Origin Bank

Financial Services

CommercialLoanAssistantII

$50–75k ~AI est. Houston, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Commercial Loan Assistant II at Origin Bank. Skills: Loan closings, Customer servicing. Coordinate loan closings. Coordinate with internal departments”

Industry & Context.

Financial Services
Eligibility Requirements

Lift up to 10 pounds, Lift up to 25 pounds

What They're Looking For.

Must Have

3-5 years experience in commercial lending support, High school diploma or GED

What You'll Do.

Coordinate loan closings

Coordinate with internal departments

Assimilate financial documentation

File financial documentation

Distribute financial documentation

Organize customer files

Maintain customer files

Serve as client representative

Maintain knowledge of bank products

Assist with customer contact

Assist with customer servicing

Support relationship managers

Track financial statements

Screen incoming calls

Recommend policy changes

Implement policy changes

Promote bank products

Cross-sell bank services

How You'll Work.

Team & Collaboration

Commercial Relationship Management teams; Internal departments

Communication Scope

Customer communication

Full 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. Apply today and start the most rewarding chapter of your career with us. **Job Description** Responsible for providing highly skilled administrative and clerical support for the Commercial/Market Relationship Management teams by performing the following duties. Word **Duties and Responsibilities** include the following. * 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 advising as needed. * Maintains current and ongoing knowledge of bank products and services; assists Relationship Banker/Manager with daily customer co

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