Loan Support Specialist: Small Business Lending

Columbia Bank•Irvine, CA

8d•$22 - $28•Onsite

About The Position

About the Role: In this role, you will support the bank’s small business lending operations by managing documentation for scored credit loans. You will be responsible for ensuring that all required loan documentation is properly prepared, reviewed, and maintained in accordance with internal policies, regulatory requirements, and credit standards. Your work will help ensure that loan files are complete, accurate, and ready to move efficiently through the servicing process. This position requires strong attention to detail and the ability to work within established documentation procedures while maintaining a high level of accuracy. By ensuring documentation integrity from the beginning of the loan lifecycle, you will help reduce risk, support efficient loan processing, and contribute to delivering a reliable lending experience for Columbia Bank’s small business clients. . 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 moderate to 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 workflow. Participate in continuous improvement efforts and contribute to the identification and implementation of workflow improvements. Perform work accurately and within assigned deadlines. Provide timely communication of work status so that any incomplete work can be redistributed across the team. May be asked to train others as well as be cross trained to assist throughout Loan Support Services. 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. About You:

Requirements

High School Diploma or GED.
1-2 years of Consumer, SBA or Commercial/Business loan or equivalent experience.
Working knowledge of consumer, SBA and commercial/business loan, 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.
Demonstrated math, analytical, multi-tasking and problem-solving skills.
Solid 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.
Able to work in a high work volume service-oriented environment with a high degree of change that support critical deadlines.
Strong analytical skills and attention to detail.

Nice To Haves

Associate’s degree in Business, accounting, finance or related field.

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.
Responsible for the transaction and processing of moderate to 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 workflow.
Participate in continuous improvement efforts and contribute to the identification and implementation of workflow improvements.
Perform work accurately and within assigned deadlines.
Provide timely communication of work status so that any incomplete work can be redistributed across the team.
May be asked to train others as well as be cross trained to assist throughout Loan Support Services.
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.

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