Relationship Associate

Relationship Associate I (071450)

The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This role involves establishing loan files, collecting and ordering documentation, coordinating closing, assisting with past‑due collections and clearing exceptions, and continued customer support regarding loan accounts.

• Requests, orders and compiles supporting documentation for the processing of loan requests.
• 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.

• Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and the ability to navigate financial software applications such as Mozart and Bancline.
• 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 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 expected.

Working Conditions

• Lifting no more than ten pounds, sitting most of the time, walking, moving or standing for brief periods, and occasionally lifting and carrying items such as files and folders.

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.

Strong Culture built on our Core Values:
Integrity, Ownership, Service and Community.

Employer Owner – By participating in our Employee Stock Ownership Plan (ESOP), your hard work translates into real ownership.

401(k) Company Match in ESOP – Woodforest adds 50¢ for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account.

Opportunities for Long‑Term Growth – Take advantage of growth opportunities and professional development to advance in your career.

Banking Products & Services – Convenience, financial savings, and enhanced support to help you achieve your financial goals.

Competitive Base Pay – Regular compensation reviews to ensure you continue to earn competitive pay.

Paid Time Away – Branch banking employees are offered PTO. Corporate employees are offered paid vacation and sick time.

Medical Coverage – 12 comprehensive plans available at an affordable cost.

Short and Long‑Term Disability & Life, AD&D Insurance – 100% paid for by Woodforest plus other benefits available that will help you and your family remain confident and prepared.

Well‑being Program (Employee Assistance Program) – Helps you take care of your physical, mental, and financial health.

Resource Champions – Available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement and financial literacy education.

This information highlights our rewards and benefits but is not a complete description of our…