Commercial Banking Administrator

Burke & Herbert Bank & Trust; Lancaster (Lancaster County); On-site; USD 45,000 - 65,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator to support executives in loan origination and portfolio management. The role handles customer service, loan data entry, document preparation, and coordination with Loan Processing and other departments.

The position requires an Associate's degree or equivalent experience, and 2 years of loan document experience is preferred. Proficiency with Microsoft Office is necessary in an office setting.

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 and coordinate payoffs, wire funds, and related tasks.
• Process loan wires through the wire system.
• Scan/index loan items into the loan file for storage.
• Forward original loan documents to storage and to Loan Processing per guidelines.
• Provide administrative support to the Loan Officer, including scheduling and inquiries.
• Perform clerical duties such as filing, faxing, photocopying and word processing.
• Maintain contact with customers and partners to obtain information and resolve issues.

Skills

Excellent customer service

Professional communication

Education

Associate's degree

Tools

Microsoft Office

Job description

Burke & Herbert Bank & Trust

CLASSIFICATION:

Non-exempt

REPORTS TO:

Commercial Banking Administration Manager

Summary/Objective

The Commercial Banking Administrator will support Commercial Banking Executives 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 C&I, CRE and investor real estate lending portfolios.

Essential Functions

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

• 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.
• 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.
• Process loan wires through the wire 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.
• Contact and 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 follows-up for a timely completion.
• Review tracking reports provided by the Loan Processing department 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 in a timely manner.
• Cross-market financial products and services as well as make referrals to consumer lending, Wealth Management, and retail operations.
• Understand applicable legal and regulatory matters directly related to loan documentation and lien perfection.

Other duties

• Stay abreast of current developments in loan policy and procedures through reading, research and formal education.
• Assist in answering phones or waiting on customers in the Loan Reception area, if applicable.
• Other duties as assigned.

Skills/Abilities

• Excellent customer service skills required.
• High level of professionalism in written and verbal communication.

Education and Experience

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

Supervisory Responsibility

This position does not have supervisory responsibilities.

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. 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 opening cabinets. This position requires bending, stooping, or standing as necessary.

Travel

Travel may be required for this position.

Equal Employment Opportunity/M/F/disability/protected veteran status

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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