Columbia Bank

General

• Process deposit, loan, and general ledger account activities using an image-based system
• Perfect transactional data and monitor multiple input and output channels
• Create and track output files to post transactions and clear transit work
• Balance work streams and generate associated reporting
• Process deposit transactions and presented transactions accurately and timely
• Determine corrective actions for errors using image-based processing solutions
• Operate Check 21 scanning equipment
• Provide Check 21 capture troubleshooting support by phone and email and escalate issues
• Verify transmittals to work bundles and prepare cash letters and endpoint summaries for outgoing paper and image cash letter transmissions
• Escalate Item Processing production issues to the Item Processing lead or manager
• Balance and reconcile general ledger accounts
• Research and reconcile out-of-balance customer transactions, including duplicate postings and encoding errors
• Perform data entry and uploads
• Maintain regulatory knowledge and comply with Bank policies, procedures, and applicable regulations
• Complete required annual or job-specific training
• Demonstrate and foster Columbia corporate culture
• Perform other duties as assigned

Item Processing Specialist

Customer Support

• Support servicing operations for consumer lending products, including HELOCs, auto, boat, RV, CD-secured, and personal loans
• Maintain loan documentation, servicing records, and system updates in alignment with approved loan terms and internal policies
• Order and track property appraisals for home equity lines of credit
• Perform general loan maintenance and process loan payments
• Complete data entry and loan document creation
• Perform lien perfection, escrow/tax support, flood review, and general ledger activities
• Understand and apply retail loan product workflows, regulations, policies, and procedures
• Capture metrics to help leadership coordinate and adjust workflow
• Participate in continuous improvement efforts and implement workflow improvements
• Maintain compliance with bank regulations and required training
• Keep current with regulation changes and follow Bank policies and procedures
• Maintain working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia’s corporate culture and contribute to a reliable, compliant lending experience
• Perform other duties as assigned

Loan Support Specialist – Consumer Lending

Network Engineer

• Support optimization of workflow and processes for bank business units
• Identify and document business unit requirements
• Investigate business unit systems and identify options for improvement
• Bridge business unit needs with information technology solutions
• Collaborate with stakeholders and subject matter experts to document, communicate, validate, and refine requirements
• Make recommendations based on product vision, market requirements, research data, and organizational goals
• Elicit information from subject matter experts, business owners, vendors, and others about existing and proposed business systems
• Research and interpret moderately complex business needs and translate them into application and operational requirements
• Assist with business case development and the RFP process
• Assist with integration and user acceptance testing of workflows, processes, and systems
• Support development of training and implementation/post-implementation materials
• Serve as liaison between business units and the Technology Advancement Group (TAG)
• Maintain compliance with bank regulations, policies, procedures, and required training
• Keep current on regulatory changes and applicable banking policies
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Foster Columbia corporate culture and perform other assigned duties

Network Technician

Human Resources

• Serve as the organization's subject matter expert on workplace accommodations, disability-related matters, and applicable leave laws
• Manage complex, sensitive, and high-risk accommodation cases from intake through resolution
• Partner with managers, People Business Partners, and Employee Relations to evaluate accommodation requests and identify effective workplace solutions
• Lead the interactive process with employees and managers
• Provide education and guidance on rights, responsibilities, and available accommodations
• Review and assess medical documentation to determine eligibility and identify reasonable accommodations
• Communicate with healthcare providers when appropriate to obtain clarification
• Develop recommendations balancing employee needs, business requirements, and legal obligations
• Support program effectiveness through reporting, process improvements, training, vendor collaboration, and policy enhancements
• Deliver education and training to leaders and teams on accommodation practices and intersecting leave laws
• Monitor federal, state, and local employment laws and regulatory requirements
• Travel occasionally as required

