Loan Support Specialist II

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The Loan Support Specialist II 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 complex 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, attorneys 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.
• Responsible for the transaction and processing of moderately complex consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with the organization’s workflow, ensuring regulation, policy, and procedures practices are followed.
• Provide outstanding service and timely response to requests from internal and external customers.
• Capture 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 organization’s processes, procedures and policies.
• May be asked to mentor or train others as well as be cross‑trained to assist others throughout Loan Support Services.
• Actively participate on collaboration project teams within division and across departments as needed.
• Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on‑the‑job training. Keep up to date on regulation changes.
• Follow all Bank policies and procedures, compliance regulations, and complete 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 learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embrace the vision to become “Business Bank of Choice.”
• May perform other duties as assigned.

• High School Diploma or GED. Required.
• Associate’s degree in Business, accounting, finance or related field. Preferred.
• 2-4 years of 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 multi‑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.
• Proficiency using computer software including Word, Excel, loan servicing systems and other office equipment.
• Ability to work efficiently in a fast‑paced, high‑volume…