Loan Assistant

About The Role

Altabank, Division of Glacier Bank, is hiring a Full-Time Loan Assistant for our Salt Lake City and Murray 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.

• Provide administrative functions to support loan officer and team.
• 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 business owners and other professionals in person, 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 time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given, they need to reach out to their supervisor for further clarification or additional training.

• Adhere to Altabank Core Values.
• Keeps 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: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel).
• Represent Altabank 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. Attends and participates in meetings as required.
• Regular and predictable attendance to accomplish, among other things, in-person contact with customers.
• Other duties as assigned.
• Duties can change.

Monday-Friday 8-5

• Experience

  One year to two years of similar or related experience.

  Education

  A high school education or GED.

  Required Knowledge:

  Skills and Abilities:

• Must have reasonable understanding of a bank and the loan process.
• Must have strong computer skills in Word processing and Excel spreadsheets.
• 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.

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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. 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…