Commercial Loan Assistant I

Origin Bank • Tyler, TX

2d • Hybrid

About The Position

Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams by performing the following duties. This role 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. This role operates in a dynamic, relationship-driven environment focused on providing exceptional financial solutions and service to our clients. 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.

Requirements

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

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.

Benefits

• Competitive total rewards package
• Generous benefits and compensation tailored to your skills, experience, and education
• Dream Manager program
• One-on-one guidance from a nationally certified health and wellness coach
• Free access to certified financial professionals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED