Top Consumer Loan Servicing Executive jobs in Bozeman, MT

About The Role

Provide clerical and administrative support in loan servicing. Assist in establishing and maintaining loan information on system, apply payments, and monitor progress and pay-off of those loans.

Perform file maintenance of appropriate information. Provide excellent customer service to both internal and external customers.

DUTIES AND RESPONSIBILITIES :

Board all new loans by inputting set-up information into the computer system, using departmental upload procedures; enter variables, when necessary, on consumer and commercial loans.

Input real estate loans following set departmental procedures. Set up information for all types of new loans on the computer, entering variables specific to the type of loan.

Scan loan documents into Synergy.

Review new loan entries and file maintenance from previous day to provide quality control and ensure information is correct.

Items checked include all new notes, maintenance of existing notes, automatic transfer authorizations, dealer floor plan new units and existing unit updates, and payoffs.

Review new loan edits for accuracy.

Process loan payment documents. Process change-in-terms, bankruptcies, non-accruals, and charge-offs. Complete payment reversals as requested.

Review transactions on participated / secondary market loans to ensure calculations are correct. Calculate payoffs for customers using departmental guidelines.

Service flooring line accounts by inputting information into the computer system, calculating and handling payoffs, posting monthly billed interest payments, and conducting file maintenance as needed.

Conduct research and problem solving on flooring lines.

Assist customers and / or co-workers in determining appropriate application of payments. Assist personnel from other departments by answering questions involving loan interaction with other product lines.

Assist co-workers in department, other departments, and division banks by serving as a resource on data processing questions and problems, and loan processing and participations.

Provide backup data entry to other personnel.

May perform all or some of the following duties as assigned by supervisor : Research documents and other materials to respond to credit reporting disputes, research quality of credit reporting, and assist customers by providing historical information for tax purposes, bookkeeping purposes, and general information.

Input data into tax monitoring site for new loans. Review co-worker entries to daily file maintenance report in order to provide dual control and ensure information is correct.

Assist with special projects when needed.

Process and respond to consumer credit disputes. Work with the MLSC to help research and solve any problems that arise.

About You

QUALIFICATIONS :

• A high school degree or equivalent is required.
• Six months to two years of similar or related experience.

KNOWLEDGE, SKILL, ABILITY :

Working knowledge of standard office equipment. Basic computer skill with working knowledge or ability to learn various office software including word processing, spreadsheets, 10-key, and general computer applications.

Communicate Effectively : both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques.

Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.

Customer Service : We are community inspired and pride ourselves on offering exceptional service to both our internal and external customers.

We expect you, as an employee, to support our values and visions of Integrity, Service and Success.

Teamwork : Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.

Professionalism : Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships;

represent the bank in a positive manner; maintain credibility with others.

Ethical Behavior : Model high standard of honesty, integrity, trust, and openness. Understand and follow through with appropriate standards of conduct and moral judgment;

willing to act outside the norm when needed to adhere to ethical principles. Communicate and demonstrate actions in a consistent manner.

Respect others, regardless of individual capabilities, agendas, opinions or needs.

Confidentiality : Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality.

Quality Management : Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality;

demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results.

Adaptability : Adapt positively to change; manage competing demands and effectively handle changes, delays and / or unexpected events with a positive attitude.

Planning and Organization : Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames.

Complete work in a timely, accurate manner and be conscientious about assignments and deadlines.

Judgment / Problem Solving : Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner;

exhibit sound judgment; appropriately handles both routine and non-routine situations.

Individual Responsibility and Accountability : Accept responsibility for own work performance; accept responsibility for own actions and outcomes and does not blame others.

Demonstrate willingness to take initiative in performing job duties, resolving issues, and making suggestions for improvement.

Conduct follow-through and meets commitments and agreements in a timely manner; relied upon by others as a source of valid information.

WORK ENVIRONMENT : Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.

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;

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 : 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.

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 : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.

Visit our website for more details!

COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.

Read our story, learn about our banks, and experience life at

Last updated : 2024-04-09