Loan Documentation Specialist

Origin Bank • Ruston, LA

5d

About The Position

The Loan Documentation Specialist prepares and executes clerical duties related to processing consumer and commercial loans and documentation, following Loan Processing Department guidelines and policies. The role reviews loan applications and packages, prepares closing documents and less complex loan transactions, and prepares promissory notes and collateral documentation. It applies relevant state and federal guidelines and stays current with regulatory changes. The position operates in a professional banking environment and requires confidentiality, professionalism, and attention to detail. It has no supervisory responsibilities.

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.
• Ability to learn bank-specific software such as MPC, IBS, and ADP.
• Ability to perform the essential duties satisfactorily, with reasonable accommodations where applicable.
• Ability and judgment to communicate appropriately with employees, customers, and supervisors.

Nice To Haves

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

Responsibilities

• Review and prepare loan packages and documentation in accordance with underwriting guidelines and policies.
• Prepare consumer and commercial loan closing documents for all markets using nCino and TruStage documentation software.
• 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.
• Check the status of entities with the Secretary of State in Texas, Mississippi, Louisiana, Alabama, and Florida, if needed.
• Promote the Bank’s culture, including 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 supports 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