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:

The Commercial Finance Portfolio Administrator works in a fast-paced environment to provide support to Relationship Managers. The position closely monitors and analyzes commercial relationships within the finance portfolio and provides exceptional transaction support services along with operational soundness while exhibiting a sense of ownership and accountability for the integrity of a large commercial portfolio.

• Manages the finance portfolio transactional processes while maintaining high-quality client service
• Perform bank wire, transfer, and overdraft approvals with ease in a fast-paced environment
• Review borrowing base certificates and assess collateral on a daily basis
• Manage the loan, concentration, and market reports and ensure timely and accurate completion
• Demonstrate extensive expertise on loan documentation, appraisals, processes, and procedures
• Exhibit professional, high-quality customer service skills while providing assistance for clients on all bank products and services
• Handle the most complex relationships, possibly with outside counsel
• Provide dedicated support to Relationship Managers for inquiries and/or research needed to enhance, develop, and maintain customer relationships
• Consistently provide proactive solutions and problem resolution for clients and peers
• Identify potential referral opportunities and refer all relevant bank and investment needs to a Relationship Manager to assist client reaching financial objectives
• Remain informed of all bank products and services available to clients
• Provide customer-focused service
• Other duties as assigned
• All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
• 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 emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

About You:

• High school diploma / GED required
• Bachelor’s degree preferred
• Extensive experience in the Commercial Finance Portfolio Administrator II role or other relevant work experience required.
• Extensive knowledge of bank products and services required.
• High level of accountability and responsibility for achieving both personal and Bank-established goals
• Ability to effectively organize, prioritize work, and manage time
• Detail-oriented, including being able to research accounts and easily recognize discrepancies
• Understanding of cross-sell opportunities across the bank
• Ability to present oneself in a professional manner
• Excellent oral and written communication, interpersonal and client services skills
• Ability to work within a team culture in a constantly changing business environment
• Proven self-starter and willing to accept additional responsibilities as the opportunities arise
• Deeper understanding of procedures, policies and compliance
• Highly proficient with Microsoft Office and any banking software used in the department
• Advanced Excel proficiency, including the ability to easily utilize its functionality for reporting and certification of documents
• Extensive knowledge and utilization of loan and finance portfolio software as well as bank core systems
• Comprehensive understanding of complex relationships in commercial banking
• Overall knowledge of bank operations
• Extensive knowledge, skills, and experience in all functions required as a Commercial Finance Portfolio Administrator
• Ability to mentor and coach other Commercial Finance Portfolio Administrators
• Highly developed critical thinking and problem-solving skills

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 $28.33 - $35.41, 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.