Loan Specialist

Responsibilities

• Serve as a contact for servicing consumer and residential mortgage loans
• Support for mortgage loan officers
• Booking new mortgage and consumer loans into the core system
• Process monthly payments and reconcile accounts
• Insurance tracking and updating, assuring the Bank is listed as the mortgagee
• Aid in reconciling general ledger accounts and processing loan maintenance requests
• Generate loan payoff statements and process paid off and closed loans, including the release of liens
• Prepare wire forms for mortgage funding
• Ensure original documentation is securely stored
• Review of HMDA data fields
• Communicate with mortgage servicers and apply payments accordingly
• Monitor loans for tax payment delinquencies
• Process construction draws
• Collect collateral statements and monitor pledged accounts’ values
• Coordinate loan files for audits and regulatory exams
• Assist with the implementation of any Bank’s projects and upgrades
• Assist with the transition from paper to digital files
• Actively use the provided AI tools
• Aid in the department’s reports
• Aid in department procedures and quality control
• Oversee the retention process
• Attend bank-sponsored events and provide customer service support
• Perform administrative tasks as assigned
• Ability to carry boxes of loan files (10-25 lbs.), as needed

Qualifications

• High school diploma or a bachelor's degree in a relevant field
• Equivalent industry experience in lieu of a degree will be considered, with a preference for candidates who have demonstrated a strong track record of success in the field
• Ability to manage multiple assignments and heavy workload
• Knowledge of word processing, spreadsheets, and general computer skills
• Additional certifications, specialized training, or relevant work experience are a plus
• Prior experience with the Jack Henry SilverLake core processing system is preferred

Compliance

Complying with all applicable safety and soundness and consumer compliance laws and regulations, taking the annually required consumer compliance courses, and adhering to the policies and procedures that support compliance are factors considered when evaluating individual performance.

About Chain Bridge Bank N.A

Chain Bridge Bank, N.A. is a nationally chartered bank regulated by the Office of the Comptroller of the Currency and a wholly owned subsidiary of Chain Bridge Bancorp, Inc. (the “Company”), a Delaware corporation and registered bank holding company. The Company’s Class A common stock is listed on the New York Stock Exchange under the ticker symbol “CBNA.” The Bank provides commercial banking and trust and wealth management services to clients nationwide through a technology-enabled operating model. As a regulated financial institution, the Bank places a premium on accuracy, clarity, and disciplined execution in all public-facing systems and communications.