Burke & Herbert Bank
Loan Processor at Burke & Herbert Bank
CLASSIFICATION: Non-exempt
REPORTS TO: Loan Processing Manager
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.
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
Other duties and tasks will be added as department needs grows or changes.
Skills / Abilities
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 communication skills.
Supervisory Responsibility This position does not have supervisory responsibilities.
Work Environment 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.
Physical Demands Requires manual dexterity, the ability to lift files and open cabinets, bending, stooping or standing as necessary.
Travel Limited local travel may be required.
Education and Experience
Prior loan document experience preferred.
High school diploma or equivalent required.
Equal Employment Opportunity/M/F/disability/protected veteran status 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.
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REPORTS TO: Loan Processing Manager
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.
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
Other duties and tasks will be added as department needs grows or changes.
Skills / Abilities
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 communication skills.
Supervisory Responsibility This position does not have supervisory responsibilities.
Work Environment 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.
Physical Demands Requires manual dexterity, the ability to lift files and open cabinets, bending, stooping or standing as necessary.
Travel Limited local travel may be required.
Education and Experience
Prior loan document experience preferred.
High school diploma or equivalent required.
Equal Employment Opportunity/M/F/disability/protected veteran status 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.
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