Commercial Loan Coordination Specialist

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

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