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Altabank · 1 day ago

Loan Assistant

Pleasant Grove, UT

Full-time

Onsite

Entry Level

1+ years exp

Altabank, Division of Glacier Bank, is hiring a Full-Time Loan Assistant for their Grove Creek branch. The role involves providing administrative support to loan officers, communicating with customers, and assisting in loan production and portfolio management processes.

BankingFinanceFinancial ServicesReal Estate

No H1B

Responsibilities

Provide administrative functions to support loan officer and team

Communicate with customers and prospects to reduce friction in the loan production and portfolio management processes

Assist in collecting, filing, and organizing customer financials and information

Interact with business owners and other professionals in person, by email and telephone

Work with other departments in the bank to help with loan production, documentation, and portfolio management

Compose letters and memoranda, edit written communications

Collect and prepare information for use in discussions and meetings with internal and external loan clients

Take meeting minutes in loan team meetings

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Complete required bank training courses within assigned time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given, they need to reach out to their supervisor for further clarification or additional training

Adhere to Altabank Core Values

Keeps management appropriately informed of area activities and of any significant problems

Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank

Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel)

Represent Altabank in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required

Regular and predictable attendance to accomplish, among other things, in-person contact with customers

Other duties as assigned

Duties can change

Qualification

Loan process knowledgeWord processingExcel spreadsheetsCustomer service skillsOrganizational skillsInterpersonal skillsVerbal communicationTime managementProblem-solving skills

Required

One year to two years of similar or related experience

A high school education or GED

Must have reasonable understanding of a bank and the loan process

Must have strong computer skills in Word processing and Excel spreadsheets

Must have high interpersonal skills, strong verbal communication and customer service skills

Strong organizational skills and the ability to multi-task

Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization

Employee must be capable of regular, reliable, and timely attendance

Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills