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Heritage Bank Loan Production Assistant in Yakima, Washington

Heritage Bank currently has an exciting opportunity to join our organization! We are seeking aLoan Production Assistantat ourUnion Gap Branch in Yakima, WA.TheLoan Production Assistantis responsible for providing broad-based administrative support to commercial lenders, 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.Depending on experience - Level I or II may be considered.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 toclient inquiries.Researches, compiles and prepares month end reports. Review for accuracy and completeness; ensure banker(s) is apprised of any issues/problems that may arise and need immediate attention, prior to management distribution.Works with lender to ensure a base level of client action planning and prioritization and discusses entire portfolio of clients and prospects to ensure timely receipt 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. Maintain and manage 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.Develops and maintain current knowledge of all bank products and services, and banking rules and regulations.Keeps other department members informed of concerns, issues and/or questions arising from performance of assigned duties.May assist bankers with loan closings and signings, as needed and/or requested.Maintains current knowledge of banking and lending rules and regulations and assures compliance with all bank policies and procedures, as well as applicable state and federal regulations.Participates in various community events and/or attends various meetings related to lending initiatives and operational/administration updates.Contributes to the success of the department with willingness to share in all department responsibilities, as required or assigned.Requirements:High School Diploma or equivalent – required. Associates degree or higher in Business and/or Accounting- preferred.Level I -1+ years’ recent office and/or administrative support experience in retail banking and/or lending support role, demonstrating working knowledge of general and/or professional office administration practices and procedures – required. Recent working experience in mortgage, consumer, SBA, special assets, commercial lending operations, loan servicing, commercial loan documentation

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