Business Support Specialist

Business Support Specialist

Mechanics Bank is currently searching for a Business Support Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in either our Walnut Creek, Roseville, Irvine or Washington offices.

The Business Support Specialist reports to the Business Manager of Mortgage and Consumer Lending and plays a vital role in supporting the operational needs of the division. This individual will manage and maintain departmental SharePoint content, assist in new hire onboarding processes, develop job aids, document procedures, generate operational reports and assist in event planning as needed. The ideal candidate is highly organized, tech-savvy, detail-oriented, and skilled at communicating clearly across multiple teams. Additional responsibilities include projects but are not limited to.

What you will be doing:

• SharePoint Management Create, update, and maintain SharePoint pages, libraries, and file structures to support department accessibility and knowledge sharing. Ensure content is well-organized, user-friendly, and current. Collaborate with internal teams to collect, organize, and publish relevant materials.
• Supports the Business Manager aspects of Mortgage and Consumer Lending. Manages meeting and training schedules within Division Organizes and oversees Division events. Supports travel arrangements within the line of business as needed.
• Onboarding and Team Support Coordinate onboarding tasks for new hires including scheduling training, setting up access, and distributing resources. Maintain onboarding checklists and schedules. Serve as a point of contact for new employees during the onboarding process.
• Documentation & Job Aid Creation Draft and format department procedures, workflows, and reference guides. Design clear and concise job aids to support team training and day-to-day operations. Work with subject matter experts to ensure accuracy and clarity in materials. Technical writing.
• Reporting and Data Support Generate and distribute as needed, weekly, monthly, and ad hoc reports using Encompass, Excel, or other reporting tools. Track operational metrics and key performance indicators for mortgage-related activities. Maintain organized documentation for reporting processes and definitions.

Who you are:

• Preferred 4 Year / Bachelors Degree additional experience will be considered in lieu of degree.
• Required 5 Mortgage and/or Consumer Lending
• Excellent interpersonal skills
• Excellent presentation skills
• Ability to create reports which are easy to understand, compelling, and insightful
• Ability and knowledge to operate complex business software programs
• Ability to prioritize tasks and successfully manage to deadlines
• Comprehensive knowledge of standard mortgage and consumer lending industry products
• Ability to collaborate with other departments and employees of the Bank who may have conflicting needs and opinions
• Ability to treat other employees and departments of the Bank as internal customers, delivering high quality work and excellent customer service.

Pay: $ 31.62 - 56.91 hourly

AIP/Bonus: up to 5%

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes:

• Medical, prescription, dental, and vision coverage for employees and their eligible family members
• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
• Health Savings Account with employer contribution
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
• 401(k) and Roth 401(k) with company contribution
• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
• Supplemental Health plans, Voluntary Legal and Identity Theft Services
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.