Loan Documentation Specialist

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.
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).

Supervisory Responsibilities

This job has no supervisory responsibilities.

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 work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position operates in a professional banking environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.

Work is typically performed in a corporate office setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace where innovation thrives.  Expect a fast-paced, supportive atmosphere where your ideas are heard, and your contributions make an impact. This role may occasionally require travel.

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.

Our Hiring Process

The following pre-employment screenings will be completed after a conditional offer of employment has been accepted:

- Criminal Background check
- Credit check
- Fingerprint check
- Drug Screen
- OFAC check
- Reference check
- Employment verification
- Education verification

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