Loan Documentation Specialist

originbank; Ruston (LA); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Origin Bank is seeking a Loan Processor to perform clerical duties for consumer and commercial loans in line with our Loan Processing Department guidelines and policies.

You will review loan packages, prepare closing documents using nCino and TruStage, and process less complex transactions while staying current with underwriting and regulatory changes.

Origin Bank offers a people-first culture, competitive rewards, and opportunities to grow within a supportive, professional banking environment.

Qualifications

• Requires high school diploma or GED.
• Minimum five years banking experience (loan related preferred).
• Laser Pro and IBS Core System experience helpful.
• Proficiency with bank software and Microsoft Office.

Responsabilités

• Reviews and prepares loan packages and documentation following underwriting guidelines and policies.
• Prepares consumer/commercial loan closing documents using nCino and TruStage documentation software for all markets.
• Prepares less complex loan transactions.
• Reviews loan applications in nCino for appropriate information and approval.
• Prepares promissory notes and collateral documentation using TruStage.
• Applies appropriate state and federal guidelines and stays abreast of regulatory changes.

Formation

High school diploma or GED

Outils

nCino

TruStage

Laser Pro

IBS Core System

MPC

IBS

ADP

Outlook

Excel

Word

Description du poste

Your Career. Your Story. Let's Write the Next Chapter Together.

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

Prepares and executes clerical duties related to processing consumer/commercial loans and documentation in accordance with Loan Processing Department guidelines and policies. Essential Duties and Responsibilities include the following.

• Reviews and prepares loan packages and documentation following underwriting guidelines and policies
• Prepares consumer/commercial loan closing documents using nCino and TruStage documentation software for all markets
• Prepares less complex loan transactions
• Reviews loan applications in nCino for appropriate information and approval.
• Prepares promissory notes and collateral documentation using TruStage
• Applies appropriate state and federal guidelines to loan processing function and stays abreast of regulatory changes and applies information as needed.
• If needed, check status of entities with Secretary of State (TX, MS, LA, AL & FL).

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 five years banking experience (loan related experience preferred); Laser Pro and IBS Core System experience helpful.

Computer Skills

To perform this job successfully, an individual should have basic knowledge of computer applications such as the Internet, Outlook, Microsoft Word, Microsoft Excel and banking software. Ability to use basic office machines. Ability to learn bank-specific software such as MPC, IBS, ADP, etc.

Bank Culture/Customer Service Skills

Promotes the Bank's culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Physical Demands

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to 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 and ability to adjust focus.

Work Environment

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.

Work is typically performed in a corporate office setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace where innovation thrives. Expect a fast-paced, supportive atmosphere where your ideas are heard, and your contributions make an impact. This role may occasionally require 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 discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.