40 Finance jobs

SUMMARY Underwrite and evaluate primarily conventional residential mortgage loan applications to provide quality loans for First Interstate Bank and its secondary market investors.  Responsible for the credit risk on all loans.  The underwriter is responsible for the review and evaluation of loan files and will make decisions on the files consistent with First Interstate Bank lending policies and all appropriate program guidelines.  Must possess and use extensive industry, product, and Secondary Market knowledge to ensure compliance with regulatory and investor standards. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.  Examine residential mortgage loan applications for accuracy and completeness Ensure that all agency, investor, and or private insurer’s guidelines and overlays are strictly enforced Review automated underwriting findings and loan files for adherence to requirements...

POSITION OVERVIEW The role is providing financial support and insights to the North America Application Cloud Renewals Sales organization.  He/she will be a critical interface between the Finance team, Operations, and the Cloud Renewals team. He/she will be expected to leverage the global resources of the larger Oracle Financial community to gather information, analyze current and future operational dynamics, and resolve business issues that hinder success.  Successful incumbents will have a business-led approach, capable of understanding key tactical and strategic decisions facing the sales management team and how financial analysis, reporting, and planning can enhance management decision making.  This individual will be strongly motivated and a self-starter.  KEY RESPONSIBILITIES Develop a clear understanding of key business drivers and deliver value add analysis and reporting. Set priorities and understand which analyses and...

About the Role The Commercial Loan Assistant position requires knowledge of commercial loans and documentation, as well as, the ability to review and prepare commercial loan closings, effectively communicate with customers, vendors, lenders, and co-workers to provide a variety of administrative duties.  Carry out basic accounting functions. The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. ESSENTIAL FUNCTIONS: Assist commercial loan officer with new loan applicants, to include interviewing clients when needed.  Gathering initial documentation necessary to make loan decisions, i.e. credit bureau reports, OFAC, lien searches, tax notices, order appraisals, title commitments, etc. Assist account officer in the...

SUMMARY This role serves as the account executive for new and existing complex clients and will be responsible for managing a portfolio with Average Loans Outstanding from $20MM to $50MM.  Establishes and maintains a “trusted advisor” relationship with clients based on knowledgeable advice that is aligned to the clients’ business objectives and lifecycle.  Develops and grows the new business and builds/maintains strong relationships with prospects.  Drives financial performance through profitable revenue and growth, and quality credit. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Achieves individual annual production and growth goals for loans, deposits, and fees to ensure the bank meets its overall financial targets and conforms to credit terms. Uses the Dashboard to track performance. Initiates and develops new business through outside business development...

SUMMARY Originates permanent residential mortgage loans and participates in related business development activities. Incumbents have a thorough knowledge of FHA, VA, RD, state Bond Programs as well as conventional real estate regulations. They have more than three years of experience in residential mortgage lending and are capable of handling all but the most complex loans. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Handle inquiries and pre-qualify customers by learning the applicants housing goals and time frame Setting proper expectations with all affected parties that are realistic Loan application process: recommend to the customer the loan options Convert the lead to the full application: if borrower pre-qualified, turn into a full application, provide proper documentation to the processor Follow Ability To Repay guidelines as set by FIB and the investor Credit report:...

SUMMARY The Loan Collector is responsible for the daily collection of payment on assigned delinquent accounts by reviewing documentation, system information, contacting the customer by telephone and/or written correspondence, and arranging repayment schedules in order to minimize loss to the bank.  ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Works assigned queues to collect delinquent accounts by phone or mail Negotiates arrangements with the customer to bring accounts current Documents Collector activity and maintains records/notes/comments within the Collection system Produces appropriate delinquent/collection letters per established guidelines Works closely with the customer on repayment programs Responds to customer inquiries, requests, and problems Payment processing Skip Tracing as required to locate the customer contact information...

SUMMARY The Loan File Maintenance Specialist is responsible for reviewing, verifying, and ensuring that the Loan Servicing File Maintenance requests are processed in a timely and quality fashion. Requests types may include, but are not limited to EIM, ACH returns, monetary and non-monetary loan servicing requests, fee waivers, loan accounting system code changes, and general updates to fields contained within the customer record on the bank's Loan Accounting System. The File Maintenance Specialist is responsible for maintaining Consumer, Commercial, and Specialty loan products that include simple to complex transactions in accordance with the loan maintenance request document.  The File Maintenance Specialists will be responsible for meeting completeness, turn time, and accuracy requirements per established service level agreements. This position supports the servicing of Consumer, Commercial, and Specialty Lending for First Interstate Bank. ESSENTIAL DUTIES &...

SUMMARY Responsible for the development, relationship management, and retention of qualified retirement plan clients.  Conducts sponsor reviews and participant meetings and engages Wealth Advisors and Investment Specialists Financial Consultants in providing comprehensive financial planning to plan participants. This position can be based in any market within the state of Montana.  ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Service the assigned territory which will require approximately 40% of travel under normal working conditions.  Lead the development of retirement plan opportunities among the high-valued businesses of the Bank and Wealth Management who have or are interested in establishing a retirement plan solution. Actively pursue the development of prospects and internal and external referral sources for retirement plan prospects.  Partner with retirement plan wholesalers and DCIO contacts to...

SUMMARY This position works within a broad Wealth Management team environment in support of a differentiated experience for retirement plan client relationships. The role requires strong teamwork, relationship building, and communication skills. This position is responsible for overseeing retirement plan administration and recordkeeping, ensuring compliance with legal documents, reporting requirements and government regulations, and policies. The position will require effective communication of plan benefits to sponsors and participants alike. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:  Other duties as assigned. Oversee day-to-day experience for retirement plan clients, including problem resolution, client service standards, interaction with recordkeeping, and/or TPA partners.  Provide proactive client service to include plan design consultation, research and analysis of plan structure, and service utilization to meet...

SUMMARY This role serves as the account executive for new and existing complex clients and will be responsible for managing a portfolio with Average Loans Outstanding from $20MM to $50MM.  Establishes and maintains a “trusted advisor” relationship with clients based on knowledgeable advice that is aligned to the clients’ business objectives and lifecycle.  Develops and grows the new business and builds/maintains strong relationships with prospects.  Drives financial performance through profitable revenue and growth, and quality credit. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Achieves individual annual production and growth goals for loans, deposits, and fees to ensure the bank meets its overall financial targets and conforms to credit terms. Uses the Dashboard to track performance. Initiates and develops new business through outside business development...

Our client, a leading technology firm in Bozeman, is seeking your help as a Finance and Administrative Associate.  Overview: This company has been in business for many years and has a great team of employees who are looking for someone to assist with light accounting, some H/R, Excel spreadsheet creation, and client services. Must be comfortable in a technical environment! Details: This is a Monday through Friday role and pays up to $41,000 per year to start. It offers excellent benefits, including 8 paid Holidays, 3 weeks PTO, Blue Cross medical insurance, and 3% IRA match.  If you are looking for a company where you can help contribute to a great team, apply today! For questions and answers, please call or text Christina in our LC Staffing Bozeman office at (406) 582-8795

Here is an amazing opportunity to get involved with your local community and work for a well-respected bank! If you're someone who has a diligent work ethic and is really good at remembering names, you'll be a superstar in this role! Community-involved and well-respected bank in Polson, MT is looking to add a Commercial Relationship Manager to their team. This is a new position for this bank which traditionally has done mortgage and consumer lending. This person will be given the autonomy to creatively build the position, generate new commercial/agricultural business in a flourishing community, establish a network, and grow lasting relationships while managing and servicing the portfolio. This well-established bank which overlooks beautiful Flathead Lake puts customers first with core values of respect, honesty, integrity, satisfaction, and enjoyment. They have high employee retention and a fun and relaxed work environment. Details:   This is a long-term, full-time...

If you are a mortgage underwriter and are interested in working remotely, don't miss out on this opportunity!  A highly successful mortgage company is looking to add a Mortgage Underwriter to their close-knit team. This company operates in most states in the US, so remote work is an option or the Underwriter can work out of the corporate office in Western Montana. Duties include: Underwriting FHA and VA loans. Review of loan packages for completeness, accuracy, and loan viability. Review/calculate qualifying income for borrowers, including complex self-employed borrows and personal/business tax returns. Review credit reports determining if borrowers meet credit requirements. Review appraisals to identify and resolve discrepancies. Determine conditions for loan acceptance. Work hand-in-hand with loan processors and originators to ensure conditions are completed and cleared. Help others to ensure information is accurate and in compliance with...

Community involved and well-respected bank in Polson, MT is looking to add a Branch Manager to their well-rounded team due to the retirement of the current manager. This position is located in a beautiful setting, consisting of amazing employees, and followed by an outstanding benefits package! This well-established bank which overlooks beautiful Flathead Lake puts customers first with core values of respect, honesty, integrity, satisfaction, and enjoyment. They have high employee retention and a fun and relaxed work environment. Overview: The branch Manager will be responsible for delivering exceptional service to customers while overseeing the daily operations of the branch.  The branch Manager will create a productive, team-oriented work environment by leading and assisting staff in sales promotions and cross-servicing efforts. Details: This is a long-term, full-time position with a starting salary of $40K to $60K depending on experience plus bonus and full...

