Commercial Loan Portfolio Manager

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:

Manages⠀a⠀predetermined⠀portfolio⠀of⠀existing⠀client⠀relationships.⠀Does not⠀own the⠀portfolio.⠀Assist⠀relationship⠀manager⠀with⠀client/prospect⠀related⠀loan⠀needs, and⠀all duties⠀assigned.⠀Provides⠀exemplary⠀service to⠀internal⠀and⠀external⠀clients.⠀Does not⠀have sales⠀goals.

• Works very⠀closely⠀with⠀clients,⠀Relationship⠀Managers⠀and Credit⠀Analysts⠀to analyze⠀loan needs⠀and⠀options⠀available.
• Renewals/modifications
• Financial⠀monitoring/reporting⠀& covenant⠀compliance/quarterly⠀risk⠀ratings
• New⠀credit⠀underwriting
• Regularly⠀identifies⠀and cross⠀sells a⠀wide⠀variety⠀products⠀and⠀services⠀appropriate⠀for the⠀client in⠀conjunction⠀with the⠀Relationship⠀Manager.
• Manages⠀in-depth⠀client⠀relationships
• Ensure⠀all bank⠀loan⠀documentation⠀is⠀accurate &⠀banks⠀security⠀interest⠀in⠀collateral⠀is⠀perfected
• Ensure⠀timely⠀processing⠀of all⠀credit⠀requests &⠀renewals
• Analyze⠀and⠀complete⠀term loan⠀reviews
• On-going⠀loan⠀administration⠀and file⠀maintenance⠀and⠀collection⠀of⠀financials
• Ensure⠀all bank⠀loan files⠀both⠀hardcopy &⠀digital⠀are⠀updated,⠀organized⠀&⠀complete
• Perform⠀a⠀multitude⠀of written⠀& verbal⠀communication⠀tasks⠀ensure⠀completion⠀of all⠀assigned⠀projects.
• 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.

About You:

• Bachelor’s⠀degree in⠀Finance or⠀other⠀relevant⠀area⠀preferred-⠀or⠀equivalent⠀work⠀experience.
• 3+⠀years of⠀commercial⠀experience⠀or other⠀relevant⠀experience
• In-depth⠀understanding⠀and⠀ability to⠀interpret⠀accounting⠀literature,⠀regulations,⠀practice⠀and⠀theory, as⠀well as⠀ability to⠀apply this⠀knowledge⠀to⠀day-to-day⠀activities
• In-depth⠀understanding⠀of cross⠀sell⠀opportunities⠀across the⠀bank
• Ability⠀to engage⠀& dev.⠀relationships⠀with all⠀internal⠀bank⠀departments
• Proficient⠀computer⠀skills⠀with an⠀emphasis⠀on MS⠀Office⠀Products⠀to include⠀Excel and⠀Word
• Strong⠀organizational⠀and⠀project⠀management⠀skills
• Effective⠀team⠀player
• Effective⠀verbal and⠀written⠀communication⠀skills
• strong⠀understanding⠀of bank⠀credit⠀policies⠀and⠀procedures
• Strong⠀understanding⠀of⠀commercial⠀& real⠀estate⠀underwriting
• Broad⠀and⠀demonstrated⠀knowledge⠀in other⠀banking⠀services⠀offered by⠀other⠀Lines of⠀Businesses⠀to⠀identify⠀and offer⠀qualified⠀referrals

Our Benefits:

We offer a⠀competitive⠀total⠀rewards⠀package⠀including⠀base wages⠀and⠀comprehensive⠀benefits.⠀The pay⠀range for⠀this role⠀is $62,000⠀-⠀$103,200,⠀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.

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.