Lending Operations and Administrative Coord

Summary Purpose for the Position

The Lending Operations and Administrative Coordinator provides essential support across two areas: day-to-day administrative and office operations for the Executive Director, and hands-on lending operations tasks that keep the organization’s loan portfolio running smoothly. This role handles a mix of scheduling, correspondence, and office management alongside collections outreach, payment processing, UCC filings and discharges, funder reporting support, and compliance recertification processing. The ideal candidate is organized, detail-oriented, and comfortable moving between administrative and lending tasks in a fast-paced community development environment.

Requirements (Education, Experience, Certification, Knowledge, Skill)

Education: Associate’s or Bachelor’s degree in Business Administration, Office Management, Finance, or a related field; or 4 years directly relevant work experience in a similar role will be considered in lieu of a degree.

Experience: Prior experience in an administrative, office coordinator, or operations support role required. Experience in a lending, financial services, nonprofit, or CDFI environment strongly preferred. Familiarity with collections outreach, payment processing, or loan documentation a plus. Experience with UCC filings, compliance tracking, or grant/funder reporting is a plus.

Skills and Competencies: Highly organized with strong attention to detail and ability to manage multiple concurrent tasks. Proficient in Microsoft Office Suite (Word, Excel, Outlook). Comfortable handling confidential financial and client information with discretion. Strong written and verbal communication skills. Ability to work independently, follow established procedures, and meet deadlines. Familiarity with CRM or loan management systems a plus; willingness to learn new systems required.

Position Responsibilities

Administrative and Executive Support

Provide day-to-day administrative support to the Executive Director, including calendar and travel management, correspondence, filing, supply ordering, and general office administration.

Collections Support and Payment Processing

• Conduct outreach to loan clients with past-due accounts via phone and email, documenting all contact attempts and outcomes in the CRM system.
• Accept and process incoming loan payments from clients, issuing receipts and ensuring accurate recordkeeping in coordination with the finance team.
• Escalate unresolved delinquency situations to the Portfolio and TA Manager or Lending Director as appropriate.

Lending Operations and Compliance

• Prepare, file, and manage UCC financing statements and discharges, ensuring timely and accurate submission in accordance with state requirements.
• Process recertification and licensing requirements, including HUD lender license renewals for second mortgage residential closing cost loan programs, tracking deadlines and maintaining compliance documentation.
• Maintain organized, audit-ready loan files and compliance records; flag upcoming renewal or recertification deadlines proactively.
• Assist the lending team with post-closing documentation tasks, including file assembly, scanning, and data entry into the loan management system.

Funder Reporting Support

• Assist in compiling data and documentation for funder and grant reports, gathering required information from internal sources and formatting it for submission.
• Track reporting deadlines and notify appropriate staff of upcoming due dates, ensuring timely submission of required materials.
• Support the Executive Director and program staff with additional reporting or data needs as assigned.

Working Conditions/Environment

The following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job: Works Monday–Friday . Routine use of computers and standard office equipment. May lift and handle office materials. Limited local travel may be required.

The following physical demands are representative of those required:

• Sit – up to 6 hours in a regular workday
• Stand – 4–6 hours in a regular workday
• Climb – 1–2 hours per day (includes stairways)
• Lift up to 40 pounds as needed

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Transportation Requirement

Position requires automobile, driver’s license and insurance.

Last Updated: May 20, 2026