POSITION:   SMALL BUSINESS TECHNICAL ASSISTANCE & TRAINING OFFICER – SMALL BUSINESS LENDING

 

Local Community Development Financial Institution is seeking a Small Business Technical Assistance & Training Officer to be responsible for providing primary business coaching and advice to potential Small Business loan applicants and existing Small Business borrowers. This position reports directly to the Director of Small Business Lending and works collaboratively with Small Business Loan Officers, the TA Associate, and the Small Business Loan Associate. This is a position with the potential to grow as the CDFI is looking to expand its offerings in the future to include a Business Resource Center. The Employer is a certified Community Development Financial Institution §501(c)(3) nonprofit corporation.

JOB SUMMARY: 

This position provides business coaching and development support to small business loan applicants and borrowers. The primary functions are to (1) work with potential borrowers to assist them in completing a business plan, preparing and understanding business financials, and otherwise help them prepare to apply for a Small Business loan, (2) work with Small Business borrowers on a regular basis to review and update their plans and financials, head off issues before they become problems, and otherwise strengthen their small businesses, and (3) support the implementation and development of the organization’s Small Business Training & Development Program.

The TA and Small Business Training Officer possesses a drive to assist existing and potential entrepreneurs in their efforts to access capital to achieve financial success and improve the overall economy of Baltimore and surrounding counties is a key requirement, as well as the ability to identify each existing or potential business owner’s level of understanding of small business planning and financial management and to work with a variety of entrepreneurs at various levels of skill, experience, and knowledge – including entrepreneurs with little to no business skill, experience, or knowledge whatsoever – is also key.  This position requires a significant amount of customer contact,  data collection and recordkeeping.

DUTIES AND RESPONSIBILITIES: 

  • Continuous support to build out, grow, and develop a robust Small Business Training and Development Program.
  • Assist and advise small business loan applicants and potential applicants in the (1) development and/or review of a comprehensive a business plan that meets lending requirements; (2) preparation and analysis of small business financials; (3) understanding of the legal requirements for starting or operating a business in Maryland; and the (4) basic understanding of small business financing, including financial planning, loan progression, typical credit criteria for small businesses, and personal vs. business credit matters.
  • Meet any other training requirements established as amended from time to time.
  • Maintain a Schedule of Contacts and facilitate ongoing communication with existing Small Business borrowers to review their updated business plans and financials, address any problems or concerns, and update their impact data for the organization’s records.
  • Interact directly with Small Business Loan Officers and the Small Business Loan Associate in the course of supporting small business loan applicants, potential applicants, and existing small business borrowers, keeping the Loan Officers, Loan & Marketing Associate, and the Director of Small Business Lending well informed of the status of each entrepreneur’s progress.
  • Manage the expeditious flow of data between the small business loan applicants and the Small Business Loan Officers, especially in the preparation of small business loan applications.
  • Maintain detailed reports of small business loan applicants’ and potential applicants’ stages of development and progress through the program, as well as impact, growth and financial data for applicants, potential applicants, and existing borrowers for presentations at regularly scheduled pipeline meetings, Small Business Advisory Board meetings, and Board of Directors meetings.
  • Manage and complete all program reporting requirements of loan tracking software and system.
  • Continue to refine the Small Business Training and Development Program and assist in finding ways to streamline the training process through automation and other methods.
  • Help coordinate, develop, and host Small Business Training and Development seminars online and in-person (as appropriate) on various subjects of interest to potential and existing entrepreneurs, inviting relevant guest speakers and panelists when appropriate.
  • Coordinate, develop, and implement special projects as assigned by the Director of Small Business Lending, including, but not limited to, assisting in the preparation of grant applications and other capital raising proposals to support the Small Business Training and Development Program.
  • Demonstrate proficiency in effectively communicating technical concepts, writing letters, memoranda, business summaries, position papers.
  • Work as a team member, ever conscious of deadline needs, workflow, and assignment schedules.
  • Performs other duties as assigned.

POSITION QUALIFICATIONS:

  • At least five (5) years’ small business training experience or commercial/business banking experience dealing with small to medium-sized businesses with an emphasis on business lending.
  • Experience writing, developing, and/or reviewing Business Plans.
  • Demonstrated leadership, organizational and interpersonal skills to direct, develop, and implement programming and engage existing and potential entrepreneurs.
  • Strong customer service skills and the ability to establish rapport with people of diverse ethnic, racial, and cultural backgrounds.
  • Excellent organizational skills, with attention to detail and the ability to work independently.
  • Effective time management and interpersonal skills.
  • Excellent verbal and written communication skills.
  • Proficiency with basic computer skills including Microsoft Excel, Outlook, Word, and Power Point.
  • Experience with Salesforce a plus.
  • Familiarity with Baltimore City and its neighborhoods a plus.
  • Bachelor’s degree a plus. Extensive experience may be substituted for educational experience.

COMPENSATION:

Compensation may range from $62,000-$67,000/annually, paid as a salary with benefits, commensurate with experience and qualifications. An excellent benefits package includes a 40lk plan with match, health insurance, life, and disability insurance, and paid annual leave.

To Apply Send Your Resume to:  Info@kellerproservices.com

Equal Opportunity Employers (EOE).

