Commercial Loan Assistant jobs in United States
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Origin Bank · 1 day ago

Commercial Loan Assistant

positionFrisco, TX
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Origin Bank is a financial institution seeking a Commercial Loan Assistant to provide skilled administrative and clerical support for their Commercial/Market Relationship Management teams. The role involves coordinating loan closings, maintaining customer files, and supporting relationship managers with client interactions.

BankingFinanceFinancial Services
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Growth Opportunities

Responsibilities

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 addressing complaints and inquiries as needed
Maintains current and ongoing knowledge of bank products and services; assists Relationship Banker/Manager with daily customer contact and servicing
Provides ongoing support to commercial/business relationship managers for collateral and financial statement tracking and exception management
Screens and routes incoming calls and visitors for commercial/market relationship team
Opens new accounts when necessary
Recommends and implements appropriate changes to establishment policies and procedures
Promotes and cross-sells other bank products and services to improve client awareness and strengthen community knowledge of Origin’s products

Qualification

Banking experienceLoan closing coordinationClient relationship managementFinancial documentation managementCross-selling bank products

Required

High school diploma or general education degree (GED)
Minimum of three years banking experience

Company

Origin Bank

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A bank that offers personal banking and housing lending services in Louisiana, Mississippi, and Texas.
dateFounded in 1912
location
Ruston, Louisiana, USA
people-size501-1000 employees
web-link
https://www.origin.bank/en/

Funding

Current Stage
Public Company
Total Funding
$45M
2018-05-08IPO
2017-11-28Private Equity· $45M

Leadership Team

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Zachariah Wasson
Executive Vice President and Chief Financial Officer
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Recent News

Business Wire
$45K Grant from FHLB Dallas and Four Banks Supports Affordable Housing in Louisiana
2025-10-31
Origin Bancorp, Inc.
Origin Bancorp, Inc. Announces Declaration of Quarterly Cash Dividend
2025-10-24
Morningstar.com
Media Advisory: FHLB Dallas Joins Four Banks to Award $45K Grant to Fuller Center for Housing NWLA Inc.
2025-10-24
Company data provided by crunchbase