Third Coast Bank · 3 weeks ago
Executive Relationship Associate I - Corporat
Plano, TX, US
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThird Coast Bank is a financial institution looking to enhance its customer relationship management. The Executive Relationship Associate I will assist the Regional Manager and Commercial Relationship team by performing administrative and lending functions, ensuring excellent customer service and managing loan documentation processes.
BankingFinancial Services
Responsibilities
Extensive customer contact; assisting customers, both internal and external, with questions, concerns and problems and providing excellent customer service for all requests
Communicates daily with Community Relationship Managers’ customers via email, telephone and face-to-face
Makes payment decisions for Community Relationship Managers
Pulls report of past due and maturing loans; emails to community relationship team to contact such customers
Contacts past due loan customers regarding the status of their payments
Works on renewals or extensions for maturing loans
Works Exception Report and communicates with internal departments regarding exceptions
Requests and coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines
Coordinates all aspects of loan processing and closings, including correspondence with attorneys, appraisers and other outside professionals to ensure that deadlines are maintained
Assimilates, files and distributes financial and collateral documentation to appropriate internal departments as needed once loans are closed
Assists Regional Manager/Community Relationship Managers with daily customer contact, servicing and opening accounts as necessary
Organize and maintain customer files to assist Relationship Manager's ability to manage portfolios
Serves as client relationship representative to all customers by listening, researching and complaint/inquire resolution as needed
Maintains current and ongoing knowledge of products and services
Works with banking center personnel to accommodate customer’s needs
Screens and routes incoming calls and visitors for executive/community relationship team
Schedules appointments for customers to meet with lenders
Process account activity, determine balances, and resolve problems within given authority
Responsible for Loan Information Systems, including core loan system, monitoring systems, tracking and tickler systems
Responsible for assisting with regional reports related to loan and deposit portfolios, including construction monitoring reports
Act as primary contact with customers, Lender and Loan Administration through the loan process
Assist Lender and act as secondary customer contact in Lender’s absence
Coordinate loan documentation through Loan Operations and works directly with attorney and title company on real estate loan closings. Excellent knowledge and understanding of the documentation required to complete various types of loans. Conducts a pre-closing and a post-closing file review and forwards the Loan Operations area for booking
Primary liaison with the loan administration, loan operations, Treasury Management, Credit and any other department that has direct or indirect impact on the customer and maintain strong partner relationship with these departments
Assist in gathering financial statements in anticipation of credit renewals or reviews
Capacity to hold and manage a portfolio of clients at the discretion of the RP or MP
Follow policies and procedures; complete tasks correctly and on time; support the Bank’s goals and values
Performs all other duties as assigned
Qualification
Required
High school diploma or general education degree (GED); 10+ years experience in a commercial/business lending support role; or equivalent combination of education and experience
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs
Intermediate typing skills to meet production needs of the position
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals
Effective verbal, written and interpersonal communication skills
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
Excellent organizational and time management skills
Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
Company
Third Coast Bank
Welcome to Third Coast Bank, where we are charting the course to success for Texas business.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$210MKey Investors
EJF Capital
2025-06-04Post Ipo Debt· $150M
2024-09-16Post Ipo Debt· $60M
2021-11-09IPO
Leadership Team
Bart Caraway
CEO
Recent News
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