Job Title: Loan Specialist Department: Credit Job Location: Hybrid/Onsite, McLean, VA (just outside Washington DC) Reports to: Vice President, Loan Administration About Chain Bridge Bank, N.A. Chain Bridge Bank, N.A., headquartered in McLean, Virginia, is a nationally chartered bank offering a comprehensive range of commercial and consumer banking services, including traditional deposit accounts, mortgages, and loans, as well as trust and wealth management services. The bank integrates personal service with technology and strictly complies with financial and regulatory standards. Compensation The bank offers competitive pay, a comprehensive benefits package, and participation in the Chain Bridge Bank, N.A. Incentive Compensation Plan. Training and career development opportunities are also provided. Responsibilities: This is an associate-level position for a consumer and mortgage loan specialist. Once proficiency is achieved, this position will cross-train with a commercial loan specialist position. No prior loan or mortgage experience is necessary, however excellent communication, computer, and Excel skills are a must. Loan Servicing: • 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 • Assist in reconciling general ledge accounts and processing loan maintenance request • 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 • Insurance tracking and updating, assuring the Bank is listed as a mortgagee • Review of HMDA data fields • Communicating with mortgage servicer and applying payments accordingly • Monitoring loans for tax payment delinquencies • Process construction draws • Collect collateral statements and monitor pledged accounts’ values Consumer Loans: • Perform due diligence and accurately and completely prepare all applicable loan documentation using the bank’s loan documentation software Escrow Servicing: • Establish and monitor escrow accounts, ensuring timely payments • Conduct annual escrow analyses and communicate with borrowers • Contact municipalities and insurance companies for necessary information Other Duties: • Coordinate loan files for audits and regulatory exams • Assist with the implementation of any Bank’s projects and upgrades • 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 • Other duties as assigned • A plus: previous mortgage experience and TRID knowledge Qualifications: Skills & Qualifications: • Ability to manage multiple assignments and heavy workload • Knowledge of word processing, spreadsheets, and general computer skills Education & Experience: • 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 • Additional certifications, specialized training, or relevant work experience are a plus

• This is an associate-level position for a consumer and mortgage loan specialist. Once proficiency is achieved, this position will cross-train with a commercial loan specialist position. No prior loan or mortgage experience is necessary, however excellent communication, computer, and Excel skills are a must.Loan Servicing: • 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 • Assist in reconciling general ledge accounts and processing loan maintenance request • 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 • Insurance tracking and updating, assuring the Bank is listed as a mortgagee • Review of HMDA data fields • Communicating with mortgage servicer and applying payments accordingly • Monitoring loans for tax payment delinquencies • Process construction draws • Collect collateral statements and monitor pledged accounts’ valuesConsumer Loans: • Perform due diligence and accurately and completely prepare all applicable loan documentation using the bank’s loan documentation softwareEscrow Servicing: • Establish and monitor escrow accounts, ensuring timely payments • Conduct annual escrow analyses and communicate with borrowers • Contact municipalities and insurance companies for necessary informationOther Duties: • Coordinate loan files for audits and regulatory exams • Assist with the implementation of any Bank’s projects and upgrades • 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 • Other duties as assigned • A plus: previous mortgage experience and TRID knowledge