Burke & Herbert Bank & Trust

CLASSIFICATION: Non-exempt

REPORTS TO: Chief Business Banking Officer

JOB DESCRIPTION

Summary/Objective

Supports Business Banking Officers in the origination of new loans and management of credit portfolios. This is a hands-on position which is also responsible for leadership of Business Banking Administrators. This position will perform a variety of customer service and administrative functions necessary to support the relationship management of the business banking portfolios.

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

• Manage a team of Business Banking Administrators to ensure Business Banking loans are processed timely and accurately.
• Assign submitted loans to Business Banking Administrators ensuring a balanced workload for the team, focusing on prompt processing of loan applications.
• Work closely with the Chief Business Banking Officer and Business Banking Team Leads to monitor Banker pipelines to ensure staffing allows for consistent SLA achievement.
• Prepare reports detailing volume of loans processed by the team and each BBA.
• Communicate changes to Policies and Procedures to the BBA team.
• Execute all other responsibilities outlined below in support of assigned Business Banker(s):
  • Enter and complete loan data in Loan Vantage commercial system
  • Assemble and 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 disbursement of loan proceeds before file is sent to Loan Processing. Send payoffs to the appropriate location – cut checks for attorney, appraiser, etc., - Prepare all tickets and record on the boarding sheet.
  • Work directly with settlement companies, attorneys, appraisers, environmental companies, etc. as part of the loan origination process.
  • Process loan wires through the wire workflow system.
  • Scan/Index all loan items, loans, extensions, correspondence, appraisals, etc. into loan file.
  • Forward all applicable original loan documents for storage in the collateral vault.
  • Forward the loan file to the Loan Processing Department by set guidelines.
  • Provide administrative assistance to the Loan Officer. Take and relay messages, schedule and maintain the Loan Officer’s appointments/meetings, answer routine inquiries, and exchange factual information.
  • Perform various clerical duties including filing, faxing, photocopying and word processing.
  • Prepare a variety of letters and forms utilized within the Loan Department.
  • Maintain regular contact with bank customers, community partners and other outside sources to obtain necessary information.
  • Resolve customer problems and follow up on details to resolve the matter.
  • Review the status of pending loans and follow-up for timely completion.
  • Review tracking reports to ensure errors are resolved in a timely manner and in accordance with policy and procedures.
  • Work with Loan Review department to ensure exceptions are resolved timely.
  • Understand applicable legal and regulatory matters directly related to loan documentation and lien perfection.
  • Stay abreast of current developments in Loan Policy and procedures through reading, research and formal education.

Other Duties

Skills/Abilities

Supervisory Responsibility

This position has 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

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Limited local travel may be required for this position.

Education and Experience

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.

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.