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Business Loan Specialist
Business Loan Specialist-March 2024
Tigard
Mar 30, 2026
About Business Loan Specialist

  Business Loan Specialist

  Commercial Banking

  Roseburg,Oregon

  Tigard,Oregon

  Portland,Oregon

  Wilsonville,Oregon

  Description

  About Us:

  Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which 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 act as a liaison with customers, during all phases of onboarding a new banking relationship. You will ensure to Manage and monitor existing customer relationships on an ongoing, day-to-day, and transactional basis working in close partnership with the business unit and other departments throughout the bank. Is relied upon by the business unit for knowledge of required processes and requirements needed to provide an exceptional customer experience.

  Partners with the Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I and real estate term loans, as well as all deposit accounts and other services.

  Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements.

  Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.

  Responsible for GL Certification which includes research, balancing and certification.

  Review business organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies.

  May perform preliminary review of property and liability insurance, title policy and UCC searches to ensure compliance with bank policy and procedure.

  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.

  About You:

  H.S. Diploma/GED.

  Bachelor’s Degree in business, finance, or related discipline.

  2-4 years of previous banking or loan administration experience, required.

  Basic knowledge in all areas of banking and lending.

  Ability to read and write, with basic arithmetic skills.

  Basic analytical and problem-solving skills.

  Strong written and verbal communication skills.

  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.

  Work Style:

  Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Flex Office work style which is working in office from a designated company location three days weekly with flexibility to work remotely up to two days weekly.

  Our Benefits:

  We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $19 - $28, 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.

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