Loan Production Specialist I or II

Applicants should review both role descriptions and indicate which position they are applying for in their electronic application.

Who We Are

Each customer contributes to the success of our small business. TO US, IT IS PERSONAL.

What We Value

1. Exceeding Customers’ High Expectations
2. Empowering a Dedicated Team
3. Having Fun While Winning
4. Passionate About our Communities
5. Value Added Resource for our Customers (Trusted Advisor)

Loan Production Specialist I

Status: Non-Exempt

Position Summary

This position is in the Grand Junction Administrative Department.

Essential Duties and Responsibilities:

• Read, understand and enforce loan policy on a new, renewed and modified loans.
• Willingness to rotate duties and take on new tasks, learn multiple areas of the department, and help any area of TWAY when necessary.
• Understand VTO, Traction and read traction book, engage in conversations and goal setting for the team and yourself individually.
• Show the ability to follow VTO and compete assigned quarterly rocks, both for the team and yourself individually.
• Provide quality customer service promptly and courteously at all times to customers, team members, participating banks, and other vendors.
• Understand and demonstrate proficiency with loan terminology and the TWAY process.
• Learn and demonstrate proficiency in specific assigned tasks with loan production on either the servicing or production positions, which could include:
• Process Loan Documents in compliance with federal laws and regulations and internal policies.
• Input loans onto the Bank’s core system, and maintenance of loans and monitoring of ongoing morning reports.
• Perform miscellaneous functions including environmental reviews, and adverse action preparation.
• Performs various clerical duties related to lending such as quoting and applying payoff’s, filing/scanning loan papers and verifying collateral insurance and lien filings, documenting and keeping team meeting minutes, etc.
• Coordinate with various vendors including title companies, appraisers, attorneys to ensure adequate asset quality.
• Perform various other duties as required by management.
• Duties to be expanded on as experience and professional goals are achieved.

• High School Diploma or GED.
• Knowledge or ability to learn banking services and products to offer solutions to meet the customers’ needs.
• Knowledge or ability to learn BSA laws/regulations regarding the collection/reporting of customers’ information.
• General working knowledge of the compliance laws/regulations regarding loan accounts.
• Ability to use various office equipment, including but not limited to computer, scanner, printer, 10 key, excel, and other miscellaneous loan production platforms and Core processing centers.
• Proven people, communication, prioritization, and organizational skills.
• Demonstrate initiative and strong motivation for success.
• Strong ability to multi-task and handle a fast paced and collaborative environment.
• Team player with a strong, team-focused attitude.

Loan Production Specialist II

Status: Non-Exempt

Position Summary

This position is in the Grand Junction Administrative Department.

Essential Duties and Responsibilities:

Must be proficient and able to perform all essential duties and responsibilities of the Business Banking Specialist I. In addition, this position will:

• Read, understand and enforce loan policy on a new, renewed and modified loans.
• Willingness to rotate duties and take on new tasks, learn multiple areas of the department, and help any area of TWAY when necessary.
• Understand VTO, Traction and read traction book, engage in conversations and goal setting for the team and yourself individually.
• Show the ability to follow VTO and compete assigned quarterly rocks, both for the team and yourself individually.
• Provide quality customer service promptly and courteously at all times to customers, team members, participating banks, and other vendors.
• Understand and demonstrate proficiency with loan terminology and the TWAY process.
• Learn and demonstrate proficiency in multiple assigned tasks with loan production on either the servicing or production positions, as well as begin monitoring pipelines and assist with assigning duties with team members, which could include:
• Process Loan Documents in compliance with federal laws and regulations and internal policies.
• Input loans onto the Bank’s core system, and maintenance of loans and monitoring of ongoing morning reports.
• Perform miscellaneous functions including environmental reviews, and adverse action preparation.
• Performs various clerical duties related to lending such as quoting and applying payoff’s, filing/scanning loan papers and verifying collateral insurance and lien filings, updating agenda portals documenting and keeping team meeting minutes, etc.
• Coordinate with various vendors including title companies, appraisers, attorneys to ensure adequate asset quality.
• Assist with loan research and tickets as needed for loan accounts.
• Perform miscellaneous functions including introductory audit research and understand how GLs are balanced.
• Ongoing document preparation, monitoring and payments with Government agencies including the SBA, CHFA, USDA and other agencies.
• Prepare and present potential trainings on job duties, and train other team members and Timberline staff on tasks you are proficient at.
• Prepare and present Internal Controls and document TWAY processes.
• Start assisting with culture talks, presentations, and finding and documenting solutions to issues that arise as regulations and processes change.
• Perform various other duties as required by management.
• Duties to be expanded on as experience and professional goals are achieved.

• High School Diploma or GED.
• Knowledge or ability to learn banking services and products to offer solutions to meet the customers’ needs.
• Knowledge or ability to learn BSA laws/regulations regarding the collection/reporting of customers’ information.
• General working knowledge of the compliance laws/regulations regarding loan accounts.
• Ability to use various office equipment, including but not limited to computer, scanner, printer, 10 key, excel, and other miscellaneous loan production platforms and Core processing centers.
• Proven people, communication, prioritization, and organizational skills.
• Demonstrate initiative and strong motivation for success.
• Strong ability to multi-task and handle a fast paced and collaborative environment.
• Team player with a strong, team-focused attitude

Business Banking Specialist I and II Key Competencies:

• Be Thorough: Ensure that work is completed thoroughly and correctly; prepare carefully for meetings and presentations; and follow up with others to ensure that agreements and commitments have been fulfilled.
• Achieve Results: Complete tasks on a timely basis and based on an understanding of the priorities.
• Establish and Maintain Personal Credibility: Consistently model behavior for employees and management that is perceived as responsible, reliable, and ethical.
• Communicate Effectively: Express oneself clearly in interactions with others, both verbally and in writing. Notice, interpret, and anticipate employees’ needs and concerns.
• Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Relationship Building: Ability to effectively build relationships with vendors, management, and staff.
• Time Management: Ability to effectively utilize available time for the completion of necessary job tasks.

The range listed is just one component of the total compensation package for employees. Incentives based on Timberline Team goals may also be offered. In addition, Timberline Bank provides a variety of benefits to full time employees, including health insurance coverage, vision insurance, dental insurance, life and disability coverage, 401K plan, paid holidays and paid time off.

Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT-AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.