Senior HR Workplace Accommodations Specialist

Account Manager

• Source and develop full banking relationships with professional developers and sophisticated commercial real estate investors
• Serve as relationship lead for lending, deposit, and other bank products
• Identify opportunities and provide CRE financing solutions, including construction, bridge, and permanent loans
• Lead underwriting and analyst teams managing a large, complex CRE portfolio
• Source new CRE relationships and manage and deepen existing relationships
• Coordinate underwriting, approval, and documentation of complex CRE loans with underwriters, loan administrators, and outside counsel
• Set and meet client expectations and drive an exceptional customer experience
• Collaborate with Treasury Management and Global Payment and Deposit Services to develop relationships across multiple bank products
• Drive overall relationship strategy and enhance relationships across multiple bank products
• Monitor portfolio credit quality and identify and communicate credit risk through monthly, quarterly, and annual status reports
• Analyze CRE financing opportunities, design credit structures and pricing, and prepare internal financing memos
• Manage preparation of credit committee memos and review credit presentations
• Conduct due diligence, including lease reviews and analysis of appraisals and third-party reports
• Analyze sponsors' contingent debt, liquidity, global cash flow, and ability to meet financial obligations
• Work on lending opportunities across the western United States for clients in the assigned market
• Maintain regulatory and policy compliance and complete required training
• Coach, mentor, or train others as assigned

Senior CRE Relationship Manager

Administration

• Oversee and participate in receipt and evaluation of construction-related due diligence items and equity verification during commercial real estate loan underwriting
• Coordinate loan closings and summarize findings in credit recommendations for Construction Loan Administration
• Engage and monitor third-party consultants for cost and constructability reports, monthly draw monitoring, payment applications, and site visits
• Initiate, perform, and/or review construction loan disbursements
• Interact daily with real estate clients, contractors, consultants, relationship managers, loan officers, and Columbia associates
• Analyze, review, and comment on construction loan agreements and related legal documents for CLA requirements, progress payments, credit approval, budgets, and schedules
• Review credit recommendations and applications for construction completeness and consistency with CLA policies and procedures
• Develop CLA credit documents and Credit Risk Certifications for assigned construction loans and review them with relationship managers before submission to Credit Quality
• Identify equity requirements, verification, and closing documentation; coordinate with Loan Administration and Loan Support Services
• Identify deficiencies and ensure corrections before recommendations and final acceptance
• Monitor due diligence requirements, including contractor analysis, plans and specifications, construction budgets, design professional endorsements, and construction contracts
• Monitor monthly draw requests and enter required information into CLA tracking systems
• Maintain compliance with bank regulations, policies, procedures, and required training
• Keep current on regulatory changes and maintain working knowledge of the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
• Coach, mentor, train others, and teach coursework as a subject matter expert when requested
• Perform other duties as assigned

Construction Review Administrator

• Review construction loan documents according to credit policy requirements and protect the Bank’s interests through proper documentation
• Ensure approved terms and conditions are implemented throughout construction loan administration and accompanying draws
• Monitor and collect required due diligence items
• Coordinate document and funding requests and verify accuracy
• Serve as primary liaison with customers, inspectors, and title company representatives during loan closing and construction
• Review and analyze land surveys, environmental assessments, project reviews, and building inspection reports
• Maintain loan and disbursement files for third-party review and prepare files for timely audits
• Analyze construction budgets to identify project-related costs and funding sources
• Analyze and reconcile construction draw requests, recommend approval, and obtain required approvals
• Prepare monthly construction draws
• Work daily with loan customers by telephone, email, and in person
• Maintain compliance with bank policies, internal controls, regulations, and required training
• Coach, mentor, or train others and teach coursework as a subject matter expert when requested
• Perform other duties as assigned

Disbursement Loan Administrator

Manager

• Provide organizational leadership and management to a team of loan servicing professionals
• Provide technical counsel and maintain high departmental accuracy and customer service
• Recommend, formulate, and implement loan operation policies and procedures
• Maintain the integrity of the loan portfolio for designated areas
• Design, implement, and maintain systems for efficient and accurate daily operations
• Manage servicing costs while maintaining quality and service standards
• Design and implement continuous improvement practices
• Prepare the department budget and monitor operational expenses
• Assess departmental operations, identify problem areas, and implement corrective measures
• Ensure procedures, policies, regulations, and guidelines remain updated and compliant
• Monitor workflows for efficiency and effectiveness
• Coach associates and write and deliver performance reviews
• Manage managers and individual contributors using established guidelines and policies
• Handle hiring, firing, performance appraisals, and pay reviews
• Create departmental and systems strategies, roadmaps, and goals, and implement changes through change management
• Maintain security and privacy standards and systems protecting the bank and customers
• Implement regulatory compliance in designated areas
• Develop and execute strategic initiatives with department leadership
• Supervise complex vendor relationships for loan operations products and services
• May lead Quality Control Production and Servicing teams
• Keep current on regulatory changes and complete required training
• Coach, mentor, train others, and teach coursework as a subject matter expert
• Perform other duties as assigned

