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Job Description

Generates loan volume through building relationships with the community, partner organizations, bankers, accountants & other creative techniques in collaboration with small business support organizations.

Generates new clients & partnerships with support organizations that have a positive economic impact in support of target market.

Evaluate best ways to reach out to prospective clients.

Analyze loan requests based on need, impact & financial viability.

Screen potential clients and educate them about the loan process.

Assist start-ups, established small businesses and nonprofits in preparation for a loan.

Submit loans that have a positive impact in Texas’ lower-income communities.

Meet minimum loan volume/production requirements.

Conduct annual visits to clients & makes phone calls to delinquent clients.

Ensure loan requests are properly assigned to an underwriter & that deals move expediently through the process.

Identify technical assistance, education & training needs of existing & prospective clients.

Maintain routine contact with loan prospects & existing clients.

Follow up with clients to maintain & strengthen the relationship.

Other responsibilities include community outreach, collections, passing on loan capital & grant opportunities to corporate staff for action.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Bachelor’s degree or relevant work experience.

Minimum of one year of lending or related financial services experience.

Strong communication skills & positive, team focused approach.

Travel required up to 75% of the time in the area.

Available to attend events or programs outside the Monday-Friday work week as needed.