Mortgage Loan Processor — Client Liaison & Docs

Burke & Herbert Bank & Trust; Fredericksburg (VA); Hybrid; USD 20,664 - 48,216; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Job summary

Burke & Herbert Bank & Trust is seeking a Mortgage Loan Operations professional to process secondary market and in-house portfolio loans. You will collect documents, review disclosures for TRID compliance, and submit files to underwriting while coordinating with the originator and clients.

Strong data handling and customer-service skills are essential. The role emphasizes accurate file maintenance, regulatory compliance, and timely communication, with telework/remote options considered on a

Qualifications

• Associate's degree preferred; knowledge of basic lending and real estate contracts preferred.
• Understanding of mortgage loan products (FHA/VA/CONV/USDA/In-House) and procedures preferred.
• Knowledge of AUS; proficiency with MS Word, Excel, Outlook preferred.

Responsibilities

• Process secondary market and in-house portfolio mortgage loans.
• Prepare or review disclosures to TRID guidelines.
• Act as liaison between underwriter, loan originator and client; provide timely updates.
• Collect documentation, update files, and order title reports, verifications, flood certs and appraisals.
• Ensure files are complete and compliant with regulatory guidance and internal policies.

Skills

Customer service

Stress management

Communication

Record keeping

MS Word

Excel

Outlook

Bilingual Spanish

Education

Associate's degree preferred

Tools

AUS (Automated Underwriting System)

Document Imaging System

Job description

Burke & Herbert Bank & Trust is seeking a Mortgage Loan Operations professional to process secondary market and in-house portfolio loans. You will collect documents, review disclosures for TRID compliance, and submit files to underwriting while coordinating with the originator and clients.

Strong data handling and customer-service skills are essential. The role emphasizes accurate file maintenance, regulatory compliance, and timely communication, with telework/remote options considered on a