Loan Assistant

About The Role

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

The entry rate for this position is $16.86 +/ (calculated for Sheridan, WY). Compensation varies based on location, experience, and education.

• Assist with commercial loans with non-complex details (unsecured, title/UCC collateral, simple entity structures, etc.) throughout the division.
• Assist with loan closing preparation, communicating with third‑party business lines, pulling valuations on collateral, etc.
• Request and review loan documents and ensure files are accurate and complete.
• Accurately complete all necessary forms.
• Facilitate collateral perfection filings and payment remittance.
• Ensure closed loans are boarded promptly and documents are scanned or mailed to the correct location.
• Make sure loans are properly funded and correct tickets are run.
• Assist lenders with portfolio management tasks, including covenant and collateral tracking.
• Work effectively 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, representing the bank professionally.
• Comply with all company policies, procedures, laws, and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control.

• Adhere to First Bank of Wyoming’s Core Values.
• Follow all banking regulations, laws, and company policies.
• Complete required Compliance and Security training within designated time frames.
• Report security risks and maintain Bank Security Policy compliance.
• Keep management informed of area activities and significant problems.
• Participate in Community Service and bank‑sponsored activities.
• Demonstrate a professional image, confidentiality, a positive attitude, good attendance, punctuality, and adaptability.
• Maintain regular attendance, physical presence, and optimal alertness during work hours.
• Attend and actively participate in required meetings.
• Provide exceptional internal and external customer service to diverse customers.
• Maintain a clean, organized, customer‑friendly workspace.
• Perform additional duties as requested or assigned.

We value a self‑motivated, detail‑oriented individual who is passionate about customer service and can manage multiple priorities calmly.

• High school diploma or equivalent.
• One to two years of similar or related experience.
• Equivalencies in education, training, or experience may be considered.

• Self‑motivated, detail‑oriented, and customer‑service driven.
• Excellent organizational and time‑management skills, able to prioritize tasks under pressure.
• Strong problem‑solving abilities, adaptability, and flexibility in day‑to‑day activities.
• Effective verbal and written communication, with ability to follow complex instructions and maintain confidentiality.
• Proficient in basic computer applications and standard office equipment.
• Independent and collaborative work style while maintaining professionalism.
• Ability to manage multiple priorities with discretion and composure under deadlines.

Trust, credibility, and diplomacy are essential. Courtesy, tact, and diplomacy are required in personal contact with others inside and outside the organization.

Standard office duties. Ability to sit, use hands in repetitive motions, stand, walk, lift, and reach as required. Ability to climb or descend stairs in emergencies.

Up to 50 lbs occasionally, up to 25 lbs frequently, up to 10 lbs constantly.

Close visual acuity needed for data analysis, transcribing, computer usage, and visual inspection of small details.