Overview
Organization: WomenVenture, a 501(c)(3) nonprofit organization. Mission: empower women to achieve their economic goals by building profitable and sustainable businesses that transform communities. We provide clients access to business capital, coaching, and community. Our core values are to make meaningful change, to engage with empathy, and to persist boldly. Position: Lending Specialist Supervisor: Lending Compliance Manager FLSA Status: Full Time, Exempt Location: Hybrid Must be in Twin Cities area Department: Lending Salary: $55,000 - $63,000 per year Position Summary
The Lending Specialist (LS) supports WomenVenture's lending operations across the full loan lifecycle, ensuring accuracy, consistency, and compliance from initial inquiry through post close transition. The LS manages applicant intake, pipeline tracking, documentation control, underwriting support, loan closing coordination, and collateral perfection. The LS provides reporting, data insights, and process improvement recommendations to strengthen efficiency and reduce risk. This position does not originate loans but serves as a key operational and compliance hub for the lending function. Working cross-functionally with the Finance department, the LS ensures smooth operational handoffs, supports modifications and servicing needs, and contributes to a strong, client-focused lending experience. Core Duties
Applicant Intake & Pipeline Management: Serve as the primary point of contact for prospective loan applicants via email, phone, and referrals. Maintain the loan pipeline from initial inquiry through closing and transition to servicing. Monitor stage progression, SLAs, aging files, and reconciliation of dashboards and trackers; generate weekly/monthly pipeline reports. Underwriting & Pre-Closing Support: Pull due diligence reports and gather supplemental documentation for Loan Officers. Upon approval, manage the pre-closing process, including notification of closing and document preparation. Loan Closing Support: Coordinate all aspects of loan closings, including preparation of loan documents, scheduling, e-signing, and in-person signings. Manage disbursement and ensure proper perfection of collateral (UCCs, liens, mortgages, etc.). Update and monitor the Loan Process Checklist. Post Close & Lending Team Support: Collect and file post closing documents, including Proof of Use of Funds. Support loan modifications and revolving line of credit draw requests. Process collateral releases, manage UCC continuation reporting, and support annual data collection. Represent the organization at meetings and events; provide public-facing communication as needed. Compliance & Documentation: Support ensuring internal policy and regulatory documentation standards. Support funder reporting and written notice compliance. Track collateral perfection and post-close compliance requirements. Reporting & Performance Insights: Maintain lending scorecards and provide data insights and trend analysis. Report service hours and client interaction notes. Identify workflow gaps and recommend operational improvements to reduce risk and enhance efficiency. Maintain and update SOPs. Perform additional duties as assigned. Qualifications & Experience
Preferred Skills: Excellent customer service; ability to maintain strict confidentiality; strong attention to detail; effective written and verbal communication and reporting; problem-solving and decision-making with supported judgment; proficiency in database programs, Excel, and Microsoft Office; ability to learn new software; strong organization, prioritization, and time management; ability to work with internal and external partners and across complex systems; flexible and adaptable team player; strong analytical and reporting skills; ability to manage multiple deadlines with high accuracy; strong cultural competencies and collaboration across diverse backgrounds; commitment to gender equality and the organization’s social mission. Preferred Experience: 2+ years of loan administration, pipeline, or case management experience (preferably in a financial institution); 1+ year in a client-facing or customer service role; experience in CDFI or nonprofit lending and familiarity with SBA or regulated loan programs; experience using loan management systems and CRM platforms; Active MN Notary Commission in Good Standing is a plus. Application Procedure
Interested candidates should submit their applications using the provided link and will be contacted via email for next steps. Benefits
WomenVenture provides benefits including 18 paid holidays and 18 PTO days in the first year. Office closed between Christmas Day and New Year’s Day. Benefits include medical, dental, vision, short/long-term disability, life insurance, paid paternity leave, health savings accounts, flexible spending accounts, pre-tax transportation, employee assistance program, and a retirement plan with employer match. Work Environment / Physical Demands
Typical duties require sitting for extended periods; occasional standing. May move items up to 25 pounds. Reasonable accommodations available to enable performance of essential functions. This position description describes the general nature and level of work performed. It is not an exhaustive list of all activities, tasks, and skills required. WomenVenture is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any characteristic protected by law.
