Hybrid Covenant Compliance Administration Analyst

Posted 17 hours ago

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About the role

  • Supports the Covenant Compliance Review Department for commercial credit relationships at Origin Bank. Involves financial documentation maintenance and client relationships management.

Responsibilities

  • Assists the covenant compliance review job functions for commercial credit relationships of $2,500,000 and greater
  • Performs and administers the ongoing file maintenance by reviewing and interpreting confidential financial statements, tax returns and supporting schedules
  • Ensures bank-wide proper tracking of documentation in regard to financial statements and tax returns
  • Serves as a client relationship representative to Origin customers, both internally and externally
  • Works nCino reports to ensure accuracy of financial statement tracking
  • Recommends changes and new procedures to improve efficiency in existing process and procedures
  • Provides administrative assistance as needed for Covenant Compliance Manager
  • Assists Covenant Compliance Department as needed to carry out objectives

Requirements

  • Bachelor's degree (B. A.) from four-year college or university, Accounting or Finance degree preferred
  • Working knowledge of federal/state laws related to banking/lending practices
  • Basic knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Excel
  • Ability to use bank-specific software such as MPC, IBS, ADP, etc.
  • Ability to use basic office machines

Benefits

  • Competitive total rewards package
  • Generous benefits and compensation
  • Dream Manager program
  • One-on-one coaching from certified health and wellness coach
  • Free access to certified financial professionals

Job title

Covenant Compliance Administration Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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