Loan Specialist Lead- Midvale, UT (Hybrid Schedule)

Midvale, Utah
May 11, 2023
Jun 11, 2023

Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.


The ideal candidate for the Enterprise Loan Specialist Lead position will have the skills and experience necessary to:


  • Function as the lead for small groups of staff employees.
  • Handle complex and difficult loan processes.
  • Service as business expert in area assigned.
  • Use judgment and analysis of multiple governing corporate policies.
  • Responsible to lead, train and mentor lower level specialists.
  • Responsible for creating metric reports for the group.
  • Provide administrative and/or operational support within the one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
  • May clear identified loan exceptions.
  • Maintain files, documents, notes, etc.
  • Verify completeness of files with all necessary documents and signatures required.
  • Perform review of targeted collateral documents and loan packages to insure bank's security interest and adherence to established policies and procedures.
  • Update computer system with pertinent collateral information and collateral exception information; tracks and clears said exceptions.
  • Work with lending staff in resolving discrepancies in collateral documentation.
  • Research and process rejected payments and handles payments received when collateral is released.
  • Calculate pre-payments penalties and coordinates settle escrow funds when a loan is paid off.
  • Conduct complete and accurate payoff transactions.
  • Produce reports as required.
  • Participate in projects.
  • Support day to day production team to meet service and quality promises.
  • Other duties as assigned.




  • Requires High School diploma or equivalent and 8+ years banking or loan processing, documentation, servicing or other directly related experience.
  • A combination of education and experience may meet job requirements.
  • College degree preferred.
  • Expert knowledge of lending processes, procedures, loan documentation, exceptions, collateral review, payment and loan systems.
  • Advanced working knowledge of banking processes.
  • Must have excellent organizational and customer service skills.
  • Must be accurate, possess excellent numeric and verbal aptitudes.
  • Excellent research, audit and communications skills, both verbal and written.
  • Ability to complete processes and meet deadlines.
  • Advanced working knowledge pc's and various word processing, spreadsheet or related software.
  • Ability to lead and mentor lower level employees and handle complex problems and issues.



  • Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! 
  • 401(k) plan, competitive compensation in line with work experience.
  • Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
  • Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
  • Tuition Reimbursement for qualifying employees
  • Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.


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