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. Works on assignments that are highly complex and specialized 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.

• Maintains oversight for the transaction and processing of moderate to highly complex and specialized 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.
• Provides outstanding service and timely response to requests from internal and external customers.
• Analyzes daily report metrics and organizes workflow assignments and tasks to ensure work is assigned and completed.
• Participates and may lead efforts to assist in the identification and implementation of workflow improvements.
• Performs work accurately and within assigned deadlines. Provides timely communication or analysis of work that may be projected to be incomplete to allow or facilitate workload transfer.
• Provides subject matter expertise of processes and system in all aspects of loan servicing and support activities. May participate on project teams within division and across departments with intentional collaboration across all channels.
• Monitors team accuracy, coaches, mentors, trains or teaches coursework to others or as a subject matter expert to improve quality and overall performance of team. Will be asked to train on multiple functions to back-up and assist throughout Loan Support Services.
• Actively participates in specialized 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.
• Maintains 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”.

Requirements

• A high school diploma or GED.
• A minimum of an Associate’s degree in Business, accounting, finance or a related field.
• At least 7+ years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience.
• At least 1+ year(s) of supervisory or team lead experience of equivalent leadership.

Qualifications

• Advanced knowledge with consumer, SBA and commercial/business loans, advanced banking, lending products, and services and lending documentation.
• Ability to multitask and positively adapt 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 trouble shoot and determine best workflow practices making suggestions for process improvement.

Skills

• Knowledge of consumer, SBA and commercial/business loans, advanced banking, lending products, and services and lending documentation.
• Advanced math, analytical, multi-tasking and problem-solving skills.
• Excellent interpersonal, verbal, and written communication skills.
• 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 trouble shoot and determine best workflow practices making suggestions for process improvement.

Benefits

• Comprehensive healthcare coverage (medical, dental, and vision plans).
• A 401(k)-retirement savings plan with employer match for qualifying associate contributions.
• 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.
• Paid vacation, sick days, volunteer days, and holidays.

Pay Range

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 limited to, job-related knowledge, skills, and experience, education, and geographic location.

Application Instructions

To apply, please visit our careers page at careers.columbiabank.com.