Loan Servicing Specialist

Base Salary Range

Level I $20.00 $22.70 $26.87per hour

Level II $21.00 $25.62 $30.75 per hour

Depending on qualifications and experience Loan Servicing Specialist I or II may be considered.

At Heritage Bank we work hard but also know how important it is to take time off to stay healthy relax and spend time doing what makes your heart happy!

As part of our team youll enjoy a total rewards package which includes base salary based on the role experience and skill set along with an exceptional benefits package (medical dental vision life insurance 401(k) community volunteer time) and generous time off policy. Fulltime team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month* while also enjoying 11 paid holidays each calendar year and an annual float day. *prorated from start date and/or hours worked.To view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview:

Heritage Bank currently has an exciting opportunity to join our organization! We are seeking an experienced loan servicing specialist in Tacoma WA. This is an onsite position.

The loan servicing specialist is responsible for providing primary support to internal and external customers over the telephone and email along with performing basic account maintenance and monetary transactions.

The successful candidate will be able to:

• Provides support to internal and external customers over the telephone and email utilizing professional phone etiquette and business communication skills in accordance with the Heritage Bank Service Standards.
• Processes loan payments incoming wires and advances for all loan types.
• Answer telephone and provide courteous and efficient customer service. Forward calls to appropriate personnel as needed.
• Open and distribute department mail.
• Posts payoff transactions accurately to loan system and process all paid off/closed loan files per department procedures. Process the release of all types of collateral and supporting services in a timely manner.
• Performs file maintenance activities i.e. returned checks; automatic payments and tax registration setups for new loans. File supporting documentation in appropriate files.
• Crosstrain within the department to provide backup as needed.
• Contributes to the success of the department with willingness to share in all department responsibilities as required or assigned.
• Gains working knowledge of and ensures bank activities are performed in compliance with all state and federal banking laws and regulations applicable to assigned area.
• Understands and complies with all policies procedures standards and guidance relevant to assigned job responsibilities.

Requirements:

• High School Diploma or equivalent required. Coursework and/or certification in accounting; or relevant education preferred.
• Level I 1 year recent related customer service experience in loan servicing and/or branch banking with an understanding of basic bank transactions and products/services in a financial services industry required.
• Commercial experience preferred.
• Level II 2 years recent related customer service experience in a loan servicing and/or lending support role which includes working knowledge across various functional loan servicing areas in a financial services industry required.
• Equivalent combination of education experience and training may be considered.
• Provides an exceptional level of quality service for internal and external customers and responds to customers needs questions and concerns in an accurate effective and timely manner.
• Ability to gain working knowledge and understanding of principles procedures requirements regulations and policies related to assigned area as well as the Banks policies procedures products and services.
• Ability to display initiative to independently learn and apply skills to improve errors and overall servicing quality.
• Basic knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest balance accounts and locate routine mathematical errors.
• Effective listening verbal written and telephone etiquette business communication skills with the ability to communicate issues and follow up items over the phone and via email; ability to read write speak and understand English well.
• Detail oriented with strong organizational time management data review and processing skills; with the ability to manage multiple assignments ensuring that priorities are set with the ability to meet multiple and sometimes competing deadlines with an emphasis on accuracy and quality.
• Ability to work well both independently and collectively within a team environment.
• Ability to work successfully in a production environment where volume efficiency and accuracy are required.
• Flexible with and accepting of change in a fast paced environment with willingness to learn new skills.
• Unquestionable integrity in handling sensitive and confidential information required.
• Working knowledge of office administration practices and procedures.
• Working knowledge and use of MS Office products (Word Excel Outlook) and retrieval of data with the ability to adapt to and learn new products and technologies quickly.
• Working knowledge of financial services loan systems and experience utilizing loan servicing and client file management applications i.e. OSI/DNA preferred.

Work Environment:

• Climate controlled office environment.
• Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent interruptions during the day.
• Work requires regular attendance punctuality and adherence to agreedupon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours as needed.

Physical Demands:

• Work may involve the constant use of computer screens reading of reports and sitting throughout the day.
• Ability to operate a computer keyboard multiline telephone photocopier scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Typically sitting at a desk or table; intermittently standing stooping bending at the waist kneeling or crouching to file materials.
• Occasional lifting 10 30 lbs. (files boxes).

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age protected veteran status disability or any other basis protected by applicable law.

Job applicants have certain legal rights. Please clickherefor information regarding these rights.

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Salary Range Disclaimer

The base salary range represents the min mid and max of Heritage Banks salary range for this position. Actual salaries will vary depending on factors including but not limited to qualifications experience and job performance. The range listed is just one component of Heritage Banks total compensation package for full time and part time employees. Depending on position other total compensation rewards may include monthly quarterly or annual incentive and/or bonuses.

##JobCategory:Bank Operations##

##Street:3615 Pacific Avenue##

##City:Tacoma##

##State:WA##

##ZipCode:98418##

##Internal:false##

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