Loan Document Specialist

Company: Glacier Bancorp
Location: Bozeman
Posted on: May 15, 2022

Job Description:

About The Role Under general supervision of the Loan Document Review Team Lead and in conformance with established policies and procedures, the Loan Documentation Specialist is responsible for review of all loans for proper documentation and compliance requirements. Employees must be engaging, solution oriented and both positive and proactive. DUTIES AND RESPONSIBILITIES: - Become familiar with and understand the bank's loan policy manual. - Review commercial and consumer loans to ensure all necessary documents are provided and properly prepared. - Scan LaserPro loan documents to Synergy. - Review scanned loan files/documents in Synergy to ensure all necessary documents are provided, scanned and indexed properly. - Maintain tracking log of loan exceptions; policy and documentation. - Ensure loan exceptions are input in core system correctly. - Adverse Action duties; reviewing scanned documents and maintain log. - Paid loan processing. - Data integrity processing and maintenance duties. - Daily SOX audit of loans booked the prior day to ensure information is accurate and complete. - 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. - Maintain a strong working knowledge of loan compliance, state and federal regulations and conduct research as needed. - Become familiar with and periodically review the bank's robbery recovery procedures. - Perform other duties assigned by supervisor. About You QUALIFICATIONS Education and Experience - High school diploma or equivalency. - Two years college or equivalent work experience and understanding of loan functions desired. KNOWLEDGE, SKILL, ABILITY: - Experience and skill in the operation of PC/computers to include 10 key proficiency, typing speed of at least 30 WPM, accurate spelling and grammar usage required. - Exhibit professional and friendly attitude in addition to possessing excellent communication and interpersonal skills. - Attention to detail and ability to find and correct errors consistently and accurately. - Must exercise sound judgment in handling confidential and sensitive information. - Must maintain composure while working under time sensitive deadlines. - Must interpret and follow bank and department policies. - Must complete job responsibilities with a minimum of supervision and exercise a reasonable amount of independent judgment including the efficient completion of numerous unrelated tasks within prescribed time lines. 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. 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 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 constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work. 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.

Keywords: Glacier Bancorp, Bozeman , Loan Document Specialist, Other , Bozeman, Montana