Loan Support Services Manager

Loan Specialist

• support the full lifecycle of business lending transactions, from post-approval through documentation and closing
• ensure business loans are processed accurately, meet compliance requirements, and move efficiently to funding
• build strong working relationships with bankers, underwriting partners, and external stakeholders
• Partner with the Relationship Team to obtain and review information required for underwriting, documentation
• Set up, process, and monitor documents and files for package completion to meet specifications of a customer request
• 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 negotiate accurate documents to fully protect the financial institution’s interests
• Responsible for ensuring all closing conditions are met and loans are closed within time frames
• Review and resolve a variety of customer problems/issues regarding bank products and services
• Responsible for GL Certification which includes research, balancing and certification.

Senior Business Loan Specialist – Post Approval

Full-stack Engineer

• Provide technical leadership in the production of high-quality, secure, custom software for internal and external end users.
• Help with the establishment of coding guidelines and technical designs including well-designed, testable code that adheres to coding guidelines and technical design.
• Create documentation (i.e. specifications, flowcharts, etc.) to capture technical application details.
• Build quality into the application by providing unit tests for existing and new code and by participating in peer code reviews.
• Collaborate with UX teams to design solutions that provide an outstanding user experience.
• Develop high-quality, secure solutions for new features as well as modifications of existing features in existing custom applications.
• Analyze existing issues and provide solutions to remediate; use issue resolution as an opportunity to improve supportability of the custom software.
• Responsible for documenting and demonstrating solutions by developing design documentation (i.e. analysis, flowcharts, sequence diagrams, etc.), code comments and clear code.
• Partner with Umpqua QA and 3rd-party engineers to drive high-quality, on-time deliverables, assist in the QA effort by providing reviews of QA documentations and/or test cases, and participating in the testing effort, when necessary.
• Partner with internal and external customer or representatives to understand problem statement, desired outcomes and requirements; contribute to the refinement of requirements and/or User Stories.
• Assist in promptly resolving deployment and/or production issues; use issue resolution as an opportunity to improve supportability of the custom software.
• Responsible for contributing to operational and engineering excellence and continuous process improvement initiatives; partner with cross-functional teams to improve the efficiency and effectiveness of the software development process, deployment and support.
• Responsible for understanding and adhering to the Software Development Life Cycle (SDLC) and development standards and guidelines.

Software Engineer II

Client Services Representative

• Work closely with relationship managers and business partners to keep them apprised
• Provide primary client relationship, direction and customer service support for corporate and commercial deposit clients.
• Field client requests via phone, email and other communication channels; act as subject matter expert for Deposit and Treasury Management products.
• Respond to a variety of banking questions and provide guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
• Communicate with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
• Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller’s expectations.
• Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
• Demonstrate compliance with all bank regulations for assigned job function and applies to designated job responsibilities.

Commercial Client Services Representative

Security Engineer

• Provide hands-on technical development, integration, and engineering support for the Bank's IAM, PAM, and Certificate Management platforms
• Design, build, test, and maintain custom solutions across core platforms
• Collaborate with multiple teams for secure identity solutions
• Write well-designed, testable, and secure code adhering to design standards

IAM Security Developer

Financial Planning and Analysis

• Provide administrative and operational support for one or more Financial Advisor(s)
• Organize filing systems and coordinate schedules
• Prepare correspondence and documents
• Assist Financial Advisors with client support and time management
• Process confidential information
• Maintain and service client accounts
• Follow up on missing paperwork and process new accounts
• Maintain the client and mailing database
• Update Financial Advisors’ calendars
• Research and resolve problems for clients
• Complete department projects and maintain the client scanning system