Commercial Loan Assistant

Origin Bank • Dallas, TX

20d • Onsite

About The Position

Provides highly skilled administrative and clerical support to the Commercial/Market Relationship Management teams. The role coordinates loan closings and documentation, maintains customer files, supports commercial relationship managers with portfolio tracking and exception management, and serves as a client relationship representative. It also assists with customer service, account openings, and promotion of bank products and services. The position has no supervisory responsibilities.

The role operates in a professional banking environment, typically in a corporate office or banking center. It involves frequent direct contact with clients and team members, a moderate noise level, and a dynamic, collaborative, and inclusive workplace. The position typically requires travel and use of standard office equipment and digital tools. Professionalism, confidentiality, and attention to detail are required.

Requirements

• High school diploma or GED.
• At least three years of banking experience.
• Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Responsibilities

• Coordinate all aspects of loan closings, including correspondence with attorneys, appraisers, and other outside professionals, to ensure deadlines are met.
• Coordinate with internal departments to ensure loan documents are prepared in accordance with deadlines.
• Assimilate, file, and distribute financial and collateral documentation to appropriate internal departments after loans close.
• Organize and maintain customer files to assist Relationship Bankers/Managers in managing portfolios.
• Serve as a client relationship representative by listening to, researching, and addressing customer complaints and inquiries.
• Maintain current knowledge of bank products and services and assist Relationship Bankers/Managers with daily customer contact and servicing.
• Support commercial/business relationship managers with collateral and financial statement tracking and exception management.
• Screen and route incoming calls and visitors for the commercial/market relationship team.
• Open new accounts when necessary.
• Recommend and implement appropriate changes to establishment policies and procedures.
• Promote and cross-sell other bank products and services to improve client awareness and strengthen community knowledge of Origin’s products.

Benefits

• Competitive total rewards package, including benefits and compensation tailored to 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
• Education Level: High school or GED