowledge of Microsoft applications such as Word, Excel, Outlook, etc. and the ability to learn new systems/applications
• Ability to have a broad knowledge of banking regulations

• Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

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…