Loan Documentation Assistant

Summary Responsible for monitoring the workflow for loan document requests insuring documents can be prepared by required due dates; monitoring includes preparing and maintaining detailed records of input and output of request and documents. Duties and Responsibilities include the following. Will be required to build spreadsheets and workflows using Excel, Word, and possibly Visio. Will be required to prepared communications and mail merge using Word. Will be required to have a working knowledge of Laser Pro, nCino, Vision Content, and IBS Insight to perform daily tasks. Logs and tracks loan requests that come to the Loan Document Prep email box (excluding TRID loans). Assign loan requests for commercial loans via nCino. Reviews loan applications for appropriate information and approval. Requests missing required documents from loan officers/assistant. Requests additional documentation or information from loan officers/assistant if needed. Researches existing documents in Vision Content to ensure collateral on file. Orders flood determinations and provides the officers with results; sends notices out to customers if applicable. Prioritizes daily work flow of loan applications and assigns requests to be processed by Loan Documentation Specialist. Prepares monthly loan activity reports for Loan Operations Management. Reads and routes incoming mail. Locates and attaches appropriate file to correspondence to be answered by employer. Daily communications with loan officers/assistant required using a variety of communication channels (verbal or written) regarding document request Provide assistance for loan officers/assistant with questions, concerns and problems regarding outstanding loans. Prepare loan documents using LaserPro as needed; this position may be called upon to prepare loan documents for unsecured or CD/savings secured loans from time to time depending on the document request volume. Perform Loan Funding duties as needed; includes funding loans in IBS based on information provided on the Boarding Data Sheet and assessing/paying loan related fees such as appraisal, origination, inspection, or recording. Perform Post-Closing Document Review duties as needed; includes 100% quality control review of new and renewed loans in IBS to ensure they have been boarded correctly according to the Boarding Data Sheet; 100% quality control review of attorney prepared documents to ensure they are booked correctly according to the loan documents as well as verifying the loan documents have been prepared according to the loan approval. Provides excellent customer service when dealing with loan customers, officers, and fellow employees. Assists the Loan Documentation Coordinator as needed. Assists in other areas of Loan Operations 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. Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Listens and gets clarification; Responds well to questions; Writes clearly and informatively; 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; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Supports organization's goals and values. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Monitors own work to ensure quality; Meets productivity standards; Completes work in timely manner; Works quickly. 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. 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 Bachelor’s degree from four-year accredited college or university preferred. High school diploma or general education degree (GED) required. One to five years banking experience required; lending related experience preferred. Computer Skills To perform this job successfully, an individual should have a proficient working knowledge of computer applications such as the Internet, Microsoft Word, Microsoft Excel and Outlook. A basic knowledge of Microsoft Visio preferred. Ability to use basic office machines. Ability to learn bank-specific software such as Laser Pro, IBS Insight, Vision Content, nCino. 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 sit and talk or hear. The employee is frequently required to walk and use hands to finger, handle, or feel. The employee is occasionally required to stand; 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 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. You think working at a bank isn’t for you? Maybe you should take another look. At Origin, we are changing people’s perception of banks. We believe we are life changers. We go beyond the transaction to develop relationships with our customers, so that we can truly understand what makes them unique. We are trusted advisors who understand the specific needs of our clients in order to custom fit solutions to their financial needs. We are managers, accountants, tech specialists, marketers, human resource professionals, business developers and mortgage officers. We are encouragers, financial counselors and problem solvers. And it is our promise to always make every customer feel like the only customer, every time.