Yista Urbina-Tapia, Bella Fiore Landscaping LLC, Miami, FL >
Ascendus is a nonprofit small business lender working to create economic opportunity by providing entrepreneurs with access to the capital and the business support they need to create and grow healthy enterprises and contribute to thriving local economies. As an accredited CDFI, since 1991, Ascendus has provided almost $336 million to over 47,000 small business owners across the country. For more information, visit www.ascendus.org.
The Loan Consultant will report to the Manager of the Expansion Team and will be responsible for meeting lending and business development goals on the Expansion Team.
70% Individual Production:
Successfully disburse a minimum of 7 loans a month, totaling 70,000 in a timely manner (25% of loans should be submitted by the 15th of the month – no more than 50% of loans should be submitted during the last week of the month).
Ensure excellent customer service:
20% Business Development Expansion Team:
Goal: Expand the visibility of Ascendus in the community, build strong partnerships, and strengthen image.
Coordinate, Assist and Support Business Development Officers work with the following:
Conduct in person outreach if needed or via zoom presentations to banks and community partners, follow-up with partners that refer within 48 business hours, follow-up with partners that haven’t referred in a while, identify new partners and opportunities in key areas, leverage clients as partners. Travel maybe required for conferences or expos.
Conduct presentations to banks and community partners, follow-up with partners that refer within 48 business hours, follow-up with partners that haven’t referred in a while, identify new partners and opportunities in key areas, leverage clients as partners.
Provide high level of engagement in workshops, seminars, and panels in cooperation with local community organizations.
10% Technical Assistance
Provide excellent customer service by conducting one on one sessions with clients who need extra help to convert their applications. Work with community technical assistance partners if further support is needed in the areas of business planning and accounting. Make sure that all technical assistance support is being tracked in salesforce.
Compensation and Benefits
HOW TO APPLY
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The salary range for this position in $55K- $65K exempt