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Woodforest National Bank · 2 hours ago

Commercial Associate I

Texas-Dallas

Full-time

Onsite

Senior Level

7+ years exp

Woodforest National Bank is a nationally recognized award-winning bank that focuses on building relationships and serving communities. The Commercial Associate I will lead a team of Relationship Associates, ensuring quality assurance in the loan process and providing support for loan and deposit accounts.

Banking

Responsibilities

Serves as subject matter expert, providing directions and guidance to a team of Relationship Associates when needed

As the senior team member, ensures continuance of business operations as needed in support of Portfolio Managers and customers

Holds meetings to train and communicate any new process or procedures that are provided by management or loan operations

Helps to manage the team’s pipeline in conjunction with Portfolio Managers and Credit Analysts

Works with the Commercial Client Specialist and BSA group on any KYC and EDD exceptions

Qualification

Commercial loan documentationBankingLending processesBusiness acumenCustomer service skillsFinancial software proficiencyLeadershipMentoringMicrosoft Office proficiencyOrganizational skillsProblem-solving skillsCommunication skillsAttention to detail

Required

7+ years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes

Demonstrated ability to effectively lead and mentor others, with the ability to effectively collaborate with all levels of personnel within the organization

Strong overall business acumen with the ability to understand the direction, priorities and goals of the Commercial Banking line of business

Knowledgeable in all aspects of Commercial loan documentation, understanding of legal entities and loan documents, such as notes, security agreements, loan/credit agreements, bank policy and any applicable regulations

Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail

Strong customer service and business analytical skills, with the ability to research, assimilate information, and apply effective problem-solving and issue resolution techniques

Ability to interact and communicate effectively with internal and external parties

Strong understanding of financial institution products and services

Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline, nCino) and related websites

High School Diploma or equivalent required