Credit Card Operations Clerk, Sr. jobs in Helena, MT

Do you have a background assisting underwriting?

This position prepares financial forecasts with the assistance of bankers to assist in the assessment of the borrower's capacity. Finally they are responsible for providing support to the banker to assist them in soliciting, developing and maintaining profitable account relationships to increase Stockman Bank's market share in this business. This position will also take on the role of a lender trainee.

Requirements

 Analyze and Process:

• Assist Lenders in analyzing existing and new customer credit requests.
  

• Work with Lenders and Loan Processor to coordinate the request/receipt of business and personal financial statements.
  

• Coordinate timely spreading of financial statements with Credit Analysis.
  

•  Analyze statements, identifying customer strengths/weaknesses and questions/concerns to be raised to the client.
  

• Prepare financial forecasts/pro-forma statements in consultation with Lenders to assist in assessment of borrower capacity.
  

• Prepare financial analysis documentation (i.e. Routine Administration Checklist, Loan Documentation Checklist, Spreads, etc.) in consultation with the Lenders/manager, as appropriate, for review and approval by Lenders.
  

• Review file documentation for completeness and correctness, in accordance with Front End Guidance, Credit Policy, and Credit Process Procedures.
  

• Manage annual credit review and file comments.
  

• Working delinquent loan accounts by calling customers and follow-up with tickler list
  

• Monitor existing credits for collateral review, interim statement review, loan covenant compliance, etc.
  

Credit Support:

• Prepare credit write ups.
  

• Pulling credit reports.
  

• Filing /Correspondence/Photocopying.
  

• Build/Maintain files.
  

• Process paid and renewed notes.
  

• Receive and make loan advance requests.
  

• Receive and make payments/corrections.
  

• Monitor lien filings.
  

• Preparation and storage of closed & purged files.
  

• Maintain Tickler File.
  

• Prepare comments for loan files; adverse actions letters.
  

• Correspondence related to documentation of loan files.
  

Qualifications:

• 4-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience.
  

• Excellent customer service skills.
  

• Strong communication and organizational skills.
  

•  Must be able to work independently and to prioritize multiple tasks.
  

If that sounds like you and you’re excited by the idea of joining a world-class team that’s passionate about growing together, we look forward to hearing from you. Apply Now!

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Meet Pyxai

Screening and Recruiting Company - 11-50 employees

Pyxai (pronounced picks-eye) is an innovative technology company focused on bringing the transferable skills (soft skills) of job candidates to the forefront of the hiring process. Resumes do a great job at listing education and experience, but how does anyone knows how well a job candidate communicates, how great they problem solve, or even how flexible they are?  At the top of the hiring funnel, these are unknowns and they shouldn’t be. Research shows these skills truly hold the key to career success across all industries. 

Really think about it.  If you’re a genius at your job, but you can’t communicate well with others, how would that impact you at your job? Here’s a clue: misunderstandings or no communication at all creates conflict with others due to misalignments in expectations. Bottom line, poor soft skills lead to inefficiencies and conflicts at work (and in personal life too!).

With this in mind, Pyxai specializes in qualifying hard skills and screening for the soft skills most applicable to the role. We do this via our proprietary Video Interviewing technology. We focus on Operation-related jobs from Entry-level roles to Director-level roles. Our hope is to build long-lasting partnerships by providing clients and candidates with powerful data, great service, and valuable information to empower their searches.