Glacier Bank RE Loan Assistant in Columbia Falls, Montana
RE Loan Assistant
Columbia Falls, Montana
Job Description About The Role
The person is responsible for assisting the Real Estate Lenders with
various duties for the Real Estate Department. This person will be
expected to have a good understanding of real estate lending so they may
assist with marketing, loan applications and loan processing
responsibilities associated with the documentation and posting necessary
in granting credit to the Bank's borrowers.
Employee will have extensive contact with customers, vendors, the
general public, and bank staff and will interact in a professional and
courteous manner, and conduct him/herself in such relationships in a
manner that will enhance the overall efficiency and image of the bank.
Greets Real Estate customers and schedules appointments for Real Estate
Receives calls and answers questions from originators while carrying out
exemplary Customer Service.
Takes applications occasionally to assist Real Estate Lenders.
Works on special projects for benefit of all Real Estate Lenders.
Works on marketing flyers for Real Estate Department.
Coordinates and facilitates ongoing communication with referral sources
and past clients through monthly call monitoring and clerical needs of
Provides assistance for monthly marketing programs (newsletter, Lunch
and Learn w/ Realtors, etc.).
Assembles loan packages for clients.
Prepares documentation for Real Estate and HELOC loans, title,
appraisal, worksheet, system, and set up files as needed.
Assists management with monthly and quarterly reports.
Assist with applications and documents for lenders and clients.
Other projects and duties as assigned.
Assists with marketing programs to target Real Estate professionals.
Service Quality - embrace service pledge and provide extraordinary and
consistent service to all internal and external customers. Listens to
and asks about customers needs.
Participates in required training, staff meetings, and lobby displays.
Participate in Community Service and Bank-sponsored activities that
serve and support the mission and values of Glacier Bank.
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).
Complete required bank and BVS training courses within assigned time
Must comply with all company policies and procedures and all applicable
laws and regulations, including but not limited to, the Bank Secrecy
Act, the Patriot Act, and the Office of Foreign Assets Control. Must
complete the assigned online training courses and achieve a passing
score by due date.
Represent Glacier Bank 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.
Additional duties as requested or assigned.
Per GBCI Quality Control Guidelines, all employees in the Real Estate
department must pass screening against the HUD Limited Denial of
Participation (LDP), GSA Excluded Party List, and FINRA - OFAC Sanctions
Program List, both upon hire and semi-annually while in the RE
Department. Failure to pass required screenings, will affect your
eligibility for continued employment.
Highly developed sales and customer service skills required.
Strong work ethic.
Proficiency in Excel, Microsoft Publisher, and Word.
Prior Real Estate Lending experience/knowledge.
High degree of attention to detail as well as excellent organizational
skill(s) to perform in a fast-paced environment.
Must have ability to prioritize and organize heavy workload(s) and
demonstrate effective time management skill(s).
Must have the ability to work in a professional manner and consistently
demonstrate courtesy, customer service, and tact in a
Ability to work quickly and accurately: perform effectively under
pressure; meeting multiple and sometimes competing deadlines and make
decisions based on regulation(s), company policy(s), knowledge and
Ability to work both independently and in a team environment.
Ability to understand and follow complex written and oral
Ability to communicate effectively verbally and in writing.
Basic computer skill with working knowledge of word processing,
spreadsheets, ten-key, and general computer applications.
Working knowledge of standard office equipment.
High school diploma or equivalent.
A moderate level of banking knowledge desired.
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
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: climb, balance, stoop, kneel, crouch, crawl, push, and
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
Specific lifting abilities required by this job include: Sedentary work.
Exerting up to 10 pounds of force occasionally and/or negligible amount
of force frequently or constantly to lift, carry, push, pull or
otherwise move objects, including the human body. Sedentary work
involves sitting most of the time. Jobs are sedentary if walking and
standing are required only occasionally and all other sedentary criteria
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
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.
•We are an Equal Opportunity Employer.
•Please view Equal Employment Opportunity Posters provided by OFCCP