Loan Servicing Specialist

Heritage Bank • Tacoma, WA • 18h ago

Heritage Bank currently has an exciting opportunity to join our organization!

Position Overview:

At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Loan Servicing Specialist to support our customers! 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.

This position is Full Time; typical schedule is Monday-Friday 8:00 a.m.- 5:00 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences.

This position is fully onsite in Tacoma, WA

Base Salary Range

Level I - $20.00 - $22.70 - $26.87 per hour

Level II - $21.00 - $25.62 - $30.75 per hour

Depending on qualifications and experience, Loan Servicing Specialist I or II may be considered.

The Role at a Glance:

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.

Core Skills and Qualifications:

High School Diploma or equivalent -- required. Coursework and/or certification in accounting; or relevant education -- preferred.

Level I - 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.

Level II - 2+ years recent related customer service experience in a loan servicing and/or lending support role, which includes working knowledge across various functional loan servicing areas, in a financial services industry - required.

Equivalent combination of education, experience, and training may be considered.

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, pr

Similar Jobs

Bank Sales & Service Representative (Universal Banker)

First Citizens Bank • Gig Harbor, WA • 18h ago

Finance, Accounting & Banking

Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. The Sales and Service Represen...

18h ago

Go to Apply

Loan Servicing Specialist

Heritage Bank • Tacoma, WA • 18h ago

Finance, Accounting & Banking

Heritage Bank currently has an exciting opportunity to join our organization! Position Overview: At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Loan Serv...

18h ago

Go to Apply

Administrative Assistant Finance

ResCare Premier Inc. • Tukwila, WA • 1d ago

Finance, Accounting & Banking

Requisition: 2025-173616 Administrative Assistant Finance Job Locations US-WA-TUKWILA ID 2025-173616 Line of Business ResCare Community Living Position Type Full-Time Pay Min USD $20.75/Hr. Pay Max USD $20.75/Hr. Our Com...

1d ago

Go to Apply

Executive Director Finance Productivity

Providence • Renton, WA • 2d ago

Finance, Accounting & Banking

Description Calling all Esteemed Leaders! Are you a visionary strategist with a passion for transforming productivity in the healthcare sector? Do you excel at guiding organizations through complex challenges and setting...

2d ago

Go to Apply

Accounting Clerk

Robert Half • Mercer Island, WA • 2d ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounting Clerk to join our team on a contract basis in Mercer Island, Washington. This position offers an exciting opportunity for a detail-oriented individual with strong...

2d ago

Go to Apply

Assistant Project Accountant

Robert Half • Kent, WA • 2d ago

Finance, Accounting & Banking

Description We are looking for an Assistant Project Accountant to join our team in Kent, Washington. This role is ideal for individuals with strong organizational skills and a background in accounting, particularly in th...

2d ago

Go to Apply

Bank Security Officer

Allied Universal • Tukwila, WA • 2d ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

2d ago

Go to Apply

Executive Director Finance Revenue

Providence • Renton, WA • 3d ago

Finance, Accounting & Banking

Description Calling all Esteemed Leaders! Are you a strategic mastermind with a passion for transforming revenue finance functions within a healthcare organization? Do you thrive on influencing financial performance and...

3d ago

Go to Apply

Accounting Manager

Robert Half • Renton, WA • 3d ago

Finance, Accounting & Banking

Description We are looking for a highly skilled Accounting Manager to join our team on a long-term contract basis in Renton, Washington. In this remote role, you will oversee key accounting processes, ensure accurate fin...

3d ago

Go to Apply

Accounts Payable Specialist

Robert Half • Puyallup, WA • 3d ago

Finance, Accounting & Banking

Description We are looking for a dedicated Accounts Payable Specialist to join our team in Puyallup, Washington. This is a long-term contract position that offers the opportunity to work fully onsite, contributing to a f...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.