What are the responsibilities and job description for the Loan Officer position at Jobot?
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Job details
Loan Officer ( remote )
This Jobot Job is hosted by Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $100,000 - $120,000 per year
A Bit About Us
Our client is a leading organization dedicated to fostering vibrant, resilient communities through civic engagement and innovation. They provide essential resources, advocacy, and educational opportunities to empower local leaders and stakeholders in creating lasting, positive change. With a focus on collaboration and impact, our client supports initiatives that enhance the quality of life in communities nationwide, helping them navigate challenges and seize opportunities for growth. Driven by a mission to build a better future for all, our client is at the forefront of strengthening community ties and fostering sustainable development.
They are currently looking for a driven Loan Officer to manage the full lifecycle of community development loans, from intake and underwriting to closing and handoff for servicing. This role involves financial analysis, credit risk assessment, project management, and document review, with a focus on supporting public charter schools in underserved areas. The ideal candidate will have strong financial modeling skills, lending experience, and a collaborative, mission-driven mindset.
Why join us?
Hybrid Work Schedule Work remotely three days a week, with in-office presence required twice a week.
Unlimited PTO Enjoy the flexibility of unlimited paid time off to balance work and life.
Health, Dental, & Vision Coverage After a 90-day waiting period, employees and their families receive 100% company-paid health, dental, and vision insurance—no out-of-pocket costs.
401(k) Plan Immediate vesting with a generous 2 1 company match, up to 8% of your salary.
Long-Term, Short-Term Disability & Life Insurance After 90 days, employees receive long-term disability coverage equal to 1x salary (up to $175,000) at no cost, along with short-term disability and life insurance.
Retention Bonus Eligible after 3 years of employment, starting at 30% of your monthly salary and maxing out at 100%—with tenured employees receiving the equivalent of two extra paychecks annually.
Health & Wellness Reimbursement Receive up to $100 per month for health and wellness activities like gym memberships or yoga classes.
Cell Phone Reimbursement A flat $75 monthly reimbursement for cell phone expenses.
Paid Holidays All federal holidays are observed.
Job Details
About The Role
Our client is seeking an ambitious, execution-focused Loan Officer with strong project management skills to join their lending team. This position offers the opportunity to independently manage prospective loan transactions, overseeing the full loan lifecycle — from intake, structuring, analysis, and underwriting, through final approval, closing, and handoff to servicing and monitoring. The Loan Officer will play a key role in structuring and underwriting various loan types while ensuring alignment with internal credit policies.
This is a dynamic, mission-driven environment with strong opportunities for professional growth. The ideal candidate is detail-oriented, organized, and capable of managing multiple transactions while maintaining a collaborative, client-focused approach.
Key Responsibilities
Loan Origination and Intake
Guide clients through loan applications and documentation requirements
Review applications for completeness and accuracy
Collect and organize financial documents
Communicate application status and information needs to clients
Maintain accurate borrower records in CRM and loan management systems
Keep organized digital files and documentation
Initial Analysis and Underwriting
Prepare preliminary financial transaction analysis
Analyze financial statements, project pro-formas, and market/feasibility data
Evaluate appraisals and collateral information
Identify key credit risks and propose risk mitigation strategies
Ensure alignment between facility plans and projected operational needs
Draft clear, well-supported credit memos outlining transaction strengths, weaknesses, and mission alignment
Set up loans in servicing systems per closing documentation
Support mission-driven capital deployment while adhering to lending policies
Align financing needs with available capital sources, including creative structuring options
Loan Closings / Document Review
Manage loan closings in coordination with legal, accounting, and external partners
Review closing documents for consistency with approved terms
Maintain and update loan closing checklists
Ensure efficient, accurate closings through coordinated teamwork
Monitoring and Administration
Transition loans to servicing and monitoring teams with complete, accurate data
Track loan maturities and borrower requests
Support problem resolution and ongoing borrower communication
Compliance and Reporting
Assist with impact reporting for philanthropic, federal, and internal stakeholders
Manage data gathering and reporting for grant and credit documentation
Contribute to monthly, quarterly, and annual performance reports
Ensure accuracy and consistency in CRM data management
Respond promptly and professionally to internal and client requests
Perform additional duties as assigned
Qualifications
Bachelor’s degree in finance, business, real estate, economics, or a related field
Minimum 3 years of experience in lending, credit analysis, underwriting, or a related financial role
Strong financial modeling and credit risk assessment skills
Experience analyzing borrower financials, project feasibility, and collateral value
Familiarity with nonprofit finance, real estate finance, and community development lending preferred
Experience reviewing loan closing documents, appraisals, title reports, and legal agreements
Strong project management skills and ability to handle multiple transactions
Excellent written and verbal communication skills, including credit memo writing
Proficiency in CRM systems, loan servicing software, and Excel financial modeling
Detail-oriented, organized, and problem-solving mindset
Collaborative, mission-driven, and passionate about community development
Why Join Our Client This is an exciting opportunity to work in community development lending, supporting access to essential services in underserved communities. Our client offers a fast-paced, mission-focused work environment with room for career advancement and professional development.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Loan Officer ( remote )
This Jobot Job is hosted by Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $100,000 - $120,000 per year
A Bit About Us
Our client is a leading organization dedicated to fostering vibrant, resilient communities through civic engagement and innovation. They provide essential resources, advocacy, and educational opportunities to empower local leaders and stakeholders in creating lasting, positive change. With a focus on collaboration and impact, our client supports initiatives that enhance the quality of life in communities nationwide, helping them navigate challenges and seize opportunities for growth. Driven by a mission to build a better future for all, our client is at the forefront of strengthening community ties and fostering sustainable development.
