Commercial Loan Closings & Relationship Support 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

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.