Finance Loan Assistant

People Architects is excited to hire for an Finance and Loan Assistant role for our direct client. in Cleveland Ohio.

The general purpose of this position is to provide excellent customer service internally and
externally by assisting with loan servicing, accounts payable and receivable functions;
assisting with audit workpaper preparation; and by assisting borrowers with submitting
applications and due diligence for new loans. This position will work under the guidance of
the Controller and Senior Lending Officer.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Strong background in accounts payable, accounts receivable and processing/recording
  business and financial transactions


• Ability to assist in maintaining accurate financial and loan records
  Post receipts, disbursements and other transactions to ensure integrity of controls and
  timely and accurate completion of monthly account reconciliations.


• Working knowledge of, and/or previous experience in commercial mortgage banking
  and loan servicing procedures.


• Ability to review and track commercial loan documents (follow-up to assure all
  original documents [promissory note, deed of trust, final ALTA policy, hazard
  insurance] are received) and uploaded to Network.


• Strong organizational skills with an ability to organize invoices, payments, loan
  records and monitor accounts to maintain accurate financial records


• Extensive experience and proficiency in all computer applications including MS
  Excel, Word, Outlook, Adobe, Loan Processing software and other Web-based
  programs. Experience with NetSuite is highly desirable.


• Maintain servicing of new loans on mortgage accounting software for the life of loan
  (posting payments, disbursements, and managing the process for updating account
  records).


• An ability to develop an understanding of the nuances of church building loans (vs commercial loans made by traditional banks and other lenders); the products and services tailored to church borrowers and the needs, challenges, and opportunities in the field of church-owned real estate.


• Ability to relate and clearly communicate with operating management, financial staff and other departments.

MINIMUM QUALIFICATIONS: To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Bachelor’s degree in business; in lieu of a degree, good working knowledge of, and
  previous experience in commercial mortgage lending and loan servicing procedures.


• A clear understanding of or a deep commitment to learning the nuances of church
  building loans (vs loans by traditional banks and other lenders); the products and
  services tailored to church borrowers, and the needs, challenges, and opportunities in
  the field of church-owned real estate.


• Strong work ethic exhibiting a sense of urgency in completion of tasks and willingness
  to work a flexible schedule.


• Self-starter with ability to handle multiple tasks and prioritize workload and remain
  motivated and positive. Well organized and detail-oriented, and exceptional time
  management.


• Willingness to take appropriate initiative for the effective operation of the Fund.


• Excellent written and verbal communication skills coupled with excellent proofreading and editing skills.


• Ability to perform within a collaborative team-oriented office.


• Commitment and sensitivity to the variety of local church traditions and cultural and ethnic backgrounds represented in the United Church of Christ.


• Clear understanding of the need for confidentiality.


• Enjoys working collaboratively with a team and willingly assists staff in performing
  other servicing-related duties as requested and assigned.


• Understanding of and commitment to the mission of the Church, with a knowledge of,
  or a willingness to learn about the history and polity of the United Church of Christ
  and of the history, purpose, and programs of Church Building & Loan Fund
  


• Desire and sensitivity to work in diverse racial, ethnic, cultural and religious settings
  with commitment to diversity in the workplace as well as an understanding of mission.