Loan Support Specialist II
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 to resolve problems, make recommendations, and determine methods and procedures for new assignments. It requires knowledge of loan documentation, regulations, policies, and procedures, and involves interaction with bank staff across departments, customers, escrow and title personnel, attorneys, and other external professionals. The specialist performs loan servicing activities such as general loan maintenance, payment processing, data entry, loan document creation, lien perfection, escrow and tax support, flood review, and general ledger reconciliation. The role processes moderately complex loan products and related documentation in accordance with organizational workflows and applicable requirements, provides timely customer service, captures workflow metrics, and contributes to continuous improvement. The specialist may serve as a subject matter expert, lead or assist colleagues, mentor or train others, and participate in collaboration projects. The role also requires compliance with bank policies, regulations, and training requirements, including maintaining working knowledge of applicable regulations.
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, lending documentation, and 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/business loans.
- Perform general loan maintenance, process payments, enter data, create loan documents, perfect liens, provide escrow and tax support, conduct flood reviews, and reconcile general ledger items.
- 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 customers.
- Capture metrics to assist leadership in coordinating and adjusting daily workflow.
- Participate in continuous improvement efforts and help identify and implement workflow improvements.
- Complete work accurately and within deadlines, and communicate work status so incomplete work can be redistributed.
- Serve as a loan servicing subject matter expert when requested.
- Lead or assist others in understanding organizational processes, procedures, and policies; mentor, train, or coach others as requested.
- Cross-train to assist others throughout Loan Support Services and participate in collaboration project teams within the division and across departments.
- Comply with bank regulations, policies, procedures, and required annual or job-specific training; keep up to date on regulatory changes.
- Maintain working knowledge of applicable Bank policies and regulations, including Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security.
- Demonstrate and foster Columbia's corporate culture, take personal initiative, and act as a positive example.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
