Portfolio Servicing Support Specialist
Qualifications
High school diploma/GED
2-4 years of progressively responsible experience in a senior administrative support capacity
Knowledge of a full range of the principles of department-level office management and administration; and the ability to apply these principles in a wide variety of projects and assignments
Knowledge of departmental office equipment, systems, practices and procedures
Knowledge of department-related laws and regulations, confidentiality requirements, discretionary functions, and departmental policies and procedures
Knowledge of effective verbal and written communication techniques
Ability to prepare reports
Ability to coordinate and provide quality customer service
Ability to establish and maintain effective working relationships
Ability to use a PC, complex word processing software tools for document production, and intermediate skill in using spreadsheets, and other software
Ability to multi-task, work independently, be proactive, and maintain high organizational practices
Specialized experience and knowledge of the department/function, reading, writing, and arithmetic skills
Workstyle: Fully onsite
Benefits
We offer a competitive total rewards package including base wages and comprehensive benefits
The pay range for this role is $18.00 - $25.00 and 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
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
Responsibilities
Provides and coordinates administrative support for a department, project, or program
Researches, evaluates, and prepares information relative to plans, objectives and performance as directed
Plans and coordinates with manager, a full range of administrative and staff support services, including moderately complex projects, basic analysis, and other responsibilities as directed
Assists with coordinating day-to-day activities with other teams and/or departments
Coordinates, prepares, reviews, monitors and processes documents as directed
Assists with preparing materials or transaction agreements
Gathers data and prepares regular or periodic reports pertaining to department functions
Monitors and analyzes accounting reports for accuracy and budget comparisons
May interpret policies, program objectives and departmental processes
Prepares a variety of correspondence, reports, presentations, and other materials
Responsible for providing standardized analytical and/or specialized support
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 “Business Bank of Choice”
May perform other duties as assigned
Job description
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Role:
Provides and coordinates administrative support for a department, project, or program. Researches, evaluates, and prepares information relative to plans, objectives and performance as directed.
• Plans and coordinates with manager, a full range of administrative and staff support services, including moderately complex projects, basic analysis, and other responsibilities as directed.
• Assists with coordinating day-to-day activities with other teams and/or departments.
• Coordinates, prepares, reviews, monitors and processes documents as directed.
• Assists with preparing materials or transaction agreements. Gathers data and prepares regular or periodic reports pertaining to department functions.
• Monitors and analyzes accounting reports for accuracy and budget comparisons.
• May interpret policies, program objectives and departmental processes.
• Prepares a variety of correspondence, reports, presentations, and other materials.
• Responsible for providing standardized analytical and/or specialized support.
• 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 “Business Bank of Choice”
• May perform other duties as assigned.
About You:
• High school diploma/GED. Required.
• 2-4 years of progressively responsible experience in a senior administrative support capacity. Required
• Knowledge of a full range of the principles of department-level office management and administration; and the ability to apply these principles in a wide variety of projects and assignments.
• Knowledge of departmental office equipment, systems, practices and procedures.
• Knowledge of department-related laws and regulations, confidentiality requirements, discretionary functions, and departmental policies and procedures.
• Knowledge of effective verbal and written communication techniques.
• Ability to prepare reports.
• Ability to coordinate and provide quality customer service.
• Ability to establish and maintain effective working relationships.
• Ability to use a PC, complex word processing software tools for document production, and intermediate skill in using spreadsheets, and other software.
• Ability to multi-task, work independently, be proactive, and maintain high organizational practices.
• Specialized experience and knowledge of the department/function, reading, writing, and arithmetic skills.
Workstyle: Fully onsite.
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $25.00 and 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.
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:
Umpqua 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, ****** 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: [email protected].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua 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 Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.