Columbia Bank · 4 days ago
Home Lending Loan Officer Assistant
Tacoma, WA
Full-time
Onsite
Entry Level
$20/hr - $30/hr
2+ years expColumbia Bank is seeking a Home Lending Loan Officer Assistant to support Loan Officers by performing clerical duties and customer service functions. The role includes processing loan documents, monitoring existing loans, and ensuring compliance with lending regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for setting up and processing documents for loan package completion to meet lending specifications
Enter loan applicant data into Home Lending system software
Review and monitor loan documents for accuracy, completeness, and adherence to approval conditions
Responsible for monitoring existing loans to ensure complete conformity with terms
Follows up with customers to obtain all necessary information and clarification on financial analysis materials and resources
Order customer credit reports as well as pricing and locking loans as requested by the Loan Officer
Oversees Loan Officer pipeline schedules and deadline times on all loans
Prepare pipeline and closed loan summary reports
Update client database information
Responsible for compliance with all Federal, State and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal as defined by the Bank
Keeps up to date on all required training
Responsible for resolving a variety of customer problems/issues regarding bank products and services
Facilitate and maintain communication between Loan Officer, clients, branch staff, and outside vendors, as well as real estate, insurance, and closing agents
Provide customer service, administrative support and inter/intra office communication support for the department
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training
Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned
Qualification
Required
2-4 years — of Administrative/clerical, Retail Banking or Mortgage experience
Must be registered as a MLO as per the S.A.F.E. Act requirements
This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator for compensation or gain
This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator
Preferred
H.S. Diploma/GED
Bachelor's Degree
A background and/or experience with Encompass software
Strong knowledge of Home Lending department/function, documentation, and processes, plus proficiency in preparing related reports and documents
Possess strong customer service and interpersonal skills, with ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Strong verbal and written communication skills
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate
Embraces our vision to become 'Business Bank of Choice'
May perform other duties as assigned
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
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
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation
Sick days
Volunteer days
Holidays
Company
Columbia Bank
Columbia Bank is a provider of personal and business banking services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-06-01Acquired
Leadership Team
Kelly Kelly
VP, Human Resources Business Partner
Todd Leber
Chief Commercial Banking Officer
Recent News
2025-12-20
2025-12-16
Company data provided by crunchbase