Loan Assistant
CDC Small Busienss Finance - San Diego, CA

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Loan Assistant

Job opening – May, 2013


Are you passionate about helping small businesses grow through SBA’s lending programs?

Do you love knowing that your high performance helps a Sales team provide better customer service?

Are you looking for a job that allows you to use all of your skills and will train you on new skills related to lending to small businesses?

Can you quickly learn new duties and become an integral part of a team process?

Then you just might be the right person to be the new Loan Assistant for CDC Small Business Finance’s Community Development department.

CDC Small Business Finance (CDC), founded in 1978, is the nation’s largest Certified Development Company having funded over 10,000 SBA loans and grown our portfolio to over $2 Billion. We are a pioneer, a leader, an innovator and an advocate in our industry of small business lending and economic development. We are a non-profit lender with a solid balance sheet and an outstanding reputation within our industry. We are seeking passionate, dedicated people that love helping small businesses and believe in developing strong, dynamic relationships and partnerships internally and externally for the company.

If you are a self motivated loan assistant that is excited about working for a company that prides itself on high performance and impact and also likes to have fun doing it – then CDC may be the place for you.

Loan Assistant

Under the direction of the Sr. Community Loan Officer, the Loan Assistant will support the Community Development Department in counseling new loan prospects on CDC products and pre-screening loan requests. The Loan Assistant will meet one on one with borrowers who are seeking information about different loan programs. The dynamic individual placed in this position will lead conference calls and informational webinars, participate in community presentations, and collect and review documents required for loan closings.

The Loan Assistant will initially be expected to meet these Success Factors:

Within the first 30 days of employment:

  • Use loan software independently.
  • Discuss CDC loan products with potential borrowers.
  • Conduct a client intake.

Within the first 60 days of employment:

  • Manage all loan intakes independently.
  • Compile a complete loan package.

Within the first 90 days of employment:

  • Be able to make referrals to other organizations.
  • Accurately Pre-screen applicants.

All this, with the long term goal of becoming an integral part of the loan production process.

Qualities of the Successful Candidate:

  • Attentive to Detail – the ability to accurately complete tasks.
  • Adaptive to Change – the ability to be flexible in a changing environment
  • Experienced with technology – MS Office applications, copier equipment, multi-line phone system
  • Able to make presentations in front of an audience and on the phone.
  • Comfortable working with numbers.

Self-motivated with problem solving skills and with a focus on superior customer service.

Location: San Diego, Liberty Station
Compensation: Competitive and commensurate with experience

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About this company
CDC Small Business Finance (CDC), founded in 1978, is the nation’s largest Certified Development Company having funded over 10,000 SBA...