Business Banking Loan Admin & Documentation Specialist

Burke & Herbert Bank

Moorefield (WV)

On-site

USD 46,000 - 52,000

Full time

44 hours ago
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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

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.

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