Title: Loan and Finance Administrator
Type: Skillbridge Internship/ Remote
Company: Worklife
WorkLife’s team members identify our greatest strengths as: A shared understanding and deep commitment to our mission, company goals and core values; a willingness to pivot and change when things aren’t working; transparent and honest communication; and a culture that supports individual growth.
About WorkLife Partnership
Since it was founded in 2009, WorkLife Partnership has partnered with 90+ companies across the U.S. to help over 12,000 employees overcome challenges to work and life stability. We are a Denver, CO-based social enterprise dedicated to creating socially sustainable communities and thriving workplaces. We are Brave,
Enthusiastically Entrepreneurial Connectors who seek to Cultivate Potential in ourselves and others.
Our Core Values
Brave • Cultivating Potential • Calm Resilience • Connection
Enthusiastically Entrepreneurial • Data Storytellers
Job Summary
The Loan Administration Intern will work closely with the Financial Services Manager to assist with the administration and management of the Small Dollar Loan Program (“SDLP”). The ideal candidate will be detail-oriented, empathetic, and customer-focused. The Loan Administration Intern will learn more about loan servicing and credit reporting while performing daily, routine tasks.
Key Responsibilities
● Administer loans – monitor applications through entire process and assist borrowers with corrections and next steps
● Work with employer members and WorkLife’s loan servicer to reconcile borrower payroll discrepancies and payments
● Report monthly repayment activity of borrowers to credit bureaus
● Resolve credit disputes and correct inaccuracies
● Assist with financial modeling and forecasting of the loan program
● Assist with research into the latest trends in the financial health and services industry.
Preferred Experience
● 1+ years of experience providing direct services in roles such as case management, career or financial coaching, social work, or other helping professions. Experience with best practices in areas of case management, financial coaching, budgeting, resource referral, Motivational Interviewing, Trauma-Informed Care, Mental Health First Aid.
● OR 1-2 years; experience in process management and accounting, bookkeeping, or finance.
Core Competencies
Contributing to Team Success: Actively participates as a member of a team to drive the team’s completion of goals. Provides feedback about job position and processes.
Service Standards: Sets high standards of performance for self and inspires others to do the same; takes responsibility and accountability for successfully completing work. Establishes criteria and/or work procedures to achieve a high level of quality, productivity, or service. Admits mistakes and refocuses efforts when appropriate.
Managing Work: Effectively manages time and resources to bring daily tasks and projects to completion. Identifies critical and less critical activities and tasks and prioritizes daily workload accordingly.
Adaptability: Maintains effectiveness when major changes to job or office environment occur; effectively handles and adapts to new structures or processes. Actively seeks to understand changes in work tasks, situations, and environments. Quickly modifies behavior to deal effectively with changes. Inspires and brings
others along the change journey.
Communication: Clearly expresses information and ideas through a variety of modalities; helps individuals understand and retain key messages. Organizes communication by clarifying the purpose and importance. Employs empathy and tact in client interactions.
Independence: Works with minimal supervision. Takes ownership of processes. Seeks answers through resources first and asks questions when needed. Proactive in identifying and resolving issues.
Customer Focus: Makes customers and their needs the focus of daily work. Develops and maintains customer relationships. Actively seeks information to understand customers; circumstances, problems, expectations, and needs. Respond quickly to resolve problems.
Curiosity: Seeks opportunities to learn more about finance/accounting and other subjects to assist in professional growth. Anticipates issues and questions.
Technologically Savvy: Demonstrates advanced computer skills including knowledge of Microsoft Office Suite (Outlook, Excel, and Word). Efficiently and independently learns new technology.
Commitment to cultural humility and equity: Strives to identify internal and organizational biases and implement actionable steps toward diversity, inclusion, and equity. Helps shape team norms that create a safe, welcome space for all.
WorkLife Partnership values the lived and learned experience of all candidates and is committed to creating a diverse and inclusive workforce. We encourage qualified candidates with all different experiences and backgrounds to apply.