WN
Relationship Associate I
full-time
About this role
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 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:
· 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.
· Monitors and assists with the collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions.
· Ensures timely resolution of Client service issues.
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:
· 3-5 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes.
· Commercial Loan Documentation experience preferred.
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.
Travel:
· 0%25 - Negligible amount of travel expected.
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.
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:
· 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.
· Monitors and assists with the collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions.
· Ensures timely resolution of Client service issues.
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:
· 3-5 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes.
· Commercial Loan Documentation experience preferred.
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.
Travel:
· 0%25 - Negligible amount of travel expected.
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.
What you'll do
- The Relationship Associate I provides administrative services and customer assistance in the loan approval and servicing process. This includes establishing loan files, coordinating closing, and assisting with collections and customer support.
About Woodforest National Bank
For over 30 years, Woodforest National Bank® has successfully stood among the strongest community banks in the nation, proudly offering unsurpassed quality customer service since 1980. Woodforest National Bank offers both consumer and business products and services at more than 740 branches in 17 states across the United States. Woodforest National Bank is privately owned and our Employee Stock Ownership Plan is the largest shareholder. In the spirit of “true ownership” Woodforest National Bank employees strive to offer quality banking service and to understand the financial needs of every customer they serve. Our employees live, work and “give back” throughout our many banking communities by supporting organizations and civic events with countless hours of volunteer time and financial support. Woodforest National Bank is committed to earning customer loyalty by offering the highest level of customer service and competitive products and services by employees who are fair, responsive and professional. We believe in "relationship banking" and stand behind our motto of "Banking your way...EVERY DAY AND NIGHT!"
Ready to join Woodforest National Bank?
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Frequently Asked Questions
What does a Relationship Associate I do at Woodforest National Bank?
As a Relationship Associate I at Woodforest National Bank, you will: the Relationship Associate I provides administrative services and customer assistance in the loan approval and servicing process. This includes establishing loan files, coordinating closing, and assisting with collections and customer support..
How do I apply for the Relationship Associate I position at Woodforest National Bank?
You can apply for the Relationship Associate I position at Woodforest National Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.