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, 4506C.
• Maintain accurate loan records by scanning, indexing, and filing documents; resolve any post‑closing exceptions.
• Strong attention to detail and organization.
• Knowledge of SBA SOP or willingness to learn.
• Strong communication and follow‑up skills.
• Ability to 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 frame(s). It is the individual learner's 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 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. Attend and participate in meetings as required.
• Regular and predictable attendance in order to accomplish, among other things, in‑person contact with customers.
• Duties can 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.
• Must be organized and detail oriented.
• Need strong word processing and software skills.
• Good communication and interpersonal skills.
• Must have good customer service skills.
• 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…