Loan Specialist

• Perform mortgage loan servicing duties involving accurate accounting, settlement, administration, and maintenance of mortgage loans
• Focus on customer service, escrow administration, new loan boarding and quality control, loan maintenance, and/or payment processing
• Develop and maintain Mortgage Loan Servicing procedures
• Identify servicing training needs, develop training materials, and assist with training scheduling and delivery
• Process loan payments and corrections, payoffs, and internal and external customer inquiries
• Administer mortgage loan escrow accounts, including maintenance, monitoring, and payment of taxes and insurance
• Collaborate with Mortgage Loan Servicing leadership to identify, propose, and implement workflow improvements
• Collaborate with functional areas to coordinate procedures, resources, cross-training, and departmental and field communication
• Maintain knowledge of First Interstate Bank policies, investor guidelines, and applicable federal regulations

Mortgage loan servicing specialist maintaining loan accounts for First Interstate Bank

Mortgage Loan Servicing Specialist

Mortgage loan servicing specialist maintaining accounts, payments, escrow, and procedures for First Interstate Bank.
Supporting customers, compliance, training, and workflow improvements across mortgage servicing operations.

• support the full lifecycle of business lending transactions, from post-approval through documentation and closing
• ensure business loans are processed accurately, meet compliance requirements, and move efficiently to funding
• build strong working relationships with bankers, underwriting partners, and external stakeholders
• Partner with the Relationship Team to obtain and review information required for underwriting, documentation
• Set up, process, and monitor documents and files for package completion to meet specifications of a customer request
• Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s)
• Maintain files with all required documentation for third-party review and prepares files for timely audits
• Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the financial institution’s interests
• Responsible for ensuring all closing conditions are met and loans are closed within time frames
• Review and resolve a variety of customer problems/issues regarding bank products and services
• Responsible for GL Certification which includes research, balancing and certification.

Senior Business Loan Specialist managing the post-approval lifecycle of business loans

Senior Business Loan Specialist – Post Approval

Senior Business Loan Specialist at Columbia Bank managing post-approval lifecycle of business loans. Building relationships and ensuring compliance throughout documentation and closing process.

Loan Specialist jobs in Washington

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Mortgage Loan Servicing Specialist

Senior Business Loan Specialist – Post Approval