Commercial Loan Assistant II

Location: Remote in Alabama, Birmingham (35213)

Company

Origin Bank provides commercial banking products and relationship-focused financial services.

What you will do

• Coordinate commercial loan closings with attorneys, appraisers, outside professionals, and internal departments.
• Prepare, organize, file, and distribute loan, financial, and collateral documentation after closing.
• Maintain customer files and support relationship managers with portfolio administration.
• Track collateral and financial statements, manage exceptions, and assist with daily customer servicing.
• Screen calls and visitors, open new accounts, and support commercial relationship teams.
• Promote relevant bank products and services and recommend improvements to policies and procedures.

Requirements

• High school diploma, GED, or equivalent combination of education and experience.
• Three to five years of experience in a commercial or business lending support role.
• Understanding of the implications of loans for customers and Origin Bank.
• Strong organizational skills, professionalism, confidentiality, attention to detail, and customer service abilities.
• Ability to use secure financial systems, computers, phones, scanners, and standard office equipment.
• Ability to meet the stated physical requirements, including occasional lifting of up to 25 pounds; travel is typically required.

Culture & Benefits

• People-first environment focused on professional and personal development.
• Competitive total rewards package with compensation based on skills, experience, and education.
• Access to the Dream Manager program and one-on-one guidance from a certified health and wellness coach.
• Free access to certified financial professionals for personal financial planning.
• Professional, collaborative, inclusive, and relationship-driven banking environment.

Hiring process

• Pre-employment screening follows acceptance of a conditional offer.
• Screenings include criminal background, credit, fingerprint, drug, OFAC, reference, employment, and education checks.