Loan Support General Ledger Team Lead
Loan Operations
Springfield,Oregon
Portland,Oregon
Roseburg,Oregon
Spokane,Washington
Tacoma,Washington
Description
About Us:
UmpquaBank is apublicly traded financial holdings company, headquartered inthe Pacific Northwestwith6,000+ employees,which offers bankingservices tocustomersthroughout the nation.It’s an especially exciting time to join our teamas,followingtherecentmerger with Columbia Bank,wehavegrownto become aleadingwestern-basedregionalbankwithmore than$50B in assets under managementand an unwaveringcommitment to ourassociates,ourcustomers,and our communities.
We create a great place to work by offering a special brand of relationship banking andby providing a culture where associates thrive.Associates who embody our core valuesfit in well here and we are eager to meet candidates who demonstrate behaviorsthat align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
Responsible for monitoring highly complex and specialized commercial loan servicing workflow, assisting other loan support specialists as needed and keeping leadership informed of department activities within an environment of high work volumes and established deadlines. Works on assignments that are highly complex and specialized in nature where independent action and a high degree of initiative are required in resolving problems and developing recommendations. Independently handles production tasks requiring advanced knowledge of highly complex commercial loan documents, regulations, policies and procedures. Acts independently to determine methods and procedures on new assignments. Acts as a subject matter expert or lead and participate on project teams.
Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation.
Responsible for understanding highly complex and specialized commercial loan products and documentation, regulation, policy and procedure changes and apply changes to work process.
Provide subject matter expertise of processes and system in all aspects of loan production, loan servicing and support activities.
Responsible for providing outstanding customer service, respond to requests including escalated problems and make recommendations to internal and external customers.
Analyze and review team metrics to assist leadership in coordinating and adjusting workflow.
First point of contact for customer and associate escalations. Prepares formal written customer response communications as required.
May participate on project teams within division and across departments.
Collaborate and participates in cross-functional teams across business unties to solve issues affecting all aspects of Loan Support activities.
Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
About You:
Associate’s, Bachelor’s, vocational or technical degree in business, finance, or accounting,preferred.
4-7 years ofexperience in commercial loan servicing or equivalent expertise in handling highly complex and specialized commercial loan package.
Less than 2 yearsof lead/supervisory/management experience or equivalent.
Possess advanced knowledge of commercial loans, regulations, policies and procedures.
Demonstrated advanced math, analytical, multi-tasking and problem-solving skills.
Possess excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate with people at all levels.
Advanced proficiency of computer software including Word, Excel, loan servicing systems and other office equipment.
Ability to provide technical training to others.
Ability to trouble shoot and determine best workflow practices.
Demonstrated critical thinking and decisions making with ability to work in a service-oriented environment with high work volumes and deadlines.
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 basewagesand comprehensive benefits. Thepayrange for this role is $22.78 - $37.81, 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. 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 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.