Lending Support Specialist Financial Empowerment Program - Peninsula Family Service

The Lending Support Specialist performs a wide variety of administrative and consumer lending support functions. Under limited supervision, the Lending Support Specialist will be responsible for efficiently performing all tasks involved in the daily operational support of the DriveForward Vehicle Loan and the Lending Circles Programs, as well as other Financial Empowerment services. The Lending Support Specialist may operate out of either our San Mateo or San Jose office, depending upon workload at each location (home office location for the Lending Support Specialist will be based upon closest proximity to their residence). Some evening and Saturday support may be required from time-to-time.  This is a professional position which interfaces with the public and program partners, such as financial institutions and employers.

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About Peninsula Family Service:

Established in 1950, Peninsula Family Service is a leading multi-service agency in Silicon Valley, serving over 12,000 children, families, and older adults each year and builds on their strengths to help them gain skills for success. Our mission at Peninsula Family Service is to strengthen the community by providing children, families and older adults with the support and tools to realize their full potential and lead healthy, stable lives. We envision a community where opportunity, financial stability, and wellness are secured for all. Peninsula Family Service offers a fantastic work environment, a collaborative team dedicated to fulfilling our mission, and an amazing array of benefits. Join our team and help make a difference!

Want to make a difference for families? Keep reading!

Job Classification:

Non-Exempt, Full-Time

Reports To:

Financial Empowerment Supervisor

Qualifications:

Required:

  1. Bilingual in English/Spanish.

  2. Some college background.

  3. Highly self-motivated and self-directed, and must demonstrate non-judgmental professional decision-making.

  4. Strong organizational skills with critical attention to detail. Must be able to work independently in an environment of constant change, interruptions and high volume.

  5. Effective oral (in-person and over the telephone) and written communication skills.

  6. Ability to perform participant case management duties in a supportive, yet detailed manner.

  7. Effective computer skills - fluent with the Microsoft Suite of software programs and able to work at a computer for extended periods of time.

  8. Must be able to problem solve to locate options and/or potential solutions to various challenges and opportunities.

  9.  Must be flexible and a team player.

  10. Commitment to the organization’s and program’s mission and purpose.

  11. Must exhibit maturity, good judgment, dependability, flexibility and accuracy.

  12. Must maintain professional behavior and image. Deal tactfully with participants and the general public in all situations.

  13. Ability to work effectively under minimal supervision.

Preferred:

  1. Two years of experience in the banking or financial services field is highly desirable.  Experience would include the ability to perform a variety of tasks including consumer lending support, as well as office/administrative duties requiring the use of discretion and judgment.

  2. Prior experience working with low-income families and diverse populations facing financial barriers.

Duties & Responsibilities:

  1. Effectively interface with all program participants, from initial intake to attainment of required program verification information, and through completion of loan closing documentation.

  2. Efficiently process online loan application requests within 24 hours of receipt (contact participants for initial intake and scheduling for financial education workshop).

  3. Process loan inquiries and applications through all loan preparation phases to completion of loan closing documentation.

  4. Flexibility to work some evenings and Saturdays.

  5. Must be reliable and punctual.

  6. Assist in the attainment of all Financial Empowerment Program monthly and annual goals.

  7. Flexibility to work at both the San Mateo and San Jose office locations.

  8. Maintain all program databases through the accurate and timely input of data. 

  9. Save and organize (electronically) participant file documentation in a timely manner.

  10. Provide logistical support for in-house and community workshops.

  11. Conduct participant outcome surveys, as well as generate reports compiling this data.

  12. Periodically review program processes and procedures and make recommendations for improving service to participants and program efficiencies.

  13. Adhere to all Peninsula Family Service policies and procedures and ensure they are applied consistently among staff and participants.

  14. Must respect the confidentiality of all participants.

  15. Translate (English to Spanish) program documents as required.

  16. Other duties as assigned by supervisor.

Public Relations:

Represent the Financial Empowerment Program in a positive and professional manner in the community and within the organization.

Personal:

  1. Obtain fingerprint clearance before first day of employment (and maintain).

  2. Verification to legally work in the US before first day of employment (and maintain).

  3. Ability to get to off-site locations for job and business related activities.

  4. Ability to work some evenings and weekends.

  5. Some overtime required.

  6. Driving a personal car on Peninsula Family Service business requires an appropriate level of insurance and must be cleared to drive through Peninsula Family Service’s insurance carrier. (HR will identify appropriate level of insurance and will clear driver through Peninsula Family Service’s insurance carrier.)

To Apply:

Apply here.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.  Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. 

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Effective Date:                       June 27, 2019