Loan Servicing Project Specialist

Columbia Bank; United States; On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement savings

Paid vacation and holidays

Job summary

Columbia Bank is seeking a Business Analyst to optimize workflows and document requirements for bank business units. You will bridge business needs with IT, collaborate with stakeholders, and translate complex processes into actionable requirements and test plans.

Responsibilities include supporting RFP processes, user acceptance testing, and developing training materials while ensuring compliance with banking regulations. Travel is occasional; role is onsite in Tacoma, WA.

Qualifications

• 2-4 years of relevant business analyst and/or project management experience.
• Knowledge of banking policies, procedures, practices and documentation.
• Demonstrated data analysis and problem-solving skills.
• Excellent written and verbal communication and presentation skills.
• Ability to work effectively with individuals and groups across the company.

Responsibilities

• Supports optimization of workflow and processes for bank business unit(s).
• Documents business unit requirements and translates them into applications and operational needs.
• Acts as liaison between business units and IT to align solutions with goals.
• Assists with RFP processes, testing, and training material development.
• Ensures compliance with bank regulations and participates in onboarding and knowledge transfer.

Skills

Business analysis

Project management

Analytical thinking

Stakeholder collaboration

Communication skills

Education

Bachelor's degree in business or related field

Job description

About the Role:

Supports the optimization of workflow and processes for bank business unit(s). Responsible for identifying and documenting business unit requirements, investigating business unit systems, identifying options for improving business unit systems and bridging the needs of the business unit with the use of information technology. Provides a strong link between the business unit and information technology to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization as a whole to achieve its goals. Collaborates with stakeholders and subject matter experts to document, communicate, validate and refine necessary requirements and make recommendations based on product vision and market requirements, research data and organizational goals. Elicits information and ideas from subject matter experts, business owners, vendors, and others regarding existing and proposed business systems. Researches and interprets business needs of moderate complexity and translates into application and operational requirements. Assists with business base development and RFP process (as applicable) during the project initiate phase. Assists in integration and user acceptance testing of new or revised workflows, processes, and/or systems. Supports the development of training, as well as implementation and post-implementation material. Serves as a liaison between business units and Technology Advancement Group (TAG) through which requirements flow. 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:

Bachelor's Degree in business, project management, business systems or equivalent (preferred) 2-4 years - of relevant business analyst and/or project management and/or operations experience related to the assigned business unit function (Required) Business operations knowledge, analytical and problem-solving skills. Demonstrated data analysis skills including project management and/or operations. Knowledge of banking policies, procedures, practices and documentation. Proficient knowledge of development concepts and practices, potential applications, and customer requirements. Proven usage of project management skills. Excellent written and verbal communication and presentation skills. Ability to work effectively with individuals and groups across the company to manage customer relationships.

Travel Requirements Occasional

The pay range for this role is $22.70 - $30.00. 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). 2228 South 78th Street Tacoma WA 98409

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: [e-mail].

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.