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.

• 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 time frame(s); ensure understanding of training material and seek clarification as needed
• 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, maintaining a professional image, confidentiality, a positive “can‑do” attitude, good attendance, punctuality, flexibility, and adaptability to meet 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 may change

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

• Strong computer skills in Word processing and Excel spreadsheets
• Reasonable understanding of a bank and the loan process
• High interpersonal skills, strong verbal communication and customer service skills
• Strong organizational skills and the ability to multi‑task
• Capacity to interact calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside the organization
• Reliable and timely attendance
• Ability to adapt to change 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. The employee may also be required to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators; perform work on computer for an average of 6–8 hours per day; work extended hours or travel off‑site when required; climb or descend stairs in an emergency situation.

Specific lifting abilities required include lifting objects up to [amount omitted]. Specific vision abilities required include close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, extensive reading, visual inspection of small defects, small parts, or operation/inspection of machines and/or using…