Executive Relationship Associate

The Executive Relationship Associate is a key member of Third Coast Bank’s Corporate Banking team, providing high-touch client service and comprehensive loan and deposit administration support to senior relationship managers. The role coordinates complex commercial lending transactions from initial request through closing and ongoing servicing, anticipates client and banker needs, and keeps transactions and portfolio requirements moving accurately and on schedule. Success requires sound judgment, exceptional follow-through, discretion, and close partnership with Credit, Loan Operations, Treasury Management, and other internal teams.

Key Responsibilities

• Serve as a primary day-to-day service contact for assigned corporate banking clients, responding to routine inquiries, researching issues, coordinating solutions, and escalating matters requiring banker or management judgment.
• Support relationship managers throughout the commercial loan lifecycle, including intake of client requests, gathering required information, tracking approvals and conditions, coordinating documentation, and facilitating timely closings and funding.
• Coordinate with Loan Operations, Loan Administration, Credit, legal counsel, title companies, appraisers, and other third parties to confirm documentation and closing deliverables are complete, accurate, and timely.
• Track loan maturities, renewals, extensions, financial reporting requirements, covenant deliverables, collateral documentation, insurance, and other portfolio exceptions; follow up with clients and internal partners to resolve outstanding items.
• Collect, organize, and route borrower and guarantor financial statements, tax returns, borrowing-base information, and other required materials for annual reviews, renewals, and credit requests.
• Assist with loan boarding, post-closing follow-up, document imaging, file maintenance, and resolution of loan servicing issues, working within established bank procedures and authorized responsibilities.
• Coordinate deposit account and treasury management requests, onboarding, maintenance, and service issues in partnership with the appropriate product and operations teams.
• Prepare and maintain pipeline, portfolio, maturity, past-due, exception, and relationship reporting; help bankers monitor upcoming deadlines and open action items.
• Maintain accurate client records and communications, handle confidential information appropriately, and support a seamless client experience across multiple bank functions.
• Identify opportunities to improve workflow, responsiveness, and process consistency while complying with bank policies, applicable regulations, and internal controls.
• Provide administrative and scheduling support to relationship managers as needed, including client meetings, correspondence, and transaction coordination.
• Perform other related duties as assigned.

Qualifications

• Five or more years of experience supporting commercial or corporate lending relationships, loan operations, or commercial banking administration; experience with more complex middle-market credit facilities strongly preferred.
• Working knowledge of commercial loan documentation, closing and servicing processes, renewals, collateral, covenant tracking, and financial information requests.
• Experience coordinating with commercial lenders, credit teams, loan operations, attorneys, title companies, and external clients.
• Strong organization and project-management skills, with the ability to prioritize multiple transactions, manage deadlines, and follow through independently.
• Excellent written and verbal communication skills, strong client-service instincts, professionalism, and discretion with sensitive information.
• Proficiency with Microsoft Office, especially Excel and Outlook, and comfort learning loan origination, core banking, document-management, and exception-tracking systems.
• Strong attention to detail, sound problem-solving skills, and understanding of bank policies and regulatory expectations.
• High school diploma or equivalent required; associate or bachelor’s degree preferred, or an equivalent combination of education and relevant experience.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Job Type:

This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

Travel:

No travel is expected for this position.

Work Environment:

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

Physical Demands:

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Mental Demands:

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

Education and Experience:

• High school diploma or general education degree (GED); 15+ years experience in a commercial/business lending support role; or equivalent combination of education and experience.
• Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
• Intermediate typing skills to meet production needs of the position.
• Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals.
• Effective verbal, written and interpersonal communication skills.
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Excellent organizational and time management skills.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.