Loan Support Specialist II

Columbia Bank • Phoenix, AZ

3d

About The Position

The Loan Support Specialist II services consumer, small business, SBA, and commercial loans in a high-volume environment with established deadlines. The role handles complex assignments independently, using initiative and knowledge of loan documentation, regulations, policies, and procedures to resolve problems and make recommendations. It interacts with bank staff across departments, customers, escrow and title personnel, attorneys, and other external professionals.

The position processes moderately complex loan products and related documentation in accordance with organizational workflows and applicable regulations and policies. Loan servicing activities 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 provides timely service, captures workflow metrics, communicates work status, and contributes to continuous improvement efforts. The position may also serve as a subject matter expert, lead or assist others, mentor or train colleagues, and participate in collaboration projects.

The specialist follows bank policies, procedures, compliance regulations, and required training, maintaining working knowledge of applicable regulations including the Bank Secrecy Act, Regulation CC, and Regulation E. The role supports Columbia Bank’s corporate culture and vision and may perform other duties as assigned.

Requirements

• High school diploma or GED.
• 2–3 years of advanced consumer, SBA, or commercial/business loan servicing experience, or equivalent experience.
• Working knowledge of consumer, SBA, and commercial/business loan servicing, banking, lending products and services, and lending documentation, including applicable regulations, policies, and procedures.
• Ability to multitask and respond to frequent changes in daily workflow.
• Strong math, analytical, multitasking, and problem-solving skills.
• Excellent interpersonal, verbal, and written communication skills, including the ability to communicate effectively across all levels of the organization.
• Proficiency with computer software including Word, Excel, loan servicing systems, and other office equipment.
• Ability to work efficiently in a fast-paced, high-volume, service-oriented environment.
• Strong analytical skills and attention to detail.

Nice To Haves

• Associate’s degree in business, accounting, finance, or a related field.

Responsibilities

• Service consumer, small business, SBA, and commercial loans in a high-volume environment and meet established deadlines.
• Independently complete complex assignments, resolve problems, and develop recommendations.
• Perform loan servicing activities such as general loan maintenance, processing payments, data entry, loan document creation, lien perfection, escrow and tax support, flood review, and general ledger reconciliation.
• Process moderately complex loan products and required documentation in accordance with organizational workflows, regulations, policies, and procedures.
• Provide outstanding service and timely responses to internal and external customer requests.
• Capture metrics to help leadership coordinate and adjust daily workflow.
• Participate in continuous improvement efforts and help identify and implement workflow improvements.
• Complete work accurately and by assigned deadlines, and communicate work status promptly so incomplete work can be redistributed.
• Serve as a loan servicing subject matter expert when requested and help others understand processes, procedures, and policies.
• Mentor, train, coach, or assist colleagues and cross-train to support work throughout Loan Support Services as needed.
• Participate in collaboration project teams within the division and across departments.
• Follow bank policies, procedures, compliance regulations, and required annual or job-specific training; keep current on regulation changes.
• Maintain working knowledge of applicable written policies and regulations, including the Bank Secrecy Act, Regulation CC, and Regulation E.
• Demonstrate and foster Columbia Bank’s corporate culture and vision; take initiative and set a positive example.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision plans for eligible associates.
• 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.
• Potential eligibility for performance-based incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED