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SalaryAbout the Role:
The Loan Document Specialist is responsible for administering First Bank of Wyoming's document
imaging system, ensuring compliance with Enterprise Content Management procedures. Coordinating
document retention, collects HMDA and CRA data, and ensures quality assurance for scanned
documents in Synergy. Additionally, the Loan Document Specialist oversees the insurance process for
the loan portfolio, updating Jack Henry and communicating with insurance agencies to maintain
adequate coverage, including force-placing insurance when necessary while adhering to and
exemplifying our Core Values: Embrace Responsibility, Execute with Excellence, Pursue Growth &
Learning, Thrive Together.
Essential Functions
About You:
Experience
Physical Requirements:
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; and talk or hear. The employee is occasionally required to:
stand; walk; and lift or reach with hands and arms. The employee may also be required to: Climb
(Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs
and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of
climbing required exceeds that required for ordinary locomotion.) Balance (Maintaining body
equilibrium to prevent falling and walking, standing or crouching on narrow, slippery, or erratically
moving surfaces. This factor is important if the amount of balancing exceeds that needed for ordinary
locomotion and maintenance of body equilibrium.) Stoop (Bending body downward and forward by
bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full
motion of the lower extremities and back muscles.) Kneel (Bending legs at knee to come to a rest on
knee or knees.) Crouch (Bending the body downward and forward by bending leg and spine.) Crawl
(Moving about on hands and knees or hands and feet.) Push (Using upper extremities to press against
something with steady force in order to thrust forward, downward or outward.) Pull (Using upper
extremities to exert force in order to draw, haul or tug objects in a sustained motion.)
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. Sedentary work involves sitting most of the time.
Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria
are met.
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.
Working conditions: Must be able to routinely perform work indoors in climate-controlled shared work
area with moderate noise level.
Travel: Occasional travel required: (less than 10 days per year) by automobile (as driver and passenger),
commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Mental Requirements: Must be able to perform job functions independently or with limited supervision
and work effectively either on own or as part of a team. Must be able to read and carry out various
written instructions and follow oral instructions. Must be able to speak clearly and deliver information in
a logical and understandable sequence. Must be capable of dealing calmly and professionally with
numerous different personalities from diverse cultures at various levels within and outside of the
organization and demonstrate highest levels of customer service and discretion when dealing with the
public. Must be able to perform responsibilities with composure under the stress of deadlines /
requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion
on both internal and external confidential matters.What We Offer:
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 Glacier Bancorp, Inc. all from our website. Check it out!
We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
#LI-SC1
Position Purpose
The Loan Document Specialist is responsible for administering First Bank of Wyoming's document
imaging system, ensuring compliance with Enterprise Content Management procedures. Coordinating
document retention, collects HMDA and CRA data, and ensures quality assurance for scanned
documents in Synergy. Additionally, the Loan Document Specialist oversees the insurance process for
the loan portfolio, updating Jack Henry and communicating with insurance agencies to maintain
adequate coverage, including force-placing insurance when necessary while adhering to and
exemplifying our Core Values: Embrace Responsibility, Execute with Excellence, Pursue Growth &
Learning, Thrive Together.
Essential Functions
- Ensures all documents pertaining to loan files and applicable customer information file
documents (CIF) are scanned, reviewed, and indexed appropriately. Performs the required
quality assurance review on each document maintained in Synergy. - Follows and adheres to Enterprise Content Management procedures and guidelines.
- Communicates to the appropriate staff when procedures or processes are updated. Performs
necessary training with division staff regarding use of the Synergy system. - Compiles and/or sets up the necessary documents and folders for audits, exams, and any
additional review requests both internally and externally for the division. - Manage the insurance process for the division loan portfolio.
- Follows and adheres to the GBCI Collateral Tracking Procedure Manual while updating the Collateral Tracking System upon receipt of insurance documents.
