Loan Documentation Specialist

Loan Operations Tacoma, Washington


Primary responsibility is to perform all functions of a Loan Documentation Specialist I together with the additional responsibilities and skills identified below.

Essential Job Functions:

  • Performs the essential job functions of a Documentation Specialist I with some assistance and lower error ratios.
  • Demonstrates broader depth of knowledge surrounding the function of various loan documents and fluency with the content of such documents. 
  • Ability to identify situations where systems will not accommodate the documentation request due to limitations or conflicting language in documents. Offers alternatives to accomplish the request. 
  • Consistently processes loans with moderately complex structures, multiple collateral types or entities.
  • Ability to prepare boarding data and internal checklists for attorney prepared documents with moderate complexity.
  • Support and mentor other Loan Documentation Specialists
  • All other job duties as assigned.

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

  • High school diploma or equivalent and basic math skills. 
  • Minimum of one year directly related work experience preferred.  Basic understanding of loan and collateral transactions.
  • Basic understanding of financial information and lending regulations.
  • General LaserPro application experience or other like application experience preferred.
  • Strong reading comprehension and ability to understand detailed or complex matters.
  • Research and problem solving capabilities with ability to multitask and manage time effectively.
  • Attention to detail and ability to retain multiple forms of information.
  • Adapt quickly to change.
  • Effective verbal and written communication skill with internal and external clients.
  • Strong computer skills and proficiency in Microsoft Office Suite.
  • Ability to work independently and collectively within a team environment
  • Prior experience in loan documentation required.
  • Transferrable skills and/or equivalent banking experience in lending transactions with moderate complexity.

Physical and Mental Requirements:

  • Ability to sit at a desk and use multiple computer monitors for extended periods of time
  • Ability to perform repetitive finger, hand, and arm movements
  • Ability to lift up to 15lbs.
  • Ability to effectively discern information and formulate appropriate action
  • Ability to reach, squat, bend, and manually manipulate standard office equipment
  • Ability to think critically and provide appropriate solutions

Values and Behaviors:

  • Build enduring RELATIONSHIPS with clients and each other.
  • Drive INNOVATION that simplifies life and work. 
  • Seek continuous GROWTH in your personal and professional development. 
  • Commit with HEART to serve others.
  • Extend TRUST in order to receive it. 

We offer a competitive total rewards package including base salary and comprehensive benefits. The hourly range for this role is $22.72 - $29.81, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. 

We offer eligible associates cost-effective benefit options including 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, paid time off for vacation, illness, volunteerism, 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.

Notice to Agency and Search Firm Representatives:

We do not accept unsolicited resumes from agencies and/or search firms. Agencies must obtain advance written approval from Columbia Bank’s Talent Acquisition team to submit resumes, and then only in conjunction with a valid fully-executed written requisition contract for service and in response to a specific job opening. Resumes submitted to any Columbia Bank employee by a third party agency and/or search firm without a valid written and signed requisition search agreement, will become the sole property of Columbia Bank.  Columbia Bank will not pay a fee to any Agency that does not have such agreement in place.  No employee outside of Columbia Bank’s Talent Acquisition team has the authority to enter into a requisition search agreement.