Lending Operations and Administrative Coord
About The Position
The Lending Operations and Administrative Coordinator provides support for day-to-day administrative and office operations as well as hands-on lending operations that support the organization’s loan portfolio. The role combines scheduling, correspondence, and office management with collections outreach, payment processing, UCC filings and discharges, funder reporting support, and compliance recertification processing. The position requires organization, attention to detail, and the ability to move between administrative and lending tasks in a community development environment. The coordinator supports loan clients with past-due accounts, processes incoming loan payments, prepares and manages UCC filings, handles licensing and recertification requirements, maintains loan and compliance records, and assists with post-closing documentation. The role also supports grant and funder reporting by compiling information, tracking deadlines, and assisting the Executive Director and program staff with reporting and data needs. The position works Monday through Friday and routinely uses computers and standard office equipment. Limited local travel may be required. An automobile, driver’s license, and insurance are required. The position may involve handling office materials and physical activities including sitting, standing, climbing stairs, and lifting up to 40 pounds as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- Associate’s or Bachelor’s degree in Business Administration, Office Management, Finance, or a related field, or four years of directly relevant work experience in a similar role in lieu of a degree.
- Prior experience in an administrative, office coordinator, or operations support role.
- Highly organized, with strong attention to detail and the ability to manage multiple concurrent tasks.
- Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
- Ability to handle confidential financial and client information with discretion.
- Strong written and verbal communication skills.
- Ability to work independently, follow established procedures, and meet deadlines.
- Ability to use an automobile; a driver’s license and insurance are required.
- Ability to meet the described physical demands, including lifting up to 40 pounds as needed, with reasonable accommodations where applicable.
Nice To Haves
- Experience in a lending, financial services, nonprofit, or CDFI environment.
- Familiarity with collections outreach, payment processing, or loan documentation.
- Experience with UCC filings, compliance tracking, or grant/funder reporting.
- Familiarity with CRM or loan management systems.
Responsibilities
- Provide day-to-day administrative support.
- Contact loan clients with past-due accounts by phone and email, and document contact attempts and outcomes in the CRM system.
- Accept and process incoming loan payments, issue receipts, and maintain accurate records 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.
- Track compliance deadlines and maintain supporting documentation.
- Maintain organized, audit-ready loan files and compliance records, and proactively flag upcoming renewal or recertification deadlines.
- Assist with post-closing documentation, including file assembly, scanning, and data entry into the loan management system.
- Compile data and documentation for funder and grant reports, gathering information from internal sources and formatting it for submission.
- Track reporting deadlines and notify appropriate staff of upcoming due dates.
- Support the Executive Director and program staff with additional reporting or data needs as assigned.
- Use an automobile for limited local travel as required.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
Associate degree
