Loan Documentation Specialist

Origin Bank; United States; On-site; USD 48,000 - 68,000; Full time

Job summary

Origin Bank is seeking a Loan Processor to prepare and process consumer and commercial loan documentation in alignment with department guidelines.

Key duties include reviewing loan packages, preparing closing documents with nCino and TruStage, and ensuring accurate adherence to underwriting standards and regulatory requirements. A high school diploma and banking experience are preferred, with strong computer skills expected.

Qualifications

• High school diploma or GED required; minimum five years banking experience preferred.
• Experience with loan processing and documentation is essential.
• Familiarity with banking software and required computer skills is expected.

Responsibilities

• Review and prepare loan packages and documentation per underwriting policies.
• Prepare closing documents for consumer/commercial loans using nCino/TruStage.
• Process less complex loan transactions and review applications for completeness.
• Prepare promissory notes and collateral documentation.
• Ensure compliance with state/federal guidelines and regulatory changes.

Skills

Loan processing

Office software

Attention to detail

Education

High school diploma or GED

Tools

nCino

TruStage

MPC

IBS Core System

ADP

Outlook

Microsoft Word

Microsoft Excel

Job description

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. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams‑we’d love to meet you.

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

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

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. 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.

Our Hiring Process

The following pre‑employment screenings will be completed after a conditional offer of employment has been accepted:

• Criminal Background check
• Credit check
• Fingerprint check
• Drug Screen
• OFAC check
• Reference check
• Employment verification
• Education verification
• Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

Know Your Rights

At Origin Bank, we don’t just offer jobs—we build careers rooted in purpose, growth, and community impact. Our award‑winning culture is driven by people who value collaboration, celebrate success, and care deeply about making a difference in the lives of our customers and communities. We’re proud to be named one of the Best Banks to Work For by American Banker for 12 consecutiveyears.

1. Our Culture is Everything. We’re passionate about maintaining a workplace where people feel seen, supported, and inspired. We hire top talent, recognize contributions, and foster a team environment centered around delivering exceptional customer experiences.
2. We Invest in You. From career development and leadership coaching to our Dream Manager and wellness programs, we’re committed to supporting your personal and professional goals—because when you thrive, so do we.
3. Relationships Come First. Since1912, our mission has been built on strong relationships with our customers, colleagues, communities and shareholders. Here, you’re empowered to make a real impact and help others achieve their dreams. We’re redefining what it means to work at a bank—by putting people first, challenging expectations, and making banking better.