Loan Processor

Burke & Herbert Bank, established in 1852, is the oldest continuously operating bank in the Washington, D.C. region and has a longstanding tradition of serving individuals, families, and businesses. As a local community bank with more than 100 branches across Delaware, Kentucky, Maryland, Pennsylvania, Virginia, and West Virginia, the Bank offers a full range of business and personal financial solutions. The organization prides itself on being large enough to provide comprehensive services while remaining personal, friendly, and caring as a workplace and financial partner.

Burke & Herbert Bank is focused on anticipating customer needs and delivering an enhanced banking experience. The Bank is a Member FDIC and an Equal Housing Lender.

The Loan Processor is a full-time, on-site position based in Moorefield, WV.

Processes new loans and renewals from branches and verifies that loans are input correctly. Will also be responsible for processing mailed payments, file maintenance, making loan changes/updates, processing payoffs/history cards and answering questions by phone or email.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Processing mail daily (payments and payoffs).
• Process all types of loans and renewals within 48 hours of them being scanned.
• Review all type of loans and renewals within 7 days of processing for accuracy.
• Credit card processing including downloading reports, issue of new credit cards, post payments and adjustments, increase/decrease limits, add & delete holds, process charge-offs, research statements, add or update an external account (credit card) to Bankway and scan credit card documents.
• Releasing collateral on paid off loans, including proper mailing to customer or other institution.
• Release Titles
• Email Loan Officer/Loan Officer Assistant to release a Deed of Trust on a paid off loan.
• Enter tracking when a loan is processed
• Processing activations/history cards.
• Process File Maintenances and Holds.
• Process and review Auto Debits and Interest Extensions.
• Prepare, scan and release certain items both through Capture and PDF files.
• File notes and loan folders.
• Handle questions and requests on loan matters both by phone and e-mail.

• Other duties and tasks will be added as department needs grows or changes.

• Highly organized, strong on follow up, and meticulous with details.
• Excellent computer skills with working knowledge of Microsoft Word, Excel, and Outlook.
• Professional written and verbal communications skills.

This position does not have supervisory responsibilities.

This job operates in an office setting, the opportunity to telework is not available.

This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

This position requires manual dexterity, the ability to lift files and open cabinets.

This position requires bending, stooping or standing as necessary.

Limited local travel may be required for this position.

• Prior loan document experience preferred.
• High school diploma or equivalent required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.