Loan Assistant

First Bank of Montana

This job posting is no longer active.

Lewistown, MT, United States


About the Role

Join our growing First Bank of Montana team as a Loan Assistant in our Lewistown location!  This position will be a combination of responsibilities as a loan assistant and a credit analyst.  The successful candidate will work directly with lenders, loan customers and processing department members to ensure a good experience for customers when they are obtaining a loan.  Coordination of all aspects of the loan process while working with all involved parties is required, including analyzing of credit information and preparation of loan presentation documents.  The position performs pre-loan closing and post-loan closing coordination of information required by the bank.  Interaction with customers and co-workers in a professional, confidential manner is required.  Position complies with all banking regulations.



  • Perform credit/financial analysis as assigned by the loan department
  • Accurately and promptly perform analysis of financial statements and tax return with written narratives.  Turn around goal is 24 hours.
  • Work with loan teams to monitor and follow up on files to assure financial information is being requested annually
  • Maintain and monitor all loans with borrowing base certificates.  Ensure accurate calculations with recommendations to loan officers for action
  • Assist the loan department in managing the technical exception reporting and correction process.  Prepare and maintain a technical exception log for critical and technical exceptions
  • Stay current on loan programs and lending (federal and state) regulations as well as all compliance and bank policies and procedures.  Participate in the preparation and presentation of training sessions.
  • Assist Department Manager with various assigned tasks such as research requests for loan reviews, non-accrual/charge off entries, recommendation and implementation of new department procedures/practices, and acting as a backup for various general duties
  • Provide various additional knowledge and support to all loan departments as needed
  • Assist lending teams with outside calls, collateral inspections/valuations
  • Process real estate, consumer, agricultural and commercial loans using LaserPro and/or Mortgage software
  • Assist loan officers by pulling credit reports, UCC lien search, Vehicle Lien Search & floods
  • Secondary Market loans—balance purchase advices, balance REM Fees Account, pay bills, order appraisals, title commitments, UPS Shipping and monthly report
  • In-house real estate loans—prepare escrow payments, disbursement, letters, escrow analysis and balance escrow account
  • Perfect loan collateral by filing UCC and CFS documents
  • Follow up on vehicle titles
  • Insurance monitoring and AM Best Ratings
  • Follow up on deeds of trusts and title policies
  • Organize loan files to ensure all required documents are in order and complete
  • Prepare reconveyances
  • Prepare correspondence to loan customers requesting financial information, Credit Authorizations, Inspections, Floor Plans as directed by loan officers
  • Credit Review and file documents
  • Pull paid notes and loan documents and release liens
  • Verify LaserPro Test and LaserPro Live--Upload
  • Monthly and quarterly reports for GBCI and Board of Directors
  • Accurately set up all loan files within two days of receiving application from underwriter
  • Process all applicable loans with necessary documents in order in a timely manner and prepare so they are ready to close within the timeframe allotted by everyone involved
  • Prepare and review closing documents and assure they are complete, accurate and ready for the title company the day prior to the loan closing
  • Present Laser Pro documents to loan officers, disburse funds, and forward copies to main office within prescribed time frame
  • Follow-up on all items for closed loans such as insurance, liens, etc.
  • Process paid-off loans within prescribed time frame
  • Keep loan officers informed of the status of loans
  • Other duties as assigned

About You


  • High School Diploma or Equivalent
  • Banking experience preferred


  • Must have the ability to work in a professional and confidential manner
  • Excellent organizational and time management skills
  • Possess a high degree of investigative, analytical skills – be detail orientated
  • Basic computer skills with working knowledge or word processing, spreadsheets, ten-key, and general computer applications
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
  • Professional verbal and written communication skills
  • Ability to positively promote our organization to customers and co-workers
  • Ability to consistently be at work during scheduled shifts


Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
Must be capable of occasional travel (less than 10 days per year) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.

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 lifting abilities required by this job include:  The employee is constantly required to sit, stand and walk.  Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force to constantly move objects.   


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.

What We Offer

COMPENSATION & BENEFITS: Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays.


COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you.


Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength.

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, age, 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.


Job Info

First Bank of Montana logo

Posted Date: Mar 31, 2020
External ID: 3338