Position Summary
The Office Assistant will provide administrative and clerical support to SDC staff while assisting with office operations, scheduling, communication, document management, and general organizational support. The position will also assist with light SBA 504 and Revolving Loan Fund (RLF) servicing activities, customer follow-up, loan file maintenance, and borrower communication support.
Essential Duties & Responsibilities
Administrative Support
- Answer and direct incoming phone calls and emails professionally
- Greet visitors, clients, lenders, and stakeholders
- Assist with scheduling meetings, conference calls, and appointments
- Prepare, scan, file, and organize documents and correspondence
- Maintain electronic and physical filing systems
- Assist with preparation of reports, letters, meeting materials, and presentations
- Monitor and order office supplies as needed
Loan & Operational Support
- Assist staff with SBA 504 and Revolving Loan Fund (RLF) documentation
- Help organize and maintain loan files and supporting documentation
- Assist with data entry and updating internal tracking systems
- Coordinate collection of required borrower documentation
- Support funding and closing preparation activities as requested
- Assist with maintaining loan servicing records and borrower contact information
Light Loan Servicing Assistance
- Assist with tracking insurance, financial statements, and reporting requirements
- Help monitor borrower document expiration dates and follow-up requests
- Assist with preparing servicing correspondence and borrower notices
- Support servicing staff with routine file maintenance and documentation requests
- Assist with payment tracking support and servicing-related administrative tasks
- Coordinate borrower follow-up calls and email communications as needed
- Help maintain servicing spreadsheets, reports, and internal tracking logs
Board & Meeting Support
- Assist with preparation of Board and Executive Loan Committee (ELC) meeting materials
- Help distribute meeting notices, agendas, and supporting documentation
- Assist with maintaining organizational records and meeting files
- Coordinate Microsoft Teams meeting logistics when needed
Financial & Clerical Assistance
- Assist with invoice tracking and administrative expense documentation
- Support accounts payable and vendor coordination activities
- Help maintain spreadsheets and internal reports
- Assist with mail processing and deposits when needed
General Office Operations
- Maintain professional office appearance and organization
- Coordinate with vendors and service providers
- Support marketing with vendor and merchandise research, scheduling social media postings
- Assist staff with special projects and additional administrative duties as assigned
Preferred Qualifications
- High school diploma or GED required
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams)
- Strong organizational and multitasking abilities
- Professional demeanor and customer service skills
- Ability to maintain confidentiality and handle sensitive information
Pay: $48,000.00 - $56,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
