The Loan Processor will provide day-to-day back office lending support necessary for the organization to achieve its mission. This role is responsible primarily for loan closing preparation and post-closing loan administration.

Responsibilities are generally stated, and are subject to reasonable change as appropriate.

Essential Duties & Responsibilities

Loan Processor:

  • Creation of legal loan documents for loan closings and amendments
  • Loan boarding with Accion’s loan servicer
  • Loan funding via timely submission of documents
  • Preparation, filing, tracking and release of collateral for all loans
  • Organization and audit of closed loan files, tracking outstanding items and managing follow-up for resolution
  • Direct contact with Accion’s loan servicer concerning loan/client requests
  • Direct contact with clients concerning loan servicing questions and requests (such as co-borrower/co-signer release, requests of payment date change, requests of ACH change)
  • Management of legal notices, tracking, filing and sending originals to loan servicer
  • Management of insurance notices and follow-up requirements for all loans
  • Management Monitored Loan requirements; sending reminders to Loan Officers, tracking completions and reporting to VP Credit Risk outstanding Monitored Loan requirements
  • Management of physical loan file tracking

SBA CA Loan Processor:

  • Efficient completion of all searches required for applicants of the SBA CA loan program
  • Order third party reports as necessary, including appraisal and environmental reports
  • Ensure satisfaction of credit conditions, and compliance with SBA lending requirements
  • Assist SBA Loan Officers with packaging, processing, and closing SBA CA Loans
  • Responsible for the accuracy of the loan file including all packaging documents
  • Review file immediately after closing to ensure that all documents are properly signed and executed
  • Report on pipeline
  • Management of SBA annual review requirements; sending reminders, tracking completions and reporting status to VP Credit Risk
  • Streamline and define processes for all duties mentioned above


  • Associate’s degree with one to two years of related experience in administration, finance, or similar industry; or similar combination of experience and education
  • Proficiency in MS Office Suite. Advanced or Expert level Excel skills required
  • Proficiency with various CRM applications preferred
  • Very strong time management
  • Self-starter and ability to work independently
  • Strong organizational skills and meticulous attention to detail
  • Ability to multi-task and find solutions
  • Ability to work collaboratively with all departments
  • Excellent writing and communication skills
  • Interest in community economic development
  • Foreign language fluency a plus


Compensation package commensurate with experience and includes a base salary in the low-to-mid $30Ks with the potential for an incentive bonus.  Benefits package includes: health, dental, ST/LT disability and life insurance; paid vacation, sick and parental leave; SIMPLE IRA with matching funds; flexible spending accounts and more.

How to Apply

Interested candidates should send a resume and cover letter declaring their interest and qualifications to