Sr. Commercial Loan Administrator
Columbia Bank · Riverside, CA · 3 wk ago
Finance$28–$39/hrFull-time
We need to output HTML fragment with sections: About the role (but we must not repeat job title as heading; we can use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The posting includes "About The Role" and "About You" sections. We need to parse content: The "About The Role" paragraph includes many responsibilities. We should extract responsibilities into a
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The posting includes "About The Role" and "About You" sections. We need to parse content: The "About The Role" paragraph includes many responsibilities. We should extract responsibilities into a - list. Also "About You" includes Education, Experience, Skills, Travel Requirements, Pay, Primary Location, Benefits, etc.
We must not repeat job title as heading. We can have headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we need to include sections only if there is real specific content.
We have content for About the role (description). Could combine with Responsibilities? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role (maybe a brief summary), Responsibilities (list), Requirements (maybe education/experience), Qualifications (maybe skills?), Skills (list), Benefits, Pay, Schedule.
We need to avoid filler like "commensurate with experience". We have pay range: $28.00 to $39.0 (typo maybe $39.00). We'll include Pay section with that.
Schedule: Not mentioned except travel requirements occasional. No schedule info like full-time/part-time. So we should not create Schedule section.
Benefits: We have benefits description. Include Benefits section.
Qualifications: Could be education and experience. We'll put Education and Experience under Requirements or Qualifications. Let's decide: Requirements could be education and experience. Qualifications could be skills? But we also have Skills section. Might be overlapping. Better: Requirements: Education and Experience. Qualifications: maybe none else. Skills: list of skills.
We need to preserve all substantive information. So we need to include all details from About The Role responsibilities, About You education, experience, skills, travel requirements, pay, location, benefits.
We must not include boilerplate like EEO, commitment to diversity, staffing agency, accommodation email, etc. Remove those.
Also remove duplicated lines.
We need to output only HTML fragment.
Let's extract responsibilities from About The Role paragraph. It's a long sentence with many duties separated by periods. We'll split into list items.
Paragraph: "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."
We'll create list items for each sentence.
Now 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: list: "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". Pay: "$28.00 to $39.0". Also mention performance-based incentive compensation.
Primary Location: "Ability to work fully onsite at posted location(s). 3403 Tenth Street Suite 830 Riverside CA 92501". We could include location in a short paragraph maybe under About the role? But we have no specific heading for location; we could include in a
under About the role or maybe under a heading like "Location". But not in list of allowed headings. The instruction says use those headings for sections; we can add other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow that pattern. Probably better to include location in a
under About the role or maybe under Requirements? But location is not a requirement. Could add a short
after About the role before Responsibilities. That's fine.
Benefits: list of benefits.
We must not include EEO etc.
Now construct HTML.
We'll start with
About the role
then a summarizing the role? Could use the first sentence as summary. But we already have responsibilities list; we could keep a brief paragraph then list.
Let's do:
About the role
Acts as a primary liaison with Commercial customers throughout onboarding and ongoing relationship management, serving as a subject matter expert and coordinating loan documentation, compliance, and customer service.
Then responsibilities list.
Then Requirements
with education and experience as .
Then Skills
with list.
Then Benefits
with list.
Then Pay
with stating range.
We might also include Travel Requirements under Requirements? Could add a
under Requirements: Travel: Occasional.
But we have no Schedule section.
We must not include location as heading; we can include location in a
under About the role or Requirements. Let's put after About the role paragraph:
Location: 3403 Tenth Street Suite 830, Riverside, CA 92501 (onsite).
Now ensure we preserve all substantive information: we need to include all details from responsibilities list, education, experience, skills, travel, pay, benefits.
Let's extract responsibilities list items precisely.
I'll split sentences:
1. Acts as a primary liaison with Commercial customers, during all phases of onboarding a new banking relationship.
2. 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.
3. Is considered a subject matter expert related to required processes and requirements needed to provide an exceptional customer experience.
4. 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.
5. Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements.
6. Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s).
7. Maintain files with all required documentation for third-party review and prepares files for timely audits.
8. 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.
9. Set up and monitor loan and financial ticklers to ensure accuracy and timeliness.
10. Responsible for ensuring all closing conditions are met and loans are closed within time frames.
11. Works directly with the customer.
12. Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.
13. Responsible for GL Certification which includes research, balancing and certification.
14. Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure.
15. 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.
16. Keeps up to date on regulation changes.
17. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
18. 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.
