Collateral & Insurance Processor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Burke & Herbert Bank ยท 1 week ago

Collateral & Insurance Processor

positionMoorefield, WV, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Burke & Herbert Bank is seeking a Collateral & Insurance Processor to focus on the collateral securing loans. The role involves processing documents, maintaining tracking systems, and ensuring required insurance coverages are in place.

Financial Services

Responsibilities

Process documents received via email, USPS, workflow queue etc
Maintain the document tracking system on Silverlake by verifying the accuracy and recordation of Deeds of Trusts, Final Title Opinions, Final Title Insurance Policies, hazard/flood insurance, auto/equipment insurance, titles and UCCs etc
Completes Weekly insurance reporting reviews
Contact Insurance Companies/Borrowers to inquire on required insurance policies
Scan documents received into the electronic filing system Synergy
Maintain UCC continuation tracking and obtain continuations as needed
Release titles, deed of trust, UCCs and other documents required per loan payoff
Force-place insurance (hazard and flood) on an as-needed basis
Other duties as assigned

Qualification

Loan documentationSynergySilverlakePropertyCasualty InsuranceDocument trackingProfessional communicationTelephone etiquetteMicrosoft OfficeOrganizational skills

Required

High school diploma or equivalent
Computer experience including, but not limited to, Microsoft Word, Excel, and Outlook
Professional written and verbal communication skills required
Professional telephone etiquette required
Must be highly organized and detail oriented
Must become highly proficient in knowing and understanding loan documentation
Must become fluent with the document file system Synergy, outsourced third party insurance website, and Silverlake

Preferred

Prior loan document experience preferred
Prior experience with Property and Casualty Insurance preferred
Prior experience with titles (vehicle, boat, motorcycle, mobile home, etc.) preferred

Company

Burke & Herbert Bank

twittertwittertwitter
company-logo
Burke & Herbert Bank provides banking services for personal, business, and wealth management needs.
dateFounded in 1852
location
Alexandria, Virginia, USA
people-size501-1000 employees
web-link
http://www.burkeandherbertbank.com/

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
David Boyle
President and CEO
linkedin
leader-logo
Carl Lundblad
Executive Vice President
linkedin

Recent News

MarketScreener
Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. Announce Agreement to Merge
2025-12-18
Morningstar.com
Call for Entries: Teen Video Contest Underway at Burke & Herbert Bank & Trust Company
2025-10-31
PR Newswire
Burke & Herbert Financial Services Corp. Announces Third Quarter 2025 Results and Declares Common Stock Dividend
2025-10-23
Company data provided by crunchbase