Responsibilities
- Identify insurance and collateral requirements from executed loan documents. Record policy details, renewal dates, and coverage requirements in TEA/Salesforce. Monitor expirations and request updated policies or certificates before renewal deadlines. Validate submitted insurance documents for required coverages, endorsements, and loss payee language. Maintain up-to-date collateral and insurance records for audits and portfolio reviews.
- File and index borrower documents in accordance with NFF’s electronic filing standards Perform periodic file completeness checks to confirm all required loan, collateral, and compliance documents are present Upload documents using correct naming conventions and version control Prepare organized loan file packets for internal and external audits
- Extract key loan terms (rate, amortization, covenants, collateral conditions, guarantors, reporting requirements) from executed agreements Enter and update borrower and loan data in TEA, Salesforce, and related systems with a 100% accuracy expectation Reconcile system fields to executed documents and resolve discrepancies promptly. Track borrower reporting requirements and update system statuses upon receipt of financials or compliance items
- Serve as a collaborative point of contact for general borrower questions, providing clear information on documentation needs, reporting expectations, and next steps in their workflow Collect required documents and route complex items—such as modifications or disbursement requests—to the appropriate team member with complete supporting details Track the status of open requests across teams, follow up as needed, and ensure items move through the workflow to resolution
- Partner with Portfolio Management on the collection of loan compliance documents Support the engagement with external vendors for financial spreads, credit reporting, etc. Partner with Portfolio Management and Finance to resolve data issues affecting billing, posting, or reporting Assist with implementation of improved procedures, filing structures, and system enhancements
- Attend internal and external meetings as needed As work and community/client needs change assignments, projects, and job duties will be assigned and may change
Requirements
- Bachelor's degree in a related field and minimum of three (3) years of professional, progressive experience in the nonprofit or financial services industry in loan servicing, loan administration, portfolio management, or related financial services work
- Understanding of lending concepts, loan documentation, collateral, and insurance requirements
- Strong ability to extract and interpret key terms from legal and loan documents
- Excellent organizational skills and strict attention to detail
- Strong communication skills and a customer service orientation
- Proficiency with Microsoft Office applications
Nice to Have
- Experience with Salesforce, TEA, or other loan management systems
Benefits
- Up to twenty (20) paid holidays/business closure days
- Three (3) floating holidays
- Unlimited flexible time off
- Group medical insurance with a funded health reimbursement account
- Dental and vision plans
- Life insurance and disability plans
- Retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%)
- A “work from home” fund
- Flexible spending accounts to cover health, dependent care, and commuter costs
Additional Information
- Core business hours are from 9:00 am to 5:00 pm local time
- Occasional travel (5%) is required
