Relationship Banking Specialist
10 hours ago
Umpqua Bank is a leading regional bank in the Pacific Northwest, with a strong presence in the community. We offer a wide range of banking services to customers across the nation.
As a result of our recent merger with Columbia Bank, we have grown to become a top western-based regional bank, with over $50 billion in assets under management. Our commitment to our associates, customers, and communities remains unwavering.
About the RoleIn this role, you will serve as a liaison between customers and the bank, ensuring seamless onboarding and management of new banking relationships. You will work closely with the business unit and other departments to provide exceptional customer experiences.
Key responsibilities include:
- Managing and monitoring existing customer relationships
- Partnering with the Relationship Team to obtain and review information for underwriting, documentation, and closing of loans and deposit accounts
- Setting up, processing, and monitoring documents and files for package completion
- Preparing data input sheets and providing required information for customer relationships to be boarded on the bank's servicing system
- Maintaining files with all required documentation for third-party review and preparing files for timely audits
We are seeking a highly skilled and experienced professional with a strong background in banking, loan administration, and documentation. The ideal candidate will possess:
- A Bachelor's Degree in business, finance, or a related discipline
- 4-7 years of experience in banking, loan administration, and documentation
- Strong knowledge of commercial finance, law, documentation, accounting, and data systems
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
This role is fully onsite, and 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 will be dependent on various factors, including job-related knowledge, skills, and experience, education, and geographic location.
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.
Our Commitment to DiversityUmpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. We welcome applications from qualified candidates of all backgrounds and perspectives.
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