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

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