Loan Servicing Support Specialist
About The Position
The Loan Support Specialist I supports servicing consumer, small business, SBA, and commercial loans in a high-volume, deadline-driven environment. This entry-level role provides hands-on training in core loan servicing tasks, products, documentation, systems, and regulatory requirements. The specialist follows established procedures and workflows while working with internal teams and external partners, and participates in training and cross-training to build expertise across Loan Support functions. The role also supports reporting and workflow metrics, contributes ideas for process improvement, and follows bank policies, procedures, and applicable regulations, including Bank Secrecy Act, Regulation CC, and Regulation E requirements. The position may include coaching, mentoring, or training others and performing other duties as assigned.
Requirements
- High school diploma or GED.
- 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.
- 0–1 year of relevant experience in banking, finance, customer service, or administrative support.
Responsibilities
- Perform loan maintenance and updates, payment processing, data entry, loan document preparation, escrow and tax support, basic reconciliations, and related support tasks.
- 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 where 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 and other applicable regulations; keep current on regulatory changes.
- Complete required annual or job-specific training and maintain working knowledge of applicable written policies and procedures, including those regarding Bank Secrecy Act, Regulation CC, Regulation E, and bank security.
- Contribute to a positive team culture through professionalism, accountability, and willingness to learn.
- Support continuous improvement efforts and share ideas to enhance processes.
- Demonstrate and foster Columbia’s corporate culture, take personal initiative, and serve as a positive example.
- May coach, mentor, or train others and teach coursework as a subject matter expert.
- May 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
- Access to an online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
