Fillmore Branch

Loan Assistant

Are you organized, detail-oriented, and passionate about helping people? Join State Bank of Southern Utah as a Loan Assistant and play a critical role in helping customers achieve their financial goals. In this position, you'll work closely with loan officers, loan processors, and customers throughout the lending process. From preparing loan documentation and coordinating closings to answering customer questions and maintaining accurate records, you'll be a trusted resource who helps keep lending operations running smoothly. If you enjoy a friendly and professional environment, take pride in delivering excellent customer service, and want to build your career with a community-focused bank, we'd love to hear from you.

This is an on-site position located in our Fillmore branch. Remote work is not available.

At State Bank of Southern Utah, our values aren't just words on a wall. They guide how we serve our customers, support one another, and grow as a team. We look for individuals who connect with our core values:

• Make a Difference - We care, take initiative, and find solutions.
• Relationships Matter - We build trust through teamwork and service.
• Live with Integrity - We do the right thing and take ownership.
• Love What We Do - We bring energy, passion, and a growth mindset.
• Share Positivity - We encourage and uplift those around us.

When you join SBSU, you'll become part of a team that is committed to making a meaningful impact in the communities we serve.

As a Loan Assistant, you'll provide administrative and operational support throughout the lending process while ensuring accuracy, compliance, and exceptional customer service.

Key responsibilities include:

• Support loan officers and loan processors with loan applications, renewals, and documentation.
• Review borrower files and verify required information and supporting documents.
• Communicate with customers regarding loan status, documentation needs, and general inquiries.
• Coordinate loan signings and closings while ensuring compliance with applicable regulations.
• Order and track appraisals, environmental reports, title work, flood certifications, insurance documentation, and other required reports.
• Review and manage documentation including credit reports, financial statements, UCC filings, vehicle titles, and collateral records.
• Prepare loans for boarding and processing.
• Process loan payments, advances, fees, and related transactions.
• Maintain loan and collateral files, scan and archive documents, and ensure records remain accurate and complete.
• Prepare correspondence for customers and outside agencies.
• Perform loan maintenance activities within bank systems.
• Stay current on lending regulations, policies, and procedures.
• Assist with general branch support, including answering phones, greeting customers, and maintaining files.

In this role, you'll thrive by:

• Maintaining accurate and compliant loan documentation.
• Providing responsive, professional service to customers and internal partners.
• Staying organized while managing multiple priorities and deadlines.
• Protecting confidential information with discretion and care.
• Contributing to a positive, collaborative team environment.

Required qualifications include:

• High school diploma or equivalent.
• Must be at least 18 years of age.
• Ability to pass a credit and background check.

Preferred qualifications include:

• 1+ year of experience in lending, banking, mortgage, escrow, title, or a related financial services environment.
• Experience with loan documentation and closing processes.
• Understanding of lending regulations and banking policies.
• Basic knowledge of credit analysis and financial statements.
• Associate degree or equivalent combination of education and experience.

Skills for success include:

• Strong organizational and multitasking abilities.
• Excellent customer service and communication skills.
• Sound judgment and attention to detail.
• Ability to safeguard confidential information.
• Comfort learning and using banking software and systems.
• Ability to work independently while collaborating effectively with others.
• Strong problem-solving and time-management skills.

Full-time employees are eligible for a comprehensive benefits package, including:

• Medical Insurance with HSA option
• Dental Insurance
• Vision Insurance
• Basic Life, AD&D, and Long-Term Disability Insurance
• Supplemental Life and AD&D Coverage Options
• 401(k) with Employer Match
• Annual Incentive Program
• Paid Time Off (PTO) Accrued Each Pay Period
• Up to 12 Paid Holidays Per Year
• Childcare Reimbursement Program

If you're looking for an opportunity to grow your banking career while working alongside a team that values service, integrity, and community, we'd love to meet you. Apply today and join State Bank of Southern Utah as a Loan Assistant in Fillmore.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.