Loan Portfolio Specialist

Job ID:

15063359

Job Location:

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Job Title:

Loan Portfolio Specialist

Work Type:

Work Days:

Weekdays, Work Vary:

No ,

Shift:

First (Day),

Hours Per Week:

40,

Work Type:

Regular Salary Offered:

Unspecified

Benefits:

Unspecified.

Physical Required:

Unspecified

Drug Testing Required:

Unspecified

Education Required:

Experience Required:

Unspecified Required Skills:

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED

• Position requires a background and familiarity with economic development and/or commercial lending practices and financial transactions.
• High proficiency with Salesforce, SharePoint, Microsoft Excel, Microsoft Word, and general database management.
• High proficiency in critical thinking, attention to detail, managing multiple tasks simultaneously, and ability to operate successfully with ambiguity or inadequate information.
• Ability to apply accuracy in basic accounting skills and be self-directed.
• Demonstrated success in providing customer service while in a due diligence or enforcement mindset.

CORE COMPETENCIES

Manages Complexity, Values Differences, Cultivates Innovation, Nimble Learning, Resourcefulness, Demonstrates Self Awareness, Decision Quality, Instills Trust, Action Oriented, Optimizes Work Processes

CORE VALUES

Southwest Initiative Foundation employees are expected to demonstrate these core values: Optimism, Belonging, Integrity, Innovation, and Collaboration.

MINIMUM QUALIFICATIONS

Position requires a minimum of three years experience in transaction management at a lending institution, economic development organization, or foundation. Minimum of two years experience in a position where Salesforce or equivalent CRM utilization was a primary role. Must provide personal transportation to travel as needed. This position may require occasional travel in the 18-county region and within Minnesota.

Preferred Skills:

Job Description:

Are you detail oriented, systems savvy, and motivated by work that strengthens small businesses and communities? The Southwest Initiative Foundation is seeking a Loan Portfolio Specialist to support the servicing, documentation, and management of business loan programs that strengthen entrepreneurs and communities across southwest Minnesota. This role focuses on loan portfolio management, database administration, due diligence, and compliance across multiple state and federal financing programs, including SBA Microloan, USDA Rural Microentrepreneur Assistance Program, and others. The Loan Portfolio Specialist ensures data accuracy, supports loan servicing and reporting, and balances strong customer service with a compliance focused mindset. The ideal candidate brings experience in commercial lending or economic development, high proficiency with Salesforce and Microsoft Office tools, strong attention to detail, and the ability to manage multiple priorities in a fast paced environment. Comfort working with financial data, loan documentation, and basic accounting concepts is essential. Occasional regional and statewide travel is required Refer to ID when applying Job 175 of 178