Loan Documentation Specialist

Origin Bank • Ruston, LA

4d • Onsite

About The Position

Prepares and executes clerical duties related to processing consumer and commercial loans and documentation in accordance with Loan Processing Department guidelines and policies. The role reviews and prepares loan packages, prepares closing documents, reviews applications, and prepares promissory notes and collateral documentation using nCino and TruStage. It applies relevant state and federal guidelines and keeps current with regulatory changes. The position has no supervisory responsibilities and operates in a professional banking environment, typically in a corporate office setting. It may occasionally require travel.

Requirements

• High school diploma or GED.
• Minimum five years of banking experience; loan-related experience is preferred.
• Basic knowledge of computer applications such as the Internet, Outlook, Microsoft Word, Microsoft Excel, and banking software.
• Ability to use basic office machines and learn bank-specific software such as MPC, IBS, and ADP.
• Ability to perform the essential duties satisfactorily, including appropriate interaction and communication with employees, customers, and supervisors.
• Ability to maintain professionalism, confidentiality, and attention to detail.

Nice To Haves

• Loan-related banking experience preferred.
• Laser Pro and IBS Core System experience helpful.

Responsibilities

• Review and prepare loan packages and documentation in accordance with underwriting guidelines and policies.
• Prepare consumer and commercial loan closing documents using nCino and TruStage documentation software for all markets.
• Prepare less complex loan transactions.
• Review loan applications in nCino for appropriate information and approval.
• Prepare promissory notes and collateral documentation using TruStage.
• Apply appropriate state and federal guidelines to loan processing and stay abreast of regulatory changes.
• When needed, check the status of entities with the Secretary of State in Texas, Mississippi, Louisiana, Alabama, and Florida.
• Promote the Bank’s culture, including support for its Brand promise and Core Values.
• Interact and communicate appropriately with employees, customers, and supervisors, and serve internal and external customers in a manner that reflects superior customer relations.

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