19. May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
20. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
21. Takes personal initiative and is a positive example for others to emulate.
22. Embraces our vision to become “Business Bank of Choice”.
23. May perform other duties as assigned.
We'll include all.
Now Education: "H.S. Diploma/GED (preferred)" and "Bachelor's Degree in business, finance or related discipline (preferred)". We'll list as two items.
Experience: "More than 10 years — banking, loan administration and documentation experience (Required)". One item.
Travel: "Occasional". We'll add a under Requirements maybe.
Skills list: need to split into items.
Sentences:
- 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
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role (maybe a brief summary), Responsibilities (list), Requirements (maybe education/experience), Qualifications (maybe skills?), Skills (list), Benefits, Pay, Schedule. We need to avoid filler like "commensurate with experience". We have pay range: $28.00 to $39.0 (typo maybe $39.00). We'll include Pay section with that. Schedule: Not mentioned except travel requirements occasional. No schedule info like full-time/part-time. So we should not create Schedule section. Benefits: We have benefits description. Include Benefits section. Qualifications: Could be education and experience. We'll put Education and Experience under Requirements or Qualifications. Let's decide: Requirements could be education and experience. Qualifications could be skills? But we also have Skills section. Might be overlapping. Better: Requirements: Education and Experience. Qualifications: maybe none else. Skills: list of skills. We need to preserve all substantive information. So we need to include all details from About The Role responsibilities, About You education, experience, skills, travel requirements, pay, location, benefits. We must not include boilerplate like EEO, commitment to diversity, staffing agency, accommodation email, etc. Remove those. Also remove duplicated lines. We need to output only HTML fragment. Let's extract responsibilities from About The Role paragraph. It's a long sentence with many duties separated by periods. We'll split into list items. Paragraph: "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." We'll create list items for each sentence. Now 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: list: "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". Pay: "$28.00 to $39.0". Also mention performance-based incentive compensation. Primary Location: "Ability to work fully onsite at posted location(s). 3403 Tenth Street Suite 830 Riverside CA 92501". We could include location in a short paragraph maybe under About the role? But we have no specific heading for location; we could include in a
under About the role or maybe under a heading like "Location". But not in list of allowed headings. The instruction says use those headings for sections; we can add other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow that pattern. Probably better to include location in a
under About the role or maybe under Requirements? But location is not a requirement. Could add a short
after About the role before Responsibilities. That's fine. Benefits: list of benefits. We must not include EEO etc. Now construct HTML. We'll start with
About the role
then asummarizing the role? Could use the first sentence as summary. But we already have responsibilities list; we could keep a brief paragraph then list. Let's do:
About the role
Acts as a primary liaison with Commercial customers throughout onboarding and ongoing relationship management, serving as a subject matter expert and coordinating loan documentation, compliance, and customer service.
Then responsibilities list. ThenRequirements
with education and experience as- .
Then
Skills
with list. ThenBenefits
with list. ThenPay
withstating range. We might also include Travel Requirements under Requirements? Could add a
under Requirements: Travel: Occasional. But we have no Schedule section. We must not include location as heading; we can include location in a
under About the role or Requirements. Let's put after About the role paragraph:
Location: 3403 Tenth Street Suite 830, Riverside, CA 92501 (onsite).
Now ensure we preserve all substantive information: we need to include all details from responsibilities list, education, experience, skills, travel, pay, benefits. Let's extract responsibilities list items precisely. I'll split sentences: 1. Acts as a primary liaison with Commercial customers, during all phases of onboarding a new banking relationship. 2. 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. 3. Is considered a subject matter expert related to required processes and requirements needed to provide an exceptional customer experience. 4. 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. 5. Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements. 6. Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s). 7. Maintain files with all required documentation for third-party review and prepares files for timely audits. 8. 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. 9. Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. 10. Responsible for ensuring all closing conditions are met and loans are closed within time frames. 11. Works directly with the customer. 12. Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests. 13. Responsible for GL Certification which includes research, balancing and certification. 14. Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy and procedure. 15. 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. 16. Keeps up to date on regulation changes. 17. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. 18. 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. 19. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. 20. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. 21. Takes personal initiative and is a positive example for others to emulate. 22. Embraces our vision to become “Business Bank of Choice”. 23. May perform other duties as assigned. We'll include all. Now Education: "H.S. Diploma/GED (preferred)" and "Bachelor's Degree in business, finance or related discipline (preferred)". We'll list as two items. Experience: "More than 10 years — banking, loan administration and documentation experience (Required)". One item. Travel: "Occasional". We'll add aunder Requirements maybe. Skills list: need to split into items. Sentences: - 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