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 PeopleFunds 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 PeopleFund 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.
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Bachelors degree or relevant work experience.
Minimum of three years of lending or related financial services experience.
Strong communication skills & positive, team focused approach.
Spanish preferred, but not required.
Travel required up to 75% of the time.
Available to attend events or programs outside the Monday-Friday work week as needed.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.