CAREER OPPORTUNTIES AT IBFS

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Loan Operations Associate

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Loan Operations Intern

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Loan Operations Associate

***This is a temporary position with possibility of hiring - Full-Time and Part-Time options available. 

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Basic Function and Responsibility:

 

Loan Operations ensures organizational compliance, executional excellence, and continuous improvement of IBFS’ general business and loan operations.

Reports to President/CEO

 

Required Skills/Background:

  • Proficient with electronic/cloud filing systems (ex: Microsoft SharePoint, Google Docs, other)

  • Proficient with Microsoft Office Suite

  • Highly organized and detail-oriented

  • Excellent communication and interpersonal skills

  • Ability to work independently

  • Ability to quickly learn web-based software user interfaces

  • Customer-oriented

 

Preferred Skills/Background:

  • Bachelor’s or equivalent in related field

  • Proficient with Adobe Pro

  • Experience with Quickbooks Online or similar financial management tool

  • Experience in loan portfolio/servicing/banking

 

 

Duties and Responsibilities:

 

  • Ensure organization of digital and hard copy loan portfolio files per IBFS processes, as well as SBA, District Office, Wells Fargo and Colson's requirements for file protection, access, etc.

  • Manage operational finance process, including:

    • Document incoming invoices/bills and obtain necessary approvals

    • Track payables/receivables and manage expense process using Quickbooks Online

    • Assist with bill payment as needed

    • Work with accountant monthly to complete reconciliation process

  • Manage payroll document and time-off tracking process

  • Monthly data update to website

  • Assist Portfolio Manager with Loan Servicing processes

    • Monthly servicing revenue and delinquency reports

    • Collecting borrower information requests and digitally filing documentation such as insurance, financial and others

  • Audit loan file system for accuracy

  • Assist with Board Meeting preparation

  • Assist with ongoing Policy update process

  • Manage job postings, incoming candidate collection and interview scheduling with IBFS Board of Directors and Committees

  • Manage incoming mail for loan servicing and office operational expense documents

  • Manage IBFS phone system for incoming call screens, take notes, forwarding calls

 

 

Other Duties:

 

  • Maintain confidentiality in all aspects of client, staff, and agency information

 

  • Meets performance plan objectives as outlined in annual review process

 

  • Functional cross-training on Ventures+ system

 

  • Assist with IBFS’ other economic development activities as requested

 

  • As assigned

 

 

 

TO APPLY, PLEASE EMAIL RESUME TO:

info@ibfs.org

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Loan Operations Intern

Full-Time and Part-Time options available. 

​

Basic Function and Responsibility:

 

Loan Operations ensures organizational compliance, executional excellence, and continuous improvement of IBFS’ general business and loan operations.

 

Preferred Skills/Background:

  • Proficient with electronic/cloud filing systems (ex: Microsoft SharePoint, Google Docs, other)

  • Proficient with Microsoft Office Suite

  • Highly organized and detail-oriented

  • Excellent communication and interpersonal skills

  • Course of study includes Business, Finance, or Accounting focus

  • Ability to quickly learn web-based software user interfaces (Ex. Wix.com, Adobe Pro, Quickbooks Online, Ventures+, CAFS)

 

 

Duties and Responsibilities:

 

  • Maintain confidentiality in all aspects of client, staff, and agency information

  • As assigned – may include, but not limited to the following:

  • Assist with operational finance process, including:

    • Documenting incoming invoices/bills and obtaining necessary approvals

    • Assist with tracking payables/receivables and manage expense process using Quickbooks Online

    • Assist with bill payment as needed

    • Assist in monthly communications with accountant to complete reconciliation process

    • Assist with payroll document and time-off tracking process

  • Monthly data update to website

  • Assist Portfolio Manager with Loan Servicing processes:

    • Analyzing client financial information within IBFS rating system

  • Monthly servicing revenue and delinquency reports

  • Collecting borrower information requests and digitally filing documentation such as insurance, financial and others

  • Ensuring organization of digital and hard copy loan portfolio files per IBFS processes

  • Assist with Board Meeting preparation

  • Assist with Policy update processes

  • Assist incoming mail for loan servicing and office operational expense documents

  • Assist with IBFS phone system for incoming call screens, take notes, forwarding calls

 

 

 

TO APPLY, PLEASE EMAIL RESUME TO:

info@ibfs.org

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