Commercial Loan Assistant II

originbank; Sugar Land (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Origin Bank is seeking a detail-oriented administrative professional to support the Commercial/Market Relationship Management teams in Sugar Land, TX. You will coordinate loan closings, communicate with attorneys and appraisers, and ensure timely preparation of loan documents.

You will also organize client files, provide customer service, support relationship managers with collateral tracking, and assist with cross-selling bank products.

Qualifications

• High school diploma or GED required.
• 3–5 years of experience in a commercial/business lending support role or equivalent.
• Understanding of loan processes and banking products.

Responsibilities

• Coordinate all aspects of loan closings with attorneys, appraisers and other professionals.
• Work with internal departments to prepare documents by deadlines.
• Organize and maintain customer files to support Relationship Banker/Manager.
• Serve as a client relationship representative and provide research and advisory support.
• Assist with collateral and financial statement tracking and exception management.
• Screen and route calls and visitors for the commercial/market team.
• Open new accounts when necessary.
• Suggest changes to policies and procedures and promote bank products.

Skills

Loan closings coordination

Relationship management

Customer service

Documentation

Education

High school diploma / GED

Tools

Banking software

Job description

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.

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 advising 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 to five years experience in a commercial/business lending support role; or equivalent combination of education and experience.

Other Skills and Abilities

Understanding of of underlying implications of loans for the customer and Origin Bank.

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 di