Relationship Associate I

The Relationship Associate I provides administrative services and customer assistance in the approval and servicing of loans from application to closing, including establishing loan files, collecting and ordering documentation, coordinating closing, assisting with past‑due collection and clearing exceptions, and ongoing customer support on loan accounts. This role also provides administrative and office management support for the assigned Commercial Banking team. Key Responsibilities Request, order and compile supporting documentation for loan requests, including client financial statements, tax returns, and other required documents, as well as ordering records such as appraisals, title searches, flood determinations, and credit reports. Act as liaison among parties involved in the lending process (title companies, appraisers, attorneys, and lending personnel). Coordinate the closing process; prepare final loan documents and process loan files to ensure proper recording. Monitor and assist with collection of overdrafts, past‑due loans, tax collection, and clearing of loan collateral and credit exceptions. Ensure timely resolution of client service issues. Competencies Required Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and the 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‑paced environment while maintaining attention to detail. Strong customer‑service skills and 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 a related field preferred. Must be qualified to be commissioned as a notary public. Work Status Full‑time. Supervisory Responsibility None. Travel 0% – negligible travel expected. Working Conditions Work includes lifting no more than ten pounds, primarily sitting, with occasional walking, moving, or standing; occasional lifting and carrying of articles such as 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. #J-18808-Ljbffr Woodforest National Bank