Umpqua Bank SBA Operations Associate in La Mesa, California


Responsible for loan servicing, on-going customer service, billing, payment processing and General Ledger accounts within an environment of high work volumes and established deadlines. Independently handles production tasks requiring knowledge of commercial lending documents, policies and procedures.


  • Perform loan servicing activities such as general loan maintenance, processing loan payments, payoff quotes, analysis of customer accounts, preparation of annual statements, balance and reconcile General Ledger accounts.

  • Responsible for understanding commercial loan products, required documentation, workflow, regulation, policy and procedure changes.

  • Identify and resolve exceptions through monitoring of system output.

  • Responsible for providing outstanding service and respond to requests from internal and external customers.

  • Maintain knowledge through coursework and on-the-job training. Perform work accurately and within assigned deadlines.

  • 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 "The World's Greatest Bank."

  • May perform other duties as assigned.




  • High school diploma/GED required. Associate's degree preferred.

  • 1-2 years of Universal Associate or teller experience required.

  • Experience in banking, lending products, services and documentation preferred.

  • Possess excellent interpersonal, verbal, and written communication skills.

  • Proficient use of computer software including Word, Excel, loan servicing systems and other office equipment.

  • Ability to work in a service oriented environment with high work volumes and deadlines.

  • Possess working knowledge of commercial loans, regulations, policies and procedures.

  • Basic analytical and problem solving skills.


  • Office environment -- no specific or unusual physical or environmental demands.

  • Limited travel.

Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.