Learning Development Associate Jobs in Santa Ana, CA

About the Role:
Responsible for the supervision of the SBA Business Develop Associate (BDA) team who support the SBA Business Development Officers (BDO's) by facilitating timely review and processing of new potential loan applications. Provides direction and development to the Business Development Associate.

• Supervise the SBA Business Develop Associate team and partner with the SBA BDO's to ensure all loan items needed for submission of an application are obtained and the loan package is complete and accurate.

• Manage workflow and work process of staff and ensuring compliance with bank and other applicable policies and procedures. Ensure all active loan applications are moving forward and current status is reported on the Pipeline Report.

• Partner closely with the SBA Sales Manager and BDO's to ensure support of BDA's is driving toward results.

• Analyze financial statements, tax returns and relevant data provided by a potential applicant and makes recommendations as to file status.

• Develop a list of items needed to complete an assessment of the credit worthiness and SBA eligibility of the loan request.

• Prepare submission Checklist, Workbook and Credit Memo summarizing the business and the request for credit.

• Submit a complete and accurate loan application package to the credit center.

• Oversee multiple transactions concurrently to ensure all active loan applications are moving forward and current status is reported on the Pipeline Report.

• 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

• Bachelor's Degree in relevant field (preferred)

Experience

• 7 years - of relevant banking and/or SBA loan documentation and credit analysis experience. (Preferred)

• 2 years - relevant supervisory experience. (Required)

Skills

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

• Proficient with personal computers and related software packages such as Word and Excel.

• Possesses strong leadership, customer service and interpersonal skills.

• Strong credit and credit quality skills including accounting, financial statement spreading, and cash flow analysis experience.

• Advanced knowledge of SBA policy, procedures and requirements.

• Possess excellent organization and problem-solving skills.

• Advanced written and verbal communication skills.

• Ability to train and present to small and large audiences or has the interest in learning to train and present.

Travel Requirements

• Occasional

The pay range for this role is $75,000.00 - $118,000.00

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: 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.