Job description
Summary Provides assistance to the Regional President/Commercial Relationship team by performing administrative and lending functions of a complex nature handling more confidential correspondence and exercising a higher degree of discretion and initiative by performing the following duties.
Duties and Responsibilities include the following.
- Extensive customer contact; assisting customers, both internal and external, with questions, concerns and problems and providing excellent customer service for all requests.
- Communicates daily with Commercial Relationship Bankers’ customers via email, telephone and face-to-face.
- Makes Payment Decisions for Commercial Relationship Bankers.
- Pulls report of past due and maturing loans; emails to Texas commercial relationship team to contact such customers.
- Contacts past due loan customers regarding the status of their payments.
- Works on renewals or extensions for maturing loans.
- Works Exception Report and communicates with internal departments regarding exceptions.
- Requests and coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines.
- Coordinates all aspects of loan processing and closings, including correspondence with attorneys, appraisers and other outside professionals to ensure that deadlines are maintained.
- Assimilates, files and distributes financial and collateral documentation to appropriate internal departments as needed once loans are closed.
- Assists Regional President/Commercial Relationship Bankers with daily customer contact, servicing and opening accounts as necessary.
- Organize and maintain customer files to assist Relationship Banker/Manager's ability to manage portfolios.
- Serves as client relationship representative to all customers by listening, researching and complaint/inquire resolution as needed.
- Maintains current and ongoing knowledge of products and services.
- Works with banking center personnel to accommodate customer’s needs.
- Screens and routes incoming calls and visitors for executive/commercial relationship team.
- Schedules appointments for customers to meet with lenders.
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 essential functions.
Education and/or Experience
- High school diploma or general education degree (GED).
- Five to ten years experience in a commercial/business lending support role; or equivalent combination of education and experience.
About Origin Bank
Putting relationships first for more than a century, Origin provides a broad range of financial services to small and medium-sized businesses, municipalities, high net-worth individuals, and retail clients from over 40 banking centers located throughout Texas, Louisiana, and Mississippi. In today’s banking landscape, technology is the rule – human interaction and genuine relationships are the exceptions. Origin Bank delivers on both.
Origin Bank is an equal opportunity employer based not discriminate in hiring or employment based on race, color, sex, age, marital or veteran status, non-job related dis, ability, religion, national origin, genetic information, or any other basis protected by law.
About Origin Bank:
Putting relationships first for more than a century, Origin provides a broad range of financial services to small and medium-sized businesses, municipalities, high net-worth individuals and retail clients from over 40 banking centers located throughout Texas, Louisiana and Mississippi. In today’s banking landscape, technology is the rule – human interaction and genuine relationships are the exception. Origin Bank delivers on both.
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