Job detail

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.
• Basic knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest, balance accounts and locate routine mathematical errors.
• Effective listening verbal, written and telephone etiquette business communication skills, with the ability to communicate issues and follow up items over the phone and via email; ability to read, write, speak and understand English well.
• Detail oriented with strong organizational, time management, data review and processing skills; with the ability to manage multiple assignments, ensuring that priorities are set, with the ability to meet multiple and sometimes competing deadlines, with an emphasis on accuracy and quality.
• Ability to work well both independently and collectively within a team environment.
• Ability to work successfully in a production environment where volume, efficiency and accuracy are required.
• Flexible with and accepting of change in a fast paced environment, with willingness to learn new skills.
• Unquestionable integrity in handling sensitive and confidential information required.
• Working knowledge of office administration practices and procedures.
• Working knowledge and use of MS Office products (Word, Excel, Outlook) and retrieval of data, with the ability to adapt to and learn new products and technologies quickly.
• Working knowledge of financial services loan systems and experience utilizing loan servicing and client file management applications, i.e., OSI/DNA – preferred.

Work Environment:   

• Climate controlled office environment.   
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day.   
• Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, as needed.        

Physical Demands:    

• Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.   
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.  
• Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.    
• Occasional lifting 10 - 30 lbs., (files, boxes).       

 The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.  

Heritage Bank is an Equal Opportunity Employer  

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.  

Job applicants have certain legal rights. Please click here for information regarding these rights.  

If you need assistance completing the online application, please email: HBRecruiting@HeritageBankNW.com 

Salary Range Disclaimer

The base salary range represents the min, mid and max  of  Heritage Bank’s salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank’s total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.