Relationship Specialist II

1 month ago

Phoenix, Arizona, United States Umpqua Bank Full time

Description

About Us:

Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

Acts as a liaison with customers, during all phases of onboarding a new banking relationship. Manages and monitors existing customer relationships on an ongoing, day-to-day, and transactional basis working in close partnership with the business unit and other departments throughout the bank. Is relied upon by the business unit for knowledge of required processes and requirements needed to provide an exceptional customer experience.

  • Partners with the Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I, construction and term loans from moderate to 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 obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship.
  • Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. Follow up with customer to obtain all necessary information.
  • 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 Umpqua corporate culture in all actions and words
  • Takes personal initiative and is a positive example for others to
  • Embraces our vision to become "Business Bank of Choice"
  • May perform other duties as assigned.

About You:

  • H.S. Diploma/GED
  • Bachelor's Degree in business, finance or related discipline
  • 4-7 years - of experience in banking, loan administration and documentation experience
  • Strong knowledge in all areas 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.
  • Travel Type - Occasional

Workstyle:

Fully onsite.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $ $34.62 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

  • Logistics Specialist II

    2 weeks ago

    Phoenix, Arizona, United States JCK Enterprises LLC Full time

    Position OverviewLogistics Specialist II - Outbound (Onsite, No Hybrid or Remote Option)About JCK Enterprises LLC: We are committed to upholding strong ethical values and delivering exceptional products and services to our clients. Our dedication to integrity shapes our operations, fostering a positive and collaborative team environment.Role Summary: As a...

  • Client Relationship Specialist

    2 days ago

    Phoenix, Arizona, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Specialist, you will play a critical role in meeting face-to-face with customers, understanding their financial needs, and providing personalized solutions to help them achieve their...

  • Client Relationship Specialist

    5 days ago

    Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleAs a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to ensure the operational success of our local branch.Key ResponsibilitiesProvide exceptional customer service to clients, responding...

  • Client Relationship Specialist

    17 minutes ago

    Phoenix, Arizona, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and customer-focused Client Relationship Specialist to join our Active Trader team at Charles Schwab. As a key member of our Branch Network, you will play a critical role in delivering an unparalleled client experience and driving business growth.Key ResponsibilitiesClient Relationship Development: Build and...

  • Client Relationship Specialist I

    2 weeks ago

    Phoenix, Arizona, United States Bank of Texas Full time

    Overview Are you eager to be part of an organization that values making a meaningful impact? Bank of Texas is dedicated to achieving collective success by fostering enthusiasm and a client-centric approach in our operations. We invite you to consider the role of a Client Relationship Specialist I. Part-time Position: 20 hours per week with the...

  • Accounts Receivable Specialist II

    2 weeks ago

    Phoenix, Arizona, United States Ewing Outdoor Supply Full time

    Position OverviewEwing Outdoor Supply is in search of a Credit Collections Specialist II to enhance our Finance department. In this role, you will oversee the management and collection of overdue customer accounts, ensuring timely payments and reducing delinquencies. You will collaborate with customers, sales teams, and internal departments to address...

  • Accounts Receivable Specialist II

    7 days ago

    Phoenix, Arizona, United States Ewing Outdoor Supply Full time

    Position OverviewEwing Outdoor Supply is in search of a Credit Collections Specialist II to enhance our Finance department. In this role, you will oversee the management and collection of overdue customer accounts, ensuring prompt payments and reducing delinquency rates. You will collaborate with customers, sales teams, and internal departments to address...

  • Accounts Receivable Specialist II

    2 weeks ago

    Phoenix, Arizona, United States Ewing Outdoor Supply Full time

    Position OverviewEwing Outdoor Supply is in search of a Credit Collections Specialist II to enhance our Finance department. In this role, you will take charge of overseeing and recovering outstanding customer debts to ensure prompt payments and reduce overdue accounts. You will collaborate closely with clients, sales teams, and internal stakeholders to...

  • Client Relationship Specialist I

    2 weeks ago

    Phoenix, Arizona, United States Bank of Texas Full time

    Overview Are you seeking an opportunity with a company that values making a meaningful impact? Bank of Texas is dedicated to achieving success through collaboration, passion, and a focus on customer satisfaction. We invite you to consider the role of a Client Relationship Specialist I. Part-time Position: 20 hours per week, with the following...

