Business & Loan Counselor (bilingual Spanish/Chinese preferred)
Business & Loan Counselor (bilingual Spanish/Chinese preferred)
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$ 65000 - 90000
1 Vacancy
Job Description
Compensation: $65000 to $90000 annual plus excellent benefits
*InPerson position*
ORGANIZATIONAL BACKGROUND
PACE is a local community nonprofit founded in 1975 originally to provide job training and placement services for the Asian Pacific Islander communities in Los Angeles. PACE has since expanded into a variety of service areas all tailored to meet the growing and changing needs of the multiethnic communities in Los Angeles County. Now in addition to job training and employment services significant PACE programs encompass: business development; early childhood education (Head Start); financial education and asset building; housing and rehabilitation services; weatherization and energyconservation programs; and affordable housing development. PACE serves more than 60000 people each year with our wide scope of services with approximately 350 staff. PACE is recognized as a leader in addressing problems of poverty and economic inequity in ethnic minority communities and has a reputation of being responsive to community needs and is known for creating innovative solutions to the myriad of challenges faced by our clients. Visit our website for more information:
I. PROGRAM SUMMARY
The PACE Business Development Center (PACE BDC) promotes the economic growth and expansion of diverse Los Angeles communities by providing capital infusion business consulting services and financial literacy training. POSITION SUMMARY
PACE BDC is seeking an experienced and dedicated BUSINESS & LOAN COUNSELOR to join a passionate team working to uplift and empower communities. Under the supervision and collaboration with the Business Counselor Manager the individual will carry out all daytoday program activities for meeting and exceeding all program performance outcomes & requirements. Additionally the individual will collaborate with other business counselors loan/credit counselors program assistants interns and volunteers to meet performance outcomes requirements and compliance. The Business & Loan Counselor will also act as the representative of PACE in cultivating and maintaining collaborative working relationship with all partners key stakeholders and other community partners.
This is a wonderful opportunity to build a fulfilling career while making a real difference and impact in the community!
III. KEY RESPONSIBILITIES & DUTIES
Working Relationships:
- Actively engage and collaborate with staff of PACE Business Development Center (BDC) community partners consultants and other PACE departments consultants speakers interns and volunteers
- Network to establish and build relationship with business services providers and community leaders to gain loan referrals and increase visibility
- Collaborate with BDC and PACE staff to offer assistance and service to clients
Program implementation:
- Outreach and Recruitment
- Direct outreach via strategic partners attending events conduct workshop to recruit business owners and entrepreneurs.
- Providing business needs assessment using successful screening tool
- Managing and tracking clients progress through CRM system
- Establishing appropriate community partnership to increase enrollment and completion goals
- Proactively seek out and cultivate external relationships to generate loan leads
- Fulfilling and exceeding enrollment and programs goals through effective outreach and recruitment
- Training & Technical Assistance
- Update and create training curriculums as needed by the Department
- Conduct entrepreneur microenterprise and other businessrelated workshops
- Business and Loan Counseling
- Providing oneonone business and mentoring.
- Report client enrollment case notes and supporting documents in Salesforce CRM on an ongoing basis
- Collecting all necessary business clients facts and documents to complete business enrollment.
- Conduct regular business needs assessment using program screening tool
- Assist clients apply for DBA EIN sellers permit business license and any other required license/permits
- Provide procurement (contract support) assistance; RAMPLA Registrations Certifications Capability Statements etc.
- Loan and Loan Packaging
- Providing business loan counseling
- Obtaining all necessary loan documents and assist with completing loan packaging
- Provide assessment of micro/small business loan needs
- Keep informed about PACE Finance Corporation loan products and other lending partners products and assist clients with loan preparation and submitting complete applications
- Collect clients application facts financial data and all other supporting documents
- Fill out loan application forms prepare underwriting summary and financial forecast and package loan
- Make presentation on clients loan file to the loan committee
- Assist in loan closing
- Sustainability
- Build and maintain constructive relationship with funders
- Keep informed of the state and data collection for microenterprise fields and the clients in Los Angeles
- Monitor and assist in funding application for microenterprise and related programs
Strategic and Funding duties
- Participate in the strategic planning to develop market and deliver PACE BDC and Microloans programs
- Create and distribute materials to help market the PACE BDC and Microloan programs
- Collaborate with counselors to evaluate the PACE BDC Microloan products and BDC services
- Initiate and build constructive relationship with community partners to perform outreach for BDC
- Monitor and attend needed trainings and conference locally and nationally as assigned
IV. QUALIFICATIONS EXPERIENCES AND SKILLS
Education and Experience
- Minimum AA degree Bachelors Degree preferred; in business administration finance marketing or other related field; 3 years of equivalent work experience may be considered in lieu of Degree.
- Minimum 3 years of progressive work experience in providing technical assistance and training to startup entrepreneurs and microenterprises or business development or equivalent
- Work experience in nonprofit family or selfowned business or forprofit companies desirable
- Work experience in underwriting loans or loan packaging desirable
- Work experience in assisting small business in market access or procurement highly desirable
Skills and Abilities
- Proficiency in Microsoft Office with experience using Word Excel Social Media and Online Marketing
- Experience working with database and client relation management (CRM) software / system such as Salesforce highly desirable
- Excellent proven interpersonal public speaking and written communications skills
- Demonstrated ability to work in a proactively diverse and inclusive organization
- Ability to work with lowincome individuals and diverse group of multibackground
- Ability to make public presentation in a clear concise and convincing manner
- Excellent organizational and management skills
- Excellent knowledge of local businesses and resources
- Demonstrated ability to multitask and work in a fastpaced office setting.
- Proven ability to cope with conflicts stress and crisis situations.
- Effective problemsolving and mediation skills.
- Demonstrated ability to share skills and knowledge with others
- Bilingual Spanish or Chinese is preferred and highly desirable but not required
V. SPECIAL REQUIREMENTS
- Must have reliable transportation
- Must satisfactorily pass background and employment/reference check
- COVID vaccination required; must have twodose series of Pfizer or Moderna or a singledose of Johnson & Johnson. Those that need a medical or religious exemption must reach out separately.
VI. APPLICATION PROCESS:
- All applicants MUST upload a resume AND complete application on our website and to be considered: will be reviewed on a rolling basis until positions have been filled. We will only reach out to candidates who have been selected to move forward in the process.
VII. PHYSICAL DEMANDS
The working conditions and physical demands of this position will be those that must be met to successfully perform the essential duties of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The physical environment the incumbent will work in is typically an office environment with moderate noise levels that would be expected in that type of work environment. Representative physical demands of the job include: normal vision and hearing standing for extended periods sitting for extended periods kneeling and stooping manipulating objects with hands reaching overhead and occasionally lifting and carrying objects weighing up to 25 pounds.
Employment Type
Full-Time
