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Stockman Bank of Montana COMMERCIAL LOAN ASSISTANT in Helena, Montana

Position General Responsibilities:

This position will assist the Commercial Lending Officers. It is accountable for loan processing and for relieving the officers of administrative detail, including tickler file and other varied secretarial and clerical duties as may be designated.

Education, Experience and Certification Requirements

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.

Basic Qualifications

  1. 2-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience.

  2. Excellent customer service skills.

  3. Strong communication and organizational skills.

  4. Must be able to work independently and to prioritize multiple tasks.

Preferred Skills

  1. Previous Loan Processing Experience.

Position Specific Responsibilities, Duties and Competencies

Specific Responsibilities and Duties

Loan Processing:

  • Preparation and processing of credit documents.

  • Modification of notes and extensions.

  • Commitment letters/letters of credit.

  • Disburse loans.

  • UCC- 1-filing & tracking

Credit Support:

  • Pulling credit reports.

  • Filing /Correspondence/Photocopying.

  • Build/Maintain files.

  • Process paid and renewed notes.

  • Receive and make loan advance requests.

  • Receive and make payments/corrections.

  • Monitor lien filings.

  • Preparation and storage of closed & purged files.

  • Maintain Tickler File.

  • Prepare comments for loan files; adverse actions letters.

  • Correspondence related to documentation of loan files.

For full description, which includes physical mental demands please see attachment.

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