Relationship Associate II

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’ support for routine client or internal issues. Request, order and compile supporting documentation for the processing of loan requests. This includes information from the client such as updated financials, tax returns and other documentation as needed, as well as ordering records such as appraisals, title searches, flood determinations and credit reports. Act as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel. Coordinate the closing process; prepare final loan documents and process 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 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. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. #J-18808-Ljbffr