Commercial Banking Admin & Loan Support Specialist

Burke & Herbert Bank & Trust; York (York County); On-site; USD 40,000 - 50,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator to support executives in loan origination and credit portfolio management. The role handles customer service and administrative duties to assist relationship management across C&I, CRE and investor real estate lending portfolios.

Responsibilities include preparing loan documents, verifying documents with checklists, disbursing proceeds, processing wires, scanning items, and assisting the Loan Officer with communications

Qualifications

• Associate's degree or equivalent related work experience.
• Two years prior loan documentation experience preferred.
• Microsoft Office experience required, including Word, Excel, and Outlook.

Responsibilities

• Enter and complete loan data and prepare loan documents.
• 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.
• Disburse loan proceeds before file is sent to Loan Processing; send payoffs and cut checks as needed.
• Process loan wires through the wire system.
• Provide administrative support to the Loan Officer and manage appointments.

Skills

Customer service

Communication

Professionalism

Education

Associate's degree or equivalent

Tools

Microsoft Office

Job description

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator to support executives in loan origination and credit portfolio management. The role handles customer service and administrative duties to assist relationship management across C&I, CRE and investor real estate lending portfolios.

Responsibilities include preparing loan documents, verifying documents with checklists, disbursing proceeds, processing wires, scanning items, and assisting the Loan Officer with communications