Organización Sin Fin de Lucro
Publicado hace 26 días

Loan Support Associate

Híbrido, El trabajo se debe realizar en o cerca de Berea, KY


Tipo de contrato:A Tiempo Completo
Fecha de inicio:1 de agosto de 2024
Fecha límite de postulación:25 de julio de 2024
Nivel de Experiencia:Principiante
Salario:USD $42.567 - $55.338 / año


The Mountain Association is a nonprofit seeking someone with administrative experience for a position that will support the success of small businesses and organizations in Eastern Kentucky! The Loan Support Associate will maintain detailed records of Mountain Association’s loan portfolio, including client information, loan details, documentation, and reporting. This position assists both the Lending and Portfolio Support teams with administrative needs. This is a hybrid position that must be within commuting distance of our Berea office where you will work approximately 2 – 3 days per week on relevant physical files.


Pay Range - $42,567.69 - $47,297.43 - $55,338


Essential Functions:

1. Loan Portfolio Support


  • Assist in filing Uniform Commercial Code (UCC) statements and liens to secure Mountain Association’s collateral positions on loans
  • Follow up on insurance assignments and property tax payments associated with loans
  • Assist with releasing collateral as clients pay off their loans
  • Close out completed loan files and prepare loan files for shredding as needed
  • File and organize loan documents per program guidelines
  • Search the Credit Alert Verification Reporting System (CAIVRS) for existing debt clients may have
  • Assist in maintaining client records in Salesforce, which is our Customer Relationship Management system, including inputting contact details from loan inquiries
  • Support use of Salesforce and Nortridge, our loan management software
  • Assist in retrieving Secretary of State documentation and properly file for loan applications
  • Assist in setting up electronic loan files and assigning loans to Mountain Association lending specialists
  • Provide administrative assistance to Loan Fund Administrator and Lending Team
  • Participate in Lending and Portfolio Support team meetings
  • Cross-train on other duties as needed

2. Compliance and Reporting


  • Track and report on Mountain Association’s loan portfolio, closed loans, and undisbursed funds
  • Aggregate loan data and generate reports
  • Assist with required regulatory reporting for lending programs, including Small Business Administration (SBA), US Department of Agriculture (USDA) and Community Development Financial Institution (CDFI) reporting
  • Research and stay up-to-date on requirements for new federal lending programs; attend relevant trainings
  • Monitor client loan agreements and file necessary documentation, such as annual tax returns
  • Support with various internal reporting on a regular and as needed basis
  • Oversee other client information gathering as assigned

3. Other/General


  • Engages with and participates in the Mountain Association’s journey to increase diversity, equity, and inclusion both in our workplace and our work.
  • Participates in Mountain Association programs and training programs as required.
  • Performs all other duties, as assigned.
  • Practices safety in all aspects of the job.
  • Participates in the strategic planning process and implementing the plan as it relates to this role.
  • Provides courteous, professional services to clients and presents a positive image of Mountain Association.

Critical Skills

Confidentiality and professional discretion. Able to manage workload including ability to understand, follow, and meet schedules; ability to prioritize, organize tasks and time, and follow up; and perform responsibilities efficiently and timely. Able to juggle multiple requests and meet multiple deadlines and can direct and monitor others to ensure goals and deadlines are met. Performs responsibilities efficiently and timely. Takes initiative and needs little supervision. Proactive in anticipating and alerting others to problems with projects or processes. High detail orientation and accuracy. Can thoroughly and accurately complete forms and other documents. Comprehensive understanding of state and federal regulations regarding compliance as it applies to the position. Can effectively communicate with a variety of internal and external individuals with diverse backgrounds, education, and economic levels and roles. Able to communicate effectively and professionally in person, during online meetings, over the telephone, and through email. Able to work well in a team environment and as part of a team.


Tools and Equipment

Proficient in basic computer skills, i.e., Microsoft Word, Excel, Internet usage (email). Capable of learning company database systems.


Physical Demands

  • Must be able to work proficiently with computers and other office equipment.
  • Work is primarily in an office environment (at home or a Mountain Association office) with office equipment, sitting or standing for long periods.
  • Occasional travel in the service region will be required.
  • Some work will be on site and may require walking, bending, stooping, and climbing stairs/ladders.


Equal Employment Opportunity

Mountain Association provides equal employment opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, age, sex, marital status, sexual orientation, or non-disqualifying physical or mental handicap or disability in accordance with all federal, state, and local regulations.

Americans with Disabilities Act

Applicants as well as employees who are or become disabled must be able to perform the essential duties and responsibilities either unaided or with reasonable accommodation. The organization shall determine reasonable accommodation on a case-by-case basis in accordance with applicable law.

Performance Evaluation

The above statements reflect the general duties, responsibilities and competencies considered necessary to perform the essential duties and responsibilities of the job and should not be considered as a detailed description of all the work requirements of the position. Mountain Association may change the specific job duties with or without prior notice based on the needs of the organization. Performance will be evaluated based on meeting specific goals, deadlines, and other quality indicators established for this position during the annual PERF process; working according to specifications, policies, and standards established by Mountain Association; working effectively in a team environment and interacting positively with all clients and employees.


A bachelor’s degree (business or accounting fields preferred); OR experience can be substituted for education. No prior lending/loan experience is necessary; on the job training will be provided.

The Mountain Association is a nonprofit seeking someone with administrative experience for a position that will support the success of small businesses and organizations in Eastern Kentucky! The Loan Support Associate will maintain…


El trabajo se puede realizar en o cerca de Berea, KY
Berea, KY, USA

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