New

Loan Customer Service Representative I, II, III

Cashmere Valley Bank
$21.50 - $35.45
paid holidays, 401(k), profit sharing
United States, Washington, Cle Elum
Mar 18, 2026
Cashmere Valley Bank Loan Customer Service Representative I, II, III Job Status: Full Time Reports To: Branch Retail Operations Officer Amount of Travel Required: Occasional Positions Supervised: None Benefits: medical, dental, vision, prescription, life, AD&D, long term & supplemental insurance, EAP, 401k match & profit sharing, accrue 8 hours of sick & vacation monthly, 11 annual paid holidays Location: Cle Elum, WA Department: Cle Elum Branch FLSA Status: Non-Exempt Grade/Level: $21.50 - $35.45 Work Schedule: Available to work Monday through Friday from 8:00 am to 6:00 pm with overtime as necessary. POSITION SUMMARY Functions in support of loan origination and servicing operations of branch loan files. Duties include all aspects of assisting with the file development at origination subject to lender's credit approval, as well as maintaining and properly storing loan files after payoff. ESSENTIAL FUNCTIONS Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Essential Functions Statement(s) * Greet customer in a friendly manner, determine their request and provide the correct application. Answer telephone and written correspondence in a timely manner. Ask questions before referring a customer to another department to ensure they're being transferred appropriately. * Retrieve credit reports from credit repository. Order title insurance, appraisal, flood determinations, etc. as directed by lender. Prepare adverse action notices at the direction of the lender. * Prepare all forms and worksheets necessary for loan funding and disbursements. * Print and work daily reports and bring exceptions to lender's attention. * Ensure that loan files contain documents with proper signatures, dates and other relevant data. Maintain new and paid loan files. File collateral and insurance documents and make necessary entries on the bank's computerized tracking system. Follow up on loan files to limit the number of pending files. * Perform data entry for file maintenance for all existing loans. Review and process all loan payment types. Request for payment reversals through Loan Administration. * Perform a variety of clerical duties following the bank's procedures. Support lenders by maintaining loan review and compliance exception ratio within standards set by the bank. * Develop a clear understanding of the bank's computer software for the lending applications including data entry for processing payments. * Follow security procedures included in SAFECATCH. * Ability to learn and retain consumer compliance regulations. * Personally utilize Bank products, such as online banking, mobile app, debit card, etc, to better assist customers. * Has extensive contact with customers and the public. Develop an effective relationship with supervisors, peers and Loan Admin staff. * Adhere to all policies, procedures and regulatory compliance requirements for Cashmere Valley Bank. * Regular, in person attendance is essential. * Model and uphold the Mission Statement of Cashmere Valley Bank. * Other duties as assigned. Job descriptions and duties may be modified if deemed necessary by management. POSITION QUALIFICATIONS Competency Statement(s) * Accountability - Ability to accept responsibility and account for his/her actions. * Accuracy - Ability to perform work accurately and thoroughly. * Communication, Oral - Ability to communicate effectively with others using the spoken word. * Communication, Written - Ability to communicate in writing clearly and concisely. * Confidentiality - Keep all customer financial information strictly confidential. * Customer Service - Ability to demonstrate continuous quality customer service to internal and external customers. * Decision Making - Ability to make critical decisions while following company procedures. * Detail Oriented - Ability to pay attention to the minute details of a project or task. * Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards. * Initiative - Ability to make decisions or take actions to solve a problem or reach a goal. * Interpersonal - Ability to get along well with a variety of personalities and individuals. * Multi-task - Ability to prioritize, manage and perform multiple tasks as warranted. * Organized - Possessing the trait of being organized or following a systematic method of performing a task. * Problem Solving - Ability to find a solution for or to deal proactively with work-related problems. * Professionalism - Practice a high degree of professionalism with a positive attitude. * Relationship Building - Ability to effectively build relationships with customers and co-workers. * Reliability - The trait of being dependable and trustworthy. * Self Motivated - Ability to be internally inspired to perform a task to the best of ones ability using his or her own drive or initiative. * Team Player - Contribute to an overall team effort by being an effective team player. * Time Management - Ability to utilize the available time to organize and complete work within given deadlines. * Training - Successful completion of all in-house and off-site training as required. SKILLS & ABILITIES Education: High School Graduate or General Education Degree (GED): Required Experience: None Computer Skills: Experience in Word and Excel computer programs or an ability to learn. Certifications & Licenses: Other Requirements: Have sufficient math proficiency to learn and retain various loan calculations. PHYSICAL DEMANDS N (Not Applicable) Activity is not applicable to this position. O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day) F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day) C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs/day) Physical Demands Lift/Carry Stand O Walk O Sit C Manually Manipulate C Reach Outward F Reach Above Shoulder O Climb O Crawl O Squat or Kneel O Bend O Grasp C Speak F 10 lbs or less O 11-20 lbs O 21-50 lbs N 51-100 lbs N Over 100 lbs N Push/Pull 12 lbs or less O 13-25 lbs O 26-40 lbs O 41-100 lbs N Other Physical Requirements * Vision (Near, Distance) * Sense of Sound - Ability to hear customers. * Sense of Balance WORK ENVIRONMENT Cashmere Valley Bank's work environment is generally considered low risk in environmental conditions such as extreme noise, heat, cold or atmospheric exposures. The possibility for personal injury is low. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.