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Financial Services Consultant

2 months ago

Dallas, Texas, United States PeopleFund Default Full time
Job Overview

Position Summary:

  • The primary responsibility of the Loan Officer is to support entrepreneurs in securing the necessary financing. This role involves cultivating essential relationships to aid small business proprietors, managing the loan application workflow, assessing client qualifications, reviewing loan submissions for accuracy, performing credit evaluations, and preparing loan documentation for underwriting review. The Loan Officer will report directly to the Regional Lending Manager.

About PeopleFund:

  • PeopleFund is dedicated to fostering economic opportunities and financial security for marginalized communities by providing access to capital, educational resources, and tools to develop sustainable small businesses.

Core Values:

  • Integrity Above All
  • Service Oriented
  • Commitment to Excellence

If this resonates with you, we would love to discuss your potential contributions at PeopleFund.

Key Responsibilities:

  • Drive loan production by establishing connections within the community, collaborating with partner organizations, financial institutions, accountants, and employing innovative outreach strategies alongside small business support entities.
  • Attract new clients and partnerships with organizations that positively influence PeopleFund's target demographic.
  • Identify effective outreach methods to engage prospective clients.
  • Assess loan applications based on necessity, potential impact, and financial soundness.
  • Screen prospective clients and provide education regarding the loan process.
  • Assist both new ventures and established small businesses, as well as nonprofits, in preparing for loan applications.
  • Submit loans that aim to create a positive impact in economically disadvantaged areas of Texas.
  • Meet established loan volume and production targets.
  • Conduct annual follow-ups with PeopleFund clients and reach out to clients with overdue accounts.
  • Ensure loan applications are accurately assigned to underwriters and that transactions progress smoothly through the approval process.
  • Identify the educational and technical assistance needs of current and potential clients.
  • Maintain regular communication with loan prospects and existing clients.
  • Follow up with clients to nurture and enhance relationships.
  • Additional duties include community engagement, collections, and facilitating loan capital and grant opportunities for corporate staff to pursue.
  • Participate in lending events that align with PeopleFund's mission.
  • Perform other related tasks as required.

Employee Benefits:

  • Comprehensive medical, dental, vision, and life insurance coverage, with PeopleFund covering up to 100% for employee-only plans.
  • Generous Paid Time Off starting at three weeks annually, plus 12 paid holidays.
  • 401(k) retirement plan with matching contributions and immediate vesting.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options available for qualifying medical expenses.
  • Dependent Child Care Spending Account for eligible employees.
  • PeopleFund operates in a Hybrid Work Environment.

In alignment with our mission, PeopleFund is committed to building a diverse workforce and fostering an inclusive workplace. We are proud to be an equal opportunity employer and welcome applications from all qualified individuals, including those from underrepresented groups who can enhance our team's capabilities as we strive to meet the needs of underserved communities.

Qualifications:

  • Bachelor's degree or equivalent relevant experience.
  • A minimum of three years in lending or related financial services.
  • Excellent communication skills and a collaborative, team-oriented approach.
  • Spanish language proficiency is preferred but not mandatory.
  • Willingness to travel up to 75% of the time.
  • Availability to attend events or programs outside the standard workweek as necessary.