Origin Bank

Compliance

• Manage covenant compliance tests for commercial clients
• Monitor borrowing base certificates for asset-based line monitoring
• Review and interpret financial statements and tax returns
• Monitor loan agreements for accuracy and deviations
• Communicate with Relationship Managers and borrowers to resolve errors
• Maintain borrowing base reports for exception meetings

Covenant Compliance Review Analyst II

• 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

Covenant Compliance Review Analyst II

Covenant Compliance Administration Analyst