Commercial Loan Support Specialist - Umpqua Bank
San Diego, CA
About the Job
Commercial Loan Support Specialist
Commercial Banking
San Diego,
California
Description
About Us:
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
The Commercial Loan Support Specialist IV provides high-level administrative and operational support for commercial lending, ensuring efficient loan processing and compliance. This role manages declines and withdrawals, processes declineletters, andserves as a key liaison within the department. Strong knowledge of SBA loan programs and their basic parameters is essential for assisting with SBA-related loans. The ideal candidate is detailed-oriented, highly organized, and experienced in commercial lending support, with the ability to coordinate multiple tasks and collaborate with internal and external stakeholders effectively.
+ Manages a full range of administrative and staff support services, including complex project, analysis, and other responsibilities as directed.
+ Coordinates, prepares, reviews, monitors and processes documents as directed.
+ Prepares materials or transaction agreements and evaluates submittals.
+ Gathers data and prepares regular or periodic reports pertaining to department functions.
+ Monitors and analyzes accounting reports for accuracy and budget comparisons.
+ Acts as program representative for manager with other departments.
+ Analyzes problems, determines approach, compiles and analyzes data, and prepares reports/recommendations.
+ Resolves and/or escalates complex customer problems to appropriate resources.
+ 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:
+ H.S Diploma/GED
+ Bachelor's Degree
+ Knowledge of a full range of the principles of department-level office management and administration;and,the ability to apply these principles in a wide variety of projects and assignments.
+ Knowledge of departmental office equipment, systems, practices and procedures.
+ Advanced knowledge of department-related laws and regulations, confidentiality requirements, discretionary functions, and departmental policies and procedures.
+ Knowledge of effective verbal and written communication techniques.
+ Ability to evaluate complex data and prepare and present reports.
+ Ability to coordinate and provide quality customer service.
+ Ability to establish and maintain effective working relationships.
+ Ability to use a PC, complex word processing software tools for document production, and advanced skill in using spreadsheets, and other software.
+ Ability to multi-task, work independently, be proactive, and maintain high organizational practices.
+ Specialized experience and knowledge of the department/function, reading, writing, and arithmetic skills
Job Location(s): Ability to work fully onsite at posted location(s).
3111 Camino Del Rio North Suite 200San Diego, CA 92108
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $23.00 - $34.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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. Benefiteligibility 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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 onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Commercial Banking
San Diego,
California
Description
About Us:
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
The Commercial Loan Support Specialist IV provides high-level administrative and operational support for commercial lending, ensuring efficient loan processing and compliance. This role manages declines and withdrawals, processes declineletters, andserves as a key liaison within the department. Strong knowledge of SBA loan programs and their basic parameters is essential for assisting with SBA-related loans. The ideal candidate is detailed-oriented, highly organized, and experienced in commercial lending support, with the ability to coordinate multiple tasks and collaborate with internal and external stakeholders effectively.
+ Manages a full range of administrative and staff support services, including complex project, analysis, and other responsibilities as directed.
+ Coordinates, prepares, reviews, monitors and processes documents as directed.
+ Prepares materials or transaction agreements and evaluates submittals.
+ Gathers data and prepares regular or periodic reports pertaining to department functions.
+ Monitors and analyzes accounting reports for accuracy and budget comparisons.
+ Acts as program representative for manager with other departments.
+ Analyzes problems, determines approach, compiles and analyzes data, and prepares reports/recommendations.
+ Resolves and/or escalates complex customer problems to appropriate resources.
+ 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:
+ H.S Diploma/GED
+ Bachelor's Degree
+ Knowledge of a full range of the principles of department-level office management and administration;and,the ability to apply these principles in a wide variety of projects and assignments.
+ Knowledge of departmental office equipment, systems, practices and procedures.
+ Advanced knowledge of department-related laws and regulations, confidentiality requirements, discretionary functions, and departmental policies and procedures.
+ Knowledge of effective verbal and written communication techniques.
+ Ability to evaluate complex data and prepare and present reports.
+ Ability to coordinate and provide quality customer service.
+ Ability to establish and maintain effective working relationships.
+ Ability to use a PC, complex word processing software tools for document production, and advanced skill in using spreadsheets, and other software.
+ Ability to multi-task, work independently, be proactive, and maintain high organizational practices.
+ Specialized experience and knowledge of the department/function, reading, writing, and arithmetic skills
Job Location(s): Ability to work fully onsite at posted location(s).
3111 Camino Del Rio North Suite 200San Diego, CA 92108
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $23.00 - $34.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible 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. Benefiteligibility 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 isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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 onlyintendedfor individuals seekingemploymentat 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
Source : Umpqua Bank