Accounting Support Specialist

4 days ago


Tacoma, Washington, United States Heritage Bank Full time
About the Role

The Loan Servicing Specialist position at Heritage Bank is a key role in our team, responsible for providing primary support to internal and external customers via telephone and email. The ideal candidate will possess excellent communication skills, be detail-oriented, and have a strong understanding of banking principles and procedures.

Responsibilities
  • Provide exceptional customer service over the phone and via email, adhering to Heritage Bank's Service Standards.
  • Process loan payments, incoming wires, and advances for various loan types.
  • Answer phone calls, provide courteous service, and forward calls to relevant personnel when necessary.
  • Manage department mail, posting payoff transactions accurately to the loan system, and process paid-off/closed loan files according to department procedures.
  • Perform file maintenance activities, such as returned checks, automatic payments, and tax registration set-ups for new loans.
  • Cross-train within the department to provide backup support as needed.
Requirements
  • High School Diploma or equivalent required; coursework and/or certification in accounting or relevant education preferred.
  • Level I: 1 year of recent related customer service experience in loan servicing and/or branch banking, with an understanding of basic bank transactions and products/services.
  • Level II: 2+ years of recent related customer service experience in loan servicing and/or lending support, including working knowledge across various functional loan servicing areas.
Benefits

Heritage Bank offers a comprehensive benefits package, including medical, dental, vision, life insurance, 401(k), community volunteer time, and generous time off policy.

Work Environment

The Loan Servicing Specialist will work in a climate-controlled office environment, requiring regular attendance, punctuality, and adherence to agreed-upon schedules. Flexibility and willingness to adapt to changing circumstances are essential.



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