Loan Processor- Bozeman

  • First Security Bank
  • Bozeman, MT, USA
  • Nov 16, 2020
Full time Banking Finance

Job Description

The Loan Documentation Specialist/Boarding and Maintenace is responsible for boarding and review of all loans for proper documentation and compliance requirements.  Work is performed under general supervision according to existing procedures. Employees must be engaging, solution oriented and both positive and proactive. 


  • Become familiar with and understand the bank’s loan policy manual.
  • Board consumer, RE Dept and commercial loans and change in terms.
  • Review commercial and consumer loans to ensure all necessary documents are provided prior to boarding on bank core system.
  • Set up loan Automatic Fund Transfer (AFT) payments.
  • Set up loans on customers online banking profile.
  • Ensure loan exceptions are input in core system correctly.
  • Scan recorded loan documents to Synergy.
  • File recorded loan documents.
  • Data integrity processing and maintenance duties.
  • Answer customer calls/inquires; including payment reversals and fee waivers.
  • Daily SOX audit of loans booked the prior day to ensure information is accurate and complete.
  • Must 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. Must complete the assigned online training courses and achieve a passing score by due date.
  • Maintain a strong working knowledge of loan compliance, state and federal regulations and conduct research as needed.
  • Become familiar with and periodically review the bank’s robbery recovery procedures.
  • Perform other duties assigned by supervisor. 

About You


  • High school diploma or equivalency.
  • Two years college or equivalent work experience and understanding of loan functions desired.  


  • Experience and skill in the operation of PC/computers to include 10 key proficiency, typing speed of at least 30 WPM, accurate spelling and grammar usage required.
  • Exhibit professional and friendly attitude in addition to possessing excellent communication and interpersonal skills.
  • Attention to detail and ability to find and correct errors consistently and accurately.
  • Must exercise sound judgment in handling confidential and sensitive information.
  • Must maintain composure while working under time sensitive deadlines.
  • Must interpret and follow bank and department policies.
  • Must complete job responsibilities with a minimum of supervision and exercise a reasonable amount of independent judgment including the efficient completion of numerous unrelated tasks within prescribed time lines. 


Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.



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. 

While performing the duties of this job, 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.

Specific lifting abilities required by this job include: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

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 $11 billion, operating in 15 bank divisions across 7 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado and Arizona). 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, 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.