Special Assets Loan Assistant

Umpqua Bank Sacramento , CA 94204

Posted 7 months ago


Sets up, processes documents, and files for commercial loan package completion to meet lending specifications.


  • Ensures correct combination of documents will be prepared/received for each transaction to secure legal interests of the company.

  • Reviews and monitors loan documents for accuracy, completeness and adherence to approval conditions.

  • Resolves a variety of customer problems/issues regarding bank products and services.

  • Monitors existing and complex loans to ensure complete conformity with terms.

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

  • Advances funds for payment or credit accounts at the request of the borrower or lending officer.

  • Processes a variety of loan payments, fees, and/or payoffs.

  • May negotiate loan-signing dates with customers and loan officers.

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

  • Provides customer service, administrative support and inter/intra office communication support for the department.

  • Works on assignments that are extremely complex in nature where considerable judgment and initiative are required in resolving problems and making recommendations. Acts independently to determine methods, procedures and training on new assignments and leads the activities of other non-exempt associates.

  • 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 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."

  • May perform other duties as assigned.



  • Requires a high school diploma or equivalent.

  • 5+ years previous accounting experience and knowledge of accounting principles, policies, practices, and systems

  • Prior specialized experience and knowledge of the commercial lending department/function and proficiency in preparing complicated reports and/or documents and previous experience as a Loan Assistant.

  • Proven analytical and problem solving skills.

  • Advanced arithmetic skills.

  • Excellent 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.


  • Work involves sitting, occasional walking, and lifting up to 10 pounds.

  • Requires close visual acuity.

  • Normal office environment.

  • Occasional Travel.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

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Special Assets Loan Assistant

Umpqua Bank