Commercial Loan Assistant I

Summary Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams by performing the following duties.

Duties and Responsibilities include the following.

• 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.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies – To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.

Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments.

Oral and Written Communication - Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.

Organizational Support  Strong organizational abilities; Follows policies and procedures; Supports organization's goals and values.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Organizes or schedules other people and their tasks.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions.

Quality and Quantity  Strong attention to detail; Demonstrates accuracy and thoroughness; Completes work in timely manner; Uses time efficiently.

Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Asks for and offers help when needed.

Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED).

Computer Skills

To perform this job successfully, an individual should have proficient knowledge of the Internet, Outlook, Microsoft Word and Microsoft Excel.  Previous experience with banking/financial software helpful.  Ability to use basic office machines.  Ability to learn bank-specific software such as MPC, IBS, ADP, etc.

Bank Culture/Customer Service Skills

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.

Other Skills and Abilities

Knowledge of loan processing and collateral documentation.

Physical Demands  While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee is frequently required to use hands to finger, handle, or feel.  The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment  The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions.  It does not prescribe or restrict the tasks that may be assigned.  Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs.  This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. 

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights

Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas.  Any exception to this policy requires further regulatory review and approval by management.