Loan Servicing Support Specialist

Columbia Bank•Phoenix, AZ

About The Position

The Loan Support Specialist I supports servicing for consumer, small business, SBA, and commercial loans in a high-volume environment with established deadlines. This entry-level role provides hands-on training and focuses on learning and performing core loan servicing tasks, following established procedures, and building knowledge of loan products, documentation, systems, and regulations. The role works with internal teams and external partners while developing skills for growth within Loan Operations. The position performs loan maintenance and updates, payment processing, data entry, loan document preparation, escrow and tax support, and basic reconciliations. It also supports reporting metrics and workflow monitoring, completes work accurately by assigned deadlines, and provides timely, professional support to internal partners and external customers. The employee participates in training and cross-training, contributes to process improvement, and follows bank policies, procedures, and applicable regulatory requirements, including Bank Secrecy Act requirements and other relevant regulations. The role may also involve coaching, mentoring, or training others and performing other assigned duties.

Requirements

High school diploma or GED required.
Strong attention to detail and accuracy.
Ability to learn quickly and adapt to new systems and processes.
Comfort working in a fast-paced, deadline-driven environment.
Basic math and problem-solving skills.
Strong communication skills and ability to work effectively with team members and partners.
Ability to stay organized and manage multiple tasks.
Basic computer skills, including Microsoft Word and Excel.
Positive attitude and willingness to grow professionally.

Nice To Haves

Associate’s degree in Business, Finance, Accounting, or a related field preferred.
0–1 year of relevant experience in banking, finance, customer service, or administrative support preferred.

Responsibilities

Perform loan maintenance and updates, payment processing, data entry, loan document preparation, escrow and tax support, and basic reconciliations.
Process loan-related transactions according to established workflows, policies, and procedures.
Provide timely, professional support to internal partners and external customers.
Complete work accurately within assigned deadlines and communicate status updates as needed.
Track and support basic reporting metrics to help monitor team workflow.
Collaborate with team members and assist as needed in a high-volume environment.
Participate in training and cross-training to expand knowledge across Loan Support functions.
Learn and apply loan servicing concepts, systems, and compliance requirements.
Follow bank policies, procedures, and regulatory requirements, including Bank Secrecy Act requirements and other applicable regulations; stay current on regulatory changes and complete required training.
Maintain working knowledge of applicable written policies and regulations, including Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security requirements.
Contribute to continuous improvement efforts and share ideas to enhance processes.
Demonstrate professionalism, accountability, initiative, and a willingness to learn; support a positive team culture and Columbia’s corporate culture and vision.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Perform other duties as assigned.

Benefits

Medical, dental, and vision plans
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays
Potential performance-based incentive compensation