Loan Support Specialist II

Join to apply for the Loan Support Specialist II role at Heritage Bank of Nevada, Division of Glacier Bank
.

Position Summary:

Provides lending support to Loan Officers and clerical support to the Lending Department by performing the following duties:

• Doc Draw:
  Accurately inputs and prints loan documents for new loans and renewals using the loan documentation system.
• Funding Loans:
  Organizes loan file documents in accordance with loan type; prepares escrow instructions for title company; coordinates loan closings; prepares funding checks; books loans.
• Inputs loan information for new loans into bank computer system.
• Accurately sets up ticklers on the bank computer system or database.
• Inputs loan changes for renewals of existing loans.
• Researches customer inquiries as required.
• Processes loan payments and requests for draws on lines of credit.
• Accurately prepares and updates demand statements from title companies and customers.
• Processes files for all paid loans, including reconveyances, title and UCC releases, and return of paid notes to borrower.
• Types refund checks on payoffs as required; organizes and boxes paid loan files and maintains Box List.
• Obtains follow up items such as recorded Deeds of Trust, title policies and titles after loan has closed; maintains ticklers.
• Answers telephone calls for the loan department; accurately maintains files in compliance with bank procedures, including scanning.
• Prepares copies of documents for filing and/or mailing; files documents as required; sorts incoming mail to appropriate personnel.
• Performs other duties as may be assigned by supervisor.

The Bank Secrecy Act is intended to safeguard the U.S. financial system and the financial institutions that make up that system from the abuses of financial crime, including money laundering, terrorist financing, and other illicit financial transactions. The board of Directors is committed to complying with both the spirit of the regulations and the letter of the law. All employees are expected to understand and comply with all aspects of the BSA and to perform their job duties in accordance with Bank BSA policies and procedures.

Employees who willfully violate the BSA may be subject to civil and criminal penalties and termination of employment.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements include:

• Education:
  
  High school diploma or equivalent; must have three to five years related experience and/or training.
• Prior financial industry experience in loan department.
• Mastery of the loan process and loan documentation.
• Language
  
  Skills:
  
  Ability to read, comprehend instructions, correspondence, and memos; ability to write correspondence; ability to effectively present information to customers and employees.
• Mathematical
  
  Skills:
  
  Ability to add, subtract, multiply, divide in all units of measure; compute rates, ratios and percentages.
• Other
  
  Skills and Abilities:
  
  Computer skills in word processing, spreadsheet and database applications; familiarity with computerized loan documentation/software such as Laser Pro; ability to handle multiple tasks and meet time frames; use of general office equipment; reasoning ability to apply common sense and deal with problems involving a few concrete variables in standardized situations.
• Physical Demands:
  Frequent sitting, talking, hearing, using a computer; standing, walking, reaching, climbing or balancing; occasional stoop, kneel or crawl; lifting up to 10 pounds regularly and up to 25 pounds occasionally; vision abilities include close, distance, color, peripheral, depth perception.
• Work Environment:
  Quiet noise level; reasonable accommodations may be made for disabilities.

Starting salary is dependent upon relevant experience and may vary based on geographic location. Benefits include medical, dental, vision, and life insurance; health savings account option;
Employee Assistance Program; health rewards program; retirement savings plan including 401(k) and Profit-Sharing; disability benefits;…