Commercial Loan Administrator, Sr.

Columbia Bank; United States; On-site; USD 41,000 - 56,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Paid time off

Tuition assistance

Life insurance

Job summary

Columbia Bank in Walnut Creek, CA is seeking an experienced Commercial Banking professional to manage onboarding and ongoing relationships with Commercial customers. You will work with the Relationship Team to gather underwriting information, prepare documents, and ensure timely closings while complying with regulations.

The role requires deep knowledge of complex lending, title insurance, UCC searches, and loan administration, with a focus on accuracy, risk management, and customer service.

Qualifications

• Education: HS diploma or GED preferred; Bachelor's in business/finance preferred.
• More than 10 years banking, loan administration and documentation experience.
• Experience with complex lending, title insurance, and UCC searches.

Responsibilities

• Onboard Commercial customers and manage ongoing relationships in day-to-day operations.
• Coordinate with underwriting, documentation and closing of Commercial & Industrial loans and other services.
• Prepare data inputs and ensure files meet regulatory and bank policy requirements.
• Maintain documentation for third-party reviews and audits; work with attorneys to finalize documents.
• Monitor loan closing conditions and ensure timely closings; address customer questions and issues.
• Analyze title commitments and ensure compliance with bank policy; support BSA/regulatory training.

Skills

Strong written and verbal comm.,

Analytical and problem-solving

Education

HS Diploma/GED

Bachelor’s degree in business/finance

Tools

Word

Excel

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.

About You

Education H.S. Diploma/GED (preferred) Bachelor's Degree in business, finance or related discipline (preferred) Experience More than 10 years — banking, loan administration and documentation experience (Required) Skills Must possess the highest level of specialized experience and knowledge of the commercial department/function and proficiency in preparing complicated reports and/or documents. Solid loan administration experience with knowledge of complex lending structures, letters of credit, borrower-based lending, multi‑phased construction and multiple collateral properties. Must have knowledge in real estate construction draw analysis, reconciliation and disbursement. Demonstrated ability to analyze title insurance commitment reports including title exceptions and prepares title/escrow instructions. Proven analytical and problem‑solving skills. Ability to provide backup to manager and provide direction to other associates as needed or requested by manager. 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.

Travel Requirements

Occasional

The pay range for this role

The pay range for this role is $30.00 to $41.00. 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

Our Benefits

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.

Our Commitment to Diversity

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: [e-mail].

Additional Company Information

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. Our culture is built on Do RIGHT, which means: 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. Why work for Columbia Bank? 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. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.