Client Solutions Manager

Columbia Bank

. Monitor credit risk and manage/prioritize Credit Review workflow .

Posted 11/6/2026full-timeEureka • California • United StatesMid-LevelSenior💰 $81,000 - $147,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial underwriting, credit monitoring, and portfolio management while effectively managing client relationships and driving business development. Proficient in analyzing financial data to assess loan requests and ensuring compliance with credit policies and regulations.

Highest-signal resume keywords

Commercial UnderwritingCredit MonitoringPortfolio ManagementRelationship ManagementBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan StructuringRisk IdentificationCredit AcumenAnalytical SkillsSales Skills

Soft Skills

Interpersonal SkillsPresentation SkillsProblem-Solving SkillsCommunication Skills

Tools & Technologies

MS ExcelMS WordMS PowerPoint

Industry Keywords

Commercial BankingCredit PoliciesRegulatory GuidelinesClient Relationship ManagementFinancial Analysis

About the role

Key responsibilities & impact

Monitor credit risk and manage/prioritize Credit Review workflow
Engage with underwriting, Quality Assurance, Quality Control, and CQA partners
Identify and cross-offer additional loan, deposit, and core fee income products, services, and solutions
Collaborate with Commercial Bankers and internal partners on holistic client relationship management
Assist Commercial Bankers with portfolio management, partner collaboration, and client engagement
Serve as a primary client touchpoint and attend client meetings
Expand mature client relationships by assessing needs and conducting relationship reviews
Act as liaison to Core Fee Income business partners, Credit Department, Commercial support staff, and other internal partners
Ensure clients are approved for ancillary products and services
Spend 30% of time on direct relationship-expansion sales activities
Achieve annual production and growth goals for loans, deposits, and core fees
Manage client credit requests, renewals, and reviews
Analyze personal, business, financial, and market data to understand current and future client needs
Manage and monitor commercial loan portfolios and relationships
Analyze financial data to assess loan requests and ensure underwriting quality
Review documentation and collaborate on formal recommendations and presentations
Ensure loans are properly risk rated
Ensure portfolio administration and risk management comply with credit policies, procedures, business strategy, and regulatory guidelines
Maintain knowledge of banking regulations and complete required training
Coach, mentor, or train others and teach coursework as a subject matter expert when requested
Foster Columbia Bank's corporate culture and support its vision to become the Business Bank of Choice
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's Degree in Finance, Accounting, or Business (preferred)
4–7 years of relevant commercial banking and/or prior experience as a Commercial Portfolio Manager and/or Commercial Underwriter (Required)
Proven knowledge of commercial underwriting, credit monitoring, and portfolio management
Strong underwriting, credit monitoring, and portfolio management skills
Relationship management and business development abilities
Analytical and problem-solving skills
Sales skills and credit/credit quality skills
Strong credit acumen, including loan structuring, concise underwriting, risk identification and mitigation, and ongoing commercial portfolio risk and relationship management
Advanced understanding of credit policy and procedures
Ability to determine loan/credit risks and evaluate cash-flow and collateral-based loans/credits
Knowledge of commercial bank products and services and ability to cross-offer solutions
Excellent verbal, written, interpersonal, and presentation skills
Ability to communicate effectively with small and large audiences, including CFO, CEO, and other executive-level customers
Ability to work effectively across the company to manage customer relationships
Ability to partner with teams and engage in client-facing service and sales activity
Proficiency with personal computers and MS Excel, Word, and PowerPoint
Ability to work fully onsite at posted location(s)
Occasional travel required

Benefits

Comp & perks

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly
Performance-based incentive compensation may be available