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
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