Columbia Bank

NDFI Portfolio Administrator

Columbia Bank  •  United States (Onsite)  •  2 hours ago
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Job Description

About the Role:
Responsible for administration and management of the finance portfolio transactions process related to Non-Depository Financial Institution “NDFI” customer relationships. Establishes and enforces borrowing limits based on borrowing base qualifications.

  • Administers and manages an assigned client base by managing borrowing bases, set borrowing limits, interface with clients pertaining to borrowing availability.

  • Responsible for the collateral intake and release process specific to an assigned client base.

  • Responsible for appraisal review, evaluation and decisioning in support of borrowing base pledge process.

  • Decisions and executes client fund movements including loan advances, loan repayment, internal depository transfers and wire origination.

  • Responsible for the collection of client portfolio reports and oversee monthly borrowing base certification process for assigned portfolio.

  • Consistently provides proactive solutions and problem resolution for clients and peers.

  • 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

  • Diploma or equivalent (GED) (preferred)

Experience

  • 2-4 Year — Experience in Banking/Finance or other equivalent work experience (Required)

  • 1-3+ years — NDFI experience or other relevant work experience (Preferred)

Skills

  • Strong mathematical aptitude and analytical skills; strong attention to details.

  • Strong organizational, accountability, adaptability, critical thinking and problem-solving skills.

  • Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships.

  • Team oriented with ability to function in a rapidly moving environment.

  • Excellent oral and written communication, interpersonal and client services skills

  • Professional, high-quality customer service skills while providing assistance for clients on all bank products and services.

  • Self-starter with willingness to accept additional responsibilities as opportunities arise.

  • Ability to develop understanding of complex relationships in commercial banking.

  • Working knowledge of Word, Excel, FIS and other bank software platforms.

Travel Requirements

  • Occasional


The pay range for this role is $30.00 to $45.00.

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).

1110 112th Avenue NE 200 Bellevue WA 98004

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. 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.

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: careers@columbiabank.com

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Bank

About Columbia Bank

At Columbia Bank, we’re committed to empowering businesses and families as they pursue their ambitions. With a team of dedicated professionals and a comprehensive suite of financial solutions, we offer specialized expertise and personalized support tailored to meet our clients’ needs at every stage. As one of the largest banks headquartered in the West, our reputation is built on forging strong relationships, providing expert advice, and delivering resources tailored to each customer’s unique journey, whether they’re growing their company or securing their family’s future. 

Member FDIC | Equal Housing Lender | Equal Opportunity Employer

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Tacoma
Year Founded
Unknown
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