Job Description:
Burke & Herbert Bank & Trust

JOB DESCRIPTION

Summary/Objective

This position is responsible for reconcilement of secondary market escrow and loan disbursement checking accounts. Also responsible for reporting to Fannie Mae and Freddie Mac as well as scanning of documents.

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

• Prepare and maintain reconcilements of Fannie Mae and Freddie Mac escrow and loan disbursement checking accounts to ensure accuracy and compliance.
• Compile and submit required reporting to Fannie Mae and Freddie Mac in a timely manner, adhering to established standards and deadlines.
• Oversee escrow accounts, including insurance and tax payments for portfolio loans, ensuring proper documentation and processing.
• Scan and organize loan-related documents into the imaging system.

Other Duties

• Assist with other loan processing duties, as assigned.
• Address inquiries and requests on loan matters promptly via phone and e-mail.
• Undertake additional responsibilities as assigned to meet department goals.

Skills/Abilities

• Excellent computer skills with advanced knowledge of Microsoft Office (Word, Excel, Outlook).
• Excellent written and verbal communication skills.
• Strong attention to detail, highly organized, and capable of managing multiple tasks simultaneously.
• Able and willing to work independently.
• Must be self-motivated and able to work independently and demonstrate a high level of professionalism.

Supervisory Responsibility

This position does not have 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

• High school diploma or equivalent required; Associate’s degree preferred.
• At least 3 years of experience in loan documentation or processing preferred.
• Prior experience in mortgage lending is highly desirable, particularly familiarity with Fannie Mae and/or Freddie Mac guidelines and processes.

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.

PI255414857

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