Summary Provides administrative support to the BCLS department, the bank’s Relationship Managers (RM), Loan Assistants, and Banking Center Managers as it relates to BCLS loan volume.

Duties and Responsibilities include the following:

• Processes invoices for department expense.
• Order departmental supplies as needed.
• Reviews nCino loan applications for appropriate data input.
• Reviews and updates total loan exposure for accuracy for commercial loan requests.
• Pulls background reports as needed.
• Request Tax Transcripts as needed and upload to nCino Document Manager when received.
• Processes all Adverse Action letters for mailing.
• Assists with review of nCino reports pertaining to data clean up.
• Monitors BCLS inbox – providing support for each area serviced through the inbox.
• Manages BCLS page and Lending page information on Commnet.
• Answers departmental phones courteously and professionally and directs calls to the appropriate persons.
• 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 - Demonstrates attention to detail.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.

Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming; Maintains confidentiality; Remains open to others' ideas and tries new things; 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; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Puts success of team above own interests.

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; 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; Completes work in timely manner.

Adaptability - Adapts to changes in the work environment.

Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management 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); minimum one year banking or related administrative experience.

Computer Skills                                                               

To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Excel and Word.  Ability to learn bank-specific software such as nCino, IBS, Concur, etc.  Ability to use basic office machines. 

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.

Other Skills and Abilities

Must have working knowledge of Federal/State laws related to banking/lending practices.

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.

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.