Loan Review Specialist - 2

Job Description

• Reports to the Loan Application Supervisor. Oversees Area-level Perpetual Education Fund (PEF) career, programs, school review process. Reviews PEF loan applications and ensure that the applications are in compliance with defined criteria regarding PEF endorsed careers, programs, schools.

Responsibilities

• Must be worthy of a Temple Recommend
• Bachelors degree or equivalent in business, finance, accounting or related discipline .At least 4 years of professional experience.
• Knowledge of local education system related to vocational and professional education, schools and understanding of national career trends to enable payment and recording of tuition for PEF participants.
• Interpersonal skills to interact effectively with PEF applicants, helping them to take responsibility to meet disbursement requirements.
• Must be detailed oriented and have the initiative to resolve issues with applications or the PEF endorsed criteria.
• Proactive in solving problems and moving PEF applications effectively in a timely manner.
• Church leadership experience.
• Must demonstrate high level of initiative, creativity, spiritual maturity, leadership and the ability to manage multiple tasks.
• Must have ability to communicate complex ideas verbally and in writing.
• Must be proficient in the use of personal computers to utilize databases, spreadsheets, word processing, internet, and e-mail communications.
• Willingness to travel throughout Area .

Qualifications

• (40%) Oversees Area-level centralized PEF Loan disbursement process including; Annual Loan interviews and disbursement follow-up with all PEF participants and coordination of approvals for disbursements.
• (10%) Gathers, Reviews, and makes sure that loan documentation is complete and uploaded.
• (5%) Verifies Promissory note and loan agreement and instructs applicants on how to set up auto debit.
• (15%) Coordinates Final Area PEF loan disbursement activities with Area Finance operations.
• (20%) Helps develop EFT program with Schools and alternate Check Distribution process through SRC’s.
• (10%) Assumes lead employee responsibilities in assigning and coordinating work of temporary resources.