Commercial Loan Assistant — Docs & Closings

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

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.