Sales Coordinator (Lending and Investments)

Summary

The Lending and Investments Coordinator supports the EVP of Ministry Lending and Investments and the field sales team as part of the Ministry Development Team. This role helps guide church borrowers through the loan lifecycle by gathering key information from church leaders and supporting the approval, closing, and servicing of loans originated by CDF Capital.

This position plays an important role in delivering an excellent customer experience by providing clear communication, strong follow-through, and attentive service throughout the process. By managing key administrative and coordination tasks, the Coordinator enables Ministry Developers to focus on building relationships with prospective churches.

The ideal candidate is highly detail-oriented, provides excellent customer service, and can build rapport while generating timely responses from customers. Success in this role requires strong organizational skills, the ability to support multiple team members, and the ability to prioritize time-sensitive work.

NOTE: This is an in-office, Monday through Friday position.

Essential Functions

• Coordinate with Ministry Developers (MDs), select CDF team members, and church leaders throughout the loan process from proposal acceptance through closing.
• Outline required documentation for customers in collaboration with the MD and Underwriter, ensuring timely collection of information needed for loan approval.
• Prepare customers for loan closing by clearly communicating process expectations and required steps.
• Serve as a primary point of contact for customers, providing clarity on documentation requirements and how each step fits within the overall loan process.
• Partner with the Loan Closing team to communicate church needs, answer questions, and understand closing timelines to better prepare customers.
• Coordinate with Investment Servicing to ensure loan closing investment contingencies are met and portfolio churches maintain required investment minimums.
• Assist with gathering documentation and updates from portfolio churches when compliance issues or servicing requests arise.
• Hold regular check-ins with MDs to review the loan pipeline, address issues, and proactively identify potential closing challenges.

Key Qualifications:

• A living, vital faith in Jesus Christ
• 2-4 years of customer service in a sales or lending environment
• Ability to guide customers through processes while building rapport, balancing urgency with excellent customer service.
• Strong ability to manage multiple priorities, adapt to shifting demands, and respond effectively in a fast-changing environment.
• Works effectively in a collaborative, team-oriented setting.
• Willingness to travel occasionally (approximately once or twice per quarter), including occasional overnight stays.
• Strong interpersonal skills with a confident and persuasive communication style.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) with experience using CRM or database systems.

Pay: $30.00 - $33.00 per hour

Benefits:

• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience:

• professional customer service: 1 year (Required)

Ability to Commute:

• Irvine, CA 92614 (Required)

Work Location: In person