CDFI Loan Servicing Specialist

Position Title:    CDFI Loan Servicing Specialist                              Department:    Lending Department

Reports To:        NHFC CDFI Director of Lending                          Location:      Taunton, MA

MISSION

Health and well-being start with having a safe and affordable home in a stable and opportunity-rich community. We promote these conditions by developing housing, by providing housing resources and education in collaboration with our partners in the public and private sectors.

SUMMARY

The ideal candidate will possess a unique blend of business sense and the ability to build rapport with key partners and customers. Additionally, you should be able to thrive in a fast-paced, evolving, agile organization and be a positive colleague and external contact to others.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
• Intake of loan applications, creating electronic and/or paper client files 
• Maintain compliant client files 
• Some understanding of loan products, regulations, and compliance requirements 
• Qualifying applicants for loans by analyzing income, assets, etc. 
• Closing approved loans with clients
• Loan Servicing tasks such as issue payoff letters, discharges, subordinations, etc. 
• Create/Modify Flyers and PowerPoint decks
• Data/Entry to help maintain an accurate growing database of contacts and applicants
• Other related marketing and/or administrative tasks as necessary
• Organize department files and communicate pertinent information to the proper individuals
• Administrative office support including supply inventory, copying, scanning and filing
• Contribute towards a professional environment
• Other Duties:  Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that re required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

QUALIFICATIONS AND CERTIFICATIONS

• A minimum of a high school diploma 
• Have attended financial or business courses or its equivalent plus one to three years' experience in a financial institution (lending department preferred)
• Knowledge of basic mathematical skills/concepts
• Strong time management skills
• Detail oriented
• Proficiency with Office Suite, email, Outlook, Excel and PowerPoint
• Strong verbal and writing skills

PHYSICAL DEMANDS/WORKING CONDITIONS

Requires prolonged sitting, some bending, stooping, and stretching. Requires ability to regularly lift up to 25 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Work is performed in an office environment.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  This job is primarily conducted in an office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EQUAL EMPLOYMENT OPPORTUNITY POLICY

NeighborWorks Housing Solutions is proud to be an equal opportunity workplace and is an affirmative action employer. At NeighborWorks Housing Solutions we provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.