- Communicates any insurance cancellations/expirations with lender. Ensuring adequate insurance coverage on all loans, which may require force placing insurance when applicable
- Communicate with various insurance agencies, as needed.
- Acts as a back-up to the Loan Servicing Department in specific functions.
- Assist and respond in a timely manner to audit/examinations by providing reports and/or
Synergy files. Respond timely to customer requests and credit inquiries on a case-by-case basis - Complete required bank training courses within assigned time frame(s). It is the individual
learner responsibility to ensure that they understand the information given to them in each
training. If the learner does not understand the information given, they need to reach out to
their supervisor for further clarification or additional training. - Must Comply with all company policies and procedures and all applicable laws and regulations,
including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign
Assets Control.
Additional Responsibilities
- Adhere to First Bank of Wyoming’s Core Values.
- Keeps management appropriately informed of area activities and of any significant problems.
- Participate in Community Service and Bank sponsored activities that serve and support the mission and values of First Bank of Wyoming.
- Provide superior internal and external customer service: must demonstrate self-governance,
courtesy and respect toward external customers as well as internal customers (all organization personnel). - Represent First Bank of Wyoming in a professional manner which includes a professional image,confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and
adaptability in meeting bank and customer needs. - Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.
- Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
- Other duties as assigned.
About You:
Qualifications
Experience
- 0-2 years of similar or related experience, including preparatory experience.
Education
- A high school degree or equivalent, required.
Knowledge, Skills, and Abilities:
- Strong ability to solve problems and prioritize multiple tasks and responsibilities
- Good computer and 10-key skills.
- Good communication and interpersonal skills.
- Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
- Employee must be capable of regular, reliable, and timely attendance.
- Employee must be self-motivated, able to work quickly and accurately, and flexible in day-to-day activities.
- Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills.
- Ability to work independently on multiple assignments while effectively supporting teamwork and achievement of team objectives.
- Employee must be a team player with a passion for customer service and a proven ability to build rapport and work effectively with employees at all levels of the organization.
Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may may involve motivating, influencing, educating and/or advising others on matters of significance.
Physical Requirements:
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; and talk or hear. The employee is occasionally required to:
stand; walk; and lift or reach with hands and arms. The employee may also be required to: Climb
(Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs
and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of
climbing required exceeds that required for ordinary locomotion.) Balance (Maintaining body
equilibrium to prevent falling and walking, standing or crouching on narrow, slippery, or erratically
moving surfaces. This factor is important if the amount of balancing exceeds that needed for ordinary
locomotion and maintenance of body equilibrium.) Stoop (Bending body downward and forward by
bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full
motion of the lower extremities and back muscles.) Kneel (Bending legs at knee to come to a rest on
knee or knees.) Crouch (Bending the body downward and forward by bending leg and spine.) Crawl
(Moving about on hands and knees or hands and feet.) Push (Using upper extremities to press against
something with steady force in order to thrust forward, downward or outward.) Pull (Using upper
extremities to exert force in order to draw, haul or tug objects in a sustained motion.)
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. Sedentary work involves sitting most of the time.
Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria
are met.
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.
Working conditions: Must be able to routinely perform work indoors in climate-controlled shared work
area with moderate noise level.
Travel: Occasional travel required: (less than 10 days per year) by automobile (as driver and passenger),
commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Mental Requirements: Must be able to perform job functions independently or with limited supervision
and work effectively either on own or as part of a team. Must be able to read and carry out various
written instructions and follow oral instructions. Must be able to speak clearly and deliver information in
a logical and understandable sequence. Must be capable of dealing calmly and professionally with
numerous different personalities from diverse cultures at various levels within and outside of the
organization and demonstrate highest levels of customer service and discretion when dealing with the
public. Must be able to perform responsibilities with composure under the stress of deadlines /
requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion
on both internal and external confidential matters.
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 Glacier Bancorp, Inc. all from our website. Check it out!
We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
#LI-SC1
