Hybrid Finance Loan Assistant

at People Architects

• Job title: Finance Loan Assistant
• Job type: Contract
• Experience level: Mid level, Senior
• Salary: $22 - $26 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Cleveland, United States

About the role

• Finance and Loan Assistant assisting with loan servicing, accounts payable, and borrower applications. Working under the guidance of the Controller and Senior Lending Officer in a hybrid setup.

Responsibilities

• Provide excellent customer service internally and externally by assisting with loan servicing, accounts payable and receivable functions.
• Assisting with audit workpaper preparation.
• Assisting borrowers with submitting applications and due diligence for new loans.
• Work under the guidance of the Controller and Senior Lending Officer.
• Maintain accurate financial and loan records.
• Post receipts, disbursements and other transactions to ensure integrity of controls and timely and accurate completion of monthly account reconciliations.
• Review and track commercial loan documents and assure all original documents are received and uploaded to Network.
• Organize invoices, payments, loan records and monitor accounts to maintain accurate financial records.
• Maintain servicing of new loans on mortgage accounting software for the life of loan (posting payments, disbursements, and managing the process for updating account records).

Requirements

• Bachelor’s degree in business; in lieu of a degree, good working knowledge of, and previous experience in commercial mortgage lending and loan servicing procedures.
• A clear understanding of or a deep commitment to learning the nuances of church building loans (vs loans by traditional banks and other lenders); the products and services tailored to church borrowers, and the needs, challenges, and opportunities in the field of church-owned real estate.
• Strong work ethic exhibiting a sense of urgency in completion of tasks and willingness to work a flexible schedule.
• Self-starter with ability to handle multiple tasks and prioritize workload and remain motivated and positive.
• Well organized and detail-oriented, and exceptional time management.
• Willingness to take appropriate initiative for the effective operation of the Fund.
• Excellent written and verbal communication skills coupled with excellent proofreading and editing skills.
• Ability to perform within a collaborative team-oriented office.
• Commitment and sensitivity to the variety of local church traditions and cultural and ethnic backgrounds represented in the United Church of Christ.
• Clear understanding of the need for confidentiality.
• Enjoys working collaboratively with a team and willingly assists staff in performing other servicing-related duties as requested and assigned.
• Understanding of and commitment to the mission of the Church, with a knowledge of, or a willingness to learn about the history and polity of the United Church of Christ and of the history, purpose, and programs of Church Building & Loan Fund
• Desire and sensitivity to work in diverse racial, ethnic, cultural and religious settings with commitment to diversity in the workplace as well as an understanding of mission.