Relationship Associate I
Woodforest National Bank, Dallas, TX, United States
Your Future Starts Here!
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! Description
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. 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. Qualifications
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. Job
Lending Primary Location
Texas-Dallas Schedule
Full-time Work Locations
TX - MM-Dallas-9212 300 Crescent Court, Suite 1130 Dallas 75201 Unposting Date
Ongoing Organization
Texas - DFW Strong culture built on our core values: integrity, ownership, service, and community. It's not just talk. We walk the walk, from the CEO to front-line employees. Be an owner and take control of your future with our employee stock ownership plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest. 401(k) company match in ESOP Woodforest adds 50? for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account. Opportunities for long-term growth take advantage of growth opportunities and professional development to advance in your career. Banking products & services providing convenience, financial savings, and enhanced support to help you achieve your financial goals. Competitive base pay and regular compensation reviews to ensure you continue to earn competitive pay. Paid time away branch banking employees are offered PTO. Corporate employees are offered paid vacation and sick time. Medical coverage 12 comprehensive plans available at an affordable cost! Short and long-term disability & life, AD&D insurance 100% paid for by Woodforest plus other benefits available that will help ensure you and your family are confident and well-prepared for whatever comes your way. Well-being program (employee assistance program) that helps you take care of your physical, mental, and financial health. Resource champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.
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! Description
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. 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. Qualifications
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. Job
Lending Primary Location
Texas-Dallas Schedule
Full-time Work Locations
TX - MM-Dallas-9212 300 Crescent Court, Suite 1130 Dallas 75201 Unposting Date
Ongoing Organization
Texas - DFW Strong culture built on our core values: integrity, ownership, service, and community. It's not just talk. We walk the walk, from the CEO to front-line employees. Be an owner and take control of your future with our employee stock ownership plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest. 401(k) company match in ESOP Woodforest adds 50? for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account. Opportunities for long-term growth take advantage of growth opportunities and professional development to advance in your career. Banking products & services providing convenience, financial savings, and enhanced support to help you achieve your financial goals. Competitive base pay and regular compensation reviews to ensure you continue to earn competitive pay. Paid time away branch banking employees are offered PTO. Corporate employees are offered paid vacation and sick time. Medical coverage 12 comprehensive plans available at an affordable cost! Short and long-term disability & life, AD&D insurance 100% paid for by Woodforest plus other benefits available that will help ensure you and your family are confident and well-prepared for whatever comes your way. Well-being program (employee assistance program) that helps you take care of your physical, mental, and financial health. Resource champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.