Burke & Herbert Bank · 2 months ago
Mortgage Loan Specialist
Christiansburg, VA, US
Full-time
Onsite
Entry, Mid Level
2+ years expBurke & Herbert Bank is a financial institution seeking a Mortgage Loan Specialist. The role involves initiating the mortgage process for clients, preparing and verifying loan applications, and building relationships with real estate professionals to attract new clients.
Financial Services
Responsibilities
Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc
Meet with potential borrowers regarding their mortgage needs
Present bank's mortgage products and services that meet borrower’s financial goals
Complete the borrower’s application and analyze the borrowers financial and credit data
Lock rate per company and regulatory guidelines
Prepare or request all applicable loan documentation from the appropriate party or department
Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently
Maintain communication with the borrower regarding the loan status
Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements
Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.)
Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service
Assist clients with monthly billing and collections cycle
Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections
Work directly with other departments to resolve any issues or concerns with any customer in your portfolio
Look for referral opportunities within the company (insurance, deposits, etc.)
Other duties as assigned
Qualification
Required
Must be registered with NMLS Federal Registry
Minimum of two years residential mortgage lending experience
Preferred
A four-year college degree is preferred
Company
Burke & Herbert Bank
Burke & Herbert Bank provides banking services for personal, business, and wealth management needs.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
David Boyle
President and CEO
Jennifer Schmidt
Executive Vice President & Chief Risk Officer
Recent News
MarketScreener
2025-12-18
Morningstar.com
2025-10-31
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