Commercial Loan Documentation Specialist

Burke & Herbert Bank & Trust; Charleston (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 originating loans and managing credit portfolios. The role handles customer service and administrative tasks for C&I, CRE, and investor real estate lending portfolios.

The position focuses on loan data entry, document preparation, file organization, and coordination with Loan Processing. It requires organization, accuracy, and excellent communication skills to service bank customers.

Qualifications

• Associate's degree or equivalent related work experience.
• Two years loan documentation experience preferred; MS Office required.
• Excellent customer service and professional written/verbal communication.

Responsibilities

• Enter and complete loan data and prepare loan documents.
• Assemble and verify accuracy of loan documents using a checklist.
• Ensure loan files contain forms, dates and signatures by checklist.
• Disburse loan proceeds and coordinate payoffs with attorneys/appraisers.
• Process loan wires through the wire system.
• Scan/index loan items into loan files and forward to processing.
• Provide administrative support to the Loan Officer; schedule appointments.
• Cross-market financial products and refer to other banking services.
• Stay updated on loan policy and regulatory matters.

Skills

Customer service

Professional communication

Education

Associate's degree or equivalent

Tools

Microsoft Office

Job description

Burke & Herbert Bank & Trust seeks a Commercial Banking Administrator to support Commercial Banking Executives in originating loans and managing credit portfolios. The role handles customer service and administrative tasks for C&I, CRE, and investor real estate lending portfolios.

The position focuses on loan data entry, document preparation, file organization, and coordination with Loan Processing. It requires organization, accuracy, and excellent communication skills to service bank customers.