HL Production Monitoring Specialist

Loan Operations Tigard, Oregon NA, Oregon NA, Washington NA, California NA, Nevada NA, Idaho

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:

 

In this role, you will be responsible for the Home Lending production risk monitoring process and program, focusing on marketing and product development. Works with production staff on training and marketing activities.

 

  • Works closely with the SVP Home Lending Director and Home Lending Production teams
  • Provides ongoing monitoring of usage and guidance toward materials creation, vendor setup (such as user access, admin role) of Loan Officer marketing vendors including but not limited to Surefire and Bear Printing
  • Reviews all Home Lending marketing materials for regulatory compliance and home loan program disclosure accuracy prior to submission to Central Compliance to streamline approval turn-time.
  • Home Lending marketing materials include product flyers, advertising, promotions, presentations, brochures, PR articles, website content, mobile marketing, etc.
  • Provides guidance to Production Managers and HL Marketing for questions, recommendations and best practices concerning RESPA co-marketing activities.
  • Recommends annual and new hire Loan Officer required marketing and compliance training required including content/topics; review training materials prior to publish.
  • Responsible for annual review of Loan Officer websites for compliance with RESPA, UDAAP and other regulations.
  • May be required to represent the company in the community.
  • 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:

 

  • Bachelor's Degree in business, a related field, or equivalent, and familiarity with the mortgage lending industry.
  • 4-7 years of relevant experience in the mortgage lending industry.
  • 2-4 years of workflow analytics and continuous improvement programs.
  • In-depth knowledge of the Encompass 360 loan origination system.
  • Extremely strong relationship management and operational abilities, analytical and problem-solving skills, and project management skills.
  • Advanced knowledge of products and services in Home Lending.
  • Proven track record of success and skills in Home Lending.
  • Knowledge of policies, procedures, practices and documentation in Home Lending.
  • Excellent written and verbal communication and presentation skills.
  • Ability to work effectively with individuals and groups across the company to manage customer relationships.
  • Requires significant experience in the mortgage lending industry and a demonstrated ability to manage projects within time and budget constraints.
  • Demonstrated ability to lead/influence others to achieve goals.
  • Excellent negotiating skills.
  • In-depth knowledge of “best practices” in mortgage industry.
  • Proficiency with personal computers and related software packages such as Word and Excel, and other business machines.
  • Ability to train and present to small and large audiences or has the interest in learning to train and present.

  

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 $57,520.00 to $86,280.00, 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.