Small Business Loan Intake Analyst/Loan Processor

Pacific Coast Regional Small Business Development Corp; Los Angeles (CA); On-site; USD 33,000 - 43,000; Full time

Job summary

PCR Business Finance is seeking a detail-oriented Small Business Loan Processor / Intake Analyst in Los Angeles. You will manage loan documents, collateral files, and credit files to support lenders and branch staff.

Ideal candidates have a high school diploma and experience in loan processing, with strong knowledge of regulatory compliance. Proficiency in loan processing software and MS Office is expected, along with good communication and time-management skills.

Qualifications

• High school diploma or equivalent; finance coursework is a plus.
• Experience as a loan processor or in a similar role.
• Familiarity with loan documentation, collateral management, and credit files.
• Knowledge of regulatory requirements and compliance in loan operations.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks in a fast-paced environment.
• Proficiency with loan processing software and MS Office.
• Effective communication and problem-solving skills.

Responsibilities

• Prepare and review loan documents for accuracy and completeness.
• Oversee collateral files and ensure proper filing and control.
• Maintain accurate credit files including borrower financials and history.
• Generate and analyze reports from loan systems for management.
• Address inquiries from lenders, customers, and partners; resolve issues promptly.

Skills

Detail orientation

Loan processing

Collateral management

Credit file maintenance

Regulatory compliance

Time management

Microsoft Office

Communication skills

Problem solving

Education

High school diploma

Finance coursework

Tools

Loan processing software

Microsoft Office

Job description

Small Business Loan Processor / Intake Analyst

We are seeking a detail-oriented and experienced Small Business Loan Processor / Intake Analyst to join our team at PCR Business Finance. As a Small Business Loan Processor / Intake Analyst, you will be responsible for managing loan operations activities, ensuring accurate and efficient processing of loan documentation, collateral files, and credit files. Your role is vital in supporting lenders, customers, and branch personnel to facilitate smooth loan operations.

About PCR

Founded in 1977, PCR Business Finance (PCR) is a private, non-profit, Community Development Financial Institution (CDFI), as certified by the U.S. Treasury and a Financial Development Corporation (FDC), which administers the State of California’s Small Business Loan Guarantee Program (SBLGP). The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities.

Responsibilities

• Loan Documentation: Prepare and review loan documents for accuracy and completeness, ensuring adherence to regulatory and internal policies.
• Collateral Management: Oversee the production and maintenance of collateral files, ensuring proper filing and control of all collateral documentation.
• Credit File Maintenance: Maintain accurate and up-to-date credit files, including documentation related to borrower financials and credit history.
• Loan System Reporting: Generate and analyze reports from loan systems, providing relevant information to management.
• Loan Inquiry and Problem Resolution: Address inquiries from lenders, customers, and referral partners related to loan processing. Resolve issues promptly and efficiently.

Qualifications

• High school diploma or equivalent; additional education in finance or related field is a plus.
• Proven experience as a Loan Processor or similar role in the financial industry.
• Familiarity with loan documentation, collateral management, and credit file maintenance.
• Strong understanding of regulatory requirements and compliance in loan operations.
• Excellent attention to detail and organizational skills.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Proficiency in using loan processing software and Microsoft Office Suite.
• Effective communication and problem-solving skills.

Requirements

• Knowledge of collateral filing systems and procedures.
• Ability to handle confidential information with discretion.
• Collaboration and teamwork skills to support PCR Business Finance lending team and outside partners.

Skills

• Effective communication and problem solving.
• Accurate and efficient loan document processing.
• Credit file maintenance.
• Strong organizational and time-management skills.

Salary

• $24.00 - $31.00/hourly depending on experience.