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Relationship Banking Specialist

2 months ago

Lake Oswego, Oregon, United States Umpqua Bank Full time
About Umpqua Bank

Umpqua Bank is a leading western-based regional bank with over $50 billion in assets under management. We offer a unique brand of relationship banking and a culture where associates thrive.

Job Summary

We are seeking a skilled Relationship Banking Specialist to join our team. In this role, you will act as a liaison with customers, managing and monitoring existing relationships on an ongoing basis. You will work closely with the business unit and other departments to provide an exceptional customer experience.

Key Responsibilities
  • Partner with the Relationship Team to obtain and review information required for underwriting, documentation, and closing of commercial and industrial loans.
  • 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 bank's servicing system.
  • 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.
  • Review and resolve a variety of customer problems/issues regarding bank products and services.
  • Responsible for GL Certification, which includes research, balancing, and certification.
  • Analyze property and liability insurance, title policy, and UCC searches to ensure compliance with bank policy and procedure.
Requirements
  • H.S. Diploma/GED, required
  • Bachelor's Degree in business, finance, or related discipline
  • 4-7 years of experience in banking, loan administration, and documentation experience, required
  • 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
  • Proficiency with personal computers and related software packages such as Word and Excel, and other business machines
Benefits

We offer a competitive total rewards package, including base wages and comprehensive benefits. The pay range for this role is $32.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors. The role may be eligible for performance-based incentive compensation.

We offer eligible associates comprehensive healthcare coverage, a 401(k)-retirement savings plan with employer match, 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.

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.