• Loan Assistant

    Stockman Bank of Montana (Bozeman, MT)


    Position General Responsibilities:

    This position will assist the Lending Officers (Ag, Commercial and Consumer). It is accountable for loan processing and for relieving the officers of administrative detail, including tickler file and other varied secretarial and clerical duties as may be designated.

    Basic Qualifications

    1. 2-year college level course of study in Business Administration and/or financial institution

     

    or related field experience or equivalent training and/or experience.

     

    2. Excellent customer service skills.

    3. Strong communication and organizational skills and professionalism.

    4. Must be able to work independently and to prioritize multiple tasks.

     

    Preferred Skills

     

    + Previous Loan Processing Experience.

    + Knowledge of all types of consumer deposit and loan accounts.

    + 1-3 yrs experience in sales and servicing of multiple financial services and products.

     

    Position Specific Responsibilities, Duties and Competencies

    Specific Responsibilities and Duties:

    Loan Processing:

    + Review loan requests and submit to Central Loan Processing for documentation preparation.

    + Work with Central Loan Processing in preparing and processing commercial, consumer, agriculture and construction loan documentation.

    + Print and assemble loan documents for Lending Officers.

    + Book loan documents.

    + Disburse funds/fees for all Installment loan files.

    + Perfect and track loan documentation, including but not limited to the following: UCC, EFS, Brand Lien, Assignment of Government Payments, BLM and DNRC Lien Notices, Assignment of Indemnity, Assignments of Life Insurance, Contract for Deed, Security Instruments, Deposit Accounts, Vehicle lien filings, etc.

    + File mortgages, review title policies for vesting and legal descriptions, etc.

    + Scan Critical Loan documents to Central Office/Operations.

    + Track paid loans and mail original “paid” loan documents to customers.

    + Understand and comply with Stockman Bank lending policies and procedures for commercial, construction and consumer loans.

     

    For full description, which includes physical mental demands please see attachment.