Job Details

Banking Assistant

We are seeking a detail-oriented Banking Assistant to join our team. The successful candidate will be responsible for ensuring the accuracy of loan documents, maintaining files, and assisting with various banking and clerical tasks.

Responsibilities

Check documentation sheets and ensure all items are received to complete files in a timely manner.

Correspond with institutions and vendors to gather necessary information such as title commitments, UCC pre-searches, and filings.

Order and review loan documents for accuracy including rate, term, legal descriptions, and signatures.

Maintain a tickler system to follow up on loan covenants as required by agreements.

Collaborate with the Title Company to ensure timely and accurate lien recording.

Assist with pending items/documentation from customers, institutions, and vendors.

Track and follow up on file maintenance such as rate changes, payments, and insurance.

Support Loan Servicing with file maintenance and needed documentation.

Participate actively in bank-related and community volunteer events.

Assist Relationship Managers with marketing and workflow tasks.

Monitor loans serviced to ensure required changes are accurate.

Refer potential candidates for bank products and services.

Provide clerical assistance including answering phones and assisting customers.

Maintain and balance holdover accounts, balance budgets, and upload accounts payable.

Assist with marketing efforts and maintaining reports and forms for compliance.

Ensure documents comply with bank lending policies and procedures.

Prepare monthly Production Reports and compile Maturing and Past Due Loans Reports.

Maintain service level expectations as defined by the bank.

Comply with applicable laws and regulations such as the Bank Secrecy Act.

Essential Skills

1+ years of clerical experience in a bank.

Strong written and verbal communication skills.

Proficiency in customer service, consumer lending, and basic accounting.

Ability to multitask and handle complex tasks efficiently.

Additional Skills & Qualifications

High school diploma or equivalent.

3 years of clerical experience in a banking environment.

Fundamental understanding of banking, accounting, or legal experience.

Strong organizational skills with attention to detail.

Proficiency with Microsoft applications (Word, Excel, Outlook) and other basic office equipment.

Work Environment

The work schedule is from 8 am to 5 pm, Monday through Friday. The role requires the ability to work in a professional banking environment with a focus on customer service and compliance.

Job Type & Location

This is a Contract to Hire position based out of Coeur d'Alene, ID.

Pay and Benefits

The pay range for this position is $20.00 - $21.30/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Coeur d'Alene,ID.

Application Deadline

This position is anticipated to close on Dec 29, 2025.