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. Job Description Carries out the support role for the Covenant Compliance Review Department in any and all daily activities. Word Duties and Responsibilities include the following.

Requirements

  • Bachelor's degree (B. A.) from four-year college or university, Accounting or Finance degree preferred
  • Working knowledge of federal/state laws related to banking/lending practices.
  • Basic knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Excel.
  • Ability to use bank-specific software such as MPC, IBS, ADP, etc.
  • Ability to use basic office machines.
  • Promotes the Bank’s culture, including the support of our Brand promise and Core Values.
  • Ability and judgment to interact and communicate appropriately with other employees, customers, and supervisor.
  • Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Responsibilities

  • Assists the covenant compliance review job functions for commercial credit relationships of $2,500,000 and greater.
  • Performs and administers the ongoing file maintenance by reviewing and interpreting confidential financial statements, tax returns and supporting schedules to be used for uploading of borrowers and/or guarantors bank-wide based on their existing business loan agreements.
  • Ensures bank-wide proper tracking of documentation in regard to financial statements and tax returns.
  • Serves as a client relationship representative to Origin customers, both internally and externally.
  • Works nCino reports to ensure accuracy of financial statement tracking.
  • Recommends changes and new procedures to improve efficiency in existing process and procedures.
  • Provides administrative assistance as needed for Covenant Compliance Manager.
  • Assists Covenant Compliance Department as needed to carry out objectives.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

501-1,000 employees

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