Business Loan Coach

Overview

Assist micro/small businesses with loan packaging, finance consulting, and recovery support.

Key Responsibilities

• impact tracking
• financial analysis
• loan packaging
• business consulting
• workshop development
• client outreach

Tasks

-Support activities to ensure the center meets or exceeds annual goals and milestones and operates in compliance with program and network policies and procedures. -Defining, document, implement, and tracking detailed tracking of economic impact for businesses served and metrics. -Manage the execution of the response and recovery work plan to support businesses as they restart, stabilize, and recover by analyzing the specific business and industry data in finance, marketing, management, and operations, supporting the development of business plans and financial packages, calculating, and interpreting financial statements, troubleshooting to identify problems and areas for improvement, operations management, and legal structures -Assist clients in gathering documentation application requirements, financial data preparation (including projections). -Assist the Director/Manager in other areas as needed. -Develop, organize, and promote high quality collaborative business training programs in financing for small businesses. -Representing the BSC within the community to public and private entities -Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact including COVID-19 to identify business needs and provide best practices to assist with stabilizing, recovering, and rebuilding their business within realistic timeframes and resources. -Support strategic priorities and goals established in CRCD’s 5-year strategic plan. -To direct businesses to appropriate business resources and refer to alternative financing programs such as Export, Bank of American Express, and state loan guarantee program. -Assist in the development and coordination of business finance workshops. -Uphold CRCD’s Mission/Vision and 5 Year Strategic Plan. -Perform outreach to businesses, provide support, refer them to available resources, and serve as business community advocate for recovery help. -Analyze credit reports, business plans, and tax returns to assess loan feasibility. -Collaborating with the Director and other members of the program team to implement and improve departmental needs. -Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support. -Engage in marketing and community and outreach activities. -Maintain detailed tracking of economic impact for businesses served. -Assist in the development of partnerships with other service providers to increase services to small business clients. -Assist businesses in completing a loan package for various financing sources including SBA’s, 7a and microloan program. -Promote a positive, collaborative work environment and culture of accountability. -Participate in CRCD staff events, planning events and retreats as needed. -Ensure all clients served have completed the client registration process and track all client sessions with detailed notes of services provided and advice given. -Obtain feedback from clients regarding services provided, including satisfaction, impacts, and success.

Requirements

• microsoft office
• loan packaging
• business degree
• crm
• bilingual
• 5 years

What You Bring

-Proficient written and oral communication skills -Proficient in Microsoft Office (Excel, Word, Power Point) -Ability to Develop pro forma statements, cash flows, and credit analysis. -Client needs may require some evening or weekend appointments in person or by phone or e- mail or travel from the BSC location to a client’s business location in the region. -Experience in working with economic development program, a plus. -Extensive knowledge of various funding sources a must -Five (5) years of professional experience in loan packaging, preferably alternative capital loans -Must display professional and appropriate email etiquette. -Bachelor’s degree or equivalent experience in business administration, finance, or related field -Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction, -Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency. -Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries. -Ability to occasionally work on weekends. -Bilingual in English/Spanish preferred. -Familiarity with CRM platforms and cloud-based software applications -Be available to attend community outreach and engagement events outside of traditional work schedules. -Experience in working with small businesses from diverse cultural backgrounds. -Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach changing situations and expectations in a respectful and professional manner. -Knowledge of business planning, general business practices and business financing a must -Client needs may require some evening or weekend appointments in person or by phone or e-mail or travel from the BSC location to a client’s business location in the region. -Ability to work independently, with minimal supervision. -Able to learn quickly and work effectively with a wide range of communities and with minimal supervision. -I am willing to travel to businesses in service area.

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Benefits

-Flexible Spending Account (FSA) -Short & Long Term Disability -Identity Theft Protection and Legal Services -Dental/Vision/ 85% employer-paid & 40% dependent paid Medical Insurance -529 Educational Savings Plan from Principle -Discount pet insurance through ASPCA -401k eligibility from day one & up to 3% matching after one year -Whole life insurance with cash benefits -14 Paid Holidays -On-Demand training memberships to bolster professional development -Generous work/life balance

About Coalition For Responsible Community Development

-Founded to address the challenges of affordable housing and community revitalization in South Los Angeles. -Focuses on creating long-term solutions for low-income communities through housing development and support services. -Specializes in transforming vacant lots and underdeveloped areas into vibrant, sustainable housing projects. -Has a track record of working closely with local residents, ensuring community involvement in the planning process. -Combines housing development with job training, education, and health services to foster holistic community growth. -Notable for blending real estate development with social services, creating a more equitable urban environment.

Sector Specialisms

Security Clearance

-all candidates must pass a criminal history and background check conducted by la county.