Commercial Loan Support Specialist III

4 weeks ago

Tacoma WA USA, United States Umpqua Bank Full time
About Us:

Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. We offer banking services to customers throughout the nation and create a great place to work by providing a culture where associates thrive. Our core values include Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

In this role, you will be responsible for various quality control review functions related to loans. Primary responsibilities include reviewing loan documents for accuracy and completeness, auditing new loans for compliance with Bank policy and regulations, and initiating corrective action as needed. You will ensure operating policies and procedures meet established objectives for accuracy, service quality, compliance, and efficiency.

  • Review documentation for various loan types, including commercial and residential real estate, construction loans, lines of credit, asset-based loans, Small Business, letters of credit, government guaranteed programs, and agricultural loans, to validate accuracy and compliance with Bank regulations and internal policies and procedures.
  • Perform a detailed review of all booked loans to ensure boarding data accuracy and that loans are in agreement with accounting and loan system records as well as in compliance with Bank commitments, lending regulations, Bank policy, and procedures.
  • Verify documents were properly executed and recorded to perfect collateral and contractually obligate the borrower.
  • Identify discrepancies and inaccuracies and provide mentorship, guidance, and corrective action for exceptions.
  • Communicate with lending personnel to resolve discrepancies and obtain additional information when necessary.
  • Utilize multiple documentation platforms and other internal bank systems, including Laser Pro, nCino, ACBS, FIS, FCM, Excel, and Word.
  • Review loan coding for accuracy to ensure quality of data for financial reporting to regulatory agencies.
  • Conduct thorough reviews of all collateral supporting documentation for accuracy to ensure proper collateral perfection.
  • Review checklists to ensure post-closing tasks are performed accurately and the loan file is complete.
  • Participate in proactive team efforts to achieve department- and company-established service levels.
  • Independently investigate and resolve document and booking questions.
  • Review multiple documentation requests simultaneously.
  • All other job duties as assigned.
About You:

We are seeking a highly skilled and detail-oriented individual with a strong understanding of commercial and consumer loans and collateral transactions. The ideal candidate will have a high school diploma or equivalent, one year of related work experience or transferrable skills, and a basic understanding of financial information and lending regulations. Additionally, the candidate should have experience with LaserPro or a similar application, strong reading comprehension, research and problem-solving capabilities, and the ability to multitask and manage time effectively. The candidate should also have strong attention to detail and the ability to retain multiple forms of information, adapt quickly to change, and communicate effectively with internal and external clients.

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