First Interstate BancSystem
Commercial Banking Representative I
Bozeman, MT
Sponsorship not specifiedDetected 8 days ago
UnityProblem SolvingTime ManagementOrganizational Skills
About the role
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
- This position is located at our Bozeman, MT Main branch.
- What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life.
Responsibilities
- Handles day-to-day client calls, client transactions, and client problem resolution. Responds to client account inquiries, performs account maintenance and researches/resolves client problems.
- Prepares and/or reviews client account documents for meetings between the RM and the client, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines.
- May work with outside counsel, title companies, other product vendors, etc. to request documents needed for loan requests, when applicable.
- Specializes in loan documentation and ensures accuracy in loan documents and legal loan files. To include reviewing documents, organizing legal loan documents, and supporting information, and accuracy in digital records.
- Submits complete and accurate requests for documentation in accordance with loan approval, ensuring all appropriate supporting documents are available in Director/Unity Client, including but not limited to loan approval, Borrower, Guarantor, and Grantor entity documents, collateral reports, and all other information necessary to generate loan documents.
- Supports commercial relationship managers and group managers with review and certification of legal entity validation (dba, partnership, S-Corp, C-Corp, LLC, and trusts), real estate collateral documentation (title commitment, environmental reports, hazard insurance, and appraisals), UCC and titled collateral validation.
- Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products.
- Maintains working knowledge of all regulatory, legal, and Credit Policy requirements to ensure all applications, documentation and loan accounts are compliant.
- Participates in internal and external training to maintain knowledge of Bank products; attends operational and exception meetings and keep abreast of all credit policies and changes.
- Maintains positive working relationship with peers and other business unit team members.
Requirements
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers.
- Actively participates in any required corporate and business line training in these areas.
- Understands and follows internal suspicious activity referral requirements and processes, as required for this position.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School Diploma or General Education Degree (GED) required
- 1-3 years banking experience and/or equivalent combination of education and experience required
- The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Skills
- Basic understanding of credit products, bank systems and commercial lending.
- Exhibits a general understanding of applicable federal regulations, credit policy and bank policies and procedures.
- Ability to work effectively in a fast-paced production environment.
- Strong organizational skills, time management skills and strong attention to detail.
- Strong interpersonal skills including oral and written communication.
- Problem solving skills.
- Proficiency with personal computers and related software packages.
Compensation
- That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Benefits
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Exercise reimbursement program for employees.
- The health and happiness of the places we call home matter to us.
Company info
- Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
Apply directly at First Interstate BancSystem →Create a free account for alerts like thisView First Interstate BancSystem immigration profile
This listing is sourced directly from First Interstate BancSystem's careers page and normalized into a canonical job model.