NDFI Portfolio Administrator at Columbia Bank — Bellevue, WA

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.

1110 112th Avenue NE 200 Bellevue WA 98004 Our Benefits:

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