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Be ready to walk through how you order a commercial file from term sheet to close, how you catch missing exhibits or insurance gaps, and how you escalate policy exceptions. Expect scenario questions on prioritization under volume and on communicating status without delaying funding.
Good fit if you like precise document work in a community bank setting, prefer on-site work in Moorefield/Hardy County, and want exposure to commercial lending operations during a period of bank consolidation.
As a Commercial Loan Documentation Specialist at Burke & Herbert Bank & Trust in Moorefield (on-site), a typical day centers on assembling and reviewing commercial loan packages: verifying borrower and collateral documents, tracking conditions precedent to closing, coordinating with lenders and counsel, and ensuring files meet bank policy before funding. Work may also include post-close clean-up, exception follow-up, and supporting a documentation pipeline that can grow as the bank integrates recent merger activity.
Focus on commercial loan document checklists, UCC/collateral basics, closing conditions, attention to detail in multi-party packages, and clear written status tracking with lenders and internal partners. No certification resources were provided for this listing.
No. The listing indicates on-site work (remote = 0) in Moorefield, Hardy County.
Public items in the data include a completed merger with LINKBANCORP and related agreement coverage, plus reporting on a Pennsylvania bank acquisition.
No certification family or resources were supplied for this listing; prepare with commercial documentation experience rather than a specific cert path.
Website: burkeherbertbanktrust.com
Public cache only — not an employee review.
Burke & Herbert Bank & Trust - Moorefield, Hardy County Role Overview The Commercial Loan Documentation Specialist at Burke & Herbert Bank & Trust is responsible for preparing, verifying, and managing commercial loan documentation and closing packages. This role ensures compliance with legal and regulatory standards in a full-time, on-site position. What You'll Do Prepare, verify, and manage commercial loan documentation and closing packages Ensure compliance with legal and regulatory standards Collaborate with various departments to gather necessary information for loan documentation Review and update documents as needed throughout the loan lifecycle Maintain accurate records and ensure all documentation is properly filed Skills & Qualifications Strong understanding of commercial lending processes and regulations Excellent attention to detail and organizational skills Proficient in Microsoft Office, especially Word and Excel Experience with loan documentation software a plus Bachelor's degree in finance, business administration, or related field preferred Minimum of 2 years of experience in commercial lending or a closely related field required Why Join Burke & Herbert Bank & Trust At Burke & Herbert Bank & Trust, you'll have the opportunity to work with a team dedicated to excellence and innovation. Our commitment to community and client service sets us apart in the banking industry. We offer a supportive work environment where your contributions are valued. Applying for This Role To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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