- Junior
- Office in Austin
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 Loan 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:
- Assists loan applicants with completing the loan application process to ensure accuracy of information and that all necessary signatures are obtained in accordance with PeopleFund standards and policy.
- Assists loan applicants with document submission, documentation review, and by following up in a timely manner to ensure an expedited process.
- Conducts proper verification and review of client documentation, accurately and consistently labels and files documentation in the loan application database.
- Regularlly updates, maintains, and communicates progress of the loan production pipeline to Loan Officers, Lending Manager(s) and the Loan Manager.
- Answers organizational-wide phone calls related to Lending Operations and appropriately addresses or routes phone calls as needed.
- Logs all communication with clients and loan application tasks into the loan application database for proper documentation and record keeping.
- Processes all loan application withdrawals and declines in accordance with guidelines set forth by the organization.
- Assists the Loan Officer and the client with all applicable SBA forms, ensuring forms are completed in accordance with SBA standards.
- Prepares term sheet outlining approved terms and conditions and supports the loan officer in communicating with the client.
- Prepares, reviews, and submits all funding documentation for processing.
- Ensures all client submitted documentation, SBA documents, and funding documentation are prepared and processed in accordance with fraud prevention standards set forth by the organization.
- Attends and participates 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
- PeopleFund is a Hybrid Work Environment
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 diversity, equity, and inclusion: we are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons, including underrepresented groups who can contribute to our Team’s capabilities as we work together to meet the needs of 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.
