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Woodforest National Bank · 3 hours ago

Relationship Associate I

Dallas, TX

Full-time

Onsite

Mid Level

3+ years exp

Woodforest National Bank is a privately owned, award-winning bank focused on building relationships and serving communities. The Relationship Associate I provides administrative services and customer assistance in the loan approval and servicing process, ensuring effective communication and documentation management.

Banking

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

Qualification

Banking experienceLoan documentationMicrosoft OfficeCustomer serviceFinancial products knowledgeNotary Public certificationOrganizational skillsProblem-solvingCommunication skills

Required

3-5 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes

High School Diploma or equivalent required

Must meet the requirements to be commissioned as a Notary Public

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