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Loan Financial Specialist

Loan Financial Specialist

Full-Time Position
Reports to CEED Lending Manager


This position is responsible to maintain the fiscal authority and responsibility to adhere to grant and program expectations including budgeting, transparent accounting, report approval.  

Job Responsibilities

  • Oversee maintenance of accurate, complete, and up-to-date loan files and portfolio management system records
  • Provide loan department with direction for available dollars for loan closings.
  • Manage the collections process in accordance with CEED Lending’s policies
  • Evaluate records of delinquent loans and recommend loan modifications based upon borrowers’ financial capacity including a review of earnings, payment history, and net asset levels
  • Ensure compliance with government regulations, funder covenants, and CEED Lending policies and procedures
  • Provide correction of inconsistencies and monitor resolutions
  • Execution of regular and periodic portfolio monitoring and review, loan tracking, covenant compliance, and risk management activities as required
  • Analyze portfolio trends and identify portfolio vulnerabilities by interpreting data on payment trends, borrower financial ratios, pricing, economic influences, along with other factors affecting the portfolio
  • Preparation and presentation of oral and written reports on portfolio trends, general economic trends, and sector indicators (e.g., real estate, small business, etc.)

Other Responsibilities

  • Attend and provide regular reports for staff meetings
  • Attend and assist with Great Lakes WBC signature events

Desired Skills

  • Bachelor’s degree in Accounting/Finance or 5 years of work experience; graduate degree a plus
  • 2-5 years of professional work experience required
  • Demonstrated experience in commercial lending required
  • Deadline driven
  • Superior analytical and organizational skills required
  • Superior written and verbal communication skills required with emphasis on clarity and conciseness
  • Good interpersonal skills and the ability to work well with diverse constituents is required
  • Knowledge of and commitment to community development preferred
  • Proficiency with MS Office is required with an emphasis on Excel
  • Ability to work independently and in a team environment as required
  • Ability to manage multiple tasks effectively and efficiently under minimal supervision 

Application Process

Submit resume to Kelly Hill at No phone calls will be accepted regarding this job posting.