Manager, Loan Assistants - On-Site Full Time

Job Description

Job Description

This role is available on site at most of our branch locations depending on site space and candidate suitability.

PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full-service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has remained independently owned and operated, allowing for a personal banking experience. Our customers know they can count on PB&T Bank for excellent products and exceptional customer service.

Our Signature Banking culture is the highest level of customer service each customer receives from us. Signature Banking means we take ownership to resolve the needs of internal and external customers and ensure follow-up, which in turn builds relationships. We put customers at ease knowing we have completed transactions by exceeding their expectations. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.

We are seeking employees that care about customers and are interested in continuous improvement and have a growth mindset, and who enjoy the idea of being a representative of the bank in your community.

General Description

This position is a working manager of Loan Assistants who work independently in various locations. In addition to leading and supervising, this position is expected to be an expert and able to implement improvements to increase efficiency and decrease errors. The Manager, Loan Assistants is responsible for the ordering of accurate and timely preparation of loan documents on commercial, residential, and consumer loans, so that they meet the conditions of the loan approvals and all pertinent regulatory requirements. The position is also responsible for various other loan administration duties.

Loan Assistant Essential Duties/Responsibilities

• Oversee the ordering and ensure the accuracy of the necessary documentation for preparation of closing documents.

• Prepare written instruction to have the closing documents drawn up, in accordance with the approval and or the appropriate lending regulations as well as all bank policy regulations.

• Ensure loan agreements are complete and accurate according to policy.

• Compose letter and other correspondence with no instruction.

• Prepare forms necessary to order appraisals.

• Assist loan officers and clearing exceptions.

• Scanning loan files into AccuLoan.

• Responsible for the recruitment, retention, performance, management, coaching, and development of Loan Assistant personnel.

• Perform other duties and responsibilities as assigned.

Supervisory Duties

• Direct supervision of Loan Assistants.

• Responsible for workflow management, performance monitoring, coaching, and training.

• Assist in hiring recommendations, performance evaluations, and staff development planning.

Knowledge

• Knowledge of company policies and applicable regulations.

• Knowledge of risk management principles.

• Knowledge of compliance monitoring systems.

• Advanced skills in Microsoft Office applications (Word, Excel, PowerPoint)

• Knowledge of real estate, consumer, commercial loans and applicable regulations

• Proficiency in various software programs, document management software, database applications and internet research.

• Dedication to teamwork and leadership.

• Experience with LaserPro Loan Documents

Skills

• Excellent oral and written communication skills.

• Interpersonal skills coupled with excellent leadership skills.

• Organizational skills with excellent time management skills.

• Familiarity with systems and general business operations.

• Thorough understanding of ethics, regulations, and laws working with management, regulators, and board members.

• Investigation and interview skills.

• Understanding of commercial, residential and consumer loan terminology.

• Extensive knowledge of loan documentation and compliance regulations.

Ability

• Ability to read and interpret legal documents, write routine reports and correspondence.

• Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.

• Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.

• Takes assigned project from original concept through final implementation.

• Maintains project schedules, estimating time requirements, establishing deadlines, monitoring milestone completion and tracking all phases of the project product.

• Ability to speak effectively before groups.

• Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.

• Ability to balance business opportunities with regulatory and reputation risk.

• Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.

• Must be self directed, diplomatic and a clear, courteous and professional when working with internal and external customers.

• Ability to work with mathematical concepts such as fractions percentages, ratios, and proportions to practical situations.

Work Experience

• 10 years of financial experience, training, and compliance in several departments of financial institutions including; lending, compliance, risk management, legal or audit, processing.

• Experience in dealing with the public and management.

• Experience filing and scanning documents.

• Strong leadership potential, project management and relationship management skills.

Details

Job Type: Full-Time

Pay Range: $65-90,000/year Depending on experience, knowledge, skills, abilities, education, and geographical location.

Job Posting Closing Date: May 13, 2026, at the soonest. Posting may be extended as needed.

To apply: For consideration, applicants must submit a completed application through the provided careers link:

Location: This position is on-site daily at one of our branch locations. Some locations may not be available due to space limitations. You can find out more about our locations here: Locations Archive - PB&T Bank

Benefits

• Comprehensive health, dental, vision, and life insurance

• 401(k) retirement plan with bank contributions

• Paid vacation, sick time, and birthday off

• Employee assistance and referral incentive programs

PB&T Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age (40+), ancestry, race, color, creed, religion, sex, pregnancy and related conditions, sexual orientation, marital status, gender identity, gender expression, national origin, disability, genetic information, or status as a protected veteran. In accordance with and under the circumstances described by Colorado law, PB&T Bank does not discriminate on the basis of marriage to a co-worker.

Please reach out to View email address on ziprecruiter.com for assistance with accommodations needed during the application and interview process.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Please note that unsolicited resumes from recruiting/talent agencies will not be accepted or considered.