Loan Support Specialist III

Columbia Bank•Roseburg, OR

About The Position

The Loan Support Specialist III services consumer, small business, SBA, and commercial loans in a high-volume environment with established deadlines. The role handles highly complex assignments independently, using initiative to resolve problems, make recommendations, and determine methods and procedures for new assignments. It processes loan servicing transactions and related documentation in accordance with organizational workflows, regulations, policies, and procedures, and provides timely service to internal and external customers. 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 works with bank staff across departments, customers, escrow and title personnel, attorneys, and other external professionals. The role may capture, analyze, and review reporting metrics to assist leadership with workflow coordination and adjustments, and participates in continuous improvement efforts. The specialist serves as a Loan Servicing subject matter expert, helps others understand processes and policies, and may assist leadership with training, coaching, mentoring, and performance improvement. The role is cross-trained to back up other Loan Support Services functions and may participate on projects across the division and other departments. It requires compliance with applicable bank regulations and policies, including maintaining knowledge of relevant requirements and completing required training. Other duties may be assigned.

Requirements

High school diploma or GED required.
At least 4 years of advanced consumer, SBA, or commercial/business loan servicing experience, or equivalent experience.
At least 1 year of lead experience, or equivalent.
Advanced working knowledge of commercial loans, regulations, policies, and procedures.
Ability to adapt daily tasks and job functions to change and lead or train others through change.
Advanced math, analytical, multitasking, and problem-solving skills.
Excellent interpersonal, verbal, and written communication skills, with the ability to communicate effectively with people at all levels.
Working knowledge of consumer, SBA, or commercial/business loan regulations, policies, and procedures.
Advanced proficiency with computer software, including Word, Excel, loan servicing systems, and other office equipment.
Ability to work in a service-oriented, high-volume environment and help others meet critical deadlines.
Ability to troubleshoot, determine effective workflow practices, and suggest process improvements.

Nice To Haves

Associate’s degree.

Responsibilities

Service consumer, small business, SBA, and commercial/business loans in a high-volume environment while meeting deadlines.
Independently perform complex loan servicing assignments and resolve problems, develop recommendations, and determine methods for new assignments.
Perform loan maintenance, payment processing, data entry, loan document creation, lien perfection, escrow and tax support, flood review, and general ledger reconciliation as assigned.
Process 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 and, as requested, analyze and review report metrics to help leadership coordinate and adjust workflow.
Participate in continuous improvement efforts and identify and implement workflow improvements.
Complete work accurately and within deadlines, and communicate work status so incomplete work can be redistributed.
Act as a Loan Servicing subject matter expert and help others understand organizational processes, procedures, and policies.
Assist leadership with training and leading others, and provide guidance for performance improvement.
Cross-train to assist and provide backup for other Loan Support Services functions.
Participate in project teams within the division and across departments.
Follow bank policies, procedures, and compliance requirements; keep up to date on applicable regulatory changes and complete required training.
Maintain working knowledge of applicable written policies and regulations, including Bank Secrecy Act, Regulation CC, and Regulation E.
Actively learn and foster Columbia’s corporate culture, take personal initiative, and serve as 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.
The role may be eligible for performance-based incentive compensation.