Loan Assistant

About The Role

Position Summary

The Commercial Loan Assistant I is responsible for assisting commercial lenders throughout First Bank of Wyoming with all aspects of the commercial lending process. Responsible for providing loan support for standard, non-complex Commercial loans and assisting with portfolio management, helping with special projects, and assignments while adhering to and exemplifying our Core Values:
Embrace Responsibility, Execute with Excellence, Pursue Growth & Learning, Thrive Together.

This is a Division position which may be located in one of the following Wyoming locations Afton, Alpine, Evanston Main Street, Powell, Sheridan, or Rock Springs.

The entry rate for this position is $16.86 +/ (calculated for Sheridan, WY). All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

• Assist with commercial loans with non-complex details (i.e. unsecured, title/UCC collateral, simple entity structures, etc.) throughout the division with all Commercial Lenders.
• Assist with loan closing preparation including, but not limited to communicating with local third-party business lines, pulling valuations on collateral, etc.
• Request and review loan documents and make sure loan files are accurate and complete.
• Accurately complete all necessary forms.
• Facilitates collateral perfection filings and payment remittance.
• Ensure closed loans are boarded promptly and loan documents are scanned or mailed to the correct location.
• Make sure loans are properly funded and correct tickets are run.
• Assist lender with portfolio management tasks including but not limited to covenant and collateral tracking.
• Effectively work with third party vendors, such as accountants, bookkeepers, county courthouse and title companies.
• Maintain a positive attitude and display courteous, respectful behavior toward customers and coworkers; represent the bank professionally through appearance, punctuality, confidentiality, and adaptability.
• 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

• Adhere to First Bank of Wyoming Company Core Values.
• Adhere to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.
• Responsible for the timely completion of all required Compliance and Security training assigned by GBCI and First Bank of Wyoming within the designated time frames. It is the individual’s responsibility to fully understand the content presented in each training module. If clarification is needed, the learner must proactively reach out to their supervisor to request further explanation or additional training as necessary.
• Responsible for adherence to Bank Security Policy and for reporting security risks to management.
• Keep management appropriately informed of area activities and of any significant problems.
• Support the bank’s mission by participating in Community Service and Bank-sponsored activities, while consistently representing the bank in a professional manner.
• 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.
• Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
• Maintain physical presence in the workplace and full alertness during working hours to ensure effective customer service and overall job performance.
• Attend and actively participate in required meetings.
• Provide exceptional internal and external customer service by interacting calmly and professionally with individuals from diverse backgrounds at various levels within and outside of the organization.
• Maintain a clean, organized, and customer-friendly work area; safeguard confidential information and adhere to professional appearance…