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Columbia Bank · 1 day ago

Sr Asset Valuation Specialist

Denver, CO

Full-time

Onsite

Senior Level

$23.98/hr - $29/hr

5+ years exp

Columbia Bank is seeking a Sr Asset Valuation Specialist to analyze and process transactions related to Private Security and Real Estate valuations. The role involves effective communication with clients and third parties to resolve discrepancies and ensure compliance with banking regulations.

BankingFinanceFinancial Services

Responsibilities

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

Other functions are those duties performed by this position that might be removed or delegated without changing the nature of the business