Commercial Loan Assistant II

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 deadlines are maintained.
• Coordinates with internal departments to ensure all loan documents are prepared in accordance with deadlines.
• Assimilates, files, and distributes financial and collateral documentation to appropriate internal departments 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 advising 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 the 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 to five years of experience in a commercial/business lending support role; or equivalent combination of education and experience.
• Understanding of underlying implications of loans for the customer and Origin Bank.

Skills

• Ability to perform each essential duty satisfactorily.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Physical Demands

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee 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

This position 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. The role 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 where innovation thrives. Frequent direct contact with clients and team members. This role typically requires travel.

Benefits

We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. Unique initiatives include:

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