Commercial Loan Administrator

Columbia Bank•Lake Oswego, OR

13h•Onsite

About The Position

Acts as a liaison with customers during all phases of onboarding a new banking relationship and manages existing Commercial customer relationships on an ongoing, day-to-day, and transactional basis. Works in close partnership with the business unit and other bank departments, providing knowledge of required processes and requirements to support an exceptional customer experience. Partners with the Commercial Relationship Team to obtain and review information for underwriting, documentation, and closing of moderate-to-complex C&I, construction, and term loans, as well as deposit accounts and other services. Sets up, processes, and monitors documents and files for package completion, customer-request specifications, and regulatory compliance. Independently prepares data input sheets and information needed to board customer relationships on bank servicing systems. Maintains complete files for third-party review and prepares them for timely audits. Works with attorneys and other financial or legal resources to obtain accurate documents that protect the bank’s interests in credit relationships. Sets up and monitors loan and financial ticklers, follows up with customers for required information, resolves customer problems involving bank products and services, and facilitates account maintenance and advance requests. Responsible for general ledger certification, including research, balancing, and certification. Analyzes property and liability insurance, title policies and exceptions, and UCC searches for compliance with bank policy and procedure. Demonstrates compliance with applicable bank regulations, stays current on regulatory changes, follows bank policies and procedures, and completes required training. Maintains working knowledge of applicable policies and regulations, including Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security. May coach, mentor, or train others and teach coursework as a subject matter expert. Actively fosters Columbia’s corporate culture, takes personal initiative, and supports the vision to become the “Business Bank of Choice.” May perform other duties as assigned. The position is based at 5885 Meadows Road, Suite 300, Lake Oswego, Oregon 97035, and requires the ability to work fully onsite. Occasional travel is required. The pay range is $24.00 to $38.00; the selected candidate’s rate depends on job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

Requirements

Required: 4–7 years of experience in banking, loan administration, and loan documentation.
Strong knowledge of banking and lending.
Ability to read and write, with advanced arithmetic skills.
Strong analytical and problem-solving skills.
Working knowledge of commercial finance, law, documentation, accounting, and data systems.
Strong written and verbal communication skills, and interest in learning to present information to others and/or train others.
Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.
Proficiency with personal computers and related software packages such as Word and Excel, and other business machines.
Ability to work fully onsite at the posted location.
Occasional travel is required.

Nice To Haves

High school diploma or GED (preferred).
Bachelor’s degree in business, finance, or a related discipline (preferred).

Responsibilities

Serve as a liaison with customers during onboarding of new banking relationships.
Manage existing Commercial customer relationships on an ongoing, day-to-day, and transactional basis in partnership with bank business units and departments.
Partner with the Commercial Relationship Team to obtain and review information for underwriting, documentation, and closing of C&I, construction, and term loans, as well as deposit accounts and other services.
Set up, process, and monitor documents and files to ensure package completion, customer-request specifications, and regulatory compliance.
Prepare data input sheets and information needed to board customer relationships on bank servicing systems.
Maintain files with required documentation for third-party review and prepare files for timely audits.
Work with attorneys and other financial or legal resources to obtain accurate documents that protect the bank’s interests in credit relationships.
Set up and monitor loan and financial ticklers for accuracy and timeliness.
Follow up with customers to obtain necessary information.
Review and resolve customer problems or issues involving bank products and services, and facilitate account maintenance and advance requests.
Perform general ledger certification, including research, balancing, and certification.
Analyze property and liability insurance, title policies and exceptions, and UCC searches for compliance with bank policy and procedure.
Keep current on regulatory changes, follow bank policies and procedures, and complete required annual or job-specific training.
Maintain working knowledge of applicable bank policies and regulations, including Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Foster Columbia’s corporate culture, take personal initiative, and support the vision to become the “Business Bank of Choice.”
May perform other duties as assigned.

Benefits

Medical, dental, and vision plans for eligible associates.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance.
Disability insurance.
Tuition assistance.
Mental health resources.
Identity theft protection.
Legal support.
Auto and home insurance.
Pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.