Commercial Loan Support & Relationship Specialist

Origin Bank; United States; On-site; USD 45,000 - 60,000; Full time

Job summary

Origin Bank is seeking an experienced administrative support professional to assist the Commercial/Market Relationship Management teams. The role involves coordinating loan closings, preparing documents, and maintaining client records to help relationship managers manage portfolios.

Applicants should have a High school diploma (or GED) and 3–5 years in a commercial lending support role or equivalent. Strong organizational skills and knowledge of banking processes are essential for success.

Qualifications

• High school diploma or GED required; minimum of three to five years in a commercial/business lending support role or equivalent experience.
• Ability to perform administrative and clerical duties with accuracy and attention to detail.
• Understanding of loan processes and documentation basics to support Relationship Managers.

Responsibilities

• Coordinates all aspects of loan closings, including correspondence with attorneys, appraisers and other outside professionals to ensure deadlines are met.
• 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 after loan closings.
• Organizes and maintains customer files to assist Relationship Banker/Manager in portfolio management.
• Serves as client relationship representative by listening, researching and advising customers as needed.
• Maintains knowledge of bank products and services; supports daily customer contact and servicing.
• Provides support to commercial/business relationship managers for collateral and financial statement tracking.

Education

High school diploma or GED

Job description

Origin Bank is seeking an experienced administrative support professional to assist the Commercial/Market Relationship Management teams. The role involves coordinating loan closings, preparing documents, and maintaining client records to help relationship managers manage portfolios.

Applicants should have a High school diploma (or GED) and 3–5 years in a commercial lending support role or equivalent. Strong organizational skills and knowledge of banking processes are essential for success.