Loan Production Assistant (On-site)
Not Disclosed•Full-TimeOn-site
location_onPike Street, Central Business District, First Hill, Seattle, King County, Washington, 98191, United States
Heritage Bank is a community-focused financial institution dedicated to serving the commercial lending needs of our region. Our Seattle Commercial Lending team is built on a foundation of relationship building, ensuring that every client receives personalized service from origination through closing. We strive to balance high-quality service with strict adherence to compliance and operational excellence.
The Loan Production Assistant serves as a vital operational partner to our commercial bankers, managing the administrative backbone of the lending process. This role exists to ensure that loan requests move smoothly from initial documentation to final closing, maintaining the integrity of our client relationships and the bank's compliance standards.
In this position, you will coordinate daily workflows to ensure current loans remain in complete conformity with their terms. Your day will involve gathering credit history, assembling closing documents, and managing complex reporting requirements. You will act as a gatekeeper for accuracy, reviewing files for completeness and alerting bankers to any issues before they reach management. Beyond administrative tasks, you will collaborate closely with bankers to track client relationships, analyze financial information, and identify potential sales opportunities. This role requires a high level of autonomy and the ability to thrive in a fast-paced, high-volume environment where attention to detail is paramount.
To apply for this position, please submit your application online. If you require assistance completing the online application, please email HBRecruiting@HeritageBankNW.com.
Heritage Bank is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace where all qualified applicants 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. We value integrity and the ability to work collaboratively as a team while maintaining the confidentiality of sensitive customer information.
Work model: On-site
Pike Street, Central Business District, First Hill, Seattle, King County, Washington, 98191, United States
Seattle, Washington
Associates degree or higher in Business and/or Accounting. Knowledge and experience in multiple commercial lending functions, i.e., C&I, SBA, CRE and Agricultural lending.
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Skills: MS Office, Word, Excel, Outlook, Laserpro, Sba, Cre, Agricultural Lending, Loan Documentation, Credit Underwriting.
Education: High School Diploma or equivalent required; Associate's degree or higher in Business and/or Accounting preferred.
Heritage Financial Credit Union operates as a not-for-profit cooperative association within the banking industry, headquartered in Middletown, New York. Since its establishment in 1940, the institution has focused on empowering the financial growth of individuals and supporting local communities. The organization serves residents, employees, worshippers, and students across Orange, Ulster, Dutchess, Rockland, Sussex, and Pike counties, allowing new members to open accounts with a minimum deposit of one cent.
The credit union provides comprehensive financial services comparable to large commercial banks, including checking and savings accounts, loans, and online banking platforms. Unlike shareholder-owned entities, Heritage Financial Credit Union does not distribute earnings to investors. Instead, profits are reinvested to offer lower rates, member dividends, job creation, community support, and financial literacy initiatives. Member accounts are fully insured up to $250,000 by the National Credit Union Administration (NCUA).
With over eight decades of experience, the organization emphasizes personalized service to help members achieve their financial objectives. The institution maintains a commitment to equal housing and employment opportunities while prioritizing member privacy and data security.
Browse more roles: All Heritage Financial Credit Union jobs, admin jobs on Recrutus.
Experience
3+ yrs (Mid Level)
Education
High School Diploma or equivalent required
Job Type
Full-Time