Job Description

POSITION SUMMARY

The Loan Coordinator works with the sales and operations teams to document and close loans as well as provide customer service and personal attention to all borrowers. Works under the close supervision of the VP, Loan Operations and uses initiative and independent judgment within established policy and procedural guidelines.

ESSENTIAL FUNCTIONS

• Ability to provide excellent customer service via phone and email

• Process all new loan approvals assigned for documentation, initiating loan files and coordinating closing with appropriate internal staff and third parties.

• Submit orders to vendors for Title Insurance, loan documents, environmental reports, flood tracking and appraisals.

• Submit invoices to AP for payment to vendors for Title Insurance, loan documents, environmental reports, flood tracking and appraisals.

• Follow-up with Borrowers and Vendors on loan documentation contingencies not cleared prior to closing.

• Maintain MS CRM, Process Street tracking/reporting for loan portfolio and closing pipeline

• Prepare files for annual audit(s)

• Maintain physical and digital files for active and archived loans.

• Perform special projects and other duties as assigned

KEY QUALIFICATIONS

• A desire to Help Churches Grow
• Minimum two years college education or equivalent combination of education and experience
• High School Diploma required
• Minimum two years of proven customer service experience with increasing responsibility
• Detail-focused with proven critical thinking skills and the ability to complete tasks with a high degree of accuracy and energy
• Proven ability to adjust to multiple demands, shifting priorities, ambiguity, and rapid change to reach ultimate team objectives
• Strong oral, interpersonal and written communication skills
• Strong computer skills including experience with Word, Excel, and MS Outlook.
• Strong organization and time management skills
• Action and team oriented; ability to work independently and as part of a team

PREFERENCES

• Experience using LaserPro
• Commercial Real Estate transaction, lending, title insurance experience
• Notary Commission

GROWTH IN THE POSITION INCLUDES:

• Work with Loan Servicing to process payoff requests and facilitate release of security instruments

• Coordinate loan recording for borrower, interfacing with the Title Company, Escrow Company or attorney at closing

• Identify improvement opportunities specifically related to job function and implement recommended solutions.

   

  WORKING CONDITIONS

  The physical demands described here are representative of those that must be met by the employee to successfully perform the essential functions of the position. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions.

  The employee must sit for prolonged periods, and stand, walk reach, twist, turn, bend, and stoop in the performance of daily office activities. The employee must be able to grasp, use repetitive hand movements and fine coordination to use a computer keyboard. The position also requires the employee to use near vision in reading correspondence, data and using a computer. Hearing is required when communicating by phone and/or in person. The need to lift, drag, and push files, paper and documents weighing up to 25 pounds is also required.

  GENERAL INFORMATION

  The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.

  CDF CAPITAL IS AN EQUAL OPPORTUNITY EMPLOYER M/F/D/V

The Company is an equal opportunity employer and makes employment decisions on the basis of merit, qualifications and abilities. We want to have the best available person in every job. Company policy prohibits unlawful discrimination based on race, color, sex, marital status, age, national origin or ancestry, physical or mental disability, medical condition including genetic characteristics, or any other consideration made unlawful by federal and state laws and local ordinances applicable to non-profit religious corporations that are part of CDF Capital/Church Development Fund, Inc. Such discrimination is unlawful. As an integral part of the Christian Church/Churches of Christ, the Company’s non-profit ministries can and do discriminate on the basis of its religious beliefs and practices, as allowed.

All state and federal equal employment and anti-discrimination laws are applicable to the Company’s for-profit entities, which are not exempt from religious or any other unlawful discrimination.

Company Description

We are a Christian Non Profit organization affiliated with Restoration Movement churches, and non-denominational independent Churches of Christ. CDF Capital was founded in 1953 with a single mission to help churches grow. At that time, the most significant barrier for church expansion was access to the financial capital needed to purchase land and construct buildings, so we stepped in and provided loans and investment options to help fund these projects. Today, we recognize that church growth and sustainability require much more than money. We see the need for leadership development and spiritual resources, and are uniquely positioned to provide comprehensive services. Our Leadership Capital (LC) division partners with church leadership to increase the Clarity, Health and Alignment of the church. This is what we call Transformational Capital, which is the ideal resourcing of Financial, Leadership, and Spiritual Capital–to address each of these needs. These three factors come together to create Kingdom Impact and Growth.