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Financial Loan Advisor

2 months ago


Billings, Montana, United States Swoon Staffing Full time
Job Overview

Swoon is seeking a Financial Loan Advisor for a prominent client.

  • Contract duration: 1 year
  • Work location: On-site
  • Schedule: Monday to Friday, 8:00 AM - 5:00 PM
  • Available benefits: Medical, Dental, Vision
  • Immediate hiring needs

Who is the client?

  • A top-tier financial institution recognized as the 16th largest in total assets for commercial banking, offering a blend of industry expertise, local insights, and a mid-market focus across the U.S. They provide a wide array of personal banking solutions through a network of over 650 branches.

Key Responsibilities:

  • Ensure precise and prompt handling of service requests, transactions, and activities in line with relevant service level agreements and established policies.
  • Review and reconcile documentation to guarantee accuracy and completeness.
  • Input, assess, and verify loan information and documentation for processing or further action.
  • Engage and collaborate with both internal and external stakeholders to achieve business objectives.

Qualifications:

  • Experience in processing and interpreting loan or lending documentation.
  • Proficient in MS Office Suite (Word, PowerPoint, Outlook, Excel).
  • Strong verbal and written communication skills.

Preferred Qualifications:

  • Experience in commercial lending.
  • Familiarity with BMO systems.
  • Bachelor's degree or higher.

About Swoon:

Swoon is dedicated to fulfilling the staffing needs of over 80 Fortune 500 clients. We have been recognized as one of the Best and Brightest Companies to Work for in the Nation for six consecutive years and have been listed among the Inc. 5000 Fastest Growing Private Companies in the U.S. from 2016 to 2020.