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Full-time
high school
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Paid Time Off, Paid Holidays
Posted 10d ago
~40 hrs/week
Responsibilities
The Lending Assistant provides a high-quality client experience by assisting loan officers and applicants throughout the loan process from application to closing. Key duties include maintaining loan databases, tracking production pipelines, and gathering required documentation from clients.
Requirements
Candidates must have a High School Diploma or GED and possess strong communication skills and a professional personality. Proficiency in Spanish is preferred, along with the ability to multitask in an organized environment.
Full job description
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.
Related keywords
LendingLoan PackagesSBA LoansCustomer Relationship ManagementFinancial StabilitySmall Business CapitalLoan Production PipelineCommunity ImpactClient ExperienceAdministrative Support
We create economic opportunity through access to capital and education for small businesses, startups, and nonprofits.
Industry
Non-profit Organizations
Company size
11-50 employees
Founded
1994
Headquarters
Austin, Tx
LinkedIn followers
3,819
Total funding
$3M
PeopleFund creates economic opportunity and financial stability for underserved people by providing access to capital, education and resources to build healthy small businesses.
We believe that healthy small business growth is the key to economic recovery and development and that every person, no matter their background or economic situation, has the ability to become a successful entrepreneur and job creator given access to the appropriate resources. We inspire, educate, fund, and elevate small business owners on the path to prosperity and the American Dream.
At PeopleFund, we believe we have fulfilled our mission if our clients can:
Make informed business and financial decisions
Gain access to appropriate credit
Build their business or organization in a healthy way
Pay off or refinance their debt at a lower rate
Become a part of the financial mainstream
Offices: 2921 E. 17th Street, Bldg. D Ste. 1, Austin, Tx 78702, US · 2801 Swiss Avenue, Suite 120, Dallas, Tx 75204, US · 2101 South St, Houston, Texas 77009, US · 300 S Closner Blvd, Edinburg, Texas 78539, US · 2300 W Commerce St, San Antonio, Texas, US
Business Assistance and EducationTechnical AssistanceSmall Business LendingFinancial LiteracyMicrolendingStart-up LendingVeteran LendingCommunity DevelopmentEconomic DevelopmentLines of Credit
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