Loan Support Specialist: Post-Booking Q.C.

Columbia Bank•Irvine, CA

2d•$22 - $28•Onsite

About The Position

About the Role: In this role, you will conduct post-booking quality control reviews for newly originated, renewed, and modified loans. Your responsibilities include verifying that each loan is accurately established within the servicing systems and ensuring that documentation, loan terms, and system data align with approved loan structures and internal policies. This review process is essential for confirming the accuracy and completeness of loan records before they progress through the servicing lifecycle. Additionally, you will support the loan payoff process by validating that payoff transactions are accurately executed within the core system. 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 moderately 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 daily workflow. Participate in continuous improvement efforts and actively 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. May serve as a Loan Servicing subject matter expert (SME) both internally and externally. May be asked to lead or assist others in understanding the organizations processes, procedures and policies May be asked to mentor or train others as well as be cross-train to assist others throughout Loan Support Services. Actively participate on collaboration project teams within division and across departments as needed. 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. About You: High School Diploma or GED. Required Associate’s degree in Business, accounting, finance or related field. Preferred. 2-4 years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience. Required Possess 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 muti-task and respond to frequent changes in daily workflow. Strong 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. Possess working knowledge of consumer, SBA or commercial/business loan regulations, policies and procedures. Proficiency using computer software including Word, Excel, loan servicing systems and other office equipment. Ability to work efficiently in a fast-paced, high-volume service-oriented environment. Strong analytical skills and attention to detail. The pay range for this role is $22.00 - $28.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 24021 E MISSION AVE STE 200 Liberty Lake WA 99019-9529 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. Why work for Columbia Bank? A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.

Requirements

High School Diploma or GED.
2-4 years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience.
Possess 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 muti-task and respond to frequent changes in daily workflow.
Strong 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.
Possess working knowledge of consumer, SBA or commercial/business loan regulations, policies and procedures.
Proficiency using computer software including Word, Excel, loan servicing systems and other office equipment.
Ability to work efficiently in a fast-paced, high-volume service-oriented environment.
Strong analytical skills and attention to detail.

Nice To Haves

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

Responsibilities

Conduct post-booking quality control reviews for newly originated, renewed, and modified loans.
Verify that each loan is accurately established within the servicing systems and ensuring that documentation, loan terms, and system data align with approved loan structures and internal policies.
Support the loan payoff process by validating that payoff transactions are accurately executed within the core system.
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 moderately 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 daily workflow.
Participate in continuous improvement efforts and actively 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.
May serve as a Loan Servicing subject matter expert (SME) both internally and externally.
May be asked to lead or assist others in understanding the organizations processes, procedures and policies
May be asked to mentor or train others as well as be cross-train to assist others throughout Loan Support Services.
Actively participate on collaboration project teams within division and across departments as needed.
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.

Benefits

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Competitive benefits and flexibility designed to help you thrive personally and professionally.

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