Commercial Loan Administrator, Sr.

Columbia Bank; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Columbia Bank seeks a Commercial Banking liaison to manage onboarding and ongoing relationships with Commercial customers. You will coordinate underwriting, documentation, and closing of complex C&I loans, construction loans, deposits, and related services.

You will prepare data inputs, maintain compliance files, and work with attorneys to finalize accurate documents protecting the bank’s interests. Expect collaboration with various departments to meet client and regulatory requirements.

Qualifications

• Experience handling Commercial & Industrial loans and deposits.
• Ability to coordinate underwriting, documentation, and closing of loans.
• Strong knowledge of bank policies, procedures, and regulatory requirements.

Responsibilities

• Liaise with Commercial customers through onboarding and ongoing relationships.
• Review information for underwriting and closing of complex loans and deposit services.
• Prepare data input sheets and maintain files for audits and third-party reviews.
• Ensure closing conditions are met and loans close within timelines.
• Monitor regulatory compliance and adapt to rule changes.

Skills

Relationship management

Underwriting

Documentation

Regulatory compliance

Customer service

Audit readiness

Loan closing

Commercial banking

Tools

Banking software

Servicing systems

Job description

About the Role

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 an exceptional customer experience. Partner with the Commercial Relationship Team to obtain and review information required for underwriting, documentation and closing of C&I (Commercial & Industrial), construction and term loans that are 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 negotiate 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. Responsible for ensuring all closing conditions are met and loans are closed within time frames. Works directly with the customer. 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. 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.