Loan Program Coordinator and Administrative Specialist

Position:  Loan Program Coordinator and Administrative Specialist
Organization: CASA of Oregon for Innovative Changes
Reports to: Innovative Products Manager
Location: Lloyd Center, Portland, Oregon; occasionally out of Sherwood, Oregon
40 hours/week including some weekends and evenings

Salary: $35,123.20-43,904.00 to start, based on experience

Benefits: We offer generous benefits, including:

  • medical/dental/vision package
  • vacation/sick/personal time off
  • paid family and medical leave after six months
  • employer contribution to 401(k) after one year

WHO WE ARE:

At CASA of Oregon we believe everyone should be empowered with building blocks for a better life. We are deeply rooted in service to farmworkers and work statewide to improve the lives of all Oregonians in underserved communities by building affordable housing, neighborhood facilities, and programs that increase families’ financial well-being.

INNOVATIVE CHANGES (IC$):

IC$ is a program of CASA of Oregon. IC$ started in 2009 to create financial products and services for communities that struggle to access mainstream financial services due to historical disenfranchisement, fear of financial services, cost, credit, etc. IC$ is a Community Development Financial Institution (CDFI) and offers the following suite of services:

  • Small dollar consumer loans
  • Credit builder loans
  • Individual Development Accounts
  • Financial education classes and coaching

WHO WE’RE LOOKING FOR:

CASA is seeking a team member for the position of IC$’s Loan Coordinator. In this position, you will work closely with the Innovative Products Manager to review, originate and service loans for community members in need.  IC$ serves mostly women and people of color from North and Northeast Portland ranging in age from 14 to 90.  While the bulk of the services are in the Portland Metropolitan Area, IC$ is expanding outside of the Metro to include rural areas across the state. The ideal candidate is comfortable working in diverse communities; they should have lived experience coming from or working with communities that struggle to access these types of financial services. The Loan Coordinator reports to the Innovative Products Manager.  The right candidate should be committed to building equity and inclusion into financial systems and have knowledge of how race, class and gender discrimination have affected these and other governmental systems historically.  CASA and IC$ are committed to dismantling racism and other types of oppression through our work, as a community or practitioners, and as individuals.

FLSA STATUS: Non-Exempt. This is a 40 hour per week position

SUMMARY OF POSITION:

This position will serve in two roles. The primary role will be that of the Loan Coordinator. The Loan Coordinator assists and supports the Innovative Products Manager to facilitate the ongoing success of the lending program. This position will handle many of the day-to-day operations of a busy consumer loan program with up to 300 borrowers in the portfolio, including evaluating loan applications, underwriting loans and performing loan closings with clients. The secondary role is that of Administrative Assistant for the staff of Innovative Changes.  Primary duties include being the first point of contact for customers who call or walk in, taking and processing payments, assisting in scheduling events and classes, and some data entry. 

RESPONSIBILITIES:

  • Process loan applications and conduct loan orientations with applicants
  • Prepare loan files for underwriting
  • Close and service loans for qualified borrowers and provide follow up support to borrowers, including collections work
  • Maintain loan files and related documents
  • Assist with monitoring and evaluation activities necessary to assess program impact
  • Facilitate classes/information sessions for clients and other stakeholders as necessary, including loan program orientations (in English and Spanish)
  • Assist in the productions of newsletters, website maintenance, and other outreach channels
  • Assist with grant and other reporting, as necessary
  • Field general inquiries from the public
  • General office and clerical duties, as needed including copying, printing, scheduling, etc.

 

QUALIFICATIONS:

Education:  Associates Degree or equivalent, OR

Experience:  1+ years of experience as a microfinance, credit union or CDFI lender, or 3+ years in a related field with transferrable skills. Spanish speaker with cross-cultural competencies strongly preferred.

Additional Qualifications:  Must have a valid driver's license with consistent access to reliable transportation. Experience with or strong interest in lending as an anti-poverty strategy preferred.

Additionally, the candidate should:

  • Have a passion for working to improve the economic opportunities of low income people
  • Have experience working with people from diverse backgrounds
  • Be diplomatic, patient and possess good listening skills
  • Demonstrate excellent written and oral communication skills
  • Be detail oriented and able to think critically
  • Have the ability to manage multiple priorities
  • Be able to work independently and as part of a team
  • Demonstrate ability to use advanced excel functions, word processing and database programs
  • Be comfortable both leading and accepting direction
  • Be creative and be able to think outside the box
  • Be flexible in work schedule, including ability and willingness to work evenings and/or weekends

WORK ENVIRONMENT:      

Work is in an indoor, office setting with open cubicles and some private workspaces.

PHYSICAL AND SENSORY CAPABILITY REQUIREMENTS:
The following capabilities are required in order to perform the essential functions of this position. Reasonable accommodations that do not create an undue burden on the company are available to address the following requirements.  Ability to: stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl; Lift, carry, and place items of up to 25 pounds;  Maintain sustained concentration on computer screens; Use keyboards and a variety of computer peripherals.

ACKNOWLEDGE OF EXPECTATIONS:
I have read and understand the essential and non-essential functions, including the necessary capabilities, of the position and can perform these with or without reasonable accommodation.  I understand that I can request a reasonable accommodation, should one be necessary for me to carry out the essential functions of this position.  I also acknowledge that the functions and capabilities for this position may change in the future, with or without notice.

To apply, please complete this online application

Opportunity Posted Date: 
Monday, April 15, 2019
Apply by Date: 
Friday, May 17, 2019 - 5:00pm
Application Materials: