Sr Asset Valuation Specialist

Sr Asset Valuation Sr. Specialist

The Sr Asset Valuation Sr. Specialist has a primary responsibility to analyze and process transactions related to Private Security and Real Estate valuations. The Sr Asset Valuation Specialists communicates effectively with clients, authorized third parties, and asset sponsors to resolve discrepancies or follow-up on requests. The Sr Specialist adheres strictly to trust regulations and security standards including our customer identification program, the Gramm‑Leach‑Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and various other regulatory agencies.

The Senior Specialist supports business units and leadership in carrying out the assigned duties, demonstrating independent judgement with a minimal amount of supervision and direction. Performs a wide range of services, some of which are complex and confidential in nature.

• Process cash and securities transactions in the trust accounting system related to investment valuations and asset sponsor contact updates.
• Ensures all transactions are processed accurately and according to the relevant documentation.
• Ensures all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Review and approve transactions submitted below a threshold specified in the Asset Valuation Job Aid.
• Provide support to the department with system and procedural analysis by working with Leadership and advising on controls and process improvement as necessary
• Proactively communicate with asset sponsors or government agencies via phone or email to validate requests and to understand the path to completion for each transaction.
• Quickly remediates any issues or concerns arising from the sponsor or agency contact.
• Communicates findings to end clients as needed.
• The Sr. Specialist must have the ability to work on multiple projects simultaneously while prioritizing based on risk/business needs.
• The Sr. Specialist must have the ability to think strategically with sharp analytical skills and strong attention to detail and accuracy
• Proactively communicate with clients via phone or email to advise them of the status of their request.
• Quickly remediate any issues or concerns arising from the client contact.
• Ensure all procedures related to client contact are adhered to.
• Process complex activities related to bulk vendor valuations and bulk client valuation notices.
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Lead institutional client conversions and de-conversions. Create action plans and ensure timely execution of related processing activities. Communicate with Sales / Service teams on status of the transaction

Bachelor's degree in related field preferred. 5 years related experience required. Demonstrated data entry skills required. Previous Financial Services experience in a transaction processing environment required.

The pay range for this role is $23.98 to $29.00. 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).

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.

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.