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Middle Office Documentation Review Specialist (Remote CA, WA, OR & ID)

Banner Bank
Portland, OR Remote Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/15/2025

More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.

With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

As a Middle Office Documentation Review Specialist, you will verify completeness of loan packages being submitted for commercial loan documentation. Reviews loans to ensure that credit standards are maintained and that loans conform to established bank policy and regulatory requirements before ordering internal loan documents.

In this role you'll have the opportunity to :

  • Responsible for integrity of loan documentation for all commercial loan types as related to Commercial Real Estate, UCC secured, Unsecured, Lines of Credit, Letters of Credit, Aircraft, Preferred Mortgages, SBA 7a, Express, 504s, etc. with regards to new loan originations, renewals, extensions, and modifications.
  • Performs complete verification to ensure all loan documents are properly documented, are in accordance to the terms and conditions of the credit approval, established departmental guidelines and compliant to regulatory requirements as it pertains to local, state and federal guidelines.
  • Responsible for communication to CBC staff and documentation team for resolution of any concerns that may hold up the closing processes.
  • Responsible for making permitted edits to records in Capitalstream essential to documentation.
  • May be responsible for participating in required training for team members on aspects of loan documentation including the use of Capitalstream, other required applications, or pertinent compliance laws and regulations as required by Banner Bank.
  • Responsible for complying with policies, procedures, security requirements and government regulations.
  • May be cross trained in other middle office functions for backup purposes.

Education & Certifications

  • H.S. Diploma : required (an equivalent combination of education and experience may be considered)
  • Experience

  • 4 or more years commercial documentation review where the understanding of commercial loan documentation is a focus, in servicing or front line.
  • Knowledge, Skills and Abilities

  • Advanced knowledge and understanding of commercial loan documentation
  • Ability to work in a deadline-driven environment with frequent changes in priorities and an emphasis on customer service and teamwork.
  • Possess strong organizational, problem solving, written and verbal communication, and customer service skills. Ability to work independently or as part of a team, set priorities and handle multiple tasks.
  • Knowledge of federal and state laws and regulations relating to commercial lending.
  • Proficient in Microsoft Office, loan origination systems and other programs needed to support commercial banking.
  • Travel

    Compensation & Benefits

  • Targeted starting compensation range is based on location and experience : $24.19 - $ 31.87
  • Incentive and commission compensation may be awarded for eligible roles
  • Comprehensive employee benefits, including medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
  • 401k (up to 4% match with immediate vesting)
  • Tuition reimbursement up to $5,250 annually (minimum service requirement)
  • Read more about these and additional benefits at : Employee Benefits | Banner Bank
  • Please take time to review Banner Bank's Consent & Privacy notice before applying.

    Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

    Banner Bank does not accept unsolicited resumes from agencies and / or search firms for any job postings . Resumes submitted to any Banner Bank employee by a third-party agency and / or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

    PI262085331

    Salary : $5,250

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