MoFi · 6 days ago
Loan Officer
Missoula, MT
Full-time
Onsite
Mid, Senior Level
$100K/yr - $100K/yr
3+ years expMoFi is a leader in mission-driven lending, helping entrepreneurs access the capital they need to start and grow businesses. As a Loan Officer, you will manage the full spectrum of lending activities, including underwriting and client communication, while leading a team of credit analysts to ensure high performance and customer satisfaction.
ConsultingFinanceFinancial ServicesNon Profit
Responsibilities
Act as a key liaison for client interactions throughout the lending process, ensuring prompt, clear, and professional communication
Lead efforts to deliver excellent customer service and ensure an efficient, client-focused process from loan inquiry to loan closing
Conduct comprehensive risk assessments of loan applicants, evaluating financial metrics, character attributes, and loan structuring to ensure sound decision-making and effective risk mitigation
Analyze business taxes, financial statements, and other credit-related documents to assess borrower’s creditworthiness
Collaborate with Loan Committees to present and advocate for viable loan proposals
Skillfully craft detailed loan memos outlining key aspects of loan requests for presentation to loan committees
Ensure the entire closing process is executed accurately and efficiently, from drafting term sheets to coordinating document preparation and overseeing title work
Oversee debt modifications, ensuring timely and effective resolution while safeguarding MoFi’s interests
Provide mentorship, optimizing team performance, and ensuring adherence to best practices and organizational objectives
Assist in creation and maintenance of training materials and development of plans to foster continuous learning and growth for Credit Analysts
Ensure adherence to MoFi’s lending policies as well as external funding guidelines
Maintain accurate and comprehensive records in MoFi’s loan database to ensure data integrity and audit readiness
Qualification
Required
3+ years of experience as a credit analyst, loan processor, or loan officer in a financial institution
Deep understanding of business taxes, financial statements, and credit risk assessment
Excellent written and verbal communication skills
Strong attention to detail and analytical skills with an emphasis on accuracy
Strong customer service and interpersonal skills
Technical proficiency and ability to learn new software and databases quickly
High level of self-organization, self-awareness, and strong prioritization abilities
Enjoys learning, problem solving, and collaboration
Works well across teams and in a fast-paced environment
Embodies a growth mindset and thrives in a learning culture
Preferred
Bachelor's degree in finance, business, economics, or related field
Familiarity with Salesforce
Fluency in Spanish
Benefits
Full employer paid medical, dental, and vision benefits
Employer sponsored 401K retirement benefits
Life insurance
Holiday savings matching program
Monthly wellness stipend
Paid vacation
Holiday, and sick leave
Short and long-term disability and AD&D
Company
MoFi
MoFi is a financial consulting firm that offers business and housing loan services to individuals, businesses, and non-profit organizations.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$85MKey Investors
U.S. Department of the Treasury
2026-01-08Grant· $85M
Leadership Team
Dave Glaser
President & CEO
Recent News
2026-01-09
2025-08-13
The Guardian Nigeria News - Nigeria and World News
2025-05-01
Company data provided by crunchbase