What are the responsibilities and job description for the Loan Documentation Specialist position at Origin Bank?
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
Prepares and executes clerical duties related to processing consumer/commercial loans and documentation in accordance with Loan Processing Department guidelines and policies.
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Essential Duties And Responsibilities Include The Following.
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); 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 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.
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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, 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
Prepares and executes clerical duties related to processing consumer/commercial loans and documentation in accordance with Loan Processing Department guidelines and policies.
Word
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).
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); 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 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.
Word
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