Commercial Loan Assistant I

About the Role

Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams.

Responsibilities

• Coordinates all aspects of loan closings, including correspondence with attorneys, appraisers and other outside professionals to ensure that deadlines are maintained.
• Coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines.
• Assimilates, files and distributes financial and collateral documentation to appropriate internal departments as needed once loans are closed.
• Organizes and maintains customer files to assist Relationship Banker/Manager's ability to manage portfolios.
• Serves as client relationship representative to all customers by listening, researching and addressing complaints and inquiries as needed.
• Maintains current and ongoing knowledge of bank products and services; assists Relationship Banker/Manager with daily customer contact and servicing.
• Provides ongoing support to commercial/business relationship managers for collateral and financial statement tracking and exception management.
• Screens and routes incoming calls and visitors for commercial/market relationship team.
• Opens new accounts when necessary.
• Recommends and implements appropriate changes to establishment policies and procedures.
• Promotes and cross-sells other bank products and services to improve client awareness and strengthen community knowledge of Origin’s products.

Requirements

• High school diploma or general education degree (GED).
• Minimum of three years banking experience.

Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

• Regularly required to sit and talk or hear.
• Frequently required to use hands to finger, handle, or feel.
• Occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision, distance vision, and ability to adjust focus.

Work Environment

• Operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners.
• Requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.
• Work is typically performed in a corporate office or banking center setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace.
• Frequent direct contact with clients and team members.
• Typically requires travel.

Benefits

We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like:

• Dream Manager program.
• One-on-one guidance from a nationally certified health and wellness coach.
• Free access to certified financial professionals who are here to help you plan for your future.