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Loan Intake Specialist
4 months ago
**Los Angeles, California**:
Inclusive Action for the City is a non-profit, community development financial institution (CDFI) whose mission is to serve underinvested communities and build thriving local economies by improving access to transformative capital, and advancing policy through collaborative research and community-driven advocacy. We envision diverse communities that have equitable and sustained access to resources, and exercise agency over their futures.
**Position Overview**
- This is a revised role from the previous Business Coach description._
Inclusive Action is seeking **two** self-motivated Loan Intake Specialists (part-time) to support Inclusive Action’s Access to Capital initiatives with a focus on supporting loan applicants, answering applicant inquiries, and informing prospective applicants of the loan process.
This position requires an energetic individual with excellent customer service** **skills who is excited to work with a wide range of community members. The Specialist is an hourly, part-time (28 hours/week), 6-month temporary position, with the opportunity to extend for an additional 5 months.
The Loan Intake Specialist will report to the **Technical Assistance Associate** and will work closely with Inclusive Action staff on other projects as necessary.
**Key Responsibilities**
- Lead and support, in-person and virtual, information sessions on “loan readiness” and access to capital (3-4 information sessions per week reaching over 100 small business owners each week)
- Maintain accurate client and info session data, including attendance rosters, service surveys/evaluations, applicant intake notes, and borrower engagement information;
- Support the cultivation of a creative, productive environment with Inclusive Action staff and its partners.
- Associate’s degree in Business Administration, Public Policy, Public Administration, Economics, Finance or equivalent work experience in the field;
- At least one year of experience in case management, customer service, client relations, data systems management, or business services;
- Service-oriented with an ability to respond to clients in a calm, empathetic, and professional manner while courteously directing the conversation to the pertinent issues;
- Strong verbal and written communication skills;
- Ability to work effectively with diverse audiences;
- Strong written and verbal fluency in the Spanish language required;
- Valid driver’s license or access to reliable transportation;
- Interest in economic development, social enterprise development, community-based finance and/or popular education;
- A positive, upbeat attitude that supports Inclusive Action staff and its organizational partners; and
- Commitment to Inclusive Action’s mission.
**Compensation**
The outreach fellow is a part-time position and will be expected to work 28 hours per week at a rate of $30/ hour, along with an internet and phone stipend, one week of sick time, and accrued vacation based on hours worked. There will be some flexibility in how those hours are scheduled.
**To Apply**
**Hybrid Work Schedule**
Currently, the Inclusive Action team is working in person at the office 40% of the time and remotely 60% of the time until further notice, and all employees must be vaccinated against COVID-19. The physical office is located in Boyle Heights and is available for necessary in-person appointments as well as an optional workspace. All applicants are expected to live in Los Angeles County.
**Equal Opportunity Employer
