Commercial Loan Assistant II

Origin Bank•Houston, TX

7d•Onsite

About The Position

Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams. This role involves coordinating all aspects of loan closings, managing financial and collateral documentation, maintaining customer files, and serving as a client relationship representative. The position also requires ongoing support for commercial/business relationship managers, screening calls, opening new accounts, recommending policy changes, and promoting bank products and services.

Requirements

High school diploma or general education degree (GED)
Minimum of three to five years experience in a commercial/business lending support role
Understanding of underlying implications of loans for the customer and Origin Bank.

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 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 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.