Commercial Loan Assistant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Origin Bank · 23 hours ago

Commercial Loan Assistant

Origin Bank is committed to helping you grow both professionally and personally in a people-first culture. They are seeking a Commercial Loan Assistant who will provide administrative and clerical support for the Commercial/Market Relationship Management teams, ensuring loan closings are coordinated and customer relationships are managed effectively.

BankingFinanceFinancial Services
check
Growth Opportunities

Responsibilities

Coordinates all aspects of loan closings, including correspondence with attorneys, appraisers and other outside professionals to ensure that deadlines are maintained
Coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines
Assimilates, files and distributes financial and collateral documentation to appropriate internal departments as needed once loans are closed
Organizes and maintains customer files to assist Relationship Banker/Manager's ability to manage portfolios
Serves as client relationship representative to all customers by listening, researching and addressing complaints and inquiries as needed
Maintains current and ongoing knowledge of bank products and services; assists Relationship Banker/Manager with daily customer contact and servicing
Provides ongoing support to commercial/business relationship managers for collateral and financial statement tracking and exception management
Screens and routes incoming calls and visitors for commercial/market relationship team
Opens new accounts when necessary
Recommends and implements appropriate changes to establishment policies and procedures
Promotes and cross-sells other bank products and services to improve client awareness and strengthen community knowledge of Origin’s products

Qualification

Banking experienceLoan closing coordinationCustomer relationship managementAdministrative supportFinancial documentation management

Required

High school diploma or general education degree (GED)
Minimum of three years banking experience

Benefits

Competitive total rewards package
Generous benefits
One-on-one guidance from a nationally certified health and wellness coach
Free access to certified financial professionals

Company

Origin Bank

twittertwittertwitter
company-logo
A bank that offers personal banking and housing lending services in Louisiana, Mississippi, and Texas.

Funding

Current Stage
Public Company
Total Funding
$45M
2018-05-08IPO
2017-11-28Private Equity· $45M

Leadership Team

leader-logo
Zachariah Wasson
Executive Vice President and Chief Financial Officer
linkedin
Company data provided by crunchbase