Loan Documentation Specialist

About the role

Prepares and executes clerical duties related to processing consumer/commercial loans and documentation in accordance with Loan Processing Department guidelines and policies.

Responsibilities

• Reviews and prepares loan packages and documentation following underwriting guidelines and policies
• Prepares consumer/commercial loan closing documents using nCino and TruStage documentation software for all markets
• Prepares less complex loan transactions
• Reviews loan applications in nCino for appropriate information and approval
• Prepares promissory notes and collateral documentation using TruStage
• Applies appropriate state and federal guidelines to loan processing function and stays abreast of regulatory changes and applies information as needed
• Checks status of entities with Secretary of State (TX, MS, LA, AL & FL) when needed

Qualifications

• High school diploma or general education degree (GED)
• Minimum five years banking experience (loan related experience preferred)
• Laser Pro and IBS Core System experience helpful
• Basic knowledge of computer applications: Internet, Outlook, Microsoft Word, Microsoft Excel, and banking software
• Ability to use basic office machines
• Ability to learn bank-specific software such as MPC, IBS, ADP, etc.
• Promotes the Bank’s culture, including support of Brand promise and Core Values
• Ability and judgment to interact and communicate appropriately with other employees, customers, and supervisor
• Ability to serve customers, both internal and external (community/public), in a manner that reflects superior customer relations and enhances the overall marketing effort of Origin Bank
• No supervisory responsibilities

Physical Demands

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to 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 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 setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace where innovation thrives. Expect a fast-paced, supportive atmosphere where your ideas are heard, and your contributions make an impact. This role may occasionally require travel.

Hiring Process

The following pre-employment screenings will be completed after a conditional offer of employment has been accepted:

• Criminal Background check
• Credit check
• Fingerprint check
• Drug Screen
• OFAC check
• Reference check
• Employment verification
• Education verification