About the role
Description
About the Role
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.
About Us
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.
Our Values are: Integrity First
Service Before Self
Excellence In All We Do
Is that you? Awesome! Let’s talk about what you’ll do at PeopleFund.
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
The Perks
- PeopleFund provides the following benefits for employees:
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
True to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team’s capabilities as we work together to create economic opportunity in underserved communities.
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.