California Farm Link

Lending and Loan Services Associate

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Posted On: Friday, 26th January 2018
Category: Administrative
Location: Aptos, CA
335 Spreckels Dr. Suite F Aptos, CA 95003
Job Type:
Full Time

Job Description:

About the Job

Join California FarmLink’s lending team to support California farmers and vibrant local food systems. This new position will play a key role in the expansion of FarmLink’s agricultural lending as a Community Development Financial Institution (CDFI), which is unique in the country in providing small, minority and organic farmers with access to capital and technical assistance. The Lending & Loan Services Associate will support two key functions within FarmLink’s lending department: 1) serve as the primary point of contact within the organization for business owners inquiring and applying for financing; and 2) provide key support in documenting and servicing FarmLink’s existing portfolio.


  • Serve as initial point of contact for FarmLink’s Loan Program; effectively represent/sell loan products
  • Act as liaison between loan applicants, regional field staff, underwriter and loan services
  • Collect required documentation from applicants, verify accuracy and completeness, and follow up on missing items
  • Compile and process documents to create loan application files and enter information into loan management and underwriting systems
  • Order, review and summarize credit reports
  • Maintain loan pipeline report and ensure lenders are apprised of updates
    • Provide applicants with timely and periodic status updates of their loan application
    • Provide technical assistance to farmer applicants in completing applications as necessary
    • Continually assess loan intake processes and systems to increase operational efficiency and effectiveness

Loan Services
• Provide support to prepare loan documents and assist with legal diligence and the loan closing process
• Provide support to coordinate loan funding and servicing
• Implement borrower set-up on loan management system (loan boarding)
• Record loan disbursements, track payments, and keep records up to date in loan servicing software
• Establish, maintain, and update files, databases, records and documents for recurring internal reports
• Serve as a back-up to Loan Operations Manager in their absence, including producing loan portfolio reports as requested by staff
• Ensure that all applicant/borrower files are complete and in compliance with regulatory and internal policies


  • Ability to provide excellent customer service to both clients and FarmLink team members in person, on the phone and via email
  • Ability to communicate the written and spoken word in both English and Spanish (bilingual)
  • Good organizational skills, exceptional attention to detail, well disciplined, meets deadlines, and a self-starter
  • Ability to handle multiple tasks and frequent interruptions
  • Ability to handle stressful situations with calmness and courtesy, while meeting deadlines
  • Knowledge and experience using MS Word, Excel; as well as basic accounting procedures
  • 1-3 years of experience handling personal/business financial information with the appropriate discretion, ideally in a banking or lending setting
  • Minimum BS in business administration, finance, community development or other related field, or the equivalent combination of education and work experience
  • Familiarity with agriculture, agricultural/small business lending, US Department of Agriculture programs, and/or CDFIs a plus


To Apply

Please email a thoughtful cover letter explaining your interest in the position and organization with resume to: No phone calls please.

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