Lending Assistant

PeopleFund Careers•Lufkin, TX

12d•Hybrid

About The Position

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. 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.

Requirements

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.

Nice To Haves

Bilingual in Spanish preferred.

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

Benefits

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
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

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