kalispell, montana, USA
12 days ago
loan assistant.
Job details The position of Loan Assistant will provide loan support to both disciplines including Real Estate & Commercial lending in accordance with the organization's Mission Statement and Core Values. The position will work with internal personnel, customers, both current and prospect, and vendors, such as title companies, insurance companies and government entities. The position reports to the Loan Assistant Supervisor. ...
Responsibilities:
- Loan administrative duties may include, but are not limited to:
- Typing and editing various forms of correspondence to include letters, loan comments and other Bank documents
- Email application packet to customers with detailed checklists and financial documentation requests
- Obtain and review credit reports
- Order 3rd party reports, track and review collateral documents such as appraisal/evaluation, title report, flood certification, etc.
- Collateral valuations, Appraisal reviews, NADA or other research as necessary
- Scanning and doc tracking
- Enter loans into the Loan Origination System, beginning with Abrigo. Once the necessary information has been input and initial processes completed, proceed to Encompass to continue loan entry.
- Generate all required disclosure documents within these systems to ensure compliance and proper documentation for each transaction.
- Submit loans for approval to secondary market including Freddie Mac
- Create network and document imaging folders prior to submitting to Processors
- Transfer documents from Shared Drive to document imaging system
- Ensure appraisal letter is sent to customer and invoice has been paid
- Follow up with borrowers and collect items as needed for underwriting
- Assist as requested with preparation of loan packets for Board approval or other approval as is required by policy
- Obtain payoffs for loan closings
- Pre-closing review of loan closing documents; i.e. drivers licenses, tax returns, address discrepancies, insurance documents, underwriting, etc.
- Coordinate with Lender and Processors, request documents prior to loan closing
- Communicate with Processors on outstanding questions/comments
- Provide updated wire instructions for loan closings
- Assist with preparation for closings, i.e. cashier's checks
- Coordinate with Title Company and borrower(s) for closing as applicable
- Return customer documents at closing as needed, i.e. Tax Returns
- Close loans in Officers absence
- Verify final signatures on closing documents
- Research and respond to customer inquiries
- Perform loan advances and transfers of funds for customers
- Manage exception and pending list(s), scan and correspond with Loan Operations as completed
- Manage loans coming due; obtain appropriate documentation, complete change in terms (CIT) as applicable
- Type loan modifications and extensions
- Contact past due loan customers for payment/collections
- Provide clerical/administrative support to the lending staff.

Working hours: 8:00 AM - 5:00 PM

Skills:
- Prior Banking experience and/or experience in loan support or loan processing preferred
- Three plus years clerical/administrative experience in a customer service setting preferred

Education:
High School

Experience:
1-4 years

Qualifications:
- Must have good writing and editing skills
- Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel
- Must be bondable
- 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
- Work cooperatively and respectfully with all Bank Team Members
- Must have or be able to obtain Notary Certification within 90 days
- Self-directed
- Must be able to prioritize and organize responsibilities to maximize productive results
- Must have or be able to obtain Notary Certification within 90 days


Apply now at www.spherion.com/apply/75034



Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).


Show lessShow more The position of Loan Assistant will provide loan support to both disciplines including Real Estate & Commercial lending in accordance with the organization's Mission Statement and Core Values. The position will work with internal personnel, customers, both current and prospect, and vendors, such as title companies, insurance companies and government entities. The position reports to the Loan Assistant Supervisor.

