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Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan files, collecting and ordering documentation, coordinating closing, assisting with past due collection and clearing of exceptions, and continued customer support in regards to loan accounts. The Relationship Associate I provides administrative and office management support for assigned Commercial Banking team.
Key Responsibilities:
路聽聽Requests, orders and compiles supporting documentation for the processing of loan requests. This includes information from the client such as updated financials, tax returns and other documentations as needed, as well as ordering records such as appraisals, title searches, flood determinations and credit reports.
路聽聽Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel.
路聽聽Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly.
路聽聽Monitors and assists with the collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions.
路聽聽Ensures timely resolution of Client service issues.
Competencies Required:
路聽聽Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites.
路聽聽Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail.
路聽聽Strong customer service skills with effective problem-solving abilities.
路聽聽Ability to interact and communicate effectively with internal and external parties.
路聽聽Good understanding of financial institution products and services.
Minimum Qualifications/Experience:
路聽聽3-5 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes.
路聽聽Commercial Loan Documentation experience preferred.
Formal Education & Certification:
路聽聽High School Diploma or equivalent required.
路聽聽Bachelor鈥檚 degree in Business Administration or related field preferred.
路聽聽Must meet the requirements to be commissioned as a Notary Public.
Work Status:
路聽聽Full-Time.
Supervisory Responsibility:
路聽聽None.
Travel:
路聽聽0%25 - Negligible amount of travel expected.
Working Conditions:
路聽聽Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management鈥檚 right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Learn more about this Employer on their Career Site
