SBA Loan Specialist - Midvale, UT (In Office)

Zions Bancorporation is one of the nation’s premier financial services companies, seeking a Loan Specialist to ensure the accuracy and completeness of loan applications. The role involves preparing loan packages for underwriting, maintaining documentation, and addressing client inquiries.

Responsibilities

• Ensure loan/card applications and supporting documentation are accurate and that the package is complete for loan/card application requests
• Prepare loan/card packages for underwriting
• Enter applications into the Loan/Card Origination System and follows up with appropriate personnel for missing information on incomplete packages
• Maintain files, documents, notes, etc
• Review and verify completeness of files with all necessary documents and signatures required
• Research and resolve lending inquiries and issues
• Answer questions and follow up with clients
• Other duties as assigned

Skills

• Requires High School diploma or equivalent and some previous banking or loan processing, documentation, loan assistant experience or other directly related experience
• A combination of education and experience may job requirements
• Basic knowledge of lending processes, loan principles, documentation, and loan systems. Knowledge of banking process and procedures helpful
• Must have good organizational and customer service skills
• Must be accurate, detail oriented and have ability to multi-task with strong communication skills, both written and verbal
• Ability to complete processes and meet deadlines
• Working knowledge computer program i.e. word processing, spreadsheets, or related software

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

Company Overview