CONSUMER LOAN ASSISTANT
On-site · Missoula, Montana, United States
Job Summary
Loan Processing: prepare loan documentation for all lenders; develop expertise in loan documentation as well as to develop general credit skills commensurate with the position of loan processor; manage tickler list, loan file maintenance, loan accounting and other duties as assigned; professionally deal with title companies and insurance companies; collateral safekeeping as applicable; correspondence mailings, phone, and lobby traffic; manage denial/withdrawn credit files; process paid and renewed notes; filing for loan department; make loan advances and payments; preparation of notes modifications and extensions; letters of credit and commitment; HMDA contact and maintenance of compliance files; pull credit reports/build and maintain files; quote loan payoffs as needed; monitor lien filings; order appraisals, lien searches, and title commitments; contact insurance companies as deemed necessary; Notary Public; Secretarial Support; Greet and assist customers; Answer phones, takes messages; assist with general account information; Sales/Public Relations: promote the improvement of Stockman Bank through quality customer service, promotion of products, professionalism in conduct and diligent work ethic; greet all customers pleasantly and make them feel welcome and comfortable; handle transaction quickly and professionally; effectively handle customer questions and problems; use effective listening and observing skills to help identify and resolves customer needs; spot sales opportunities and refers business consistently; cross-sell other services whenever the opportunity arises; keep up to date on pricing and products; relay customer comments and or complaints to the Operations Officer immediately.
Required Qualifications
- 2 year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience
- Excellent customer service skills
- Strong communication and organizational skills
- Must be able to work independently and to prioritize multiple tasks
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