Supervising Loan Officer | Business Mentor

Job description
This position is located in the Omaha, NE area. The Supervising Loan
Officer/Business Mentor is a producing supervisor who will oversee a team of
Loan Officers as well as source and manage their own book of business.
Supervisory duties will include the monitoring and mentoring of the Loan Officer
pipeline and assistance for each Loan Officer’s analysis and structuring of loan
requests. The supervisor will also monitor the day-to-day activities of Loan Officers,
including sales calls made, events attended, technical assistance hours provided,
adherence to daily schedules and the ongoing service provided to current clients.
As a producing Loan Officer, this position structures, analyzes, closes and monitors
loans, as well as provides businesses with technical assistance. This role requires
creative structuring and resourceful partnership development to succeed in
meeting the financing needs of these diverse markets. This is a grant funded
position. On-going employment is contingent upon additional or continued
funding and candidate meeting annual lending production goals.

Key Responsibilities and Accountabilities:

• Supervisory Duties – Responsible for overseeing the pipeline development
  and management of each Loan Officer to ensure monthly and annual goals
  are met. Ensures each Loan Officer adheres to office work schedules. Works
  closely with the COO to handle performance evaluations and any
  disciplinary actions as needed. Assigns loan leads to Loan Officers in a fair
  and equitable manner and helps each Loan Officer to properly analyze and
  structure loans to present to Loan Committee for approval. Responsible for
  tracking and assigning Loan Officer presence at NEF or community events.
  Works closely with the COO to outline outreach strategy, pipeline
  management and adherence to NEF’s Loan Policy.
• Lending Management and Production – Responsible for assisting
  businesses and programs in securing gap and direct financing. Support
  businesses and organizations through all stages of the lending process from
  originating deals to assisting with applications, conducting financial
  analyses, underwriting and structuring loans, preparing documents with
  credit insights and recommendations for credit loan approval, preparing
  and presenting proposals with relevant insights to management and
  loan/credit committees, servicing loans, and proceeding with collection
  when necessary.
• Technical Assistance – Responsible for working with businesses and
  program partners to evaluate their overall financial health, determine
  financing needs, verify credit-readiness, and assess project feasibility. As
  needed, present workshops on various business management and financing
  topics. Ability to provide relevant and timely mentoring, coaching and
  technical assistance to a diverse group of businesses.
• Business Development – Responsible for cultivating relationships with
  banks and other local financial intermediaries. Promote increased visibility
  in market. Represent NEF in public forums, facilitate community outreach
  efforts, and build referral networks.
• Program Marketing – Responsible for developing strong and effective
  relationships with NEF’s existing borrowers and cultivating new borrowers.
  Works well with multiple and diverse backgrounds and multicultural
  businesses.
• Program Research – Responsible for researching and assembling
  background information and materials on potential lending programs
  relevant to local market needs.
• Preparing Reports – Responsible for providing quarterly reports on
  outcomes.
• Other Duties as assigned.

Job Type: Full-time

Pay: Annual salary plus performance-based bonus

Benefits:

• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off

Physical Setting:

• Office

Schedule:

• Monday through Friday with some evenings and weekends

Education:

• Bachelor’s (Preferred)

Experience:

• Customer service: 3 years (Preferred)
• Lending: 3 years (Preferred)

Work Location: Omaha, NE

Reports to: COO