Loan Support Specialist I

Columbia Bank•Phoenix, AZ

About The Position

The Loan Support Specialist I services consumer, small business, SBA, and commercial loans in a high-volume environment with established deadlines. The role handles moderately complex assignments independently, using initiative to resolve problems and develop recommendations. It processes loan servicing transactions and related documentation in accordance with organizational workflows and applicable regulations, policies, and procedures. The specialist works with bank staff across departments, customers, escrow and title personnel, attorneys, and other external professionals, and provides timely, high-quality service to internal and external customers. Responsibilities may include general loan maintenance, payment processing, data entry, loan document creation, lien perfection, escrow and tax support, flood review, and general ledger reconciliation. The specialist tracks metrics to help leadership coordinate workflow, contributes to continuous improvement, completes work accurately and on time, and communicates work status so incomplete tasks can be redistributed. The role may involve training, mentoring, coaching, or cross-training colleagues. The specialist follows bank policies, procedures, and compliance requirements; stays current on regulatory changes; and completes required training. Relevant regulations and policies include the Bank Secrecy Act and Regulations CC and E, as applicable. The position also calls for actively supporting Columbia Bank’s corporate culture and its vision to become the “Business Bank of Choice.” Other duties may be assigned.

Requirements

High school diploma or GED.
1–3 years of consumer, SBA, or commercial/business loan experience, or equivalent experience.
Working knowledge of consumer, SBA, or commercial/business loan regulations, policies, and procedures.
Ability to multitask and respond to frequent changes in daily workflow.
Demonstrated math, analytical, multitasking, and problem-solving skills.
Solid interpersonal, verbal, and written communication skills, including the ability to communicate effectively across organizational levels.
Proficiency with computer software, including Word, Excel, loan servicing systems, and other office equipment.
Ability to work in a high-volume, service-oriented environment with frequent change and critical deadlines.
Strong analytical skills and attention to detail.

Nice To Haves

Associate’s degree in business, accounting, finance, or a related field (preferred).
Working knowledge of consumer, SBA, and commercial/business loans, advanced banking and lending products and services, and lending documentation.

Responsibilities

Service consumer, small business, SBA, and commercial/business loans, including moderate-to-complex transactions and required documentation.
Perform loan servicing tasks such as general maintenance, payment processing, data entry, document creation, lien perfection, escrow/tax support, flood review, and general ledger reconciliation.
Follow applicable regulations, bank policies, procedures, and workflow requirements; keep current on regulatory changes and complete required training.
Provide timely, high-quality service and responses to internal and external customers.
Capture metrics that help leadership coordinate and adjust workflow.
Contribute to continuous improvement and identify and implement workflow improvements.
Complete work accurately and within assigned deadlines, and communicate work status so incomplete work can be redistributed.
Interact with bank employees across departments, customers, escrow/title personnel, attorneys, and other external professionals.
May train, coach, mentor, or cross-train colleagues, including teaching coursework as a subject matter expert.
Support Columbia Bank’s corporate culture and its vision to become the “Business Bank of Choice.”
Perform other duties as assigned.

Benefits

Eligible associates receive medical, dental, and vision coverage.
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.
Role may be eligible for performance-based incentive compensation.