Our people, philosophy and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent, and our work environment encourages productivity, personal growth and job satisfaction.
Position General Responsibilities:
Responsible for assisting in the day-to-day operations of the department, providing customer service regarding loan programs, pricing and adjustments, structuring loans and assistance in negotiating pricing for correspondent loan programs. Assist with packaging, shipping, and delivery of loan files to investors. Requires a team approach with regular communication and interaction throughout the organization. Requires accurate data input into required systems.
Education, Experience and Certification Requirements
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Position Specific Responsibilities, Duties and Competencies
Locking and Hedged Loans duties:
Shipping and Delivery duties:
Physical and Mental Demands (The 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.)
Occasionally = 0-33% of shift Frequently = 34-66% of shift Constantly = 67-100% of shift
Work Environment (The work environment characteristics described here are representative of those an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
Company Functions and Expectations:
Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual’s position. Has the ability to analyze situation and react accordingly.
Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.
Establishes priorities, sets goals and meets deadlines in an accurate and efficient manner. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions, and notifies affected personnel. Plans effectively to ensure timely completion of duties.
Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor.
Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.
Customer Service Culture
Employees will strive for outstanding, professional and courteous service to our customers and anyone who visits our facility.