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 Commercial Assistant Relationship Manager

Details
Country: USA
Location: OR Bend
Total applied: 28

Relevant Work Experience: 1+ to 2 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time

Commercial Assistant Relationship Manager

When we say "Welcome to the World's Greatest Bank," it's more than an expression, more than a slogan. It's our commitment to our customers and communities, and it's our commitment to ourselves. It's the reason for everything we do.

Umpqua is not your average bank, and you can bet that our Associates are not average either.

Our Commercial Assistant Relationship Manager assists Relationship Managers in managing day-to-day details for larger relationships, maintaining contact with clients and resolving issues.

 

Analyzes financial data related to new and renewal loan requests, including lines of credit, asset-based lines, commercial real estate and equipment financing loans.

 

Presents facts and offers opinions/recommendations to Relationship Managers concerning applicant?s credit worthiness.

 

Prepares summary and/or credit approval report documenting credit analysis and supporting information for credit decision recommendations.

 

Drafts loan agreements in collaboration with the Relationship Manager.

 

Reviews and monitors commercial and/or real estate loan documents for accuracy, completeness and adherence to approval conditions.

 

Follows up with customers to obtain all necessary information and clarification on financial analysis materials and resources.

 

May work with attorneys and other financial or legal resources to obtain correct and accurate documents to fully protect the financial institution?s interests in the credit relationship.

 

May act in the capacity of the Relationship Manager in his/her absence on current accounts/relationships.

 

Participates in customer and prospect calls with the Relationship Manager, outside calling and other marketing efforts.

 

Requires a Bachelors degree or equivalent and prior commercial lending experience, strong credit and analytical skills.

 

Actively learns, demonstrates and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate.

 

Embraces our vision to become "The World's Greatest Bank".

 

Are you interested? Good, we would like to hear from you!

To apply, please visit us at www.umpquabank.com.

 We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

- Apply for Commercial Assistant Relationship Manager

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