Administrative Assistant

The Company:
MoFi is a nonprofit lender with a mission to provide financing and consulting that transforms lives and communities. Our goal is to provide equitable access to capital for all.

MoFi is a business lender for the poor, underserved, and historically marginalized. Every day we work with entrepreneurs who lack equity, assets, or prior business experience and are turned away from banks. From our thirty years of lending experience, we also know that equity, assets, and prior business experience aren’t needed to build a successful business and repay a business loan.

Each MoFi client gets a loan package that includes free, comprehensive training to help them build a safety net to weather unforeseen challenges. MoFi also offers a unique assistance program, The Path to Bankability, to help all clients achieve financial sustainability, and, ultimately, qualify for bank financing. Our training programs allow underserved small business owners to enter the financial mainstream, building a more prosperous future for themselves, their families, and their communities along the way.

Our work spans 37 years and the Rocky Mountain West. Our team is committed to equity, impact, and excellence. We offer a progressive, fun, team-driven environment with a focus on social impact as well as financial outcomes. We are a fast-paced organization with a culture that fosters teamwork and embraces an all-hands-on-deck mentality. MoFi offers competitive pay, clear ladders for growth, professional development opportunities, great benefits, and a chance to make a positive impact in the lives of our clients.

The Position:

The Administrative Assistant provides operations support within the Missoula office and day-to-day assistance to the Lending Team. This includes gathering background data on loan applicants, managing correspondence (phone and email), managing data filing in a Salesforce database, scheduling meetings, and answering phones. Occasional travel may be required.

The successful candidate will be a clear communicator and a problem-solver, and never hesitate to roll up their sleeves to do the work needed to get a job done well. Across all their responsibilities, they ensure tasks are completed with a high degree of quality and in a timely manner.

Job Duties:

Office Administration

• Field incoming phone calls, respond accordingly, schedule follow-up calls and meetings as necessary. Answer or return missed reception calls in a timely and respectful manner
• Order and stock office with meals, drinks, snacks, and supplies regularly
• Manage incoming mail and run errands as needed
• Maintain clean and organized common areas
• Coordinate with facilities manager for contractors on office maintenance: office cleaner, landlord, parking, HVAC, electrician, etc.
• Maintain company vehicles: oil changes, tire swaps, and general upkeep
• Coordinate and assist with office events as needed: board meetings, office gatherings

Lending Support

• Manage professional communication with loan clients
• Schedule meetings for lenders to meet with current and potential clients
• Log all meetings and supporting activities in a CRM database
• Request and provide initial review of key documents from loan applicants, clients, and third parties such as insurance agents and title companies
• Send documents to clients for review as prescribed by a Senior Credit Analyst or Loan Officer
• Gather background data on loan applicants using MoFi’s resource partners, which is usually done online
• Enter all loan information from the applicant accurately in a CRM database and Excel templates
• Maintain organized and accurate client files and loan applicant data (this includes online files, CRM database files, and physical files)
• Assist the Senior Credit Analyst in all loan closing documentation and processes
• Complete post-close documentation including UCCs, other key documents, and closing gifts
• Manage current client insurance renewals mailings

Learning

The position will learn to understand credit reports, personal financial statements, and business financial statements. The position requires proficiency using Salesforce and Docusign, which can be trained on the job.

QUALIFICATIONS

• Bachelor’s degree, required
• Comfortable working with numbers
• 3 years of experience in a similar position
• Professional communication skills
• Excellent organizational skills
• Strong attention to detail
• Ability to work and thrive in a fast-paced, changing environment
• Excellent time management and prioritization skills
• Ability to juggle and prioritize multiple time-sensitive tasks
• Natural desire to be proactive and create a positive experience for those around you
• Proven ability to work collaboratively and foster strong relationships with colleagues
• Strong technical acumen, including use of MS Office suite.
• Strong proficiency in Excel, preferred
• Familiarity with Salesforce (or other CRM), preferred

COMPENSATION
Salary is $40,000-$60,000 per year based on experience. Additional compensation includes full employer paid medical, dental, and vision benefits; employer-sponsored 401K retirement benefits; life insurance; holiday savings matching program; monthly wellness stipend; paid vacation, holiday, and sick leave; and short and long-term disability and AD&D.

We believe MoFi is for everyone…

…no matter where you come from, what you look like, or how you identify. We are working to build a diverse, inclusive team that reflects the people we serve. We're committed to helping you do your best work. We promise to champion diversity, build an inclusive culture, and help create a more equitable world. We are proud to be an equal opportunity employer. We welcome the unique contributions that every member of the team brings and do not discriminate on race, sex, gender identity and expression, nation of origin, culture, ethnicity, genetics, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation, or beliefs and opinions.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person

Salary : $40,000 - $60,000