Commercial Loan Documentation Specialist

Burke & Herbert Bank & Trust • Martinsburg, WV

4d • $18 - $29 • Onsite

About The Position

Responsible for preparing, verifying, and managing commercial loan documentation and closing packages, ensuring compliance with legal and regulatory standards. The position handles loan data entry, pre-closing due diligence, documentation package completion, document and file accuracy checks, loan proceeds disbursement verification, and forwarding closing packages for signatures. It also supports the CBA and commercial team, performs clerical and post-closing review duties, coordinates with other departments and outside partners, monitors pending loans, and works with Loan Review to resolve exceptions. The role follows security and internal control procedures and maintains proficiency with applicable software. Limited local travel may be required. This is an office-based position; telework is not available.

Requirements

• Microsoft Office experience, including Word, Excel, and Outlook.
• Excellent customer service skills.
• High level of professionalism in written and verbal communication.
• Understanding of applicable legal and regulatory matters related to loan documentation and lien perfection.
• Associate’s degree or equivalent related work experience.

Nice To Haves

• Two years of prior loan documentation experience preferred.

Responsibilities

• Enter and complete loan data in the Loan Vantage commercial system.
• Verify pre-closing loan due diligence using Loan Vantage checklists.
• Complete loan documentation closing packages through the commercial loan documentation system.
• Verify the accuracy of loan documents using a checklist.
• Ensure loan files include applicable forms and documentation, proper signatures and dates, and other relevant information.
• Verify disbursement of loan proceeds before the file is sent to CBA and Banker for closing.
• Forward loan closing documentation packages to CBA and Banker for signatures.
• Provide support and guidance to the CBA and commercial team to help provide quality service and meet service expectations.
• Perform clerical duties, including filing, faxing, photocopying, and word processing.
• Perform post-closing reviews; coordinate work within the department and with other departments; report pertinent information to the immediate supervisor; and respond to inquiries or information requests.
• Maintain regular contact with bank partners, community partners, and other outside sources to obtain necessary information.
• Review pending loan status and follow up to support timely completion.
• Work with the Loan Review department to resolve exceptions in a timely manner.
• Follow established security and internal control procedures to protect the assets of the Bank and its customers.
• Maintain proficiency in software applicable to the position.
• Cross-market financial products and services and make referrals to Burke Mortgages, Burke Financial Services, and retail operations.
• Stay informed about developments in loan policy and procedures through reading, research, and formal education.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree