Commercial Loan Documentation Specialist
Burke & Herbert Bank & Trust•Denton, MD
•Onsite
About The Position
Responsible for preparing, verifying, and managing commercial loan documentation and closing packages, ensuring compliance with legal and regulatory standards.
Requirements
- Microsoft Office experience required, including Word, Excel, and Outlook
- Excellent customer service skills required
- High level of professionalism in written and verbal communication
- Understand applicable legal and regulatory matters directly related to loan documentation and lien perfection
Nice To Haves
- Two years prior loan documentation experience preferred
Responsibilities
- Enter and complete loan data in Loan Vantage commercial system
- Verify pre-closing loan due diligence by using the Loan Vantage checklists
- Complete the loan documentation closing package through commercial loan documentation system
- 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 verifying the disbursement of loan proceeds before file is sent to CBA and Banker for closing
- Forward the loan closing documentation package to CBA and Banker for signatures
- Provide support and guidance to the CBA and commercial team to provide quality service and meet expectations of service beyond expectation
- Perform various clerical duties including filing, faxing, photocopying and word processing
- Performs post-closing review functions; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responds to inquiries or requests for information
- Contact and maintain regular contact with bank partners, community partners and other outside sources to obtain necessary information
- Review the status of pending loans and follows-up for timely completion
- Work with Loan Review department to ensure exceptions are resolved in a timely manner
- Follows all established security and internal control procedures to protect the assets of the Bank and its customers
- Maintains proficiency in using all applicable software to this position
- Cross-market financial products and services as well as make referrals to Burke Mortgages, , Burke Financial Services and retail operations
- Stay abreast of current developments in loan policy and procedures through reading, research and formal education
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
