LOAN PROGRAM ASSISTANT

The Loan Program Assistant’s major responsibilities include providing administrative support to the loan department, data management, loan servicing, client support, grant support and customer service. Other areas include general support and collaboration with EPCDC employees to ensure clients have information about the services EPCDC provides and how to access them. Additionally, the Loan Program Assistant will support outreach efforts and client intake as needed. In this position, the Loan Program Assistant will focus on the loan program administrative functions, organization, process development and documentation, client follow up and client support.

Loan Program Administrative Duties:

• Loan servicing: loan closing support, payment collection and processing, portfolio reporting, ongoing borrower maintenance and outreach
• Database management, clean up, upkeep and ongoing organization and auditing
• Systems development and documentation
• File management and organization
• Prepare paid off paperwork and send it to the customer.
• Order title policies, appraisals, UCC reports, and other documents needed to originate commercial loan.
• Prepare and review loan documents in accordance with policies and procedures and in compliance with requirements.
• Timely delivery of documents while maintaining accuracy.
• Completing review and input of loan data to the servicing software as well as maintenance to existing loans.
• Maintains checklists for loan documentation
• Set up loan files for all new clients and maintain existing files
• Other related duties as assigned

Customer Service & Office Administration:

• Work in coordination with other CDC staff to maintain a helpful, friendly, efficient atmosphere in the CDC office for coworkers, tenants and visitors to the CDC
• Assist with reception, telephones, email, mail and overall customer service of the CDC, as needed
• Organize files, make copies, general office duties
• Provide interpretation services as needed
• Conduct client interactions in Spanish/bilingual
• Perform other related duties as assigned
• Support EPCDC team in outreach events

Outreach & Client Intake:

• Initiate clients contact and support clients through the intake process
• Ensure clients are aware of the variety of services provided by EPCDC so they may take advantage of all services that may advance their business
• Represent the CDC at community events and meetings
• Ensure appropriate level of visibility and involvement in diverse locations of EPCDC’s area of service--including Monterey’s South County
• Support EPCDC’s bilingual social media outreach, help develop social media calendar and strategy
• Develop bilingual flyers, brochures or other marketing materials for EPCDC’s programs