Loan Support Specialist III

Columbia Bank • Roseburg, OR

4d • $24 - $30

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, applying advanced knowledge of loan documentation, regulations, policies, and procedures to resolve problems and develop recommendations. It interacts with bank staff across departments, customers, escrow and title personnel, attorneys, and other external professionals.

The specialist performs loan servicing and transaction processing, including general loan maintenance, payment processing, data entry, loan document creation, lien perfection, escrow and tax support, flood review, and general ledger reconciliation. The role ensures required documentation and processing comply with organizational workflows, regulations, policies, and procedures, and provides timely service to internal and external customers.

The position may capture, analyze, and review report metrics to support workflow decisions; contribute to continuous improvement; and participate in projects across the division and departments. As a subject matter expert, the specialist helps others understand processes and policies, may coach, mentor, train, and lead others, and provides guidance to improve performance. The role may be cross-trained to back up other Loan Support Services functions and may perform other assigned duties.

The specialist must keep current with applicable regulations, follow bank policies and procedures, and complete required training. The role is expected to demonstrate and foster Columbia's corporate culture, take personal initiative, and support the bank's vision to become the “Business Bank of Choice.” The position is part of an evergreen requisition intended to build a pipeline of talent; an immediate opening may not be available.

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 guide others in meeting 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 and meet established deadlines.
• Independently handle complex loan servicing assignments, resolve problems, and develop recommendations.
• Perform loan maintenance, payment processing, data entry, loan document creation, lien perfection, escrow and tax support, flood review, and general ledger reconciliation.
• Process complex loan products and required documentation in accordance with organizational workflows and applicable regulations, policies, and procedures.
• Provide outstanding service and timely responses to internal and external customer requests.
• Capture and, when requested, analyze and review report metrics to help leadership coordinate and adjust workflow.
• Participate in continuous improvement and help identify and implement workflow improvements.
• Complete work accurately and by assigned deadlines, and communicate work status so incomplete work can be redistributed.
• Serve 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 to improve department and associate performance.
• Cross-train to assist and back up others throughout Loan Support Services.
• Participate in project teams within the division and across departments, collaborating across channels.
• Maintain knowledge of applicable regulations, including Bank Secrecy Act, Regulation CC, and Regulation E, and keep up to date with regulatory changes.
• Follow bank policies and procedures, compliance regulations, and complete required annual or job-specific training.
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested.
• Demonstrate and foster Columbia's corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.”
• Perform other duties as assigned.

Benefits

• Comprehensive healthcare coverage, including 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.
• Potential eligibility for performance-based incentive compensation.

What This Job Offers

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