Relationship Associate II

Take the next step toward your new career today! 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 II 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 II provides administrative and office management support for assigned Senior Commercial Lending Management. Key Responsibilities: · Provide effective administrative support to the Regional President and the Client Relationship Management team. · Act as the Relationship Managers’ (RM) support for routine client or internal issues. · 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. · Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel. · Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly. Competencies Required · Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites. · Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail. · Strong customer service skills with effective problem solving abilities. · Ability to interact and communicate effectively with internal and external parties · Good understanding of financial institution products and services. Take the next step toward your new career today! 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 II 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 II provides administrative and office management support for assigned Senior Commercial Lending Management. Key Responsibilities: · Provide effective administrative support to the Regional President and the Client Relationship Management team. · Act as the Relationship Managers’ (RM) support for routine client or internal issues. · 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. · Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel. · Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly. Competencies Required · Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites. · Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail. · Strong customer service skills with effective problem solving abilities. · Ability to interact and communicate effectively with internal and external parties · Good understanding of financial institution products and services. Minimum Qualifications/Experience: · 5-7 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes. Formal Education & Certification · High School Diploma or equivalent required. · Bachelor’s degree in Business Administration or related field preferred. · Must meet the requirements to be commissioned as a Notary Public. Work Status · Full-Time Supervisory Responsibility · None required initially, though the role could evolve into oversight of junior colleagues as the business expands. Travel · Up to 10% - Negligible amount of travel expected. Primarily office based, although visits to bank clients and/or other day/overnight travel could be possible. Working Conditions · 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’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Minimum Qualifications/Experience: · 5-7 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes. Formal Education & Certification · High School Diploma or equivalent required. · Bachelor’s degree in Business Administration or related field preferred. · Must meet the requirements to be commissioned as a Notary Public. Work Status · Full-Time Supervisory Responsibility · None required initially, though the role could evolve into oversight of junior colleagues as the business expands. Travel · Up to 10% - Negligible amount of travel expected. Primarily office based, although visits to bank clients and/or other day/overnight travel could be possible. Working Conditions · 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’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

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