Loan Support Specialist: Loan Review & Q.C.

Columbia Bank • Irvine, CA

2d • $22 - $28 • Onsite

About The Position

In this role, you will review loan documentation packages across consumer, commercial, and business lending portfolios to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements. You will examine key loan documents such as credit agreements, promissory notes, collateral or security agreements, and other borrower-executed documentation to confirm that all required terms, signatures, and supporting materials are present and aligned with the approved loan structure. You will work closely with lending, credit administration, and loan servicing teams to validate that loan files meet documentation standards before final processing and ongoing servicing. Your attention to detail will help identify discrepancies or missing information early, reducing risk and ensuring that the bank’s loan documentation is properly structured, enforceable, and compliant. Through this work, you will play an important role in supporting strong credit administration practices and maintaining the integrity of Columbia Bank’s lending operations . 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. Responsible for the transaction and processing of moderately complex 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. Captures metrics to assist leadership in coordinating and adjusting daily workflow. Participate in continuous improvement efforts and actively assist in the identification and implementation of workflow improvements. Perform work accurately and within assigned deadlines. Provide timely communication of work status so any incomplete work can be redistributed across the team. May serve as a Loan Servicing subject matter expert (SME) both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies. May be asked to mentor or train others as well as be cross-train to assist others throughout Loan Support Services. Actively participate on collaboration project teams within division and across departments as needed. 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

• Diploma or GED (preferred)
• 2-4 years — Advanced consumer, SBA or commercial/business loan servicing or equivalent experience. (Required)
• Possess working knowledge of consumer, SBA and commercial/business loan experience, advanced banking, lending products, services and lending documentation including loan regulations, policies and procedures.
• Ability to muti-task and respond to frequent changes in daily workflow.
• Strong math, analytical, multi-tasking and problem-solving skills.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to effectively communicate across all levels of the organization.
• Possess working knowledge of consumer, SBA or commercial/business loan regulations, policies and procedures.
• Proficiency using 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

• Business, accounting, finance or related field.

Responsibilities

• Review loan documentation packages across consumer, commercial, and business lending portfolios to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements.
• Examine key loan documents such as credit agreements, promissory notes, collateral or security agreements, and other borrower-executed documentation to confirm that all required terms, signatures, and supporting materials are present and aligned with the approved loan structure.
• Work closely with lending, credit administration, and loan servicing teams to validate that loan files meet documentation standards before final processing and ongoing servicing.
• 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.
• Responsible for the transaction and processing of moderately complex 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.
• Captures metrics to assist leadership in coordinating and adjusting daily workflow.
• Participate in continuous improvement efforts and actively assist in the identification and implementation of workflow improvements.
• Perform work accurately and within assigned deadlines.
• Provide timely communication of work status so any incomplete work can be redistributed across the team.
• May serve as a Loan Servicing subject matter expert (SME) both internally and externally.
• May be asked to lead or assist others in understanding the organizations processes, procedures and policies.
• May be asked to mentor or train others as well as be cross-train to assist others throughout Loan Support Services.
• Actively participate on collaboration project teams within division and across departments as needed.
• 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

• We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
• We offer eligible associates 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, and paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

What This Job Offers

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