Loan Production Assistant

Overview: Heritage Bank has an exciting opportunity to join our organization! The Spokane Commercial Banking team is seeking an loan production assistant who will provide broad-based administrative support to commercial lenders, from origination to closing, by assisting in the lending process of commercial loan requests through the documentation and reporting processes, while effectively balancing service, quality, compliance and relationship building.

This position is fully on‑site in Spokane, Washington.

• Level I: $25.47 – $31.83 – $38.20 per hour
• Level II: $27.38 – $34.22 – $41.07 per hour
• Senior: $30.12 – $37.64 – $45.18 per hour

• Provides exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards.
• Provides assistance and operational support throughout the entire commercial loan function and coordinates the daily workflow to ensure that current loans are in complete conformity with terms.
• Ensures timely system inquiries to obtain credit history information on potential borrowers, and provides documents to the processing/servicing department for new and renewal loan closings, as required.
• Ensures timely client relationship tracking, processing paperwork, and assembling and summarizing information, as requested and/or required.
• Prepares routine correspondence, processes account changes, researches and resolves account related problems and responds to client inquiries.
• Researches, compiles and prepares month‑end reports. Reviews for accuracy and completeness; ensures lender(s) is apprised of any issues/problems that may arise and need immediate attention, prior to management distribution.
• Works with lender to ensure a base level of client action planning and prioritization and discusses entire portfolio of clients and prospects to ensure timely receipt of financial information, credit reports, past dues, maturity reports, tickler items, etc.
• Ensures timely and accurate scanning, updates and maintenance of customer financial records within the Bank’s standard imaging system. Maintains and manages pending items and exception reports, updating customer records as needed and required.
• Schedules and organizes meetings and office activities to coordinate the flow of communications.
• Establishes and maintains appropriate files and records for loan documents. Protects the confidentiality of all customer information.
• Develops and maintains current knowledge of all bank products and services, and banking rules and regulations.
• Keeps other department members informed of concerns, issues and/or questions arising from performance of assigned duties.
• May assist lenders with loan closings and signings, as needed and/or requested.
• Participates in various community events and/or attends various meetings related to lending initiatives and operational/administration updates.
• Contributes to the success of the department with willingness to share in all department responsibilities, as required or assigned.

• H.S. Diploma or equivalent required. Associate’s Degree or higher in Business and/or Accounting preferred.
• Level I – 1+ year recent office and/or administrative support experience in retail banking and/or lending support role, demonstrating working knowledge of general and/or professional office administration practices and procedures required. Recent working experience in mortgage, consumer, SBA, special assets, commercial lending operations, loan servicing, commercial loan documentation, credit support, or compliance preferred.
• Level II – 3+ years recent related work experience supporting a diverse and moderate to complex commercial portfolio, demonstrating working knowledge, proficiency and understanding of lending concepts, principles and business practices from origination to closing; strong working knowledge of professional office administration practices and procedures and well developed accounting skills in a financial services and community bank environment required. Knowledge and experience in multiple commercial lending functions, i.e., C&I, SBA, CRE and Agricultural lending preferred.
• Senior – 4+ years recent related work…