Trust Administration Assistant jobs in Montana

You may find the full job description and application at: www.efirstfederal.bank/connect/careers All candidates must complete an application.

Our work environment is fast-paced and requires team members to provide exceptional customer service, be detail-oriented, learn quickly and have strong organizational skills. Most importantly, we want our team members to have a positive attitude and enjoy their job and their co-workers.

Team members are expected to strongly support the Bank’s Strategic Plan, and to perform their job duties in accordance to and in the spirit of the Bank’s mission statement and Organizational Values.

The Mortgage Loan Assistant shall provide support to the Residential Lending department by exercising independent judgement in the resolution of administrative tasks and assume responsibility for decisions, consequences, and results having an impact on customers, staff, costs and/or quality of service within the loan department. They will know the formal and informal departmental goals, standards, policies and procedures which may include some familiarity of other departments within the bank. They must be sensitive to the interrelationship of people and functions with the bank.

Major Duties and Responsibilities

• Coordinate with clients and bank staff to collect information (financial and credit data) and provide support for loan related activity.
• Respond to telephone and written inquiries concerning loan processing and loan information.
• May work with loan processors to assist with pre-file loan processing which may include ordering title work, homeowner’s insurance, appraisals, verifications etc.
• Ensure compliance to applicable regulations and keep up to date on all changes in lending regulations and requirements.
• Assist in maintaining a calendar within the Residential Lending Department.
• Assist in all aspects of the origination process, including but not limited to red flags, customer information (CIF) setups, creating customers/loan in Synergy, TENA findings, e-recordings, scanning, and organizing loan files.
• Assist in preparing correspondence on behalf of the Residential Lending Department; read, research and route correspondence; draft letters and documents; collect and analyze information; and, as needed, assist with pipeline preparations.
• May include serving as Receptionist in a backup role.
• Assist with customer’s inquiries and banking needs.
• Attend and participate in training and bank meetings.
• Enter loans into origination system as needed.
• Work with correspondent bank officers, realtors, attorneys, brokers, and clients as necessary.
• Assist with loan file documentation preparation and quality control review.
• Assist in other areas of lending as needed.
• Provide and promote exceptional customer service.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Job Type: Full-time

Pay: $16.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

People with a criminal record are encouraged to apply

Work Location: In person