Finance Loan Assistant
People Architects
contract
Posted on:
Location Type: Hybrid
Location: Cleveland • Ohio • 🇺🇸 United States
Visit company websiteSalary
💰 $22 - $26 per hour
Job Level
Mid-LevelSenior
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan servicingaccounts payableaccounts receivableaudit workpaper preparationfinancial record maintenancemonthly account reconciliationsmortgage accounting softwarecommercial loan documentationtransaction postingdue diligence
Soft skills
customer servicestrong work ethicself-startertime managementdetail-orientedcollaborativeexcellent communicationinitiativeorganizational skillssensitivity to diversity
Certifications
Bachelor’s degree in business