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Form of workSummary: Responsible for maintaining Collateral Files and Promissory notes on commercial, small business, consumer, and mortgage loans. Assist with creating collateral files, document scanning, filing, recording, and releasing paid out notes and collateral. Work with the Director of Loan Operations to prepare and coordinate the relocation of original loan files held offsite to the Loan Vault at the Ruston Operations Center.
Duties and Responsibilities include the following.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Collects and researches data; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
Interpersonal Skills/Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments; Maintains confidentiality; Listens to others without interrupting.
Oral and 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.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values.
Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
Professionalism - Approaches others in a tactful manner; Treats others with respect and consideration regardless of their status or position.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Adaptability, Initiative and Innovation - Adapts to changes in the work environment; Asks for and offers help when needed.
Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to manageComputer Skil
ment direction.
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); banking or other lending related experience preferred.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as IBS, nCino, AccuSystems, 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 regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance 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 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.
Duties and Responsibilities include the following.
- Organize and maintain loan documents and promissory notes.
- File new promissory notes.
- Assist with releasing paid promissory notes and collateral.
- Track and maintain files associated with active and inactive loans.
- Scan and index files in AccuSystems as needed.
- Organize and file collateral documents for all loans.
- Archive inactive documents, establish destroy dates, and coordinate shredding as required.
- Fulfill document or file requests of documents stored in the Loan Vault.
- Assist teammates and customers with questions, concerns, and issues while providing excellent communication and customer service.
- Assist other areas of Loan Operations as needed.
- Assist the Director of Loan Operations with special projects as needed.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Collects and researches data; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
Interpersonal Skills/Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments; Maintains confidentiality; Listens to others without interrupting.
Oral and 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.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values.
Judgment - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
Professionalism - Approaches others in a tactful manner; Treats others with respect and consideration regardless of their status or position.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Adaptability, Initiative and Innovation - Adapts to changes in the work environment; Asks for and offers help when needed.
Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to manageComputer Skil
ment direction.
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); banking or other lending related experience preferred.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Ability to learn bank-specific software such as IBS, nCino, AccuSystems, 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 regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance 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 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.
