Finance Loan Assistant

People Architects•Cleveland, OH

17d

About The Position

People Architects is excited to hire for an Finance and Loan Assistant role for our direct client. in Cleveland Ohio. The general purpose of this position is to provide excellent customer service internally and externally by assisting with loan servicing, accounts payable and receivable functions; assisting with audit workpaper preparation; and by assisting borrowers with submitting applications and due diligence for new loans. This position will work under the guidance of the Controller and Senior Lending Officer.

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.
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.

Nice To Haves

Extensive experience and proficiency in all computer applications including MS Excel, Word, Outlook, Adobe, Loan Processing software and other Web-based programs. Experience with NetSuite is highly desirable.

Responsibilities

Strong background in accounts payable, accounts receivable and processing/recording business and financial transactions
Ability to assist in maintaining 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.
Working knowledge of, and/or previous experience in commercial mortgage banking and loan servicing procedures.
Ability to review and track commercial loan documents (follow-up to assure all original documents [promissory note, deed of trust, final ALTA policy, hazard insurance] are received) and uploaded to Network.
Strong organizational skills with an ability to organize invoices, payments, loan records and monitor accounts to maintain accurate financial records
Extensive experience and proficiency in all computer applications including MS Excel, Word, Outlook, Adobe, Loan Processing software and other Web-based programs. Experience with NetSuite is highly desirable.
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).
An ability to develop an understanding of the nuances of church building loans (vs commercial loans made 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.
Ability to relate and clearly communicate with operating management, financial staff and other departments.