Middle Market Relationship Specialist II

About the Role

Acts as a liaison with customers, during all phases of onboarding a new banking relationship. Manages and monitors 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, construction and term loans from moderate to complex in nature, 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.
• Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s).

Maintain files with all required documentation for third-party review and prepares files for timely audits.

• Work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution’s interests in the credit relationship.
• Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. Follow up with customer to obtain all necessary information.
• 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.

Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure.

About You :

• H.S. Diploma / GED
• Bachelor's Degree in business, finance or related discipline
• 4-7 years of experience in banking, loan administration and documentation experience Required.
• Strong knowledge in all areas of banking and lending.
• Ability to read and write, with advanced arithmetic skills.
• Strong analytical and problem-solving skills. Working knowledge of commercial finance, law, documentation, accounting and data systems.
• Strong written and verbal communication skills and interest in learning to present information to others and / or train others.
• 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 Full Office work style which is working in office from a designated company location five days weekly.

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $23.

00-$34.00, 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.