Commercial Loan Admin and Documentation Specialist

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

Job summary

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator to support Commercial Banking Executives in loan origination and credit portfolio management. The role involves customer service, document preparation, and loan processing duties in an office setting in Preston, MD.

The position emphasizes accurate loan documentation, coordination with Loan Processing, and cross-marketing financial products. Travel may be required, and the role is non-exempt and full-time.

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 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 to appropriate location and cut checks for attorney, appraiser, etc.
• Process loan wires through the wire system.
• Scan/Index all loan items into loan file.
• Forward 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 and manage appointments/meetings.
• Perform clerical duties including filing, faxing, photocopying and word processing.
• Prepare letters and forms used within the Loan Department.
• Contact bank customers and community partners to obtain information.
• Resolve customer problems and follow up on details to resolve matters.
• Review pending loans and follow up for timely completion.
• Review tracking reports to ensure errors are resolved timely.
• Work with Loan Review to resolve exceptions quickly.
• Cross-market financial products and refer to consumer lending, Wealth Management, and retail operations.
• Understand legal and regulatory matters related to loan documentation and lien perfection.

Skills

Customer service

Education

Associate's degree or equivalent

Tools

Microsoft Office Suite

Job description

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator to support Commercial Banking Executives in loan origination and credit portfolio management. The role involves customer service, document preparation, and loan processing duties in an office setting in Preston, MD.

The position emphasizes accurate loan documentation, coordination with Loan Processing, and cross-marketing financial products. Travel may be required, and the role is non-exempt and full-time.