CAREER OPPORTUNTIES AT IBFS

Loan Operations Associate

Loan Operations Intern

Loan Operations Associate

***This is a temporary position with possibility of hiring - 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.

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:

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

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

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.

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)

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