SBA Loan Assistant

About The Role

Altabank, Division of Glacier Bank, is looking for a full‑time SBA Loan Assistant for our Grove Creek Service Center.

To provide accounting, documentation, and administrative support needed to process and close Small Business Administration “SBA” loans.

• Collect, review, and organize borrower financial statements, documentation, and loan files to ensure completeness and accuracy.
• On an annual basis, collect, organize, and maintain borrower documentation such as tax returns, financial statements, and insurance.
• Ensure all required SBA forms are complete and accurate.
• Support loan officers and the lending team with administrative and operational tasks across the full loan lifecycle.
• Track loan status and follow up on missing items or conditions.
• Enter and update borrower and loan data in internal systems.
• Verify basic SBA eligibility and confirm documentation aligns with SOP requirements.
• Process loan applications, including SBA loans, and prepare required submissions (e.g., SBA E‑Tran/CAFS).
• Prepare closing documentation, assist with funding, and process loan disbursements in accordance with approved terms and use of proceeds.
• Serve as a point of contact between borrowers, SBALO/RM, portfolio managers, and other internal customers.
• Respond to borrower inquiries and request outstanding documentation.
• Assist with gathering closing conditions and preparing closing packages.
• Monitor loan pipelines and maintain tracking reports.
• Perform basic quality control checks for completeness and accuracy.
• Order third‑party reports such as credit, flood, UCC, CAIVRS, SAM, and 4506C.
• Maintain accurate loan records by scanning, indexing, and filing documents; resolve any post‑closing exceptions.
• Maintain strong attention to detail and organization.
• Have knowledge of SBA SOP or willingness to learn.
• Demonstrate strong communication and follow‑up skills.
• Manage multiple files and deadlines.
• May be asked to assist the commercial loan assistants.
• 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 frames.
• 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 support the mission and values of Altabank.
• Provide superior internal and external customer service, demonstrating self‑governance, courtesy, and respect toward external and internal customers.
• Represent Altabank professionally, maintaining a positive “can‑do” attitude, good attendance, punctuality, flexibility, and adaptability in meeting bank and customer needs.
• Maintain a tidy work area and customer privacy.
• Attend and participate in meetings as required.
• Maintain regular and predictable attendance to accomplish, among other things, in‑person contact with customers.
• Note that duties may change.

Schedule:

M‑F 8‑5

• Two to five years of similar or related experience.
• A college degree or equivalent combination of education and experience.

• Proficient knowledge of loan closing, processes, and procedures.
• Working knowledge of loan systems.
• Proficient “SBA” knowledge and commercial lending regulations and compliance.
• Organized and detail‑oriented.
• Strong word‑processing and software skills.
• Good communication and interpersonal skills.
• Excellent customer service skills.
• Capable of interacting calmly and professionally with a variety of people from diverse backgrounds.
• Reliable and timely attendance.
• Ability to adapt to change through time management, analytical, and problem‑solving skills.

No hazardous or significantly unpleasant conditions.

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…