Commercial Loan Assistant II

Origin Bank•Houston, TX

1d•Onsite

About The Position

Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. 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 our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams by performing the following duties.

Requirements

High school diploma or general education degree (GED)
Minimum of three to five years experience in a commercial/business lending support role
Equivalent combination of education and experience
Ability to perform each essential duty satisfactorily
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.