Commercial Loan Assistant

Citizens Community Bank

This job posting is no longer active.

East Rexburg, ID, United States


About the Role



This position requires knowledge of commercial loans and documentation, as well as, the ability to review and prepare commercial loan closings, effectively communicate with customers and co-workers to provide a variety of administrative duties.  Carry out basic accounting functions,


Essential Functions

  • Assist commercial loan officer with marketing strategies, to include customer calling program, cross selling other Citizens Community Bank products and referring as appropriate. Monitor production numbers for lending team on all calls, referrals and sales for annual performance process.
  • Assist commercial loan officer with new loan applicants, to include interviewing clients when needed. Gathering initial documentation necessary to make loan decision, i.e. credit bureau reports, OFAC, lien searches, tax notices, order appraisals, title commitments, etc. Prepare loan credit authorization ensuring accuracy of information and assist through the approval process with account officer.  Prepare documents for commercial loans, to include SBA, RBS and other government programs and packages for closings, making sure necessary documents are in order and have been reviewed to be complete and accurate.  Assist lender with loan closings and be prepared to close loans.  Follow-up with customers after all loan closing with a “Thank You”. 
  • Keep current on before mentioned programs, lending regulations, procedures and documentation and be a knowledgeable resource to lenders.
  • Assist Customer/Lender with file maintenance, portfolio maintenance, credits/debits to all accounts/loans as needed.
  • Assist Lender with reports, scheduling, arranging events and lunches with customers and for bank meetings.


Additional Responsibilities

  • Participate in Bank-sponsored activities that serve and support the mission and values of Citizens Community Bank.
  • Provide superior service quality to internal and external customers.
  • Complete required BVS training courses.
  • Additional duties may be added as needs arise.


About You


  • Must have the ability to work in a professional manner.
  • Must be able to work quickly and accurately.
  • Ability to understand and follow written and oral instructions
  • Ability to communicate effectively verbally and in writing
  • Must be proficient with keyboarding and computer applications
  • Must be proficient with ten-key calculator and typewriter
  • Must be organized and detail oriented
  • Must have a moderate level of knowledge on loan documentation
  • Must have a moderate level of multi-line phone systems
  • Must have a moderate level of spread sheets.

Skills and Abilities Preferred

  • High school diploma or equivalent
  • Customer service and sales experience.



WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.


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. The employee may also be required to:

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:

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 $11 billion, operating in numerous community bank divisions across 7 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado and Arizona). 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

Citizens Community Bank logo

Posted Date: Jun 5, 2020
External ID: 3508