Loan Support Specialist (Admin Center - Traverse City, Mi

Loan Support Specialist I

This position is not eligible for immigration sponsorship. This role is required to be in office Tuesday-Thursday. Wage range: $17.81 - $22.27.

The Loan Support Specialist I supports lending operations by maintaining accurate loan documentation, assisting with loan servicing tasks, and supporting compliance-related activities. This role performs loan file reviews, tracks collateral and lien requirements, and provides administrative support across consumer and mortgage lending functions. The position also supports communication with members and internal teams to ensure timely and accurate handling of loan-related requests.

Through attention to detail, organization, and responsiveness, this role helps ensure lending operations remain accurate, compliant, and efficient.

What You'll Do

Loan File Review & Documentation Support

• Perform loan file reviews to ensure documentation is complete and compliant
• Maintain accurate and organized loan files
• Support documentation preparation and updates
• Ensure loan records meet policy and regulatory requirements

Collateral & Lien Tracking

• Track and maintain collateral documentation, including titles, mortgages, UCC filings, and insurance
• Support lien perfection and follow up on outstanding items
• Verify insurance coverage and required documentation
• Ensure collateral records are accurate and complete

Loan Servicing Support

• Assist with servicing activities such as payoffs, address changes, skip payments, and collateral releases
• Support ancillary product processes (e.g., GAP claims, debt protection documentation)
• Maintain accurate servicing records
• Assist with loan-related follow-up tasks

Reporting & Compliance Support

• Complete and maintain required operational reports
• Ensure report accuracy and audit readiness
• Track and maintain report history
• Support compliance with lending policies and regulatory requirements

Member & Internal Support

• Respond to member and internal inquiries via phone and email
• Provide general information related to lending processes and services
• Route complex inquiries to appropriate team members
• Support a professional and responsive service experience

Administrative & Operational Support

• Perform administrative tasks such as correspondence, document preparation, and mail distribution
• Maintain department records and documentation systems
• Support workflow coordination across lending functions
• Assist with special projects and department initiatives

Team Collaboration

• Support lending and operations staff as needed
• Coordinate with internal teams to ensure smooth workflow
• Share information and assist team members
• Participate in meetings and team initiatives

Operational Excellence

• Complete tasks accurately and within established timelines
• Follow lending policies, procedures, and security standards
• Communicate issues, risks, and updates effectively
• Support continuous improvement of lending operations

What Success Looks Like

• Loan files are accurate, complete, and compliant
• Collateral and lien tracking is maintained without gaps
• Reports are accurate and audit-ready
• Loan servicing support tasks are completed efficiently
• Member and internal inquiries are handled professionally
• Lending operations run smoothly and consistently
• Team collaboration supports overall department success

Qualifications

Education

High school diploma or equivalent required

Experience

Previous administrative, lending, or financial services experience preferred

Knowledge & Skills

• Strong attention to detail and organizational skills
• Basic understanding of lending processes and documentation
• Strong communication and customer service skills
• Ability to manage multiple tasks and priorities
• Proficiency with computer systems and office tools
• Ability to work collaboratively in a team environment

Physical & Work Environment

• Primarily office environment
• Frequent sitting, typing, and computer use
• Occasional lifting up to 50 lbs

Compliance Commitment

• Bank Secrecy Act & OFAC requirements
• U.S. Patriot Act regulations
• Gramm-Leach-Bliley privacy and information security standards

Additional Expectations

• Assumes responsibility for tasks and duties as assigned

This job description is not intended to be all-inclusive. Additional duties may be assigned as needed.