Loan Support Specialist: Reporting & Audit Oversight

Columbia Bank • Roseburg, OR

5d • $22 - $28 • Onsite

About The Position

About the Role: As a Loan Support Specialist you will be supporting Reporting & Audit with operational transparency and compliance by managing reporting and audit-related activities. In this role, you will prepare, review, and validate reports used to monitor servicing activity, identify discrepancies, and support internal control processes. Your work will play an important role in ensuring accurate reporting and maintaining clear documentation of servicing operations. You will also support internal and external audit efforts by helping ensure data accuracy and consistency across servicing systems and reporting processes. Through detailed analysis and collaboration with internal teams, you will help strengthen operational oversight and contribute to the bank’s commitment to strong governance and regulatory compliance. . 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

• High School Diploma or GED.
• 2-4 years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience.
• 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

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

Responsibilities

• Prepare, review, and validate reports used to monitor servicing activity, identify discrepancies, and support internal control processes.
• Support internal and external audit efforts by helping ensure data accuracy and consistency across servicing systems and reporting processes.
• 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.
• 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.
• 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.
• 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 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.

What This Job Offers

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