Here is an exciting position where you get to work in a place where customers can still get to know their bankers, get personalized attention, and quick answers because they are independently owned and locally operated. Full time, direct hire position for a Consumer / Commercial Lender with a well-established and respected bank in the beautiful Flathead Valley. Overview: Consumer / Commercial Lender will originate and service a variety of the bank's consumer and commercial loan products while working within the community to develop business relationships and grow the loan and deposit portfolio.  Portfolio management includes maintenance, documentation, collections, and analysis of credit risk.   Responsibilities: Generate consumer loans, home equity lines of credit, and rapid reserve loans and process requests for Rapid Reserves and credit cards. Generate and service a commercial loan portfolio while maintaining an acceptable risk. Analyze financial...

Let's take all of those skills you have when it comes to finance and put them to great use! Have the ideal work/life balance and be granted a full benefits package in the process. Full time, direct hire position for a Credit Analyst with a well-established and respected Flathead Valley bank. Overview:   Credit Analyst will provide loan support to the Lenders, working with internal personnel, current and prospective customers, and vendors such as insurance companies and government entities. Credit Analyst will be responsible to provide credit analysis for lending activities, conduct credit reviews, assist with annual renewals, and support lenders as needed. This is a great opportunity to learn the commercial lending process to include financial analysis, underwriting, and procedures while progressing your career in the banking and finance industry. Responsibilities: Assist Lenders in analyzing existing and new customer requests Order, interpret, and analyze...

Here is an awesome opportunity to surround yourself with an environment that is very family-oriented, friendly, full of great people, and who love to laugh a lot! They have amazing customers and are very community-oriented on top of being family-owned. LC Staffing is now recruiting for full-time, long-term Drive-up Tellers. As a Drive-up Teller, you will be greeting customers, assisting with managing bank accounts, recording entries, and balancing accounts. Job Requirements of Drive-up Teller: Pass a background and credit check. Basic math skills. Great customer service. Computer literacy. Experience with 10-key entry. Ability to stand/sit for extended periods of the day. The schedule is Monday through Friday, 9 am-6 pm with occasional Saturdays from 9 am-1 pm. Wages start at $12.00 -$13.00 per hour. For questions and answers, call or text Anna in our LC Staffing Kalispell office at 406-752-0191.

Responsible for overseeing the residential real estate pre-funding QC process and reviewing 10% of FHA loans each month. Facilitate selection of loans for pre-funding review with the bank divisions and ensure monthly minimum selection requirements are met.  Compile and complete monthly Pre-Funding Final reports and distribute them to responsible parties.  Assist pre-funding reviewers at the Division level with questions and pre-funding QC review training.   DUTIES AND RESPONSIBILITIES: Calculate monthly selection requirements to ensure monthly minimum is met for mortgage pre-funding Quality Control. Complete pre-funding QC reviews on 10% of the FHA loans originated each month.  Assist pre-funding reviewers at the Division level with questions and pre-funding QC review training. Issue timely and accurate reports to the GBCI Compliance Committee and Management and Division Management. Clearly explain and communicate results, findings,...

Responsible for overseeing the residential real estate pre-funding QC process and reviewing 10% of FHA loans each month. Facilitate selection of loans for pre-funding review with the bank divisions and ensure monthly minimum selection requirements are met.  Compile and complete monthly Pre-Funding Final reports and distribute them to responsible parties.  Assist pre-funding reviewers at the Division level with questions and pre-funding QC review training.   DUTIES AND RESPONSIBILITIES: Calculate monthly selection requirements to ensure monthly minimum is met for mortgage pre-funding Quality Control. Complete pre-funding QC reviews on 10% of the FHA loans originated each month.  Assist pre-funding reviewers at the Division level with questions and pre-funding QC review training. Issue timely and accurate reports to the GBCI Compliance Committee and Management and Division Management. Clearly explain and communicate results, findings,...

Responsible for overseeing the residential real estate pre-funding QC process and reviewing 10% of FHA loans each month. Facilitate selection of loans for pre-funding review with the bank divisions and ensure monthly minimum selection requirements are met.  Compile and complete monthly Pre-Funding Final reports and distribute them to responsible parties.  Assist pre-funding reviewers at the Division level with questions and pre-funding QC review training.   DUTIES AND RESPONSIBILITIES: Calculate monthly selection requirements to ensure monthly minimum is met for mortgage pre-funding Quality Control. Complete pre-funding QC reviews on 10% of the FHA loans originated each month.  Assist pre-funding reviewers at the Division level with questions and pre-funding QC review training. Issue timely and accurate reports to the GBCI Compliance Committee and Management and Division Management. Clearly explain and communicate results, findings,...