Lending Operations and Administrative Coord
About The Position
The Lending Operations and Administrative Coordinator provides essential support across two areas: day-to-day administrative and office operations for the Executive Director, and hands-on lending operations tasks that keep the organization’s loan portfolio running smoothly. This role handles a mix of scheduling, correspondence, and office management alongside collections outreach, payment processing, UCC filings and discharges, funder reporting support, and compliance recertification processing. The ideal candidate is organized, detail-oriented, and comfortable moving between administrative and lending tasks in a fast-paced community development environment.
Requirements
- Associate’s or Bachelor’s degree in Business Administration, Office Management, Finance, or a related field; or 4 years directly relevant work experience in a similar role will be considered in lieu of a degree.
- Prior experience in an administrative, office coordinator, or operations support role required.
- Highly organized with strong attention to detail and ability to manage multiple concurrent tasks.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Comfortable handling confidential financial and client information with discretion.
- Strong written and verbal communication skills.
- Ability to work independently, follow established procedures, and meet deadlines.
- Willingness to learn new systems required.
- Position requires automobile, driver’s license and insurance.
Nice To Haves
- Experience in a lending, financial services, nonprofit, or CDFI environment strongly preferred.
- Familiarity with collections outreach, payment processing, or loan documentation a plus.
- Experience with UCC filings, compliance tracking, or grant/funder reporting is a plus.
- Familiarity with CRM or loan management systems a plus.
Responsibilities
- Provide day-to-day administrative support to the Executive Director, including calendar and travel management, correspondence, filing, supply ordering, and general office administration.
- Conduct outreach to loan clients with past-due accounts via phone and email, documenting all contact attempts and outcomes in the CRM system.
- Accept and process incoming loan payments from clients, issuing receipts and ensuring accurate recordkeeping in coordination with the finance team.
- Escalate unresolved delinquency situations to the Portfolio and TA Manager or Lending Director as appropriate.
- Prepare, file, and manage UCC financing statements and discharges, ensuring timely and accurate submission in accordance with state requirements.
- Process recertification and licensing requirements, including HUD lender license renewals for second mortgage residential closing cost loan programs, tracking deadlines and maintaining compliance documentation.
- Maintain organized, audit-ready loan files and compliance records; flag upcoming renewal or recertification deadlines proactively.
- Assist the lending team with post-closing documentation tasks, including file assembly, scanning, and data entry into the loan management system.
- Assist in compiling data and documentation for funder and grant reports, gathering required information from internal sources and formatting it for submission.
- Track reporting deadlines and notify appropriate staff of upcoming due dates, ensuring timely submission of required materials.
- Support the Executive Director and program staff with additional reporting or data needs as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
