LOAN SUPPORT SPECIALIST II

Description

Loan Support Specialist II

4Front Credit Union | Lending | Non-Exempt

This position is not eligible for immigration sponsorship.

 This role is required to be in office Tuesday-Thursday

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About 4Front Credit Union

At 4Front, we are more than a financial institution — we are a community partner, a trusted advisor, and a team committed to helping our members achieve their financial dreams.

We believe in:

•  Building authentic relationships
•  Empowering our employees to grow and lead
•  Creating a culture of respect, inclusion, and collaboration
•  Delivering service that truly wows

Our team members live our credit union philosophy every day — people helping people.

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Why Join 4Front?

We care deeply about our team. When you join 4Front, you can expect:

•  Competitive pay
•  Comprehensive medical, dental, and vision insurance
•  Generous PTO and paid holidays
•  401(k) with employer match
•  Tuition reimbursement and professional development opportunities
•  Career growth pathways within a stable and growing organization
•  A collaborative, supportive culture focused on teamwork and DEI
•  Community involvement opportunities

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Reporting Structure

•  Reports to: Lending Operations Assistant Manager
•  Supervises: None (serves as a resource to Loan Support Specialist I)

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Position Purpose

The Loan Support Specialist II is responsible for supporting lending operations through advanced documentation management, loan servicing support, and compliance-related activities. This role handles more complex support tasks, assists with loan quality and accuracy, and serves as a resource to team members. The position works closely with internal teams and members to ensure loan-related requests are handled efficiently and in accordance with policies and regulatory requirements. Through attention to detail, problem solving, and collaboration, this role helps ensure lending operations remain accurate, compliant, and efficient.

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What You’ll Do

Advanced Loan File Review & Documentation

•  Review loan files for completeness, accuracy, and compliance
•  Support correction of documentation discrepancies
•  Maintain well-organized and audit-ready loan records
•  Ensure adherence to lending policies and documentation standards

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Collateral & Lien Management

•  Track and maintain collateral documentation (titles, mortgages, UCC filings, insurance)
•  Support lien perfection and follow up on outstanding items
•  Verify insurance coverage and required documentation
•  Ensure collateral records are complete and accurate

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Loan Servicing Support

•  Process servicing requests including payoffs, skip payments, modifications, and account updates
•  Support ancillary product processes (e.g., GAP claims, debt protection)
•  Assist with research and resolution of loan-related issues
•  Maintain accurate servicing records

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Reporting & Compliance Support

•  Complete and maintain required operational reports
•  Ensure report accuracy and audit readiness
•  Support compliance with lending policies and regulatory requirements
•  Assist in identifying discrepancies or risks in reporting

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Member & Internal Support

•  Respond to more complex member and internal inquiries
•  Provide guidance related to loan servicing and documentation
•  Route escalated issues appropriately
•  Support a professional and responsive service experience

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Operational Coordination

•  Coordinate with lending, processing, and operations teams
•  Support workflow efficiency across departments
•  Assist in identifying and addressing workflow gaps
•  Support timely completion of loan-related activities

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Problem Resolution & Process Support

•  Identify and resolve issues related to documentation, servicing, or reporting
•  Support consistent application of procedures
•  Assist in improving workflow and process efficiency
•  Communicate trends or recurring issues to leadership

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Team Support & Knowledge Sharing

•  Serve as a resource to Loan Support Specialist I team members
•  Assist with onboarding and training support
•  Share knowledge and best practices
•  Promote consistency in support processes

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Operational Excellence

•  Ensure tasks are completed accurately and within established timelines
•  Follow lending policies, procedures, and security standards
•  Communicate issues, risks, and updates effectively
•  Support continuous improvement of lending operations

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What Success Looks Like

•  Loan files are accurate, complete, and compliant
•  Collateral and lien tracking is consistently maintained
•  Servicing requests are handled efficiently and accurately
•  Reports are audit-ready and reliable
•  More complex issues are resolved effectively
•  Team members are supported through knowledge sharing
•  Lending operations run smoothly and consistently

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Qualifications

Education

High school diploma or equivalent required

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Experience

Previous lending, administrative, or financial services experience required

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Knowledge & Skills

•  Strong understanding of loan documentation and servicing processes
•  Knowledge of lending policies and regulatory requirements
•  Strong attention to detail and organizational skills
•  Ability to manage multiple priorities and deadlines
•  Strong problem-solving abilities
•  Excellent communication and collaboration skills
•  Proficiency with computer systems and office tools

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Physical & Work Environment

•  Primarily office environment
•  Frequent sitting, typing, and computer use
•  Occasional lifting up to 50 lbs

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Compliance Commitment

This role requires adherence to:

•  Bank Secrecy Act & OFAC requirements
•  U.S. Patriot Act regulations
•  Gramm-Leach-Bliley privacy and information security standards

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Additional Expectations

•  Assumes responsibility for tasks and duties as assigned

This job description is not intended to be all-inclusive. Additional duties may be assigned as needed.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.