Summary Performs loan documentation tasks, which include Document Preparation and Document Review by performing the following duties.

Duties and Responsibilities include the following.

Document Preparation :

Document all types of loans which includes commercial and consumer* Prepare necessary documents for various types of collateral which includes Real Estate* Applies appropriate state and federal guidelines to loan documentation function and stays abreast of regulatory changes and applies information as needed* Production of loan and collateral documents using TruStage* Delivery of documents for closings into nCino

Document Review :

Review of loan documents for accuracy* Review of loan collateral documentation for accuracy

Each loan documentation task has detailed written procedures. Depending on the task(s) assigned, Loan Documentation Specialist will be required to perform the specific task(s) in a satisfactory manner.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competencies To perform the job successfully, an individual should demonstrate the following competencies :

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Uses reason even when dealing with emotional topics.

Technical Skills - Strives to continuously build knowledge and skills.

Interpersonal Skills / Customer Service - Maintains confidentiality; Remains open to others' ideas and tries new things; Responds promptly to customer needs; Meets commitments.

Oral / Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification;

Responds well to questions; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.

Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.

Planning / Organizing - Prioritizes and plans work activities; Uses time efficiently.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position;

Accepts responsibility for own actions.

Quality and Quantity - Demonstrates accuracy and thoroughness; Applies feedback to improve performance; Completes work in timely manner.

Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events;

Asks for and offers help when needed.

Attendance / Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction;

Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

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);

nCino and IBS Core System experience helpful. Loan documentation, collateral and loan knowledge preferred.

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 IBS, Workday, nCino, etc.

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 noise level in the work environment is usually moderate.

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.

Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.#J-18808-Ljbffr

Last updated : 2024-04-05