  • Vehicle Operations Support Specialist II

    3 days ago

    Phoenix, Arizona, United States Cox Communications Full time

    About Cox AutomotiveCox Automotive is a leading provider of vehicle remarketing services and digital marketing and software solutions for automotive dealers and consumers. We are a dynamic and innovative company that is transforming the way the world buys, owns, sells, or simply uses cars.Job DescriptionWe are seeking a highly skilled and customer-focused...

  • Warehouse Operations Specialist II

    2 weeks ago

    Phoenix, Arizona, United States V R Della Infotech Inc Full time

    Job OverviewThe Warehouse Operations Specialist II plays a crucial role in ensuring the smooth functioning of our logistics processes at V R Della Infotech Inc. This position involves a variety of responsibilities aimed at maintaining high standards of efficiency and accuracy in warehouse operations.Duties:Ensure the quantity, quality, and accuracy of all...

  • Credit Collections Specialist II

    2 days ago

    Phoenix, Arizona, United States Ewing Outdoor Supply Full time

    Job Opportunity at Ewing Outdoor SupplyWe are seeking a highly skilled Credit Collections Specialist II to join our Finance team. As a key member of our team, you will be responsible for managing and collecting on outstanding customer accounts to ensure timely payment and minimize delinquencies.Key Responsibilities:Manage a portfolio of customer accounts and...

  • Client Relationship Sales Specialist

    7 days ago

    Phoenix, Arizona, United States Russell Tobin Full time

    Job OverviewPosition Title: Client Relationship Sales SpecialistLocation: RemoteCompensation: $25-26/hour on W2Employment Type: Full-TimeWorking Hours: Monday to Friday, 8am - 5pm Role Summary:This position is focused on establishing connections with clients to leverage the extensive range of financial solutions provided by the bank, aimed at helping them...

  • Revenue Cycle Specialist II

    7 days ago

    Phoenix, Arizona, United States Copa Health Full time

    Job SummaryCopa Health is seeking a highly skilled Revenue Cycle Specialist II to join our team in a dynamic and fast-paced environment.Key Responsibilities**Claims Resolution**: Identify and resolve complex claims issues, ensuring proper follow-up on the back-end aspects of the revenue cycle process.**Payment Monitoring**: Monitor payments, fee schedule...

  • Accountant II

    1 week ago

    Phoenix, Arizona, United States Albertsons Company Inc. Full time

    About the CompanyAlbertsons Companies is a leading food and drug retailer in the United States, with a strong presence in 34 states and the District of Columbia. Our company is committed to innovation and building a culture of belonging, with a unique purpose of creating joy around each table and inspiring a healthier tomorrow for every community.We operate...

  • Sales Service Representative II

    4 days ago

    Phoenix, Arizona, United States Aramark Uniform Services Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Service Representative II to join our team at Aramark Uniform Services. As a Sales Service Representative II, you will be responsible for building strong relationships with customers, identifying new business opportunities, and providing exceptional customer service.Key...

  • Title Processing Support Specialist II

    5 days ago

    Phoenix, Arizona, United States Stewart Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented individual to join our team as a Title Processing Support Specialist II. As a key member of our production center, branch office, or title team, you will play a critical role in supporting real estate transactions by providing administrative and support duties to assist title processes.Key...

  • Welder II

    2 days ago

    Phoenix, Arizona, United States Core & Main Full time

    Job SummaryWe are seeking a skilled Welder II - Fabrication Specialist to join our team at Core & Main. As a key member of our fabrication department, you will be responsible for contributing to the manufacturing of Fire Protection pipe fabrication to NFPA standards using a semi-automatic welder.Key ResponsibilitiesWeld various fittings to different sizes of...

  • Revenue Cycle Specialist II

    7 days ago

    Phoenix, Arizona, United States Copa Health Full time

    Job SummaryCopa Health is seeking a highly skilled Revenue Cycle Specialist II to join our team in a dynamic and fast-paced environment.Key Responsibilities**Claims Resolution**: Identify and resolve complex claims issues, ensuring proper follow-up on the back-end aspects of the revenue cycle process.**Revenue Management**: Monitor payments, fee schedule...

  • Pre-Access Specialist II

    5 days ago

    Phoenix, Arizona, United States Phoenix Children's Hospital Full time

    Job SummaryThe Pre-Access Specialist II is a critical role within Phoenix Children's Hospital, responsible for ensuring seamless patient access to diagnostic, surgical, audiology, and rehabilitation services. This position requires a high level of accuracy and attention to detail in verifying insurance coverage, obtaining necessary authorizations, and...