Loan Support Specialist Team Lead

About the Role

The Loan Support Specialist Team 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. They work on assignments that are highly complex and specialized, requiring independent action and a high degree of initiative in resolving problems and developing recommendations. The role handles production tasks that require knowledge of loan documentation, regulations, policies and procedures and interacts with bank staff at all levels in multiple departments, customers, escrow/title personnel, attorneys, and various levels of external professionals.

• 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.
• Maintain oversight for the transaction and processing of moderate to highly complex and specialized consumer, small business, SBA, and commercial/business loan products and 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.
• Analyze daily report metrics and organize workflow assignments and tasks to ensure work is assigned and completed.
• Participate in and may lead efforts to assist in the identification and implementation of workflow improvements.
• Perform work accurately and within assigned deadlines, providing timely communication or analysis of work that may be projected to be incomplete to allow or facilitate workload transfer.
• Provide subject‑matter expertise of processes and systems in all aspects of loan servicing and support activities.
• Coach, mentor, train, or teach coursework to others or serve as a subject‑matter expert to improve quality and overall performance of the team.
• Participate on project teams within the division and across departments with intentional collaboration across all channels.
• Demonstrate compliance with all bank regulations for the assigned job function and apply designated job responsibilities; 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 the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
• Learn, demonstrate, and foster the Columbia corporate culture in all actions and words and embrace the vision to become “Business Bank of Choice.”
• Perform other duties as assigned.

• High School Diploma or GED.
• Required Associate’s degree in Business, accounting, finance or related field; preferred additional education.
• 7+ years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience.
• 1+ year(s) of supervisory or team lead experience of equivalent leadership.
• Advanced knowledge of consumer, SBA and commercial/business loans, advanced banking, lending products, services, and lending documentation.
• Ability to multi‑task and adapt positively to continuous change within the work environment.
• Advanced math, analytical, multi‑tasking and problem‑solving skills.
• Excellent interpersonal, verbal and written communication skills; ability to effectively communicate with people at all levels.
• Demonstrated working knowledge 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 effectively in a fast‑paced, service‑oriented environment with high work volumes and critical deadlines.
• Excellent analytical skills and attention to detail.
• Ability to troubleshoot and determine best workflow practices while making suggestions for process improvement.

The pay range for this role is $22.00 – $30.00 an hour. The pay rate for the selected candidate is dependent upon a variety of non‑discriminatory factors including, but not…