Origin Bank · 1 day ago
Executive Lending Assistant
Frisco, TX
Full-time
Onsite
Mid, Senior Level
5+ years expOrigin Bank is committed to helping you grow both professionally and personally in an environment where people come first. The Executive Lending Assistant is responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams, focusing on customer service and loan processing tasks.
BankingFinanceFinancial Services
Responsibilities
Extensive customer contact; assisting customers, both internal and external, with questions, concerns and problems and providing excellent customer service for all requests
Communicates daily with Commercial Relationship Bankers’ customers via email, telephone and face-to-face
Makes Payment Decisions for Commercial Relationship Bankers
Pulls report of past due and maturing loans; emails to Texas commercial relationship team to contact such customers
Contacts past due loan customers regarding the status of their payments
Works on renewals or extensions for maturing loans
Works Exception Report and communicates with internal departments regarding exceptions
Requests and coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines
Coordinates all aspects of loan processing and closings, including correspondence with attorneys, appraisers and other outside professionals to ensure that deadlines are maintained
Assimilates, files and distributes financial and collateral documentation to appropriate internal departments as needed once loans are closed
Assists Regional President/Commercial Relationship Bankers with daily customer contact, servicing and opening accounts as necessary
Organize and maintain customer files to assist Relationship Banker/Manager's ability to manage portfolios
Serves as client relationship representative to all customers by listening, researching and complaint/inquire resolution as needed
Maintains current and ongoing knowledge of products and services
Works with banking center personnel to accommodate customer’s needs
Screens and routes incoming calls and visitors for executive/commercial relationship team
Schedules appointments for customers to meet with lenders
Qualification
Required
High school diploma or general education degree (GED)
Five to ten years experience in a commercial/business lending support role
Equivalent combination of education and experience
Benefits
Competitive total rewards package
Generous benefits and compensation tailored to your 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
Company
Origin Bank
A bank that offers personal banking and housing lending services in Louisiana, Mississippi, and Texas.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$45M2018-05-08IPO
2017-11-28Private Equity· $45M
Leadership Team
Zachariah Wasson
Executive Vice President and Chief Financial Officer
Recent News
2025-10-31
Origin Bancorp, Inc.
2025-10-24
Company data provided by crunchbase