File Manager

3 days ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $25 - $31 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

🚫👨‍🎓 No degree required

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CDC Small Business Finance

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CDC Small Business Finance is a nonprofit organization dedicated to providing flexible and accessible financing options to small businesses and entrepreneurs. Specializing in SBA 504 and commercial real estate loans, the organization offers loans ranging from $30,000 to over $30 million. Their focus is on understanding the unique stories and needs of each business to provide tailored financial solutions without hidden fees. CDC Small Business Finance is part of the Momentus Capital family and emphasizes impact investments, advocacy, and building inclusive communities. They have helped create and preserve jobs since 1978 and are committed to supporting economic growth through financial services and business advising.

Commercial Real Estate Financing • SBA 504 Loan • Small Business Loans for start-ups or expansions • SBA 7a Loans up to $250,000 • Microloans

51 - 200 employees

Founded 1979

💸 Finance

🤝 Non-profit

💳 Fintech

📋 Description

• About the Organization • The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. • We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. • Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. • When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. • Primary Responsibilities: • The File Manager is responsible for working in concert with a Relationship Manager to collect all necessary documents from clients that are needed to underwrite, approve and fund a loan. • It is a position that requires excellent communication skills with a focus on creating a positive customer experience throughout the loan process, as it serves as a key contact for all clients and internal production staff members. • Candidates must be highly organized and comfortable working with large quantities of files, financial documents and confidential information. • Additionally, candidates must be savvy in working with customers that may be difficult, frustrated or declined as well as happy and cooperative customers. • This role requires professionals that are goal oriented; driven by nature; ability to work well on teams; and extremely self-motivated to keep loan files moving forward in the loan production process with minimal lag time. • Ideal candidates are solution oriented thinkers and agile by nature for a continually evolving work environment. • Compensation is based on salary and incentive for loan approval and loan fundings.

🎯 Requirements

• Minimum 2 years of experience in loan processing or related capacity, preferably including experience working with financial and legal records. • General knowledge of commercial or small business lending. • Proficiency with MS Office applications. • Experience working with DocuSign is a plus. • General computer knowledge and navigation skills. • Ability to prioritize, effectively manage workload for multiple loan products in order to meet annual goals and objectives, remain organized and maintain confidential information with professionalism and the customer experience being exemplified.

🏖️ Benefits

• The Hourly rate for this position is $25.27- $31.58 and is eligible for an annual incentive. • This role is remote • All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas. • EEO: Momentus Capital is an equal opportunity employer committed to a diverse work force; and, as such, is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.