Position:
Associate, Borrower Services
Location:
Remote, must be performed anywhere in the United States
Job Category:
Application Deadline:
Friday, August 29, 2025
About the Role
Your primary role as a pre-investment Borrower Services Associate is to ensure potential deals move efficiently from when they show up in the top end of the funnel through the investment committee decision, delivering a fantastic experience throughout. You will push boundaries of mobilizing financial support for organizations empowering people of color, people on the move, women, veterans, LGBTQ, and others who have been overlooked or underestimated.
You recognize our financial system perpetuates poverty and needs to be transformed in order to eradicate it. You have a passion for quality customer service, and believe transparent communication strengthens partnerships. You can effectively communicate what Mission Driven Finance does and the available lending products to potential borrowers. You start the day running through mental (or digital!) checklists of different loan applications and prioritizing with and for your teammates what needs to be done to close transactions efficiently and effectively. You are equally comfortable reviewing and understanding spreadsheets, financial statements and corporate documents, and working in a supportive fashion with portfolio companies throughout their MDF journey. You enjoy providing high-touch experience with borrowers, addressing their questions and guiding them through our onboarding process, as well as proactively checking in to collect data to help us monitor their impact, performance, and compliance. You’re also familiar with customer service and look forward to helping borrowers through our software systems. When you see friction or identify bottlenecks slowing down processes, you take initiative to brainstorm and implement solutions.
Key Responsibilities
- Ensure borrowers understand Mission Driven Finance’s lending products and have a great borrower journey
- Communicate with borrowers to address any questions, and act as the “Credit Navigator” to efficiently guide them through our application process, software systems and onboarding and ensure a positive borrower experience
- Proactively check in with borrowers to collect the necessary data for MDF to monitor their impact, management, and financial performance
- Monitor the entire system of potential borrowers, leads or ‘Top of Funnel’ deals, ensuring borrowers are moving through our process efficiently and on a timely basis
- Ensure analysts, borrowers, and closing departments have clear next steps to move forward efficiently
- Perform high level due diligence of documents provided by the borrower (financial statements, corporate documents, schedules, etc.)
- Monitor and stay on top of loan applications and notify borrowers whenever they need to provide additional information
- Ensure that borrowers remain engaged and interested in the loan application process through the use of different MDF tools
- Work closely with the Portfolio Management team to enter data collected into the appropriate templates
- Ensure proactive follow up in the case of late or delayed payments from borrowers to ensure speedy follow up and remediation
- Follow established MDF procedures and timelines related to follow ups, notices and communications
- Coordinate with our legal department whenever further actions are needed
Qualifications
- 4+ years of experience in relevant roles demonstrating skills in community engagement, customer support, customer service, or project management
- High EQ and problem solving skills to deliver great customer experiences
- Strong attention to detail with an eye to continuous process improvement
- Excellent verbal and written communication
- Adaptability and responsiveness in an evolving startup environment with competing priorities and deadlines
- Good interpersonal skills, including tact, diplomacy, flexibility, and demonstrated experience building trust with diverse stakeholder groups
- Strong comfort with technology tools, including spreadsheets, CRM (Hubspot), MS Office, Google Workspace, project management systems (Asana), and communication systems (Slack)
- General knowledge of financial systems and loan products
- Exposure to, or deep interest in, (impact) investing; this might include experience working directly with nonprofits, social enterprises, philanthropic endeavors, or investment firms
- Fluency in another language beyond English
- Lived experience in our target investment communities, such as communities of color, Native or Indigenous, New American, veteran, low-to-moderate income, or other overlooked and underestimated populations
