Commercial Banking Loan Support Specialist

Burke & Herbert Bank & Trust; Huntington (WV); On-site; USD 22,000 - 33,000; Full time

Job summary

Burke & Herbert Bank & Trust seeks a Commercial Banking Administrator to support Commercial Banking Executives in loan origination and credit portfolio management. This role handles customer service and a range of administrative tasks to sustain the C&I, CRE and investor real estate lending portfolios.

Responsibilities include loan data entry, document preparation, file indexing, wiring proceeds, and coordination with Loan Processing.

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 using a checklist.
• Ensure loan files contain all forms, documentation, proper signatures, dates and other relevant information by using a checklist.
• Disburse loan proceeds before file is sent to Loan Processing; coordinate payoffs and related payments.
• Process loan wires through the wire system.
• Scan/Index all loan items into loan file.
• Forward original loan documents for storage in the collateral vault.
• Provide administrative assistance to the Loan Officer and schedule meetings.

Skills

Customer service

Communication

Education

Associate degree

Tools

Microsoft Office

Job description

Burke & Herbert Bank & Trust seeks a Commercial Banking Administrator to support Commercial Banking Executives in loan origination and credit portfolio management. This role handles customer service and a range of administrative tasks to sustain the C&I, CRE and investor real estate lending portfolios.

Responsibilities include loan data entry, document preparation, file indexing, wiring proceeds, and coordination with Loan Processing.