Community Advantage Program Associate – can be performed remotely

Background

Awarded “Best Places to Work” in the Bay Area for the 8th time, TMC Financing is looking for a Program Associate to join our team.  This is a great opportunity for someone eager to assist small businesses and do work that makes a difference!

Founded in 1981, TMC Financing is the largest provider of Small Business Administration (SBA) 504 commercial real estate financing. Since 2013, TMC has also offered SBA 7a Community Advantage loans and through that program has lent over $15.5 million to nearly 70 underserved businesses.

For more information, please visit our website at https://www.tmcfinancing.com/careers

Summary

This is an awesome opportunity for someone eager to use their previous lending and administrative skills to assist the Program Manager’s efforts to increase our SBA 7a Community Advantage loan volume.

The perfect person for this role has prior experience with SBA 7a loans, and exceptional attention to detail and impeccable customer service.

Responsibilities

• Process loan inquiries and provide potential borrowers with application materials and customized loan proposals.
• Manage all client contact during loan processing.
• Complete data entry for each loan into Salesforce, Ventures, and partner platforms, while continually keeping notes and statuses up-to-date in Salesforce throughout the process to ensure accurate pipeline reporting.
• Request, collect, and review documentation as it is received for completeness of accordance with checklist then create/update list of items needed to complete credit memorandums and loan narratives.
• Analyze financials and project scope of small business applicants for feasibility, ability to pay and SBA eligibility.
• Present concise write-ups recommending loans to the internal credit committee and SBA for review and approval.
• Ensure the loan file is complete and audit-ready.
• Transfer information and files to the closing team effectively.
• Perform other tasks as required.

Requirements

• Bachelor’s degree (B.A.) from a four-year college or university, preferably with an emphasis in finance or accounting; and/or 4-6 years related experience and/or training; or equivalent combination of education and experience.
• 2-4 years of experience in commercial lending practices as it relates to SBA lending. Experience in SBA lending/underwriting preferred.
• Strong analytical and project management skills.
• Strong people and communication skills, capable of interacting with various personality types and work levels.
• Excellent attention to detail and the ability to meet deadlines.
• Excellent customer service, communication, and phone and email etiquette skills.
• Organized, disciplined thinker able to work independently in a fast-paced, rapidly changing environment.
• Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook).
• Working knowledge of CRM databases, with Salesforce experience being a plus.
• Ability to track and manage details for multiple clients and projects, prioritizing against daily responsibilities.

Compensation and Benefits

TMC is a small, dedicated group of people who work hard and are super friendly and fun. Our offices are in Uptown Oakland and people bring their dogs to work. The atmosphere is casual and comfortable.  Senior leaders regularly seek input/feedback from staff, assign challenging work, and provide recognition for their accomplishments.  Feedback is implemented to provide a fun workplace that promotes employee interaction and idea sharing. TMC also encourages on-going training, and whenever possible, we promote from within the Company.

TMC offers flexible schedules, great benefits, and lots of perks, including catered lunches at least weekly, free snacks and sodas, gym reimbursement, company paid commuter checks, lots of celebratory parties, matching charity donation, and a very generous vacation and Holiday offering.

TMC Financing is an EOE. Thank you for your consideration.

Starts at $32.00 an hour plus incentive and bonus, DOE

How to Apply

If you are interested in joining our team, email your resume in MS Word or PDF format. to [email protected]