Teams at HomeStreet Bank

Supports senior lending advisors with loan pipeline management, documentation, milestone tracking, client communication, and coordination with processing, underwriting, and closing teams. Assists with complex lending transactions, cross-selling related banking products, resolving workflow issues, and completing loan files from application through closing. Requires mortgage lending or banking experience, proficiency with Microsoft Office and Encompass, strong communication and organizational skills, confidentiality, and customer service ability.

Supports small business and commercial customers with Business Online Banking and Treasury Management product setup, maintenance, risk reviews, training, billing, and service requests. Reviews applications for accuracy, authorization, and access; manages request inboxes and databases; supports banking staff; reports operational issues; participates in UAT; and follows security, audit, and regulatory procedures. The role is on-site and requires 0–10% travel.

Develops and expands the bank’s business customer base through outbound prospecting, relationship building, community engagement, referrals, and tailored banking solutions. Partners with branch, commercial banking, and treasury teams to onboard customers and deliver service. Maintains sales pipelines, forecasts activity, identifies credit opportunities up to $250,000, monitors targets, and represents the bank in the local market. The role is on-site in the Portland Metro Area and requires 60–70% travel.