Commercial Loan Assistant

Origin Bank; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Origin Bank in Dallas, TX seeks an Administrative Clerk to support the Commercial/Market Relationship Management teams. You will coordinate loan closings, manage documents, and assist relationship managers with daily client service in a fast-paced banking environment.

Responsibilities include maintaining customer files, handling inquiries, opening new accounts when needed, and cross-selling bank products. This role emphasizes accuracy, confidentiality, and a strong client focus in a people-first

Qualifications

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

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.

Education

High school diploma or GED

Job description

_ Your Career. Your Story. Let’s Write the Next Chapter Together. _

At Origin Bank, a job isn’t just a paycheck - it’s a meaningful journey. We’re committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.

What truly sets us apart is our people-first culture. Here, you’ll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.

If you’re looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we’d love to meet you.

Job Description

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.

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). Minimum of three years banking experience.

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 work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.

This role operates in a dynamic, relationship-driven environment focused on providing exceptional financial solutions and service to our clients. Work is typically performed in a corporate office or banking center setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace where innovation thrives. Frequent direct contact with clients and team members. This role typically requires travel.

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.

Our Hiring Process

The following pre-employment screenings will be completed after a conditional offer of employment has been accepted:

• Criminal Background check
• Credit check
• Fingerprint check
• Drug Screen
• OFAC check
• Reference check
• Employment verification
• Education verification

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