Lending Associate, Inclusiv Mortgage

Lending Associate, Inclusiv Mortgage

Inclusiv is the CDFI intermediary and national association for community development credit unions. Inclusiv provides capital, makes connections, builds capacity, develops innovative products and services and advocates on behalf of credit unions that serve residents of low-income urban, rural, and reservation-based communities across the US. Inclusiv is hiring for a Lending Associate to support its community development lending business lines.

The Lending Associate is a key member of the Inclusiv Mortgage team responsible for operational support of Inclusiv’s Secondary Mortgage activities.  This position ensures the successful operation and stability of Inclusiv’s various mortgage lending activities.   This position reports to the Director of Inclusiv Mortgage.

Inclusiv/Mortgage is a wholly-owned subsidiary of Inclusiv which provides mortgage-related services to credit unions serving low- and moderate-income members and communities. The Inclusiv/Mortgage Secondary Market Program helps CDCUs originate affordable mortgage loans, providing member credit unions the ability to expand homeownership to lower wealth members underserved by the traditional mortgage market.



  • Loan processing, packaging, and administration
  • Assistance with loan underwriting and quality control reviews
  • Correspondence with member credit unions regarding loan applications and closings
  • Managing and monitoring third-party mortgage loan servicing
  • Managing and monitoring of monthly delinquency reports
  • Managing and monitoring office filing cabinet for collateral document
  • Assistance with loan underwriting and quality control reviews


  • Perform select underwriting and quality control procedures for mortgage loan purchases
  • Support credit unions to move through the loan application and qualifying seller\servicer processes
  • Ensure accurate and complete loan packages
  • Maintain branding of mortgage docs & make changes when necessary
  • General upkeep, data entry & cleanup of master mortgage portfolio spreadsheet & Nortridge Software.
  • Create and distribute daily loan rate sheets while monitoring market rate conditions for changes


  • Liaise with the Accounting Department to ensure accurate fiscal recording of mortgage operations
  • Maintain bi-monthly delinquency reporting & liaise with third-party servicers for servicing transfers and delinquency reporting
  • Monitoring & filing of Collateral docs (digital & hard copies) for all loans purchased
  • Maintain tracking of hard copy collateral docs, ensuring all files in filing cabinet are current and complete.
  • General file management, scheduling, and other supportive roles
  • Work with Team on development & implementation of new loan programs
  • Support fundraising, research and related tasks as needed

Essential Experience, Skills and Attributes

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
  • Undergraduate Degree required
  • Minimum 3 years of lending or investment experience preferred
  • Demonstrated ability to work as part of a team within mission-driven work environment
  • Excellent computer skills, proficiency in Excel, Word & PowerPoint required
  • High level of integrity, personal organization and flexibility
  • Articulate, professional demeanor with strong self-confidence and initiative, excellent problem solver, ability to prioritize and organize task completion in alignment with strategic goals
  • Excellent communication skills both verbal and written
  • Authorized to work in the US

Please submit a cover letter and resume to assoc@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled.  This position is based in New York City but will consider remote work for the ideal candidate.

About Inclusiv

At Inclusiv, we believe that true financial inclusion is a fundamental right. Our mission is to help low- and moderate-income people and communities achieve financial independence through credit unions. We dedicate ourselves to closing the gaps and removing barriers to financial opportunities for people living in distressed and underserved communities. Inclusiv is a certified CDFI intermediary that transforms local progress into lasting national change. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). Founded in 1974, Inclusiv is headquartered in New York, NY, with offices in Madison, WI and Albuquerque, NM.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local.

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