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
Reviews digital document queues to ensure documents are accurately represented, legible, divided, and uploaded to the correct locations. Reviews imaging system customer and account information to ensure data correctness. Scans documents; reviews and quality controls scanned batches on the Imaging system to ensure accuracy and adherence to department standards by performing the following duties.
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Duties and Responsibilities include the following.
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Indexes deposit/lending/retail document batches from banking centers scanned to the respective queues for imaging.
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Renames documents as needed and/or corrects documents as necessary.
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Prepare files for scanning, scanning the documents ensuring they are scanned correctly - i.e. Index with digital tools or manually separate.
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Performs Quality Control (QC) of imaged documents scanned by our department.
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Retains documents in accordance with departmental guidelines (extract required physical loan documents and file them in the vault).
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Scans/indexes/renames as needed for all departments in the ROC (Account Services, Deposit Operations E-Banking, Loan Operations, Retail, Wire Department).
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Import documents from Warehouse Lending and Mortgage Private Banking into imaging system or shared drive locations as requested.
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Utilize provided reports to manually update incorrect account or customer information and loan renewals within Imaging system.
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Sets up monthly folders for Account Services, Deposit Operations E-Banking, Loan Operations, Repos, Retail, Wire Department.
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Indexes verified Boarding Data sheets for Loan Operations.
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Assists with working incoming loan packages as needed.
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Assists all bank employees with imaging issues as needed.
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Assists as needed with special projects within the department.
Supervisory Responsibilities
Position does not have 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
High school diploma or general education degree (GED); banking-related experience preferred.
Computer Skills
To perform this job successfully, an individual should be able to proficiently use computer keyboard and software applications such as Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as AccuSystems, IBS, nCino, 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.
Physical Demands
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee is occasionally required to stand; walk and climb or balance. 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.
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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
