Commercial Loan Assistant

Origin Bank; Birmingham (AL); On-site; USD 42,000 - 55,000; Full time

Job summary

Origin Bank, Birmingham, AL, seeks a Commercial Loan Assistant to support lenders by preparing and organizing loan documents, assisting with servicing activities, and coordinating closings. The role emphasizes accuracy, compliance, and exceptional client service in a fast-paced environment.

The candidate will manage loan files, monitor status, respond to client inquiries, and collaborate with internal teams to ensure timely processing and adherence to regulatory requirements.

Qualifications

• Experience with commercial loans and understanding of basic loan structures and terminology (Loans).
• Proficiency in reviewing, preparing, and maintaining loan documentation with accuracy and compliance (Loan Documents).
• Knowledge of loan servicing processes, such as payments, renewals, modifications, and account maintenance (Loan Servicing).
• Ability to coordinate and support all aspects of loan closings, including scheduling, documentation, and follow-up (Loan Closings).
• Strong customer service skills with the ability to communicate clearly, build professional relationships, and resolve client inquiries (Customer Service).
• High level of organization, attention to detail, and ability to prioritize multiple deadlines.
• Proficiency with office software and banking systems; ability to learn new technology quickly.
• Prior banking or financial services experience in lending or operations preferred.
• High school diploma or equivalent required; additional education in business, finance, or related field beneficial.

Responsibilities

• Prepare, review, and organize loan documentation.
• Assist with loan servicing activities and client inquiries.
• Coordinate loan closings with internal teams and clients.
• Maintain accurate loan files and monitor loan status.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Customer service

Communication

Attention to detail

Multitasking

Banking software

Education

High school diploma

Finance/Business coursework

Tools

Office software

Banking systems

Job description

Company Description Origin Bank is a relationship-focused financial institution committed to personalized banking for businesses, municipalities, and individual clients. The bank offers a broad range of financial services and maintains locations across Louisiana, Texas, Mississippi, Alabama, and Florida. Origin Bank emphasizes both innovative technology and genuine human interaction, aiming to enrich the lives of the communities it serves. Team members join a culture that values integrity, service, and long-term client relationships. Origin Bank is a Member FDIC and an Equal Housing Lender, supporting fair and responsible lending practices.

Role Description The Commercial Loan Assistant is a full-time, on-site role based in Birmingham, AL. This role supports commercial lenders by preparing, reviewing, and organizing loan documentation, assisting with loan servicing activities, and coordinating loan closings. The Commercial Loan Assistant will work closely with internal teams and clients to ensure accurate information, timely processing, and compliance with bank policies and regulatory requirements. Daily responsibilities include maintaining loan files, monitoring loan status, responding to client inquiries, and providing high-quality customer service. The role requires strong attention to detail, effective communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Experience with commercial loans, including understanding of basic loan structures and terminology (Loans).
• Proficiency in reviewing, preparing, and maintaining loan documentation with accuracy and compliance (Loan Documents).
• Knowledge of loan servicing processes, such as payments, renewals, modifications, and account maintenance (Loan Servicing).
• Ability to coordinate and support all aspects of loan closings, including scheduling, documentation, and follow-up (Loan Closings).
• Strong customer service skills with the ability to communicate clearly, build professional relationships, and resolve client inquiries (Customer Service).
• High level of organization, attention to detail, and ability to prioritize multiple deadlines.
• Proficiency with office software and banking systems; ability to learn new technology quickly.
• Prior banking or financial services experience in lending or operations preferred.
• High school diploma or equivalent required; additional education in business, finance, or a related field is beneficial.