
Loan Support Specialist - Documentation
- Layton, UT
- Permanent
- Full-time
- Maintains effective loan verification procedures to ensure proper compliance. Analysis of the lender documentation checklist to ensure accuracy of fees, loan coding and exceptions according to Glacier Bank loan policy
- Monitors and obtains verification of loan approval limits/authorities for each loan
- Prepares and gathers loan documentation, creates files and preps for loan boarding process
- Ensures that all compliance regulations pertaining to documentation are met within the scope of the credit. Reviews and enters compliance information such as, HMDA, CRA, STLV, BIC, FHLB.
- Reviews collateral documentation through a comparison to loan request, ensuring the accuracy of the security documents
- Monitors flood determination information supplied by the lender to ensure appropriate documents are prepared by the loan closing date, and that they meet regulatory guidelines
- Verifies the lender documentation checklist for completeness to ensure accuracy of fees, loan coding and exceptions according to loan policy
- Provides accurate and timely loan documents to lenders
- Reviews the documents as each loan is processed, to verify accuracy and completeness
- Package and coordinate with lending staff. Remotely prints or emails loan document package to the appropriate bank office if requested.
- Maintains current knowledge of all facets of the Bank’s documentation software and core system.
- DecisionPro, LaserPro, Jack Henry, nCino programs.
- Maintains department pipeline maintenance – keep status of loans through loan process up-to-date. Supports in ensuring all loans are completed
- Develops a general understanding of all functions related to Loan Operations and its role to the Bank
- Proficiency in consumer lending, base knowledge of commercial lending and construction loan lending
- Monitors and provides service to the department inbox. Replies to all and follows guidelines for timely responses
- Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
- Represent FCBU in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, punctuality, flexibility, and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy.
- Responsible for timely completion of all required compliance and security training implemented by GBCI and FCBU.
- 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
- Adhere and support the FCBU Values & Purpose
- Keeps management appropriately informed of area activities and of any significant problems
- Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect towards external customers as well as internal customers (all organization personnel).
- Professionally answer phones within a timely manner, greeting all customers, learning their names, discussing reasonable solutions by having a solid understanding of bank products and services, demonstrating leadership to resolve customer issues and provide relevant assistance while being courteous and respectful.
- Attends and participates in weekly or bi-weekly One-on-Ones, as well as meeting and trainings as required. Promote behaviors to support and track Key Performance Indicators
- Additional duties as requested or assigned
- High school diploma or GED
- 2 years of banking experience - Loan Operations experience preferred
KNOWLEDGE, SKILL, ABILITY:
- Excellent communication, problem solving, and time management skills
- Customer satisfaction – courtesy, tact, and diplomacy are required
- Ability to understand and follow written and oral instructions
- Detail oriented, well organized, and able to multi-task
- Works well in a team environment
- Verbal and written communication skills
What We OfferCOMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our for more details!COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website.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.No Recruiters or unsolicited agency referrals please.