Executive Lending Assistant

Duties and Responsibilities include the following.

• Extensive customer contact; assisting customers, both internal and external, with questions, concerns and problems and providing excellent customer service for all requests.

• Communicates daily with Commercial Relationship Bankers' customers via email, telephone and face-to-face.

• Makes Payment Decisions for Commercial Relationship Bankers.

• Pulls report of past due and maturing loans; emails to Texas commercial relationship team to contact such customers.

• Contacts past due loan customers regarding the status of their payments.

• Works on renewals or extensions for maturing loans.

• Works Exception Report and communicates with internal departments regarding exceptions.

• Requests and coordinates with internal departments to ensure that all loan documents are prepared in accordance with deadlines.

• Coordinates all aspects of loan processing and closings, including correspondence with attorneys, appraisers and other outside professionals to ensure that deadlines are maintained.

• Assimilates, files and distributes financial and collateral documentation to appropriate internal departments as needed once loans are closed.

• Assists Regional President/Commercial Relationship Bankers with daily customer contact, servicing and opening accounts as necessary.

• Organize and maintain customer files to assist Relationship Banker/Manager's ability to manage portfolios.

• Serves as client relationship representative to all customers by listening, researching and complaint/inquire resolution as needed.

• Maintains current and ongoing knowledge of products and services.

• Works with banking center personnel to accommodate customer's needs.

• Screens and routes incoming calls and visitors for executive/commercial relationship team.

• Schedules appointments for customers to meet with lenders.

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); five to ten years experience in a commercial/business lending support role; or equivalent combination of education and experience.

Physical Demands While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and 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, distance 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.

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

Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.