opportunities for job seekers

job listing

Offered by:

Entrepreneur Works Fund

Contact:

TO APPLY: Please email a cover letter and resume with salary requirements to loans@entre-works.org.
Please put “Loan Service Associate” in the subject heading. No phone calls, please.

Loan Service Associate

Philadelphia, PA

Posted July 13, 2017

POSITION SUMMARY:
The Loan Service Associate will play a key role in the operations and risk management of Entrepreneur Works’ small business loan portfolio by managing the services provided to our clients after their loans are closed and disbursed.

This includes monitoring portfolio performance and staying in close contact with borrowers to identify those that need technical assistance before they reach the point of default. The Loan Service Associate will also manage the collections process, maintain the department’s data collection and systems, and produce loan servicing and closing documentation (View full job description here).

POSITION REQUIREMENTS:
This position requires a customer-service oriented individual who is comfortable with data entry, thrives in multi-cultural settings, and is passionate about financial literacy and economic justice. Demonstrated experience working with a diverse range of clients and colleagues is a must, as is comfort with a deadline-driven environment.

The ideal candidate has experience entering data, managing client relationships and navigating complex interpersonal situations both on the phone and in person.

PRINCIPAL RESPONSIBILITIES OF LOAN SERVICE ASSOCIATE:
• Monitor borrowers, their businesses and repayment patterns to identify troubled loans
• Identify business assistance needs of current borrowers and connect them with relevant resources
• Make site visits to borrower’s businesses when necessary
• Manage collections process, make collections calls
• Prepare borrowers’ billing statements and late letters
• Process loan payments
• Enter client data into Entrepreneur Works’ loan servicing and CRM software programs
• Assist with portfolio reporting and surveys

QUALIFICATIONS:

Required
 At least 1-2 years of experience in client-facing and/or customer service roles
 Ability to navigate complex interpersonal interactions
 Experience with data entry, finance, administration and/or business
 Proficient in Microsoft Excel, Microsoft Word and Microsoft Outlook
 Superior writing, verbal and interpersonal skills
 Experience working (or volunteering) with diverse and underserved populations
 Ability to quickly learn departmental software systems


Preferred
 Previous loan servicing experience
 Experience mentoring or consulting, particularly with small businesses or entrepreneurs
 Experience with small business management or knowledge thereof
 Experience with relational database applications (SQL)

SALARY: Salary commensurate with experience, plus full benefits package.

 
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