Responsibilities:
- Loan administrative duties may include, but are not limited to:
- Typing and editing various forms of correspondence to include letters, loan comments and other Bank documents
- Email application packet to customers with detailed checklists and financial documentation requests
- Obtain and review credit reports
- Order 3rd party reports, track and review collateral documents such as appraisal/evaluation, title report, flood certification, etc.
- Collateral valuations, Appraisal reviews, NADA or other research as necessary
- Scanning and doc tracking
- Enter loans into the Loan Origination System, beginning with Abrigo. Once the necessary information has been input and initial processes completed, proceed to Encompass to continue loan entry. ... - Generate all required disclosure documents within these systems to ensure compliance and proper documentation for each transaction.
- Submit loans for approval to secondary market including Freddie Mac
- Create network and document imaging folders prior to submitting to Processors
- Transfer documents from Shared Drive to document imaging system
- Ensure appraisal letter is sent to customer and invoice has been paid
- Follow up with borrowers and collect items as needed for underwriting
- Assist as requested with preparation of loan packets for Board approval or other approval as is required by policy
- Obtain payoffs for loan closings
- Pre-closing review of loan closing documents; i.e. drivers licenses, tax returns, address discrepancies, insurance documents, underwriting, etc.
- Coordinate with Lender and Processors, request documents prior to loan closing
- Communicate with Processors on outstanding questions/comments
- Provide updated wire instructions for loan closings
- Assist with preparation for closings, i.e. cashier's checks
- Coordinate with Title Company and borrower(s) for closing as applicable
- Return customer documents at closing as needed, i.e. Tax Returns
- Close loans in Officers absence
- Verify final signatures on closing documents
- Research and respond to customer inquiries
- Perform loan advances and transfers of funds for customers
- Manage exception and pending list(s), scan and correspond with Loan Operations as completed
- Manage loans coming due; obtain appropriate documentation, complete change in terms (CIT) as applicable
- Type loan modifications and extensions
- Contact past due loan customers for payment/collections
- Provide clerical/administrative support to the lending staff.

Working hours: 8:00 AM - 5:00 PM

Skills:
- Prior Banking experience and/or experience in loan support or loan processing preferred
- Three plus years clerical/administrative experience in a customer service setting preferred

Education:
High School

Experience:
1-4 years

Qualifications:
- Must have good writing and editing skills
- Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel
- Must be bondable
- 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
- Work cooperatively and respectfully with all Bank Team Members
- Must have or be able to obtain Notary Certification within 90 days
- Self-directed
- Must be able to prioritize and organize responsibilities to maximize productive results
- Must have or be able to obtain Notary Certification within 90 days


Apply now at www.spherion.com/apply/75034



Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).


Show lessShow morekey responsibilities

- Loan administrative duties may include, but are not limited to:- Typing and editing various forms of correspondence to include letters, loan comments and other Bank documents- Email application packet to customers with detailed checklists and financial documentation requests- Obtain and review credit reports- Order 3rd party reports, track and review collateral documents such as appraisal/evaluation, title report, flood certification, etc.- Collateral valuations, Appraisal reviews, NADA or other research as necessary- Scanning and doc tracking- Enter loans into the Loan Origination System, beginning with Abrigo. Once the necessary information has been input and initial processes completed, proceed to Encompass to continue loan entry.- Generate all required disclosure documents within these systems to ensure compliance and proper documentation for each transaction.- Submit loans for approval to secondary market including Freddie Mac- Create network and document imaging folders prior to submitting to Processors- Transfer documents from Shared Drive to document imaging system- Ensure appraisal letter is sent to customer and invoice has been paid- Follow up with borrowers and collect items as needed for underwriting- Assist as requested with preparation of loan packets for Board approval or other approval as is required by policy- Obtain payoffs for loan closings- Pre-closing review of loan closing documents; i.e. drivers licenses, tax returns, address discrepancies, insurance documents, underwriting, etc.- Coordinate with Lender and Processors, request documents prior to loan closing- Communicate with Processors on outstanding questions/comments- Provide updated wire instructions for loan closings- Assist with preparation for closings, i.e. cashier's checks- Coordinate with Title Company and borrower(s) for closing as applicable- Return customer documents at closing as needed, i.e. Tax Returns- Close loans in Officers absence- Verify final signatures on closing documents- Research and respond to customer inquiries- Perform loan advances and transfers of funds for customers- Manage exception and pending list(s), scan and correspond with Loan Operations as completed- Manage loans coming due; obtain appropriate documentation, complete change in terms (CIT) as applicable- Type loan modifications and extensions- Contact past due loan customers for payment/collections- Provide clerical/administrative support to the lending staff.

experience

1-4 years

skills

- Prior Banking experience and/or experience in loan support or loan processing preferred- Three plus years clerical/administrative experience in a customer service setting preferred

qualifications

- Must have good writing and editing skills- Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel- Must be bondable- 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- Work cooperatively and respectfully with all Bank Team Members- Must have or be able to obtain Notary Certification within 90 days- Self-directed- Must be able to prioritize and organize responsibilities to maximize productive results- Must have or be able to obtain Notary Certification within 90 days

education

High School

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