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Burke & Herbert Bank · 3 months ago

Lock Desk - Disclosure Desk Analyst - Available January 2026

Moorefield, WV, US

Full-time

Onsite

New Grad, Entry Level

Burke & Herbert Bank is seeking a Disclosure Desk Analyst to provide rate lock support to mortgage loan origination staff and loan processors. The role involves executing rate lock requests efficiently and updating staff on specific loan packages.

Financial Services

Responsibilities

Maintain all lock request changes, reconciliations and extension requests

Communicate with the Loan Officers to accurately prepare disclosures

Monitor loans for potential TRID compliance violations

Manage lock desk email queue

Provide customer support to Loan Officers on their lock/extension requests

Complete file review on each loan and issue disclosures for initial loan applications, Change in Circumstances, and initial closing disclosures

Ensure all eligible fees are collected from customers

Reconcile GLs for fees charged to customers

Other duties as assigned

Qualification

Automated Underwriting System (AUS)Mortgage loan products knowledgeQuantitative aptitudeRecord-keepingMS WordExcelOutlookBasic accounting processesCustomer serviceCommunication skills

Required

Bachelor's degree in Accounting, Finance or related field or equivalent related work experience required

Strong quantitative aptitude with good attention to detail

Ability to provide excellent customer service in person and on the phone

Ability to handle stressful situations in a calm and courteous manner

Ability to communicate effectively, both verbally and in writing

Excellent record-keeping and file management skills

Knowledge and experience using Automated Underwriting System (AUS), MS Word, Excel, Outlook

Knowledge of basic accounting processes and procedures

Understanding of all mortgage loan products (FHA/VA/CONV/USDA/ In-House) and knowledge of mortgage procedures, processes and documentation requirements a plus