NDFI Portfolio Administrator

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 Banks 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).

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: .

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.