Loan Assistant Team Lead

About the Role

Altabank Division of Glacier Bank is hiring a Loan Assistant Team Lead for our Service Center Grove Creek.

Role :

To assist in facilitating the loan process by interacting with customers lending partners and the bank loan team in an efficient professional and helpful manner.

Assists Manager in overseeing a team of Loan Assistants directing job assignments monitoring staff performance completing timecards providing coaching guidance and support. Will also assist in training Loan Assistants and managing career development plans.

DUTIES AND RESPONSIBILITIES:

• Supervises staff maintains proper backups for absences within assigned team. Manages staff payroll and timecards.
• With direction from Manager ensures staff is adequately trained in all loan assistant duties.
• Assist Manager in the interview and selection process for new associates in the department.
• Assist Manager with individual and team recommendations regarding performance training and productivity levels. Will keep Manager informed of escalated issues.
• Conduct periodic one-on-ones with team members to provide individual coaching evaluate training needs and provide feedback for performance improvement. Will provide feedback to Manager on respective team members performance on an ongoing basis and during the annual performance review cycle.
• Coordinates with Loan Closing/Quality Assurance Manager and works closely with Human Resources regarding employee relations compensation training posting and filling vacant positions and other Human Resource related manners.
• Collaborates regularly with other Loan Support teams. Provides and receives feedback from other Loan Support teams on opportunities to improve processes and procedures.
• Provide administrative functions to support loan officer and team.
• Assists loan officer in preparing loan applications and documentation for approval.
• 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.

About You

QUALIFICATIONS:

• One year to two years of similar or related experience.

• A high school education or GED.

KNOWLEDGE SKILL ABILITY:

• Must have strong computer skills in Word processing and Excel spreadsheets.
• Must have reasonable understanding of a bank and the loan process.
• 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.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee is often required to: sit; use hands in repetitive motions to finger grasp handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards telephones copiers facsimiles and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects small parts and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

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What We Offer

COMPENSATION & 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. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option an Employee Assistance Program (EAP) a health rewards program a retirement savings plan including 401(k) and Profit-Sharing plans short and long-term disability benefits education and training benefits and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position status (Full time or Part time) and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid addition employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details

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.

Required Experience:

Manager