Commercial Loan Assistant- Missoula

  • First Security Bank
  • Missoula, MT, USA
  • Mar 23, 2021
Full time Banking Customer Service Finance

Job Description

The position provides administrative support to the work unit, in addition to performing duties associated with loan processing such as preparing and processing approved new loans and renewals. Prepares and processes loan documentation in preparation for loan disbursement.  Position may process for commercial or commercial/consumer.

Prepare new and renewal loan documents and correspondence including letters, memoranda, and various forms and reports in rough draft and final draft form for the lending staff. Proofread for accuracy and correct errors.  Prepare loan file with all appropriate documentation.  Assist in the preparation of loan officer comments to the loan file.  Assist officer in the preparation of information for the loan committee.

Order title policies and/or complete UCC search, appraisals, credit reports, receives and files same. Confirm standing on collateral.  Prepare all collateral documents e.g., changes of collateral, transfers of equity, lien filings, and deeds of trust and updates files and records of customers internally and with the State and County as appropriate.  Work with a loan officer on a weekly basis to maintain current information on booked loans spreadsheet.

Prepare information for disbursement when loans closed. Process loan information and debit/credit forms to be entered on books and on a computer system.  Process paid notes, files and ensures collateral is not used for any other loan before getting collateral released.  Prepare lien release(s) on collateral when the loan is paid off.  File loan documents and loan files. Perform file maintenance to ensure quality control of documents and processes.

Completes correspondence upon request and within the prescribed time; provides assistance and backup for other areas in the department is provided whenever needed; handles customer requests and credit inquiries in a courteous and timely manner; processes mail when needed; answers phone and greets walk-in customers promptly and courteously. 

May be required to provide Notary services.

About You

  • A high school degree or GED is required.

  • Six months to two years of similar or related experience.


  • Courtesy, tact, and diplomacy are essential elements of the job. Relate to others in an open and accepting manner; friendly and approachable. Sense how others feel; treat others with fairness, dignity, and respect. Cultivate rapport with all persons encountered at work.
  • Communicate Effectively: Communicate effectively both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.

  • Customer Service: We are community-inspired and pride ourselves on offering exceptional service to both our internal and external customers. We expect you, as an employee, to embrace the FSB Way and to support our values and visions of Integrity, Service, and Success.

  • Teamwork: Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.

  • Must be able to perform job functions accurately working both independently and with limited supervision.  Must be able to read and carry out various written instructions and follow oral instructions.

  • Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate the highest levels of customer service and discretion when dealing with the public.

  • Must be able to perform duties and responsibilities with composure under the stress of a deadline, requirements for accuracy and quality, and/or fast pace. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

  • Ability to handle a wide variety of situations in a sensible, reasonable, and professional manner. Maintain composure and display restraint when faced with opposition, stress, or conflict with others. Receptive to new information and recognize the validity of various viewpoints; see situations objectively. Respond positively to changes in direction and priorities, responsibilities, or assignments.

Must be able to routinely perform work indoors in a climate-controlled environment.

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.

Perform primarily sedentary work with limited physical exertion and occasionally moving and/or lifting of up to 25 lbs. Must be able to operate routine office equipment. Must be able to routinely perform work on computer for several hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

What We Offer
Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit-sharing); discounted banking products and services; paid vacation/sick days, and paid holidays.

At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative, and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.

Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona, and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness and has repeatedly ranked among the top 10% in the nation for financial strength.

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, age, 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 US.

No Recruiters or unsolicited agency referrals please.