Loan Support Specialist I

Evolving Solution Services; Everett (WA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Bonus opportunity

401(k) with matching

Health insurance

Dental & Vision insurance

Paid vacation

Holidays

Job summary

Mountain Pacific Bank is seeking a full-time Loan Support Specialist to join our team in Everett. The role focuses on insurance monitoring, daily statement processing, and timely handling of loan documentation, including funding and booking on our core system.

Imaging and indexing of documents, plus adherence to policy, are essential. The ideal candidate will be detail-oriented, able to multitask, and possess strong written and verbal English skills, with experience in loan ledgers and core

Qualifications

• High school diploma or GED is required.
• 0–5 years’ related experience or equivalent.
• Understanding of loan ledgers and core banking systems.
• Proficient in Microsoft Office and iCore.
• Strong communication skills in English.

Responsibilities

• Monitor insurance on loan collateral and process statements.
• Prepare and fund loan documents; book loans on core system.
• Index and image loan files; ensure quality control.
• Maintain confidentiality and compliance with policies.

Skills

Loan ledgers

Core banking systems

Attention to detail

Time management

Microsoft Office

Written & verbal English

Education

High school diploma or GED

Tools

LaserPro

iCore

Job description

Mountain Pacific Bank is looking for a full-time Loan Support Specialistto join our team.

Recognized by the Independent Community Bankers Association (ICBA) as one of the Best Community Banks to Work For, Mountain Pacific Bank is committed to fostering a positive work environment, providing opportunities for professional development, and promoting a culture of inclusion, empowerment, and community engagement.

Started by 17 local business and outstanding community leaders, Mountain Pacific Bank is a Community Bank dedicated to serving Whatcom, Skagit, Snohomish, and King Counties. An equally important part of our plan is to reinvest in the community with resources, time and talents.

Your Role

The Loan Support Specialist I is responsible for insurance monitoring, daily statement processing, and timely and accurate processing of loan documentation—including preparing loan documents, funding and booking loans on the Bank’s core system, and ensuring that all policies and procedures are followed. This position is also responsible for imaging and indexing all loan documents in a timely, accurate, and efficient manner, ensuring quality control during the process. This position partners with other loan services team members and Bank departments to provide high level support and assistance.

Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

• Communicates with front-line staff; answers and directs incoming calls and emails in an accurate, professional, and courteous manner.
• Tracks and monitors insurance to ensure Bank’s collateral is property insured.
• Ensures the security and confidentiality of private customer information.
• Images hard copy and electronic loan, financial, and customer documents and installs them accurately into the core system, ensuring a complete loan and credit file.
• Prints and mails monthly borrower statements and late notices.
• Ensures compliance with established Bank and regulatory guidelines and procedures.
• Completes loan processing documentation utilizing LaserPro on all types of Commercial Loans, including but not limited to Commercial C&I, Commercial Real Estate and AG loans.
• Processes, posts, and maintains files on construction loan draw requests per department policies and procedures and is responsible for the completeness and accuracy of draw packages prior to approvals and funding.
• Orders and reviews Construction Inspection reports to monitor the progress of the projects.
• Completes research and provides detailed supporting documentation to identify and resolve issues or exceptions that arise.
• Capable of boarding and funding loans on the Core system.
• Performs other duties as assigned.

What You'll Bring

• Understanding of loan associated General Ledgers.
• Basic knowledge of core systems and their various functions.
• Flexible with and accepting of change in production environment with willingness to learn new skills.
• Must be detail oriented, self-motivated, and organized.
• Ability to multi-task and be flexible to changing priorities while possessing strong time management skills.
• Proficient knowledge of Microsoft Office programs (Word, Excel, Outlook) and iCore.
• Excellent interpersonal and written/verbal communication skills demonstrating the ability to communicate effectively and clearly in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.

Required Education and Experience

• High school diploma or general education degree (GED)
• 0 to 5 years’ related experience and/or training; or equivalent combination of education and experience.

Physical Demands

While performing the duties of this job, the employee is constantly required to remain in a stationary position and operate a computer and other office productivity machinery, such as a multi-line telephone, copy machine, scanner, fax, and computer printer. The employee needs to frequently communicate with internal and external contacts and move about inside the office to access filing cabinets, office machinery, etc. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Climate controlled business office environment.
• Ability to work in artificial light for extended periods of time.
• The noise level is usually moderate.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day.
• This is a full-time, in-person position: Monday through Friday; 40 hours per week.
• Work requires regular attendance, punctuality, and adherence to an agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, as needed.

Travel Required

• Minimal (0%-10%) local, non-overnight travel.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. This job description does not constitute a written or implied contract of employment or otherwise modify the terminable-at-will employment relationship.

About Mountain Pacific Bank

It is Mountain Pacific Bank's goal to provide high-quality financial products and services at a fair price to businesses, professionals and individuals of Snohomish, Skagit and King Counties. And to distinguish itself by becoming "the local bank of choice for customers, employees and shareholders by exceeding their expectations," as stated in the mission.

Started by 17 local business and outstanding community leaders, Mountain Pacific Bank is a community bank dedicated to serving Snohomish, Skagit and King Counties. An equally important part of their plan is to reinvest in the community with resources, time and talents.

At Mountain Pacific Bank we also know every organization has unique financial needs; we'd like to show you how flexible and innovative our financials solutions can be. Being local gives us the flexibility to make decisions that the larger institutions can't.

Mountain Pacific Bank is committed to equal employment opportunity. We do not discriminate against employees or applicants for employment on any legally recognized basis ["protected class"], including, but not limited to: veteran status, uniform service member status, race, color, age, religion, sex, national origin, physical or mental disability or any other protected class under federal, state or local law.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Type: Full-time in person
Level I $23.00 - $29.65
Benefits:

• Bonus opportunity (based on company and individual performance)
• 401(k) with matching contribution (immediately vested)
• Comprehensive medical, dental, and vision insurance with 100% of employee base premiums covered
• Healthcare and Dependent Care Flexible Spending Account
• Minimum of 10 paid vacation days annually*
• 2 additional PTO days annually**
• 11 paid holidays
• 8 hours of paid sick time per month*
• Paid Life, AD&D, and Long-Term Disability insurance
• Employee assistance program
• Referral program
• Mountain Pacific Bank account and loan perks

* pro-rated from start date and/or hours worked
**granted every January 1st