Administrative Associate III

Starting Range: $18.02/hourly to $20.73/hourly.

Benefits: Medical (with HSA option), Dental, Vision, Life and AD&D; Long Term Disability; Deferred Compensation program; Paid Time Off; Paid Holidays; Wellness Programs; Employee Assistance Programs; and Supplemental Insurance.

The United Pentecostal Church International is currently recruiting for the position of Administrative Associate III (Client Relationship) within The Stewardship Group. This position is responsible for providing support for UPCLF clients through loan and investor account administration.

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

• Serve as the primary point of contact for existing borrowers and as a secondary point of contact for investors.
• Provide exceptional customer service to current and prospective borrowers and investors.
• Report to the Loan Portfolio Manager, providing administrative support for loan operations.
• Input all new loans into the core processing system and ensure accurate documentation of all payment and draw information.
• Assist loan and investor clientele with account maintenance processes, ensuring accurate and timely completion of required documentation.
• Manage the collateral insurance tracking process, communicating information related to renewals, cancellations, and policy changes with borrowers and the loan portfolio manager.
• Assist underwriting with data management and input into the loan processing system.
• Provide support for loan closings by collaborating with operations administration and closing services.
• Review, verify, and process all information and documentation for loans and investments to ensure accuracy, completeness, and compliance with established procedures.
• Maintain accurate electronic and physical records and filing systems in accordance with organizational standards and regulatory requirements.
• Collaborate with the Compliance Director to ensure investment documentation and related processes adhere to applicable legal, regulatory, and organizational requirements.
• Represent the department and provide operational support at General Conference and other organizational events as requested, including occasional travel.

Minimum Training and Experience Required

• Working knowledge of banking, financial services, investment and loan products, and related operational processes.
• Proficiency in Adobe Acrobat and PDF document preparation, review, and management.
• Advanced proficiency in Microsoft Office 365 applications, including Outlook, Word, Excel, and related business software.
• Excellent written, verbal, and interpersonal communication skills with the ability to communicate professionally.
• Strong customer service skills that provide a positive client experience.
• Exceptional organizational skills with the ability to manage multiple priorities, projects, and deadlines simultaneously.
• Strong attention to detail and commitment to accuracy in data entry, recordkeeping, and document management.
• Ability to work independently while contributing effectively within a collaborative team environment.
• Ability to build and maintain productive working relationships across various departments.
• High school diploma or equivalent required; associate's or bachelor's degree in Business, Finance, Accounting, Communications, or a related field preferred.
• Minimum of three (3) years of customer service experience, banking, financial services, investment administration, or a related industry.
• Experience with account administration, data management, recordkeeping, or financial transaction processing preferred.
• Demonstrated proficiency with business software applications and database systems.
• Experience working in a regulated environment with responsibility for maintaining confidential information is preferred.
• Prolonged periods of sitting at a desk and working on a computer.