Commercial Banking Loan Operations Specialist

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 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.