Loan Reports Processor

The Loan Reports Processor is required to convey an image of professionalism, efficiency, and competence as a member of the Celtic Bank team. This role is expected to deliver exceptional service and maintain all related activities in an organized and consistent manner. The Loan Reports Processor will collaborate closely with team members across various departments as needed to ensure assigned deadlines are achieved. As a Loan Reports Processor, you will be responsible for ensuring compliance with Celtic Bank General Policies as well as state and federal regulations.

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WHAT MAKES CELTIC DIFFERENT

• Managers are mentors
• It’s never wrong to ask great questions
• Business casual is everyday
• Hard work is rewarded
• You’re always learning

WHAT YOU’LL DO AT CELTIC BANK

• Maintain a great attitude and professional disposition with both internal and external parties, especially while handling deadlines, delays, and setbacks.
• Complies with and adheres to all regulatory compliance areas, policies and procedures and best practices.
• Act as main point of contact for the bank with third-party vendors. 
• Engage third-party vendors for orders of third-party reports including, but not limited to:  real estate appraisals, business valuations, environmental reports, feasibility studies, equipment valuations, etc.
• Maintain strong relationships with vendors.
• Accurately organize the timing of delivered reports with vendors, BDOs, underwriters, and management. 
• Ensure reports received from vendors are approved via the Bank’s policies.
• Perform other duties as assigned.

Requirements

WHAT YOU’LL NEED TO DO IT

• Detail oriented and possesses excellent interpersonal, organizational, and communication (verbal and written) skills.
• Ability to problem solve and work independently.
• Must possess the ability to prioritize and support various activities simultaneously.
• Ability to thrive in a deadline-driven environment, including by demonstrating excellent time management, organization, and planning skills.
• Strong technical skills - including but not limited to Microsoft Office, internet, and SharePoint/OneDrive.
• Adaptability to meet changing department priorities while remaining attentive to daily demands.
• Ability to learn quickly, adapt to new processes, and work in a collaborative environment.
• Ability to establish and maintain effective work relationships.

Benefits

• Medical, dental, vision
• 401(k) with employer match
• Life and long-term disability coverage
• HSA and FSA plans
• Holidays and paid time off requests
• Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.

Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.

Physical and Other Requirements

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
• Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.

• Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.
• Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.