Business Support Specialist

Business Support Specialist at Mechanics Bank summary :

The Business Support Specialist at Mechanics Bank supports the Mortgage and Consumer Lending division by managing SharePoint content, assisting with onboarding, creating job aids, and generating operational reports. This role requires strong organizational, communication, and technical skills to coordinate events, maintain documentation, and support business operations effectively. The specialist collaborates across teams to ensure smooth workflows and high-quality customer service within the division.

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 :

#LI-HW1

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(1) :

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.

California Privacy Policy for Prospective Employees | Mechanics Bank

(1) The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Keywords :

business support, mortgage lending, consumer lending, SharePoint management, onboarding coordination, documentation, job aids, reporting, operational support, team collaboration