They are currently looking for a driven Loan Officer to manage the full lifecycle of community development loans, from intake and underwriting to closing and handoff for servicing. This role involves financial analysis, credit risk assessment, project management, and document review, with a focus on supporting public charter schools in underserved areas. The ideal candidate will have strong financial modeling skills, lending experience, and a collaborative, mission-driven mindset.
Why join us?
Hybrid Work Schedule Work remotely three days a week, with in-office presence required twice a week.
Unlimited PTO Enjoy the flexibility of unlimited paid time off to balance work and life.
Health, Dental, & Vision Coverage After a 90-day waiting period, employees and their families receive 100% company-paid health, dental, and vision insurance—no out-of-pocket costs.
401(k) Plan Immediate vesting with a generous 2 1 company match, up to 8% of your salary.
Long-Term, Short-Term Disability & Life Insurance After 90 days, employees receive long-term disability coverage equal to 1x salary (up to $175,000) at no cost, along with short-term disability and life insurance.
Retention Bonus Eligible after 3 years of employment, starting at 30% of your monthly salary and maxing out at 100%—with tenured employees receiving the equivalent of two extra paychecks annually.
Health & Wellness Reimbursement Receive up to $100 per month for health and wellness activities like gym memberships or yoga classes.
Cell Phone Reimbursement A flat $75 monthly reimbursement for cell phone expenses.
Paid Holidays All federal holidays are observed.
Job Details
About The Role
Our client is seeking an ambitious, execution-focused Loan Officer with strong project management skills to join their lending team. This position offers the opportunity to independently manage prospective loan transactions, overseeing the full loan lifecycle — from intake, structuring, analysis, and underwriting, through final approval, closing, and handoff to servicing and monitoring. The Loan Officer will play a key role in structuring and underwriting various loan types while ensuring alignment with internal credit policies.
This is a dynamic, mission-driven environment with strong opportunities for professional growth. The ideal candidate is detail-oriented, organized, and capable of managing multiple transactions while maintaining a collaborative, client-focused approach.
Key Responsibilities
Loan Origination and Intake
Guide clients through loan applications and documentation requirements
Review applications for completeness and accuracy
Collect and organize financial documents
Communicate application status and information needs to clients
Maintain accurate borrower records in CRM and loan management systems
Keep organized digital files and documentation
Initial Analysis and Underwriting
Prepare preliminary financial transaction analysis
Analyze financial statements, project pro-formas, and market/feasibility data
Evaluate appraisals and collateral information
Identify key credit risks and propose risk mitigation strategies
Ensure alignment between facility plans and projected operational needs
Draft clear, well-supported credit memos outlining transaction strengths, weaknesses, and mission alignment
Set up loans in servicing systems per closing documentation
Support mission-driven capital deployment while adhering to lending policies
Align financing needs with available capital sources, including creative structuring options
Loan Closings / Document Review
Manage loan closings in coordination with legal, accounting, and external partners
Review closing documents for consistency with approved terms
Maintain and update loan closing checklists
Ensure efficient, accurate closings through coordinated teamwork
Monitoring and Administration
Transition loans to servicing and monitoring teams with complete, accurate data
Track loan maturities and borrower requests
Support problem resolution and ongoing borrower communication
Compliance and Reporting
Assist with impact reporting for philanthropic, federal, and internal stakeholders
Manage data gathering and reporting for grant and credit documentation
Contribute to monthly, quarterly, and annual performance reports
Ensure accuracy and consistency in CRM data management
Respond promptly and professionally to internal and client requests
Perform additional duties as assigned
Qualifications
Bachelor’s degree in finance, business, real estate, economics, or a related field
Minimum 3 years of experience in lending, credit analysis, underwriting, or a related financial role
Strong financial modeling and credit risk assessment skills
Experience analyzing borrower financials, project feasibility, and collateral value
Familiarity with nonprofit finance, real estate finance, and community development lending preferred
Experience reviewing loan closing documents, appraisals, title reports, and legal agreements
Strong project management skills and ability to handle multiple transactions
Excellent written and verbal communication skills, including credit memo writing
Proficiency in CRM systems, loan servicing software, and Excel financial modeling
Detail-oriented, organized, and problem-solving mindset
Collaborative, mission-driven, and passionate about community development
Why Join Our Client This is an exciting opportunity to work in community development lending, supporting access to essential services in underserved communities. Our client offers a fast-paced, mission-focused work environment with room for career advancement and professional development.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $100,000 - $120,000
