Small Business Loan Intake Analyst​/Loan Processor

Overview

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.

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.

• 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.

• 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.

• 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.

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

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

If you are detail-oriented, possess strong organizational skills, and have experience in loan processing, we invite you to apply for this important role in supporting our mission to provide financial services to our clients and community.