Reports to the Director of the Financial Programs

Pre-loan Technical Assistance

• Develop a comprehensive familiarity of business area resources for assistance with all aspects of starting and operating a business, including specific help with writing a business plan and producing financial projections
• Guide potential applicants in rectifying past credit problems (resources, above, should include credit counseling services)
• Assist aspiring business owners with a savings plan to accumulate enough owner’s equity

Loan Applications and Underwriting

• Assist applicants with preparing a complete loan application
• Insert the loan information in the appropriate system and perform analysis of business prospects and personal financial status of business owner(s)
• Prepare loan analysis for review by the Director of Lending
• Prepare closing documents to loans that are approved once all the conditions have been satisfied

Post-loan Technical Assistance

• Support the Director of Financial Programs with the monthly events and seminars
• Provide assistance to clients to help strengthen specific parts of a business plan
• Coordinate TA meetings with Clients and assigned RBAC staff
• Input in the system all TA hours

Administrative

• Support RBAC staff with all clerical work on different projects
• Keep track of inquiries and referrals by updating the appropriate database and provide monthly activity highlights to the Program Director in a timely manner
• Provide all necessary statistical data for new and existing RBAC clients

Marketing

• Provide logistical support at RBAC’s presentations at chamber events, local business-owners associations, SBA community seminars, economic development seminars, etc.

• Pursuing a college career in business, communications or related fields
• Strong bilingual oral and written skills required (English and Spanish)
• Self-driven, independent and goal-oriented
• Strong organizational skills

• Available for some evening and weekend events.