Covenant Compliance Administration Analyst
Origin Bank
full-time
Posted on:
Location Type: Hybrid
Location: Monroe • Louisiana • Texas • United States
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About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial statement analysistax return interpretationfile maintenanceprocess improvementcovenant compliance
Soft Skills
client relationship managementadministrative assistancecommunication
Certifications
Bachelor's degree in AccountingBachelor's degree in Finance