Sr Business Loan Specialist (post-approval)

Columbia Bank•Roseburg, OR

2d•Onsite

About The Position

We are seeking a proficient relationship-driven Sr Business Loan Administrator (post-approval) to support the full lifecycle of business lending transactions, from post-approval through documentation and closing. This role is instrumental in ensuring business loans are processed accurately, meet compliance requirements, and move efficiently to funding—while also serving as a key point of connection between internal teams and external partners. This position goes beyond transactional processing. The ideal candidate builds strong working relationships with bankers, underwriting partners, and external stakeholders such as escrow and title teams—helping guide each transaction to a smooth and successful close. Individuals with experience in loan operations, documentation review, escrow, title, or financial services will find this role especially well aligned, as it requires both technical expertise and the ability to collaborate, communicate, and problem-solve in a fast-paced environment. Partner with the Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I, and term loans that are complex in nature, as well as all deposit accounts and other services. Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements. Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s). Maintain files with all required documentation for third-party review and prepares files for timely audits. Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the financial institution’s interests in the credit relationship. Responsible for ensuring all closing conditions are met and loans are closed within time frames. Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests. Responsible for GL Certification which includes research, balancing and certification. Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.

Requirements

More than 10 years banking, loan administration and documentation or relevant experience required.
Must possess the highest level of specialized experience and knowledge of the commercial department/function and proficiency in preparing complicated reports and/or documents.
Solid loan administration experience with knowledge of complex lending structures, letters of credit, borrower-based lending, multi-phased construction and multiple collateral properties.
Must have knowledge with real estate transactions.
Demonstrated ability to analyze title insurance commitment reports including title exceptions and prepares title/escrow instructions.
Proven analytical and problem-solving skills.
Ability to train and present to small and large audiences.
Ability to provide backup to manager and provide direction to other associates as needed or requested by manager.
Ability to read and write, with basic arithmetic skills.
Basic analytical and problem-solving skills.
Strong written and verbal communication skills.
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.

Nice To Haves

H.S. Diploma/GED preferred.
Bachelor's Degree in business, finance, or related discipline preferred.

Responsibilities

Partner with the Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I, and term loans that are complex in nature, as well as all deposit accounts and other services.
Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements.
Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s).
Maintain files with all required documentation for third-party review and prepares files for timely audits.
Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the financial institution’s interests in the credit relationship.
Responsible for ensuring all closing conditions are met and loans are closed within time frames.
Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.
Responsible for GL Certification which includes research, balancing and certification.
Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
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