Portfolio Assistant
4 weeks ago
First Montana Bank is seeking a highly skilled and experienced Portfolio Assistant to join our team at our Anaconda branch. As a key member of our commercial banking team, you will be responsible for providing senior sales, servicing, and administrative support to business development and loan officers.
Key Responsibilities:
- Prepare loan documents, including notes, financing statements, and security agreements, and ensure proper public filing and recording of such documents.
- Monitor and implement the preparation of input forms for loans, commitments, and repayment schedules, and review daily computer reports and billing notices to monitor activity and correctness of information.
- Manage loan files and filing systems, and keep records up-to-date and in order.
- Provide day-to-day maintenance of the Bank's flooring and rental lines, including flooring or renting new vehicles, payoffs, balancing, and issuing interest/curtailment billings.
- Assist customers with banking problems, products, or services, and cross-sell available banking services to existing and prospective customers.
- Perform other duties as assigned, including serving as back-up for new accounts, performing general secretarial duties, and attending and participating in staff meetings and presentations.
Requirements:
- Bachelor's Degree preferred.
- Minimum of 1-3 years' experience in commercial banking.
- Valid Driver's License.
- Ability to be bonded.
- Notary Public.
Work Environment:
The employee will not be exposed to any workplace environmental conditions that are not normally encountered in any other office setting.
-
Portfolio Assistant
4 weeks ago
Anaconda, Montana, United States First Montana Bank Full timeJob SummaryFirst Montana Bank is seeking a highly skilled Portfolio Assistant to join our team at our Anaconda branch. As a key member of our commercial banking team, you will provide senior sales, servicing, and administrative support to business development and loan officers.Key Responsibilities:Prepare loan documents, including notes, financing...
-
Portfolio Assistant
4 weeks ago
Anaconda, United States First Montana Bank Full timeJob DescriptionJob DescriptionSalary: Market CompetitiveFirst Montana Bank is hiring for a Portfolio Assistant at our Anaconda branch!$2000.00 Retention Bonus!! $1000.00 after the first 6 months and the other $1000.00 after your first year!$17.00 to $21.00 an hour.First Montana Bank offers competitive wages, an extensive benefits package for eligible...