• davidgouwens

Now Hiring Loan Clerk

Wisconsin Native Loan Fund, Inc.

Position Description

Position: Loan Clerk

Reports to: Director of Lending

Salary: $19.25 - $24.00 Per Hour (Salary commensurate with experience)

Status: Full-time, permanent, hourly position

Location: Based out of Lac du Flambeau, Wisconsin/Hybrid-Remote


Wisconsin Native Loan Fund, Inc (WINLF) is a certified Native American Community Development Financial Institution (CDFI) and a 501 (c) (3) non-profit organization in Wisconsin, with $6+ million in total assets & a $4+ million-dollar loan portfolio. With support from our investors and partners, our high-impact programs and products broaden access to debt management & credit repair, affordable housing, employment, and quality of life improvements for underserved Native Americans in the State. WINLF’s business lines include consumer and small business lending; community development lines include mortgage and down payment assistance lending. Our support services include financial literacy education and credit counseling. We are a HUD-certified organization.

Position Summary

WINLF is seeking an energetic self-starter to assist our Director of Lending in processing loan applications and being a liaison between clients and our Director of Lending. The Loan Clerk will do data intake and interview customers to assist them in preparing complete loan application packages for consumer, small business, and mortgage loans. The loan clerk must be goal-oriented, have excellent interpersonal, written, and verbal communication skills, and have the ability to work in a fast-paced environment requiring attention to detail with a commitment to recognizing needs and creating solutions.

Key Responsibilities

  • Review loan application materials and closing documents for potential borrowers and check the accuracy of the information.

  • Interview & do intake with loan applicants about their financial history and personal information to get a clear picture of borrowers’ suitability and loan product fit.

  • Gather all appropriate paperwork and materials for loan application closing, such as tax forms, title documents, insurance information, and loan terms in an organized and timely fashion to facilitate a quick review process for the Director of Lending.

  • Enter information about the loan details, terms, application information, and funds received into a computerized database.

  • Verify the details of the customer’s collateral when required in the loan application by interviewing the customer and researching information.

  • Crosscheck customer financial and personal data by conducting credit checks and background checks and contacting their employer and personal references.

  • Compose loan application letters, closing documents, forms, bank letters, requests for more information, and other types of correspondence using word processing software.

  • Inform customers about loan terms and the repayment procedures upon loan approval and answer any questions about the process.

  • Aid the Director of Lending in additional loan functions.

  • Do filing, records management and other additional duties as needed/assigned,

  • Contribute to our good reputation among lenders and CDFIs.


  • A degree in business, finance, economics, or another related field. (5 years of professional experience may substitute as an equal to an advanced degree).

  • Understanding of, and demonstrated sensitivity to, the challenges faced by low-income individuals seeking to become economically self-sufficient. Demonstrated commitment to social, economic, and racial justice. Previous experience working with Tribes, Tribal Organizations, or programs serving Native American communities.

  • Knowledge of CDFI philosophy, products, services and procedures. Adept with finance and lending structures; familiarity with loan management software. Previous lending/banking or work within a CDFI environment experience preferred.

  • Strong business and financial analysis skills with experience in underwriting and credit risk analysis preferred.

  • Exceptional interpersonal, oral, and written communication skills; strong problem-solving and public-speaking skills.

  • Ability to make informed, rational lending decisions and the dedication and ability to learn & implement all aspects of WINLF’s educational and lending services.

  • High ethical, professional, and confidentiality standards.

  • Self-motivated with the ability to be productive while working independently. Proven ability to multi-task efficiently & effectively.

  • Knowledge of computers, websites & database systems and ability to quickly learn to use and adapt to new proprietary software.

Equal Opportunity Employer

WINLF is an Equal Opportunity Employer, and except to the extent required by Native American Preference and Veteran Preference, WINLF prohibits discrimination on the basis of race, color, creed, religion, sex, pregnancy, age, national origin, marital status, physical or mental disability, and any other basis protected by applicable law. This applies to all employment decisions, including hiring, promotion, termination, and other matters affecting the terms and conditions of employment.

WINLF is a drug-free work environment. A pre-employment drug testing & a criminal background check may be required.

Compensation & Hiring Requirements

WINLF provides competitive pay, a generous benefits package, and a supportive environment where you will be rewarded for your contributions to our success. Salary is negotiable and based on experience.

Travel will be required in the U.S.; applicants must have & maintain a valid driver’s license and auto insurance coverage.

Benefit Package includes health, dental and vision insurance; paid holidays & paid time off; 401k with a 3% employer match.

To Apply

Please submit the following to by Friday, September 30, 2022.

  • A cover letter explaining how your skills, experience and interests fit this position.

  • Resume with your work history and three (3) professional references.

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