Job Information
Heritage Bank Loan Production Assistant in Bellevue, Washington
Base Salary Range:
$26.07 - $32.59 - $39.11 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 is seeking a *Loan Production Assistant *to join our Bellevue Commercial Lending team. The *loan production assistant *is responsible for providing broad-based administrative support to commercial bankers, from origination to closing, by assisting in the lending process of commercial loan requests through the documentation and reporting processes, while effectively balancing service, quality, compliance and relationship building.
This position is full time, Monday to Friday, fully on-site in Bellevue, WA.
The successful candidate:
Provides exceptional service to internal and external customers in accordance with the Heritage Bank Service Standards.
Provides a high level of operational coordination throughout the entire commercial loan function and coordinates the daily workflow to ensure that current loans are in complete conformity with terms.
Ensures timely system inquiries to obtain credit history information on potential borrowers, and provides documents to the processing/servicing department for new and renewal loan closings, as required.
Ensures timely client relationship tracking, processing paperwork, and assembling and summarizing information, as requested and/or required.
Prepares routine and non-routine correspondence, processes account changes, researches and resolves account related problems and responds to client inquiries.
Researches, compiles and prepares month end reports. Reviews for accuracy and completeness; ensures banker(s) is apprised of any issues/problems that may arise and need immediate attention, prior to management distribution.
Works with banker to ensure a high level of client action planning, portfolio management and prioritization and discusses entire portfolio of clients and prospects to ensure timely receipt of and analysis of financial information, credit reports, past dues, maturity reports, tickler items, etc.
Ensures timely and accurate scanning, updates and maintenance of customer financial records within the Bank's standard imaging system. Maintains and manages pending items and exception reports updating customer records as needed and required.
Schedules and organizes meetings and office activities to coordinate the flow of communications.
Establishes and maintains appropriate files and records for loan documents. Protects the confidentiality of all customer information.
Identifies sales opportunities and coordinates with banker to determine role in this solution.
Keeps other department members informed of concerns, issues and/or questions arising from performance of assigned duties.
Mays assist bankers with loan closings and signings, as needed and/or requested.
Participates in various community events and/or attends various meetings related to lending initiatives and operational/administration update