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Organization: WomenVenture, a 501(c)(3) nonprofit organization. Mission: empower women to achieve their economic goals by building profitable and sustainable businesses that transform communities. We provide clients access to business capital, coaching, and community. Our core values are to make meaningful change, to engage with empathy, and to persist boldly. Position: Lending Specialist Supervisor: Lending Compliance Manager FLSA Status: Full Time, Exempt Location: Hybrid Must be in Twin Cities area Department: Lending Salary: $55,000 - $63,000 per year Position Summary
The Lending Specialist (LS) supports WomenVenture's lending operations across the full loan lifecycle, ensuring accuracy, consistency, and compliance from initial inquiry through post close transition. The LS manages applicant intake, pipeline tracking, documentation control, underwriting support, loan closing coordination, and collateral perfection. The LS provides reporting, data insights, and process improvement recommendations to strengthen efficiency and reduce risk. This position does not originate loans but serves as a key operational and compliance hub for the lending function. Working cross-functionally with the Finance department, the LS ensures smooth operational handoffs, supports modifications and servicing needs, and contributes to a strong, client-focused lending experience. Core Duties
Applicant Intake & Pipeline Management: Serve as the primary point of contact for prospective loan applicants via email, phone, and referrals. Maintain the loan pipeline from initial inquiry through closing and transition to servicing. Monitor stage progression, SLAs, aging files, and reconciliation of dashboards and trackers; generate weekly/monthly pipeline reports. Underwriting & Pre-Closing Support: Pull due diligence reports and gather supplemental documentation for Loan Officers. Upon approval, manage the pre-closing process, including notification of closing and document preparation. Loan Closing Support: Coordinate all aspects of loan closings, including preparation of loan documents, scheduling, e-signing, and in-person signings. Manage disbursement and ensure proper perfection of collateral (UCCs, liens, mortgages, etc.). Update and monitor the Loan Process Checklist. Post Close & Lending Team Support: Collect and file post closing documents, including Proof of Use of Funds. Support loan modifications and revolving line of credit draw requests. Process collateral releases, manage UCC continuation reporting, and support annual data collection. Represent the organization at meetings and events; provide public-facing communication as needed. Compliance & Documentation: Support ensuring internal policy and regulatory documentation standards. Support funder reporting and written notice compliance. Track collateral perfection and post-close compliance requirements. Reporting & Performance Insights: Maintain lending scorecards and provide data insights and trend analysis. Report service hours and client interaction notes. Identify workflow gaps and recommend operational improvements to reduce risk and enhance efficiency. Maintain and update SOPs. Perform additional duties as assigned. Qualifications & Experience
Preferred Skills: Excellent customer service; ability to maintain strict confidentiality; strong attention to detail; effective written and verbal communication and reporting; problem-solving and decision-making with supported judgment; proficiency in database programs, Excel, and Microsoft Office; ability to learn new software; strong organization, prioritization, and time management; ability to work with internal and external partners and across complex systems; flexible and adaptable team player; strong analytical and reporting skills; ability to manage multiple deadlines with high accuracy; strong cultural competencies and collaboration across diverse backgrounds; commitment to gender equality and the organization’s social mission. Preferred Experience: 2+ years of loan administration, pipeline, or case management experience (preferably in a financial institution); 1+ year in a client-facing or customer service role; experience in CDFI or nonprofit lending and familiarity with SBA or regulated loan programs; experience using loan management systems and CRM platforms; Active MN Notary Commission in Good Standing is a plus. Application Procedure
Interested candidates should submit their applications using the provided link and will be contacted via email for next steps. Benefits
WomenVenture provides benefits including 18 paid holidays and 18 PTO days in the first year. Office closed between Christmas Day and New Year’s Day. Benefits include medical, dental, vision, short/long-term disability, life insurance, paid paternity leave, health savings accounts, flexible spending accounts, pre-tax transportation, employee assistance program, and a retirement plan with employer match. Work Environment / Physical Demands
Typical duties require sitting for extended periods; occasional standing. May move items up to 25 pounds. Reasonable accommodations available to enable performance of essential functions. This position description describes the general nature and level of work performed. It is not an exhaustive list of all activities, tasks, and skills required. WomenVenture is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any characteristic protected by law.
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