Loan Support Specialist Lead

About the Role:

The Loan Support Specialist Lead 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 highly 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 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 and may be asked to analyze, and review report metrics to assist leadership in coordinating and adjusting workflow.
• Participate in continuous improvement efforts to and regularly 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.
• Act as a Loan Servicing subject matter expert (SME) both internally and externally. Assist others in understanding the organization’s processes, procedures and policies.
• Assist leadership in training/leading others while providing guidance for overall performance improvement across the department. Will be cross‑trained to assist and back‑up others throughout Loan Support Services.
• Participate on project teams within division and across departments with intentional collaboration across all channels.
• 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.
• 4-7 years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience. Required.
• Demonstrated 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 adjust appropriately to frequent changes in daily workflow.
• Excellent 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.
• Comprehensive understanding of consumer, SBA or commercial/business loan regulations, policies and procedures.
• Advanced skills using computer software including Word, Excel, loan servicing systems and other office equipment.
• Ability to work…