Loan Documentation & Commercial Banking Admin Specialist

Burke & Herbert Bank & Trust; Martinsburg (WV); On-site; USD 35,000 - 52,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator in Charleston, WV to support Commercial Banking Executives in originating loans and managing portfolios. You will handle loan data, document preparation, and coordination with Loan Processing, ensuring files are complete and compliant.

This role requires an associate degree or equivalent experience and 2 years of loan documentation exposure, along with strong Microsoft Office skills.

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.
• 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.
• 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.

Skills

Professionalism

Education

Associate’s degree or equivalent related work experience

Tools

Microsoft Office

Job description

Burke & Herbert Bank & Trust is seeking a Commercial Banking Administrator in Charleston, WV to support Commercial Banking Executives in originating loans and managing portfolios. You will handle loan data, document preparation, and coordination with Loan Processing, ensuring files are complete and compliant.

This role requires an associate degree or equivalent experience and 2 years of loan documentation exposure, along with strong Microsoft Office skills.