Top 3 Loan specialist Jobs in Kalispell Mt

Loan Servicing Specialist
Three Rivers Bank of Montana —Kalispell, MT
- Microsoft Excel
- Computer literacy
- Writing skills
Loan Quality Review Specialist
Glacier Bank —Kalispell, MT
- From $23 an hour
- Extended hours
- Word processing
- Computer literacy
- Research
- Profit sharing
- Health savings account
8d

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Loan Quality Review Specialist
Glacier Bank —Kalispell, MT
Remain current on lending (federal and state) regulations as well as all compliance and bank policies. In addition, employees in Utah and Nevada may be eligible…
From $23 an hour
8d
Loan Servicing Specialist
Three Rivers Bank of Montana —Kalispell, MT
Minimum of one year of clerical/administrative experience. Disburse construction loan draws and commercial lines of credit advances.

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Senior Loan Specialist
M/I Homes —Columbus, OH
Gathers, analyzes, and processes necessary documentation from applicant(s), credit bureaus, employers, and various creditors to verify financial information and…
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Lifestyle Home Loan Specialist
Mutual of Omaha Mortgage —Dublin, OH
Takes ownership and consistently follows through. Receive comprehensive training, mentoring, and ongoing coaching. Is highly organized and detail-oriented.
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Loan Servicing Specialist

Three Rivers Bank of Montana -
Kalispell, MT

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Job Details

Qualifications

Confidential information handling
Microsoft Excel
Writing skills
Administrative experience
Desktop applications
Clerical experience
Productivity software

Full Job Description

Position: Loan Servicing Specialist

Reports To: Loan Processing Supervisor

FLSA: Non-Exempt

Location: Idaho office – 233 E. Idaho

Position Summary

The primary responsibility of the Loan Servicing Specialist is to complete and maintain loan files for a variety of loan types in accordance with the organization’s Mission Statement and Core Values. The duties span the complete loan life cycle from the inception of a loan to general maintenance during the life of the loan to the end of the loan once paid off. The position requires interaction with Bank lenders vendors, customers and other Bank personnel on a daily basis. The position will also provide administrative support to both the Loan Servicing and Loan Processing Department. The position reports to the Loan Processing Supervisor.

Essential Functions

Pay insurance and taxes on escrowed real estate loans
Review taxes and insurance of non-escrowed real estate loans
Perfect liens on collateral
Review tickler lists for items coming due
Maintenance loans on core system
Follow up on documentation pending items (recorded deeds, UCC’s, etc.) and insurance logs which includes completing the tracking form
Process payoff requests
Process Credit Card Guarantees and Consumer Loans
Complete monthly note audit
Disburse construction loan draws and commercial lines of credit advances
Process Small Business Administration (SBA) monthly payments
Process Participation agreements with other financial institutions daily
Process paid loan files to include the release of collateral, mail out paid notes, and prepare “thank you” letters
Scan loan documentation/files and complete Quality Control (QC), as needed. Respond to customer loan inquiries
Maintain knowledge of banking products and services to cross-sell to customers
Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Additional Responsibilities

Complete required compliance training annually
Scan loan documents as needed
Prepare correspondence as requested
Provide backup and assistance to Loan Processor and Loan Department
Participate in a minimum of two Heritage Club events annually
Participate in two Highlander Cross Country or Track events annually
Participate in two community events representing TRB (approved by a manager)

Skills and Competencies

Prior experience in loan support or loan processing preferred
Prior Banking experience helpful
Minimum of one year of clerical/administrative experience
Must be Bondable
Computer proficiency required – the ability to use the internet, email, and Microsoft Office Word and Excel
Must be able to conduct oneself in a manner that promotes trust in the individual and our organization.
Must maintain confidentiality at all times due to the nature of information about customers and transactions
Must be able to communicate verbally and in writing across all facets of the Bank.
Work cooperatively and respectfully with all Bank Team Members
Self-directed – must be able to fulfill the responsibilities of the position with minimal supervision
Must be able to prioritize and organize responsibilities to maximize productive results
Provide exceptional customer service internally and externally while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Adherence to the Advantage Way and being Montana Tough

Physical Demands

Normal office environment
Extended PC viewing, keyboarding with periods of sedentary work
May be required to stoop, kneel, stand, walk, talk, hear, reach with hands and arms
May be required to occasionally lift/move up to 30 pounds

The physical demands noted above are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

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loan specialist jobs in kalispell mt

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