Business and Financial Counselor for Nonprofit Organizations

5 days ago


Los Angeles, California, United States Pace Full time
Job Title: Business & Loan Counselor

PACE is seeking an experienced and dedicated Business & Loan Counselor to join our team. As a key member of our Business Development Center, you will play a critical role in promoting economic growth and expansion in diverse Los Angeles communities.

Key Responsibilities:
  • Provide business needs assessment and screening using our successful screening tool
  • Manage and track clients' progress through our CRM system
  • Establish and maintain collaborative working relationships with community partners, consultants, and other stakeholders
  • Develop and implement effective outreach and recruitment strategies to meet enrollment and completion goals
  • Provide one-on-one business and mentoring services to clients
  • Assist clients in applying for DBA, EIN, sellers' permit, business license, and other required licenses/permits
  • Conduct regular business needs assessments and provide loan counseling services
  • Collaborate with other business counselors, loan/credit counselors, program assistants, interns, and volunteers to meet performance outcomes and requirements
Requirements:
  • Minimum Bachelor's degree in business administration, finance, marketing, or a related field
  • Minimum of three years progressive work experience in providing technical assistance and training to start-up entrepreneurs and microenterprises
  • Proficiency in Microsoft Office, with experience using Word, Excel, and database management software
  • Excellent interpersonal, public speaking, and written communication skills
  • Demonstrated ability to work in a proactive, diverse, and inclusive organization
  • Ability to work with low-income individuals and diverse groups of multi-backgrounds
Preferred Qualifications:
  • Work experience in underwriting loans or loan packaging
  • Experience working with database and client relation management (CRM) software/systems such as Salesforce
  • Bi-lingual Spanish language skills
What We Offer:

PACE offers a competitive salary, excellent benefits, and a dynamic work environment. If you are a motivated and experienced professional looking to make a difference in your community, we encourage you to apply.



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