First Montana Bank is hiring for a Portfolio Assistant at our Kalispell branch!First Montana Bank offers competitive wages, an extensive benefits package for eligible employees including, but not limited to: Flexible health coverage options (medical/dental/vision); Employer contribution to qualifying Health Savings Accounts; Employee Assistance Program (EAP); Life and AD&D insurance; 401k retirement plan with generous company match; Paid vacation/sick days, paid holidays; Discounted banking products and services. First Montana Bank is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity.Job Summary: This position is responsible for providing senior sales, servicing and administrative support to business development and loan officers in preparation of prospecting, sales and loan documentation, maintenance of loan, deposit and prospect files and assistance to customers with bank account, product or service inquiries, problem resolution and the cross-selling of bank products and services, all within the policies, objectives and guidelines established by the bank. Each Portfolio Assistant will be assigned some OR all of the following duties, as determined by Branch location.Job Responsibilities: To perform this job successfully, an individual must be able to satisfactorily perform each of the essential duties/responsibilities listed below. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties/responsibilities of this job. 1. At the discretion of the Market President, Grant loans up to $25,000 secure/$5,000 unsecured in conformance with Bank lending policy, determine terms, amount to be advanced and conditions of repayment. Supervise the preparation of the note, ensure that proper loan documentation is obtained, and disburse the funds. All credits above individual lending limits or out of loan policy are to be submitted to the Market President or loan committee for approval. 2. Prepare source documentation for delivery to central loan processing for commercial and consumer loans including notes, financing statements, security agreements, guaranties, assignments, mortgages, deeds of trust, releases, liens, etc., and ensure proper public filing and recording of such documents. Responsible for follow-up on pending loan, deposit or cash management documentation. 3. Monitor or implement the preparation of input forms for loans, commitments, repayment schedules, etc. Review daily computer reports and billing notices to monitor activity and correctness of information. Audit notes entered to computer, any escrows and participation transactions daily. 4. Monitor or run all disbursement tickets for loan funds and pay all expenses incurred with the loan by depositing proceeds into bank control accounts and paying expenses as they occur. 5. Monitor or review daily loan exception report and follow up to make sure corrections have been made. 6. Monitor and complete the "paid-in-full" process on all paid loans, including release of collateral and documentation, completing lien releases, and mailing paid notes to customers. 7. Organize, scan and maintain loan files and filing system, and keep records up-to-date and in order. 8. Keep abreast of loan and deposit regulations to maintain compliance. 9. Provide day to day maintenance of the Bank's flooring and rental lines, which includes flooring or renting new vehicles, payoffs, balancing and issuing interest/curtailment billings, and checking flooring lines at the dealerships by doing flooring inspections. 10. Maintain good customer relations while handling customer negotiations of a sensitive nature to include inquiries regarding notes, accounts, payments, overdrafts and other banking problems, products or services. 11. Request flood certifications, record deeds, track loan exceptions and maintain tickler and routine administration system. 12. Monitor financial statements and UCC-1 filing dates and