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![PeopleFund](https://media.trabajo.org/img/noimg.jpg)
Lending Assistant
2 months ago
- The Lending Assistant will represent PeopleFund by providing a Best-in-Class client experience while assisting loan officers, clients, and partners with loan packages, administrative assistance, and other activities to support our clients. The CSR will report to the Regional Lending Manager.
- PeopleFund's Mission is to creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
- Integrity First
- Service Before Self
- Excellence In All We Do
Responsibilities:
- Assist loan applicants from application to closing by phone, in person, online, and email
- Maintain loan application database
- Regularly update and maintain loan production pipeline
- Maintain and track program specific goals and initiatives, including community impact
- Assist with SBA loan processing
- Verifies accurate records are maintained in customer files
- Gather required loan documents from clients and partners
- Attend and participate in lending events and outreach activities in support of PeopleFund's mission
- Other duties as assigned
- Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only coverage
- Paid Time Off starting at 3 weeks per year and 12 paid holidays
- 401 (k) retirement plan match and immediate vesting
- Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses
- Dependent Child Care Spending Account available to employees who qualify
- PeopleFund is a Hybrid Work Environment
Requirements
Qualifications:
- High School Diploma/GED
- Outgoing and professional personality
- Able to multitask and handle competing demands
- Enthusiasm for organization and a tidy work environment.
- Excellent written and oral communications skills.
- Bilingual in Spanish preferred.