Commercial Loan Assistant

Origin Bank•Frisco, TX

About The Position

Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams by performing the following duties. Duties and Responsibilities include the following. 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. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED). Minimum of three years banking experience. 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 by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank’s sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management. At Origin Bank, we don’t just offer jobs—we build careers rooted in purpose, growth, and community impact. Our award-winning culture is driven by people who value collaboration, celebrate success, and care deeply about making a difference in the lives of our customers and communities. We’re proud to be named one of the Best Banks to Work For by American Banker for 12 consecutive years. Why? 1. Our Culture is Everything. We’re passionate about maintaining a workplace where people feel seen, supported, and inspired. We hire top talent, recognize contributions, and foster a team environment centered around delivering exceptional customer experiences. 2. We Invest in You. From career development and leadership coaching to our Dream Manager and wellness programs, we’re committed to supporting your personal and professional goals—because when you thrive, so do we. 3. Relationships Come First. Since 1912, our mission has been built on strong relationships with our customers, colleagues, communities and shareholders. Here, you’re empowered to make a real impact and help others achieve their dreams. We’re redefining what it means to work at a bank—by putting people first, challenging expectations, and making banking better. Discover more about our culture, benefits, and employee programs by clicking here.

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.