Job Listing
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| Job ID: 14053486 |
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| Job Location: |
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Public Transportation is Available.
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | Lending Specialist |
| Work Type: | Work Days: Weekdays, Work Vary: No , Shift: First (Day), Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Unspecified |
| Benefits: | 401(k) or other retirement, Dental Insurance, Health Insurance, Holidays, Sick Leave or PTO, Vacation or PTO, Vision Plan |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | |
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| Experience Required: | Unspecified |
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| Required Skills: | Required Skills & Experience:
• Excellent customer service.
• Capable of maintaining strict confidentiality.
• Attention to detail, ability to follow complex tasks through to completion.
• Strong written and verbal communication skills, including the ability to write, generate and update reports, as well as manage tracking with the use of various tools as applicable across platforms.
• Ability to make reasonable, supported decisions and employ problem-solving skills that can be reasonably validated when necessary.
• Proficiency in utilizing database programs, Excel spreadsheets and other standard Microsoft Office software. Ability to learn new software/ systems & stay up to date on computer skills.
• Strong organization, prioritization, and time management skills.
• Ability to work cooperatively with internal and external partners, complex systems, and workflows.
• Excellent cultural competencies and ability to collaborate across diverse perspectives, ideas, and people with diverse backgrounds.
• High level of commitment to issues of gender equality and the social mission of the agency.
• Flexible and adaptable team player
Preferred Education & Experience:
• 1 or more years of loan administration, pipeline, or case management experience preferably in a financial institution.
• Associate degree or relevant experience.
• Active MN Notary Commission in Good Standing a plus. |
| Preferred Skills: |
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| Job Description: |
Organization Summary:
WomenVenture is a 501(c)(3) nonprofit organization with a mission to empower women to achieve their economic goals by building profitable and sustainable businesses that transform communities. We execute this mission through a four-pillar programming approach that includes training, loans, coaching, and a community of support. Our organizational values are inclusion, impact, and innovation, and we seek out candidates who exemplify these characteristics.
Position Summary:
The Lending Specialist’s role is vital in supporting WomenVenture's mission and vision by facilitating various stages of the loan cycle, from pre-application inquiries to post-loan documentation and general loan team and portfolio support. With meticulous attention to detail and excellent communication and record-keeping skills, the Lending Specialist ensures smooth loan processing, pipeline management, and client satisfaction.
Core Duties:
Loan Inquiry / Pre-Application:
• Serve as the first point of contact for prospective clients and applicants who inquire about the loan program-- via the Lending Email Inbox, general phone line, as a referral from internal program partners, external agencies interested in collaboration, partnership, and potential participation on various transactions.
• Follow up with potential applicants, including providing general information about the loan program, instructing existing applicants seeking guidance/assistance in completion, submitting the application, and collecting required personal and business-related information and documentation needed by Loan Officers.
• Provide support in tracking items received and outstanding for each applicant; follow up as needed/requested by Loan Officers and Director of Lending.
• Record, maintain, and manage the pipeline tracker for all applicants from the initial client inquiry through loan closing and post-funding migration to loan servicing.
Underwriting / Post-Approval:
• Pull due diligence reports.
• Continue assistance to Loan Officers gathering other information as needed.
• Upon loan approval, manage the loan closing process and serve as the primary point of contact following handoff by the Loan Officer with confirmation of contingent loan approval.
• Manage delivery and receipt of Signed Contingent Loan Approval Notification.
Loan Closing
• Work with clients and consult with the Loan Officer / Director of Lending to satisfy all final prior-to-closing requirements.
• Monitor and confirm updates as required to the Loan Process Checklist.
• Prepare loan documents and submit them for audit.
• Manage the signing process with the client. Includes:
o Delivery of closing documents.
o Coordinate / schedule closings.
o Send documents for e-signature, follow up as needed.
o Arrange and facilitate physical signings when ink signature is required.
• Manage loan disbursement process.
• Prepare and submit the perfection of collateral to appropriate authorities. Includes vehicle liens, UCC filings, mortgages, etc.
Post-close and General Loan Team support
• Post-closing check-in: collaborate with internal partners to collect and file any post-closing documents, including Proof of Use of Funds.
• Provide general assistance to the loan function as assigned by the Director of Lending / CFO / Loan Portfolio Manager.
• Provide support to Loan Officers in the processing of loan modification requests and approvals.
• Collections – loan servicing support to loan portfolio manager on past due loans.
• Provide additional support in processing Revolving Line of Credit customer draw requests.
• Annual data collection support.
• Monthly UCC continuation reporting.
• Process and perfect collateral releases.
• Willingness to provide physical presence and representation of the organization at various internal and external meetings, community, and stakeholder events.
• Aptitude for public speaking
Record-keeping
• Organize and maintain physical and electronic loan files.
• Complete loan set-up accurately in our database and L.O.S.
? Gather all data elements for loans from client data forms, loan closing, underwriting documents and, searches etc.
? Ensure accurate data entry into the data management system.
? Check work and resolve open issues.
Support CFO, DOL, and other Internal Partners
Other duties, tasks, and responsibilities that may be assigned at any time.
Refer to ID when applying |
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