File Manager - Remote

Overview

The File Manager is responsible for working with a Relationship Manager to collect necessary documents for loan underwriting, approval, and funding, ensuring a positive customer experience throughout the process.

In Short

• Work with clients to gather documents for loan processing.
• Ensure accuracy and completeness of loan files.
• Communicate effectively with clients and internal staff.
• Utilize Ventures+ loan management software.
• Assist clients in understanding required documentation.
• Monitor loan application progress and follow up with clients.
• Prepare loan closing checklists and commitment letters.
• Coordinate with vendors for necessary documentation.
• Participate in weekly pipeline calls to track loan progress.
• Audit loan files for accuracy before final submission.

Requirements

• Excellent communication skills.
• Highly organized and detail-oriented.
• Ability to handle confidential information.
• Experience in customer service, especially with difficult clients.
• Goal-oriented and self-motivated.
• Proficient in loan management software.
• Ability to work in a fast-paced environment.
• Strong problem-solving skills.
• Team player with a collaborative mindset.
• Experience in financial services is a plus.

Benefits

• Competitive salary and incentive structure.
• Opportunity to work in a mission-driven organization.
• Professional development opportunities.
• Collaborative work environment.
• Supportive team culture.