Booking Coordinator

Columbia Bank • Federal Way, WA • 4h ago

About the Role:

Responsible for accurately completing all new lease files across all business channels, including CBLF acquisitions and forbearance files. Duties include UCC and fixture filing completion, data verification, ACH and APS payment setup, insurance entry, scanning, indexing, and ensuring all documentation meets company and regulatory standards. Reviews incoming information for completeness and accuracy and follows up with external partners to obtain any missing items.

Accurately book all new contract files from all business channels, including CBLF-acquired contracts, ensuring all funding data is complete and entered correctly.

Review new files and support documents for accuracy, completeness, and compliance with company and documentation standards.

Process APS payments and enter insurance information promptly and accurately while maintaining a highly efficient workflow.

Complete all UCC and fixture filings in accordance with government regulations and company policies. Respond to time-sensitive UCC inquiries and provide any required follow-up to protect FinPac's interest in financed equipment.

Utilize company systems effectively to manage booking responsibilities and support high-quality outcomes for internal and external customers.

Complete all mandatory and job-specific training. Identify and promptly escalate any compliance concerns for review, investigation, and resolution.

Deliver exceptional customer service to customers, vendors, brokers, and internal teams to support strong cross-departmental relationships.

Maintain predictable and reliable attendance.

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 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:

High School Diploma, GED, Vocational Training, or equivalent required

Bachelor's degree in finance, business or related field preferred

1 year of office and customer service experience within a dynamic, fast-paced, service minded organization preferred

Ability to review financial documentation for completeness and accuracy

Strong organizational, communication, and collaboration skills

Ability to work under strict timelines and manage multiple interruptions while maintaining accuracy

Strong writing and grammar skills

Proficient PC skills, including Microsoft Word and Excel

The pay range for this role is $18.00 - $23.00.

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).

3455 South 344th Way Suite 300 Federal Way WA 98001

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.

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