Commercial Loan Admin I — Grow Client Relationships

Columbia Bank; Reno (NV); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Health, dental & vision plans

401(k) with company match

Life & disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Pet insurance

Paid vacation & holidays

Job summary

Columbia Bank is seeking a Commercial Banking Onboarding Specialist to manage onboarding for Commercial customers and oversee ongoing relationships, working with multiple departments to deliver exceptional service.

You will partner with the Relationship Team on underwriting for C&I and real estate loans, process documentation, and ensure regulatory compliance while maintaining servicing records and ticking timelines.

Qualifications

• H.S. Diploma/GED (Required).
• Bachelor's Degree in business, finance or related discipline (preferred).
• 2-4 years of banking or loan administration experience (Required).
• Basic knowledge in all areas of banking and lending.

Responsibilities

• Acts as primary liaison with Commercial customers during onboarding and ongoing relationships.
• Partner with Commercial Relationship Team for underwriting, documentation and closing of C&I and real estate term loans, and deposit services.
• Set up, process, and monitor documents and files for package completion per customer specifications and regulatory requirements.
• Prepare data input sheets and support boarding of customer relationships on servicing systems; maintain documentation for audits.
• Monitor loan and financial ticklers to ensure accuracy and timeliness; follow up with customers for missing information.
• Review and resolve customer problems related to bank products and services; facilitate account maintenance requests.
• Maintain GL Certification processes including research, balancing and certification.
• Review business documents to confirm signing authorities and good standing with agencies.
• Ensure compliance with Bank Secrecy Act and other regulations; participate in training as needed.
• Coach or train others as needed and promote Columbia’s culture of Do RIGHT.

Skills

Banking knowledge

Written communication

Verbal communication

Team collaboration

PC proficiency

Analytical thinking

Numerical skills

Education

High School Diploma or GED

Bachelor's degree in business/finance (preferred)

Tools

Word

Excel

Job description

Columbia Bank is seeking a Commercial Banking Onboarding Specialist to manage onboarding for Commercial customers and oversee ongoing relationships, working with multiple departments to deliver exceptional service.

You will partner with the Relationship Team on underwriting for C&I and real estate loans, process documentation, and ensure regulatory compliance while maintaining servicing records and ticking timelines.