Glacier Ban
About The Role
Summary:
We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long‑lasting relationships with customers by offering personalized service and fostering a community‑oriented banking experience. As part of our team, you will have the opportunity to grow with us, contributing to both your personal and professional development in a supportive and innovative environment.
The Loan Assistant supports lenders and customers by assisting with loan processing, documentation, and inquiries. This role ensures smooth and efficient loan transactions by collaborating with the lending team to verify and prepare loan documents, maintain accurate records, and provide excellent customer service. The Loan Assistant plays a key role in supporting the bank's lending operations and building strong relationships with clients and co‑workers. Because of the need to work closely with lenders and customers, this is an in‑person, on‑site position.
Essential Functions
Assist commercial loan officer with new loan applicants, including interviewing clients when needed. Gather initial documentation necessary to make loan decisions, such as credit bureau reports, OFAC, lien searches, tax notices, order appraisals, and title commitments.
Prepare documents for commercial loan packets, including SBA, RBS, and other government programs and packages for closings, ensuring all necessary documents are in order and have been reviewed for completeness and accuracy.
Assist lender with loan closings and be prepared to close loans. Working on‑site during business hours is required to support customers and lenders.
Follow up on loan closing items such as tracking collateral and managing the customer portfolio.
Keep current on loan programs, lending regulations, procedures, and documentation and be a knowledgeable resource to lenders.
Assist customer/lender with file maintenance, portfolio maintenance, credits/debits to all accounts/loans as needed.
Assist lender with reports, scheduling, arranging events and lunches with customers and for bank meetings.
Assist commercial loan officer with marketing strategies, including customer calling program, cross‑selling other Citizens Community Bank products, and referring as appropriate. Monitor production numbers for the lending team on all calls, referrals, and sales for annual performance process.
Assist with loan operations functions such as importing documents, scanning, and document retention.
Process payments, construction loan draws and other transactions for our customers and carry out basic accounting functions.
Work with the lenders to clear technical and collateral exceptions.
Additional duties may be added as needs arise.
Maintain regular and predictable attendance to accomplish, among other things, in‑person contact with customers.
Regular, on‑site attendance during standard business hours is required to perform the duties of this position.
Additional duties as requested or assigned.
Additional Responsibilities
Participate in community service and bank‑sponsored activities that serve and support the mission and values of CCB.
Provide superior internal and external customer service: demonstrate self‑governance, courtesy, and respect toward external and internal customers (all organization personnel).
Comply with all company policies and procedures and all applicable laws and regulations, including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Complete the assigned online training courses and achieve a passing score by the due date.
Represent in a professional manner which includes a professional image, confidentiality, a positive attitude, good attendance, punctuality, flexibility, and adaptability to meet bank and customer needs.
About You
Qualifications:
High school diploma or equivalent
Customer service and sales experience
Banking experience preferred
Ability to work in a professional manner
Able to work quickly and accurately
Ability to understand and follow written and oral instructions
Ability to communicate effectively verbally and in writing
Proficient with keyboarding and computer applications
Organized and detail oriented
Moderate level of knowledge of loan documentation
Moderate level of knowledge of spreadsheets
Work Environment:
Must be able to routinely perform work indoors in a climate‑controlled shared work area with moderate noise level.
Physical Demands:
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. 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 travel off‑site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing/descending stairs in an emergency situation.
What We Offer Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to, medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit‑Sharing plans, short and long‑term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part‑time employees up to a maximum accrual of 240 hours per year for certain full‑time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most full‑time employees are also offered six paid holidays and part‑time employees are offered pro‑rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state‑recognized holidays. Visit our website for more details.
We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the U.S.
No recruiters or unsolicited agency referrals please.
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We are a dynamic and growing community bank dedicated to providing exceptional financial services to individuals and businesses within our local area. Our mission is to build long‑lasting relationships with customers by offering personalized service and fostering a community‑oriented banking experience. As part of our team, you will have the opportunity to grow with us, contributing to both your personal and professional development in a supportive and innovative environment.
The Loan Assistant supports lenders and customers by assisting with loan processing, documentation, and inquiries. This role ensures smooth and efficient loan transactions by collaborating with the lending team to verify and prepare loan documents, maintain accurate records, and provide excellent customer service. The Loan Assistant plays a key role in supporting the bank's lending operations and building strong relationships with clients and co‑workers. Because of the need to work closely with lenders and customers, this is an in‑person, on‑site position.
Essential Functions
Assist commercial loan officer with new loan applicants, including interviewing clients when needed. Gather initial documentation necessary to make loan decisions, such as credit bureau reports, OFAC, lien searches, tax notices, order appraisals, and title commitments.
Prepare documents for commercial loan packets, including SBA, RBS, and other government programs and packages for closings, ensuring all necessary documents are in order and have been reviewed for completeness and accuracy.
Assist lender with loan closings and be prepared to close loans. Working on‑site during business hours is required to support customers and lenders.
Follow up on loan closing items such as tracking collateral and managing the customer portfolio.
Keep current on loan programs, lending regulations, procedures, and documentation and be a knowledgeable resource to lenders.
Assist customer/lender with file maintenance, portfolio maintenance, credits/debits to all accounts/loans as needed.
Assist lender with reports, scheduling, arranging events and lunches with customers and for bank meetings.
Assist commercial loan officer with marketing strategies, including customer calling program, cross‑selling other Citizens Community Bank products, and referring as appropriate. Monitor production numbers for the lending team on all calls, referrals, and sales for annual performance process.
Assist with loan operations functions such as importing documents, scanning, and document retention.
Process payments, construction loan draws and other transactions for our customers and carry out basic accounting functions.
Work with the lenders to clear technical and collateral exceptions.
Additional duties may be added as needs arise.
Maintain regular and predictable attendance to accomplish, among other things, in‑person contact with customers.
Regular, on‑site attendance during standard business hours is required to perform the duties of this position.
Additional duties as requested or assigned.
Additional Responsibilities
Participate in community service and bank‑sponsored activities that serve and support the mission and values of CCB.
Provide superior internal and external customer service: demonstrate self‑governance, courtesy, and respect toward external and internal customers (all organization personnel).
Comply with all company policies and procedures and all applicable laws and regulations, including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Complete the assigned online training courses and achieve a passing score by the due date.
Represent in a professional manner which includes a professional image, confidentiality, a positive attitude, good attendance, punctuality, flexibility, and adaptability to meet bank and customer needs.
About You
Qualifications:
High school diploma or equivalent
Customer service and sales experience
Banking experience preferred
Ability to work in a professional manner
Able to work quickly and accurately
Ability to understand and follow written and oral instructions
Ability to communicate effectively verbally and in writing
Proficient with keyboarding and computer applications
Organized and detail oriented
Moderate level of knowledge of loan documentation
Moderate level of knowledge of spreadsheets
Work Environment:
Must be able to routinely perform work indoors in a climate‑controlled shared work area with moderate noise level.
Physical Demands:
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. 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 travel off‑site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing/descending stairs in an emergency situation.
What We Offer Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to, medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit‑Sharing plans, short and long‑term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part‑time employees up to a maximum accrual of 240 hours per year for certain full‑time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most full‑time employees are also offered six paid holidays and part‑time employees are offered pro‑rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state‑recognized holidays. Visit our website for more details.
We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the U.S.
No recruiters or unsolicited agency referrals please.
#J-18808-Ljbffr