Lending Assistant

Lending AssistantThe 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 create 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 FirstService Before SelfExcellence In All We DoResponsibilities:Assist loan applicants from application to closing by phone, in person, online, and emailMaintain loan application databaseRegularly update and maintain loan production pipelineMaintain and track program specific goals and initiatives, including community impactAssist with SBA loan processingVerifies accurate records are maintained in customer filesGather required loan documents from clients and partnersAttend and participate in lending events and outreach activities in support of PeopleFund's missionOther duties as assignedThe Perks - PeopleFund provides the following benefits for employees:Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only coveragePaid Time Off starting at 3 weeks per year and 12 paid holidays401 (k) retirement plan match and immediate vestingFlexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical plans and expensesDependent Child Care Spending Account available to employees who qualifyTrue to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team's capabilities as we work together to create economic opportunity in underserved communities.Qualifications:High School Diploma/GEDOutgoing and professional personalityAble to multitask and handle competing demandsEnthusiasm for organization and a tidy work environment.Excellent written and oral communications skills.Bilingual in Spanish preferred.