501(c)(3) Non-Profit Certified Community Development Financial Institution

POSITION: RESOURCE DEVELOPMENT OFFICER

Location:         Baltimore, MD
Reports To:     Senior Vice President & Chief Operating Officer
Class:                Exempt
Status:              Fulltime

POSITION SUMMARY:

The position of Resource Development Officer plays a lead role in developing and writing fundraising plans and funding proposals for a Baltimore-based Community Development Financial Institution (CDFI) and develops strategic partnerships to meet its short and long-term fundraising goals in support of its mission. The Resource Development Officer coordinates with staff to effectively manage the acquisition of new donors, and the renewal and development of current funders. The Resource Development Officer is responsible for building and managing fund-relations and report management and works closely with the Marketing and Communications Officer in the creation of marketing and outreach materials to ensure an effective Web and social media presence.

Currently staff report to the office on a hybrid schedule basis.

REPORTING RESPONSIBILITIES/LINES OF AUTHORITY:

The Resource Development Officer reports directly to the Senior Vice President/Chief Operating Officer and collaborates closely with senior managers, staff, board, and committee members in developing and executing comprehensive fundraising and relationship management plans for the organization. This position receives administrative and operating support from two members of the Operations Team.

MAJOR DUTIES AND RESPONSIBILITIES:

Strategy and Planning:

  • Develop strategies to encourage new or increased contributions.
  • Lead the design, implementation, and on-going refinement of a comprehensive and effective fundraising plan.
  • Oversee the implementation of funding strategies in soliciting new funders, renewal, and expansion of current supporters, and manage the donor portfolio.
  • Coordinate the involvement of the organization’s management team, board, senior and program staff in fundraising activities, as needed.
  • Assist in planning and directing special events for fundraising.
  • Evaluate program effectiveness.

Identify and Secure New Prospects:

  • Oversee, and review the activities of fundraising.
  • Develop and manage donor relationships and acquisition strategies.
  • Compile or develop materials to submit to granting or other funding organizations.
  • Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
  • Write and edit funding requests to targeted funders.
  • Identify, cultivate, and solicit new prospects for local, regional, and national programmatic funding.
  • Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.

Obtain Renewals:

  • Establish interpersonal business relationships to facilitate fundraising activities.
  • Collaborate with senior staff and fundraising team members to effectively develop and implement donor-retention strategies.
  • Research, write, and edit requests to current funders including foundations, banks, government, corporations, individual donors, and others.

Manage Fundraising Communications, Information and Reports:

  • Responsible for the accuracy of fulfilling the reporting requirements of all funders in a timely fashion.
  • Use Salesforce Customer relationship management software for data management and reporting.
  • Work with the CFO and fundraising team to effectively manage donor correspondence, materials and information utilizing Salesforce to track and respond to requests from funders and other partners in a timely manner.
  • Interfaces with the fundraising team to gather information and manage donor profiles and prospects within the organization’s market area.
  • Evaluate advertising and promotion programs for compatibility with fundraising efforts.

Marketing and Public Relations:

  • Work collaboratively with the Marketing and Communications Officer, senior managers, and fundraising staff to design marketing and outreach materials to increase the organization’s visibility and awareness.
  • Work with the Marketing and PR Team in the development of a variety of collateral materials including brochures, reports, articles, funder updates, fact sheets, press releases, videos, etc.
  • Assist in the creation of the organization’s Annual Report.

SKILLS AND EXPERIENCE REQUIRED:

The ideal candidate will have the following skills and experience:

  • A minimum of five years of experience in nonprofit fundraising, communications, and external affairs, including:
    • A thorough knowledge and expertise in fundraising, grant writing, and developing donor relationships with banks, foundations, corporations, individuals, and local, state, and federal government agencies.
    • Knowledge and experience in team leadership.
    • Demonstrated ability to conceptualize and effectively cultivate and implement the solicitation of donors, using exceptional written and oral communication skills.
  • Must be able to synthesize complex concepts and analyze data to form clear and compelling arguments appropriate for various donor/investor audiences.
  • Knowledge of Financial Concepts and budgets.
  • Strong Technology Skills with the ability to produce quality grant and funding applications that meet deadlines.
    • Demonstrated knowledge of Microsoft Office (Word, Excel, PowerPoint).
    • Knowledge of digital and social media marketing concepts, technology, and software.
    • Knowledge of Salesforce as a CRM platform is highly desirable.
  • Knowledge of the CDFI lending industry is highly desirable.
  • Knowledge of the community development field is preferred.

EDUCATION AND OTHER REQUIREMENTS:

  • A bachelor’s degree or related experience commensurate with education required for this position. A high level of managerial and leadership skills is needed for this position.
  • Seeking a candidate with a high degree of self-motivation, dedication, creativity; a strategic thinker, able to work in a flexible team setting. The successful candidate must also be able to collaborate with multiple teams, groups, and individuals both within and outside of the organization and represent the organization in a professional and courteous manner.
  • The ideal candidate demonstrates attention to details, has exceptional time management skills and demonstrates a personal commitment to the mission/passion work and goals of the organization.

COMPENSATION PACKAGE:

Salary commensurate with experience and qualifications ($80,000 to $100,000 annually).

Compensation includes an excellent benefits package:

  • Life Insurance (after 90 days) $50,000 limit
  • Health Insurance Option including vision and dental, after 30 days.
  • Paid Vacation (80 hours) after 1 year.
  • 11 Paid Holidays
  • Personal/sick leave (80 hours) after 1 year
  • 3 Days paid Bereavement leave for immediate family members.
  • 401(k) Plan
  • Continuing Education Assistance
  • Employer Sponsored Short and Long-Term disability insurance, after 90 days.

TO APPLY and for Additional Information, Please Contact:

Debra Keller-Greene
Keller Professional Services, Inc.
info@kellerproservices.com
Phone:  443-540-5901

 

Equal Opportunity Employers (EOE).

The Employer is a 501(c)(3) Non-Profit Certified Community Development Financial Institution