Relationship Associate I

Woodforest National Bank • Frisco, TX • 4d ago

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Relationship Associate I 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 I provides administrative and office management support for assigned Commercial Banking team.

Key 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.

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/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 related field preferred. · Must meet the requirements to be commissioned as a Notary Public.

Work Status: · Full-Time.

Supervisory Responsibility: · None.

Travel: · 0% - Negligible amount of travel expected.

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.

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.

Job: *Lending

Organization: *Texas - DFW

Title: Relationship Associate I

Location: Texas-Frisco

Requisition ID: 071450

Similar Jobs

2026 Full-time - Software Engineer I - Onsite (TX)

RTX Corporation • McKinney, TX • 1h ago

IT & Engineering

Date Posted: Country: United States of America Location: US-TX-MCKINNEY-513WD ~ 2501 W University Dr ~ WING D BLDG Position Role Type: Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: Active and tran...

1h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Aubrey, TX • 2h ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

2h ago

Go to Apply

General Attorney

Citizenship and Immigration Services • Irving, TX • 2h ago

Legal & Paralegal

Summary Do you desire to be a part of the vibrant United States immigrant admission process, to protect American interests and to secure our nation while building a meaningful and rewarding career? If so, United States C...

2h ago

Go to Apply

Manager, Marketing Strategy

Keurig Dr Pepper • Frisco, TX • 6h ago

Management & Administrative

Job Overview: We are seeking a strategic thought partner to join the Marketing Analytics & Intelligence (MA&I) team at Keurig Dr Pepper (KDP). The Marketing Strategy Insights & Analytics Manager will play a c...

6h ago

Go to Apply

Marketing Communications Consultant

Caterpillar, Inc. • Irving, TX • 6h ago

Management & Administrative

Career Area: Marketing Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are t...

6h ago

Go to Apply

Director, Marketing

Wolters Kluwer • Coppell, TX • 6h ago

Sales & Marketing

The Director, Marketing for the ELM Solutions business, will provide senior leadership to high-level professionals, taking primary responsibility for the performance and results of marketing efforts for our expert soluti...

6h ago

Go to Apply

Marketing Director- Home Lending

Wells Fargo • Irving, TX • 6h ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Marketing Director to lead our Home Lending Marketing line of business. In this role, you will: Lead and develop more experienced management and cross-functional teams with focus...

6h ago

Go to Apply

Principal Engineer - Data Scientist

Wells Fargo • Irving, TX • 7h ago

IT & Engineering

About This Role: Wells Fargo is seeking a Principal Engineer in Technology as part of Cybersecurity. Learn more about the career areas and lines of business at wellsfargojobs.com. The Data-Driven Security & Analytics...

7h ago

Go to Apply

Principal Data Engineer

Wells Fargo • Irving, TX • 7h ago

IT & Engineering

7h ago

Go to Apply

Operations Support Manager

Enhanced Protection Services • Richardson, TX • 8h ago

Management & Administrative

Company Overview: Elevate your security career with Allied Universal® Enhanced Protection Services, a global leader in security and threat mitigation. We specialize in risk consulting, executive protection, intelligence,...

8h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.