Covenant Compliance Administration Analyst

Role Overview

• 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