Lead Loan Documentation Specialist

Laurel Building, Barkley Campus | Hybrid Work from Home (minimum of 2 days in-office per week)

Bellingham, WA

Monday – Friday 8:00 am to 5:00 pm | 40 hours per week

A Day in Your Life at Peoples Bank:

As a Lead Loan Documentation Specialist, you will be assisting in the preparation and processing of all loan documents and assuring the documentation is complete, accurate, and in compliance with Peoples Bank policy. In addition, you will act as the liaison between loan origination, the commercial banking groups, credit administration, and other departments as needed. You will be responsible for general department oversight in the absence of the loan management team.

Your Primary Responsibilities Would Include:

• Primarily supporting commercial loans and will spend majority of time in this area.
• Providing support to Loan Officers and their Assistants as needed.
• Reviewing commercial document request packages for accuracy and completeness in adherence to Bank Policy prior to loan documents being prepared.
• Directing assignment of document requests to senior loan processors.
• Acting as a liaison between loan origination, commercial banking groups, credit admin and other departments as needed.
• Performing commercial loan quality control reviews prior to loan documents being released.
• Identifying processes where efficiencies can be gained, those which present risk of loss or risk of failure to meet regulatory requirements and make recommendations for change.
• Ensuring compliance with internal audit and control procedures, including participation in audit process as needed.

What You Bring to the Team:

• You have a High School Diploma, G.E.D. or equivalent.
• You have a minimum of 2 years of commercial production or documentation experience.
• You may have 2 years or more supervisory experience.
• You are proficient in Windows Office Suite (Word, Excel, PowerPoint, Outlook)
• You have knowledge of commercial loan documentation, loan policies, processes and procedures.
• You have demonstrated effective leadership abilities.
• You work with minimal supervision and have excellent organizational, problem-solving, and decision-making skills.
• You have strong interpersonal skills including professional etiquette and service mentality.
• You are skilled at business communication, both verbal and written.
• You have a strong professional demeanor and high regard for confidentiality.
• You can travel to other Peoples Bank locations and off-site for meetings and/or training as required.
• You have the ability to model the Peoples Bank Mission, Vision, and Values.

This position description is not intended to cover or contain a comprehensive list of all functions, duties or responsibilities that are required in this position. Functions, duties, or responsibilities are subject to change at any time with or without notice.

• For a comprehensive job description please contact HR department at Human.Resources@PeoplesBank-wa.com

The Bank’s Commitment to You:

We ensure that YOU are provided with dedicated, tailored support from our existing team. We admire your passion for growth and self-fulfillment, so we offer engaging professional development and career advancement opportunities. In addition, you will be working with a widely supportive HR team with a wealth of knowledge across a variety of areas.

For over 100 years, Peoples Bank’s philosophy of “People First” has created an unwavering commitment to our employees, customer, and local communities. Our purpose is to serve our communities with honesty, integrity, respect, and commitment – and our promise, “A Higher Level of Service” always starts and ends with people. We strive to be the “Best Community Bank in the Pacific Northwest” and that endeavor includes being the “Best Employer in the Pacific Northwest”.

Our Employees Enjoy Generous Benefits:

• We are proud to offer hybrid work from home options for most non-customer facing positions.
• We share our success with you through Profit Sharing, Incentives, and other Bonus Structures, based on your position.
• We enjoy a healthy work/life balance by offering 12 days of paid vacation, 2 paid wellness days, 2 days of paid community service time, as well as paid sick leave that is accrued based on hours worked. Our employees will also enjoy 11 paid holidays throughout the calendar year.
• We understand that wellness needs can look different for everybody, so we provide a full suite of Health benefits to employees and their families that includes Medical, Dental and Vision Insurance, Mental Health Resources, and a $200 annual reimbursement for wellness related expenses.
• We invest in your financial security by providing an 8% 401(k) employer match and safety net of life and disability plans.

We Offer Competitive Compensation:

Salary Range in Bellingham, WA

Minimum to Maximum

$25.28 per hour - $37.92 per hour

EEO Statement(s):

At Peoples Bank, we know we are better together. We are dedicated to crafting an inclusive and equitable workplace that represents the diverse communities we serve. If you’re excited about the job, we encourage you to apply, all experiences are welcome. Peoples Bank is proud to be an equal opportunity workplace and affirmative action employer.