Loan Support Specialist IV

Columbia Bank • Roseburg, OR

4d • $18 - $30

About The Position

The Loan Support Specialist IV is responsible for the servicing of consumer, small business, SBA and commercial loan servicing within an environment of high work volumes and established deadlines. Works on assignments that are highly complex and specialized in nature where independent action and a high degree of initiative are required in resolving problems and developing recommendations. Independently handles production tasks requiring knowledge of loan documentation, regulations, policies and procedures. This role interacts with bank staff at all levels in multiple departments, customers, escrow/title personnel, attorney’s and various levels of external professionals. Acts independently to determine methods and procedures on new assignments. Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation. Maintains oversight for the transaction and processing of moderate to highly complex and specialized consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with the organizations workflow, ensuring regulation, policy, and procedures practices are followed. Provide outstanding service and timely response to requests from internal and external customers. Analyze daily report metrics and organize workflow assignments and tasks to ensure work is assigned and completed. Participate and may lead efforts to assist in the identification and implementation of workflow improvements. Perform work accurately and within assigned deadlines. Provide timely communication or analysis of work that may be projected to be incomplete to allow or facilitate workload transfer. Provide subject matter expertise of processes and system in all aspects of loan servicing and support activities. May participate on project teams within division and across departments with intentional collaboration across all channels Through monitoring of team accuracy coach, mentor, train or teach coursework to others or as a subject matter expert to improve quality and overall performance of team. Will be asked to train on multiple functions to back-up and assist throughout Loan Support Services Actively participate in specialized project teams within division and across departments with intentional collaboration across all channels. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

• High school diploma/GED required.
• 5 + years of experience in handling highly complex or specialized consumer, SBA or commercial/business loans.
• 1+ years lead/supervisory/management experience or equivalent.
• Possess advanced knowledge of commercial loans, regulations, policies and procedures.
• Ability to create procedures for a high degree of change and assisting other to apply change to daily tasks/job functions within the work environment.
• Demonstrated advanced math, analytical, multi-tasking and problem-solving skills.
• Possess excellent interpersonal, verbal, and written communication skills.
• Ability to effectively communicate with people at all levels.
• Possess working knowledge of consumer, SBA or commercial/business loan regulations, policies and procedures.
• Advanced proficiency of computer software including Word, Excel, loan servicing systems and other office equipment.
• Ability to work in a service-oriented environment with high work volumes and providing direction to others in meeting critical deadlines.
• Ability to trouble shoot and determine best workflow practices making suggestions and leading process improvement.
• Assist leadership in training/leading others while providing guidance for improvement in performance - department and associate.

Nice To Haves

• Associate’s degree preferred.
• Associate, Bachelor’s, vocational or technical degree in business, accounting, finance, or related field preferred.

Responsibilities

• Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation.
• Maintain oversight for the transaction and processing of moderate to highly complex and specialized consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with the organizations workflow, ensuring regulation, policy, and procedures practices are followed.
• Provide outstanding service and timely response to requests from internal and external customers.
• Analyze daily report metrics and organize workflow assignments and tasks to ensure work is assigned and completed.
• Participate and may lead efforts to assist in the identification and implementation of workflow improvements.
• Perform work accurately and within assigned deadlines.
• Provide timely communication or analysis of work that may be projected to be incomplete to allow or facilitate workload transfer.
• Provide subject matter expertise of processes and system in all aspects of loan servicing and support activities.
• May participate on project teams within division and across departments with intentional collaboration across all channels.
• Through monitoring of team accuracy coach, mentor, train or teach coursework to others or as a subject matter expert to improve quality and overall performance of team.
• Will be asked to train on multiple functions to back-up and assist throughout Loan Support Services.
• Actively participate in specialized project teams within division and across departments with intentional collaboration across all channels.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
• Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

Benefits

• comprehensive healthcare coverage (medical, dental, and vision plans)
• a 401(k)-retirement savings plan with employer match for qualifying associate contributions
• an 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

What This Job Offers

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