Finance and Loan Assistant

Finance and Loan Assistant – People Architects (Cleveland, OH)

Base pay range: $24.00/hr - $26.00/hr

• Strong background in accounts payable, accounts receivable, and processing/recording business and financial transactions.
• Assist in maintaining accurate financial and loan records.
• Post receipts, disbursements, and other transactions to ensure integrity of controls and timely and accurate completion of monthly account reconciliations.
• Working knowledge of, and/or previous experience in commercial mortgage banking and loan servicing procedures.
• Review and track commercial loan documents, ensuring delivery of original documents (promissory note, deed of trust, final ALTA policy, hazard insurance) for upload to Network.
• Organize invoices, payments, loan records and monitor accounts to maintain accurate financial records.
• Proficiency in MS Excel, Word, Outlook, Adobe, Loan Processing software and other Web‑based programs; experience with Net Suite highly desirable.
• Maintain servicing of new loans on mortgage accounting software, posting payments, disbursements, and updating account records.
• Develop understanding of church building loans vs commercial loans, tailoring products/services to church borrowers.
• Communicate clearly with operating management, financial staff and other departments.

• Bachelor’s degree in business (or equivalent experience in commercial mortgage lending and loan servicing).
• Clear understanding and willingness to learn nuances of church building loans.
• Strong work ethic, urgency and flexibility in scheduling.
• Self‑starter who can handle multiple tasks, prioritize workload, and remain motivated.
• Excellent written and verbal communication, proofreading and editing skills.
• Collaboration skills and respect for confidentiality.
• Experience working within diverse racial, ethnic, cultural and religious settings.

Seniority Level: Associate

Employment Type:

Contract

Job Function:
Finance, Customer Service, and Accounting/Auditing

Industries:
Non‑profit Organizations and Religious Institutions

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