FirstBank Jobs

Job Information

Heritage Bank Loan Servicing Specialist in Tacoma, Washington

Base Salary Range

$17.65 - $21.62 - $25.59 per hour

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, you'll 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. Full-time 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. *pro-rated 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 on-site position.

The loan servicing specialist is responsible for providing primary support to internal and external customers over the telephone and e-mail 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 set-ups for new loans. File supporting documentation in appropriate files.
  • Cross-train within the department to provide back-up, 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.   

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.

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 Bank's policies, procedures, products, and services.

Ability to display initiative to independently learn and apply skills to improve errors and overall servicing quality.

Basi

DirectEmployers