Job Overview: CEO is a subsidiary of the International Rescue Committee and a non-profit financial institution that offers accessible, small-dollar consumer and microenterprise loans primarily to refugees, immigrants and other traditionally financially-excluded communities. CEO makes its loans through partnerships with trusted community-based organizations that offer financial education and other asset-building services.
The Loan Processor is a new position with primary responsibility for reviewing required documents and verifying the accuracy and completeness of all loan applications. This will require independent financial analysis to prepare applications for underwriting and may also include direct contact with applicants and/or their referring financial counselors.
CEO is rapidly expanding nationally and offers opportunity for career growth. 10% - 15% of each week may be spent gaining experience across any of CEO’s core operational areas – including customer service, project design, curriculum/resource development, grant and donor support, communications, partnerships or monitoring and evaluation.
Major Responsibilities:
Review online loan applications for completeness and data quality accuracy
Review applicants’ credit, income, banking and budget to prepare applications for underwriting
Ensure customer demographics and application reports are accurate and in compliance with all donor restrictions
Provide application support to applicants directly and/or through referring counselors
Assist Loan Officer with requests and tasks needed to complete and process applications
Evaluate application process and implement improvements to the process workflow in close collaboration with Operations team
Work in close collaboration with management, programs, and finance teams to ensure timely submission of high-quality financial reports to CEO or donors per scheduled due dates and/or contractual obligations
Provide administrative support and backfill gaps as needed across departments
Support key initiatives, pilot projects, trainings, research and other capacity-building efforts
Other related duties as assigned
Job Requirements:
2+ years professional work experience; in banking/financial services industry preferred
Fluency in Spanish strongly preferred; fluency in Arabic, Farsi, Dari, Pashto, Urdu, Ukrainian, or Swahili also of interest
High degree of professional integrity; ability and commitment to maintain confidentiality of sensitive data
Solid organizational skills: detail-oriented, ability to multi-task, set priorities, and meet deadlines
Ability to work independently, be flexible and work well under pressure in a fast-paced team environment
Excellent analytical and mathematical skills
Good interpersonal skills: ability to work effectively in a multi-cultural environment
Solid Computer skills: MS Word, Excel, other financial related software strongly preferred
