Loan Support Specialist: Commercial Specialty Services

Columbia Bank • Irvine, CA

8d • $18 - $28 • Onsite

About The Position

About the Role: The Loan Support Specialist supports the servicing of complex commercial loan products within the Commercial Specialty Services team, including syndications, participations, municipal lending, SWAPS, and multi‑tranche loan structures. This role operates in a fast‑paced, high‑volume environment with established deadlines and requires a strong attention to detail, sound judgment, and the ability to work independently. Assignments are moderately complex and require independent problem‑solving, initiative, and a working knowledge of commercial loan documentation, regulatory requirements, and bank policies and procedures. The Loan Support Specialist I independently manages production‑based servicing activities, resolves exceptions, and develops recommendations related to specialized commercial loan structures. This position interacts regularly with bank staff at all levels across multiple departments, as well as external partners including customers, escrow and title companies, attorneys, syndication agents, and other financial professionals. The role requires the ability to independently determine appropriate methods and procedures for new or non‑routine assignments while ensuring accuracy, compliance, and timely service delivery . 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.

Requirements

• 1-2 years — Consumer, SBA or Commercial/Business loan or equivalent experience. (Required)
• 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

• Diploma or GED (preferred)
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees