Loan Coordinator / Financial Coach

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This position plays a crucial role in fulfilling our mission by guiding applicants through the loan process, from initial inquiry to closing. This position requires a compassionate, detail-oriented individual with strong analytical and communication skills, who is committed to serving the disability community through their ability to share information in an accessible manner and be an asset to our MATLF team.

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The Loan Coordinator will be responsible for assessing loan eligibility, providing financial counseling, and ensuring compliance with all lending policies and regulations, while maintaining a client-centric approach that aligns with MI-UCP values.

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Essential Responsibilities:

• Serve as the primary point of contact for loan applicants, providing clear and comprehensive information about our loan programs, eligibility criteria, and application process.

• Conduct initial consultations to understand applicants' financial needs and goals, offering empathetic and supportive guidance.

• Assist applicants in completing loan applications, collecting necessary documentation, and understanding required disclosures.

• Provide basic financial literacy education and referrals to internal or external resources as needed.

• Maintain accurate and organized loan files.

• Assist with the preparation of reports related to loan portfolio performance, outreach efforts, and impact metrics.

• Assist with the creation of training materials and facilitate small classes in both in-person and remote settings.

• Manage Confidential information with required care.
   

Qualifications:

• Bachelor's degree in finance, Business Administration or Economics preferred or 1-3 years equivalent experience in lending, financial services, or a related field. Preference for experience in a nonprofit or community-focused environment.

• Must complete a Excel Skills assessment.

• Ability to pass a certified financial coach certification within 90 days.

• Spanish speaking preferred but not required.

• Excellent verbal and written communication skills.

• Excellent computer skills, including Microsoft Office 365 programs - particularly Excel.

• Communicate loan decisions to applicants, explaining terms and conditions clearly and respectfully, regardless of approval status.

• Excellent attention to detail and high accuracy.

• Strong organizational and time management skills with the ability to meet deadlines.

• Effective problem-solving and analytical abilities.

• High level of integrity and ability to handle confidential information.
   

Job Type: Full-time

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