Business Banking Administrator

Burke & Herbert Bank; Moorefield (WV); On-site; USD 46,000 - 52,000; Full time

Job summary

Burke & Herbert Bank is seeking a Business Banking Administrator in Moorefield, WV, to support Business Banking Officers with loan origination and portfolio management. The role includes data entry, document verification, and coordinating with settlement professionals to ensure accurate loan documentation.

The position emphasizes customer service, administrative duties, and adherence to loan policies, with limited local travel and an on-site work environment in Moorefield.

Qualifications

• At least one year of prior loan documentation experience.
• Associate's Degree or equivalent related work experience preferred.
• Proficiency with MS Office (Word, Excel, Outlook) required.

Responsibilities

• Enter and complete loan data in Loan Vantage commercial system.
• Assemble and verify accuracy of loan documents using a checklist.
• Ensure loan files contain required forms and signatures.
• Disburse loan proceeds and coordinate with attorneys, appraisers, etc.

Skills

Loan documentation

MS Office

Professional communication

Education

Associate's Degree or equivalent experience

Tools

Microsoft Word

Excel

Outlook

Job description

Company Description

Burke & Herbert Bank, established in 1852, is the oldest continuously operating bank in the Washington, D.C. region and has a longstanding tradition of serving individuals, families, and businesses. As a local community bank with more than 100 branches across Delaware, Kentucky, Maryland, Pennsylvania, Virginia, and West Virginia, the Bank offers a full range of business and personal financial solutions. The organization prides itself on being large enough to provide comprehensive services while remaining personal, friendly, and caring as a workplace and financial partner. Burke & Herbert Bank is focused on anticipating customer needs and delivering an enhanced banking experience. The Bank is a Member FDIC and an Equal Housing Lender.

The Business Banking Administrator is a full-time, on-site position based in Moorefield, WV.

Role Description

The Business Banking Administrator supports Business Banking Officers in the origination of new loans and management of credit portfolios. This position will perform a variety of customer service and administrative functions necessary to support the relationship management of the business banking portfolios.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Enter and complete loan data in Loan Vantage commercial system
• Assemble and verify accuracy of loan documents by using a checklist.
• Ensure loan files contain the applicable forms, documentation, proper signatures, dates and other relevant information by using a checklist.
• Responsible for disbursement of loan proceeds before file is sent to Loan Processing. Send payoffs to the appropriate location - cut checks for attorney, appraiser, etc., - Prepare all tickets and record on the boarding sheet.
• Work directly with settlement companies, attorneys, appraisers, environmental companies, etc. as part of the loan origination process.
• Process loan wires through the wire workflow system.
• Scan/Index all loan items, loans, extensions, correspondence, appraisals, etc. into loan file.
• Forward all applicable original loan documents for storage in the collateral vault.
• Forward the loan file to the Loan Processing Department by set guidelines.
• Provide administrative assistance to the Loan Officer. Take and relay messages, schedule and maintain the Loan Officer's appointments/meetings, answer routine inquiries, and exchange factual information.
• Perform various clerical duties including filing, faxing, photocopying and word processing.
• Prepare a variety of letters and forms utilized within the Loan Department.
• Maintain regular contact with bank customers, community partners and other outside sources to obtain necessary information.
• Resolve customer problems and follow up on details to resolve the matter.
• Review the status of pending loans and follow-up for timely completion.
• Review tracking reports to ensure errors are resolved in a timely manner and in accordance with policy and procedures.
• Work with Loan Review department to ensure exceptions are resolved timely.

Other Duties

• Stay abreast of current developments in Loan Policy and procedures through reading, research and formal education.
• Other duties as assigned

Skills/Abilities

• Understand applicable legal and regulatory matters directly related to loan documentation and lien perfection.
• Microsoft Office experience required, including Word, Excel, and Outlook.
• High level of professionalism in written and verbal communication.

Supervisory Responsibility

This position does not have supervisory responsibilities.

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Limited local travel may be required for this position.

For Applicants located in Northern Virginia (VA):

The anticipated salary range for this position is $22.00-$25.00 per hour.

The ranges listed above for Virginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Education and Experience

• At least one year of prior loan documentation experience required.
• Associate's Degree or additional equivalent related work experience preferred.