Commercial Loan Administrator I
Columbia Bank
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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
Education
Tools
Job description
Walnut Creek, California
Arcata, California
Colorado Springs, Colorado
Las Vegas, Nevada
San Francisco, California
Scottsdale, Arizona
Denver, Colorado
Reno, Nevada
Santa Rosa, California
San Jose, California
Full time
JR103372
Acts as a primary liaison with Commercial customers, during all phases of onboarding a new banking relationship. Manages and monitors existing Commercial 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 considered a subject matter expert related to required processes and requirements needed to provide exceptional customer experience.
Partners with the Commercial Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I (Commercial and Industrial) and real estate term loans, 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.
Set up and ongoing monitoring of 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.
Review business organizational documents to determine appropriate signing authorities and be responsible for confirming such entities are in good standing with applicable governmental agencies
May perform preliminary review of property and liability insurance, title policy and UCC searches to ensure compliance with bank policy and procedure.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”.
May perform other duties as assigned.
Embraces our vision to become “Business Bank of Choice”
H.S. Diploma/GED (Required)
Bachelor's Degree in business, finance or related discipline (preferred)
- 2 -4 years — of previous banking or loan administration experience (Required)
Basic knowledge in all areas of banking and lending.
Ability to read and write, with basic arithmetic skills.
Basic analytical and problem‑solving skills.
Strong written and verbal communication skills.
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.
- Occasional
The pay range for this role is $25.00 to $35.00.
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.
Primary Location: Ability to work fully onsite at posted location(s).
1333 North California Blvd Suite 545 Walnut Creek CA 94596
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
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.
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without 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: careers@columbiabank.com .
At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship‑based service backed by regional expertise and resources that help families and businesses thrive.
Relationships: We create authentic connections with customers, colleagues, and communities.
Impact: Every role here makes a meaningful difference in people’s lives and local economies.
Growth: We invest in your success with career development, mentorship, and learning opportunities.
Heart: We care deeply about doing what’s best for our customers and each other.
Trust: Integrity and transparency guide everything we do.
A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.
A culture of belonging and purpose, where your ideas matter and your work has impact.
Competitive benefits and flexibility designed to help you thrive personally and professionally.
Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.
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