Job Description
In this role, you will:
- Generates loan volume through building relationships with the community, partner organizations, bankers, accountants & other creative techniques in collaboration with small business support organizations.
- Generates new clients & partnerships with support organizations that have a positive economic impact in support of target market.
- Evaluate best ways to reach out to prospective clients. Analyze loan requests based on need, impact & financial viability.
- Screen potential clients and educate them about the loan process.
- Assist start-ups, established small businesses and nonprofits in preparation for a loan.
- Submit loans that have a positive impact in Texas’ lower-income communities.
- Meet minimum loan volume/production requirements.
- Conduct annual visits to clients & makes phone calls to delinquent clients.
- Ensure loan requests are properly assigned to an underwriter & that deals move expediently through the process.
- Identify technical assistance, education & training needs of existing & prospective clients.
- Maintain routine contact with loan prospects & existing clients.
- Follow up with clients to maintain & strengthen the relationship.
- Other responsibilities include community outreach, collections, passing on loan capital & grant opportunities to corporate staff for action.
Must-Haves:
- Bachelor’s degree or relevant work experience.
- Minimum of one year of lending or related financial services experience.
- Strong communication skills & positive, team focused approach.
- Travel required up to 75% of the time in the area.
- Available to attend events or programs outside the Monday-Friday work week as needed.
Compensation: $56,000
Job Tags
Work experience placement, Monday to Friday,