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Company: Stockman Bank of Montana

Date: 06/13/2018

Category: Aerospace / Defense

City: Miles City, MT

Deep Montana Roots

We are seeking a Loan Documentation Specialist in Miles City. General responsibilities include the preparation of agricultural, business and consumer loan documents. Experience is preferred but this can be an entry level position for the right candidate.

Stockman Bank Vision

Our people, philosophy and the way we do business have positioned Stockman Bank as Montana’s premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth and job satisfaction.

Job Description:

The person in this position is responsible for:

  • The preparation of agricultural, commercial and consumer loan documentation packages for lenders located in our branch offices throughout the state. Emphasis is placed on quality, consistency and productivity.

  • Various projects assigned to assist the Central Loan Processing Department and Credit Administration Department

  • Providing support to the business line staff and other loan processors in the areas of loan documentation, credit policies and compliance.

  • Demonstrating good customer service skills, professionalism in conduct and diligent work ethic.

  • Complying with the Bank’s policies and procedures as well as all state and federal laws associated with loan documentation.

Work Hours: 40 Hours per week

Basic Qualifications:

  • Strong commitment to providing exceptional “customer” service to the business line staff and other employees.

  • Strong communication skills, both written and oral, as the position communicates daily with supervisor, business line staff in branch offices, and teammates.

  • Excellent computer skills.

  • Individual must be detail orientated

  • Individual should have good problem solving skills.

Preferred Qualifications:

  • Previous loan document processing, lending or loan administration experience.

  • Previous LaserPro or other loan origination software experience.

Position Specific Responsibilities, Duties and Competencies


Loan processors are responsible for the following duties:

Preparation of all loan documents for new ag, commercial and consumer loans for the entire bank system in a centralized environment.

Modification of notes, mortgages or deed of trust documents for existing consumer, agricultural and commercial loans.

Loan processors are accountable for producing loan documents with the following areas of emphasis:

  • Quality: Meaning that documents are completed professionally, and accurately.

  • Consistency: Meaning that documents are prepared following standard policies and procedures to ensure that loan document packages are prepared in a consistent manner so that loan document packages prepared by different loan processors are done the same.

  • Productivity: Meaning that the number of loan document packages produced is at reasonable levels when compared to management expectations.


Various projects as assigned to assist the Credit Administration Department and Central Loan Processing Department. Examples of such projects include updating forms, gathering of statistics or researching and reporting on a assigned subject as needed.

Sales/Public Relations:

Promote the improvement of Stockman Bank through quality customer service, promotion of products, professionalism in conduct and diligent work ethic.

Greet all customers pleasantly and make them feel welcome and comfortable.

Handle transactions quickly and professionally.

Effectively handle customer questions and problems.

Federal Regulation:

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E and Bank Security.

Physical and Mental Demands(The 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.)

Occasionally = 0-33% of shift Frequently = 34-66% of shift Constantly = 67-100% of shift

Constant lifting and or move up to 10 lbs. Constantly required to hear, talk, sit, reach with hands and arms, stretch, work under time constraints with needed ability for task management flexibility and to perform routine duties with attention for details. Constant abilities used/required on the job are memory, reasoning and exercising judgment with guidance and reinforcement available as well as co-worker support.

Frequently write, read, type with keyb oard, stand, walk or sit, while requiring oral and written communications with co-workers, customers and transactions.

Occasionally stoop, kneel, crouch or crawl. Occasionally the employee might work alone, perform routine work, or utilize mathematics and problem-solving skills.

Infrequently climb (up ladders, etc.), balance (to reach items) or drive a car. Infrequently required to lift and/or move up to 50 pounds, work in confined areas, work with extended hours or use estimating as part of daily duties.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Work Environment(The work environment characteristics described here are representative of those an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

Constantly works with others, around others, with co-workers in other departments or branches and with customers and the general public in person and via telephone. Constantly works indoors, in confined areas and is exposed to the risk of electrical shock.

Frequently works around noise (moderate level). The employee must have the ability to focus on tasks and customers while hearing machines, conversations of others, music, phones etc., in a confined area.

Infrequently the employee works alone and also works near moving objects. The employee is also infrequently exposed to outdoor weather conditions.

Company Functions and Expectations:

Technical Knowledge

Has the technical knowledge and analytical skills to fulfill job duties in a positive manner. Keeps abreast of new and changing developments in industry/field especially as it pertains to the individual’s position. Has the ability to analyze situation and react accordingly.


Expresses information/thoughts clearly and concisely in both written and verbal form. Keeps communication channels open with subordinates and supervisors. Responds promptly to calls or inquiries in a courteous and professional manner. Communication is effective and efficient.


Establishes priorities, sets goals and meets deadlines in an accurate and efficient manner. Organizes overall workflow and working area. Quickly identifies problems, makes timely decisions and notifies affected personnel. Plans effectively to ensure timely completion of duties.

Team Work/Professionalism

Is willing to assist others to ensure deadlines are met. Provides assistance to less experienced personnel when needed. Informs appropriate personnel of significant issues in a timely manner. Works well in group environment and with supervisor.

Models professionalism by addressing others with appropriate actions and appearance within professional boundaries.

Customer Service Culture

Employees will strive for outstanding, professional and courteous service to our customers and anyone who visits our facility.

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