Loan Support Specialist

Loan Support Specialist I Loan Operations Irvine, California Roseburg, Oregon Spokane, Washington Tacoma, Washington Liberty Lake, Washington Phoenix, Arizona Description

About Us:

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results‑focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

The Loan Support Specialist I 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 moderately 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, attorney’s 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 moderate to 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.

• 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.

• High School Diploma or GED. Required.

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

• 1‑2 years of 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 multitask and respond to frequent changes in daily workflow.

• Demonstrated math, analytical,…