Loan Analyst:
Jewish Free Loan Association is seeking a full time Loan Analyst to join a growing team and assist in managing our Emergency loan case load.
This will be a full time temporarily remote position; however, preference will be given to candidates living in the greater Los Angeles area.
The position includes but is not limited to; scheduling client interviews, conducting client interviews, summarizing client’s stories, processing of loan documents, data entry, and some office support for an enthusiastic and dedicated team.
The ideal client must have excellent communication skills in all aspects (Verbal, Non-verbal, Written, Oral, Face to face), must be a compassionate and empathic individual who has patience and deep cultural sensitivity.
This is an exciting opportunity for someone interested in the non-profit world and to be part of a long
– established social service agency.
Essential Responsibilities:
Evaluate new and perspective clients based on their needs, limitations and request
Address client concerns and goals while maintaining constant communication with client
Build a rapport with clients and their guarantors
Determine client eligibility for the organizations loan program
Provide client and guarantors with the necessary documents to complete the loan application in an expedited fashion
Provide client and guarantors constant updates on their application status
Access computer databases to verify and update client information accurately
Prepare completed loans and present for a weekly loan committee meeting
Confidently advocate for all clients and have a strong knowledge of the documents being presented during the loan committee meeting
Generating client stories for marketing needs on a weekly basis
Assist all staff with projects on an on-going basis
Applicant Requirements:
Excellent communication skills; attentive listening, strong writing skills, demonstrate ability to communicate both verbally and non-verbally
Strong attention to detail and accuracy; assuring data entry, records and reports are accurate and true
Professional knowledge of principles and practices of social work
Flexible, collaborative attitude and ability to comfortably interact with clients of varied socio-economic levels and diverse backgrounds
A desire to help people in financial need and provide a trusting environment where clients can safely share their thoughts and concerns
Ability to work independently and prioritize work load
Spanish speaker preferred but we will consider all applications based on qualifications
Bachelor’s degree required
Experience with Salesforce or other CRM software strongly preferred
Ability to utilize local communal resources
Education and Experience:
5 years of experience in Social Work and/or closely related field, preferably in the non-profit field with demonstrated customer service experience.
Excellent oral and written communication skills a must.
Excellent computer literacy required including knowledge of
Salesforce/CRM, Excel, Outlook and Word.
Must be well organized, detail oriented and have excellent interpersonal skills.
Bachelor’s degree required.
Salary commensurate with experience
Jewish Free Loan Association is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Job Type: Full-time
Pay: $40,000.00
– $60,000.00 per year
Benefits:
401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Paid time off
Parental leave
Retirement plan
Vision insurance
Schedule:
8 hour shift
Monday to Friday
COVID-19 considerations:
Following all CDC and county protocols
Education:
Bachelor’s (Required)
Work Location:
One location
Work Remotely:
Temporarily due to COVID-19
Work Location: One location