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Business & Loan Counselor II for Nonprofit

Business & Loan Counselor II for Nonprofit

PACELos Angeles, CA, US
30+ days ago
Job type
  • Full-time
Job description

Business Counselor II

PACE is seeking a highly skilled and motivated Business Counselor II who will carry out the day-to-day program activities for meeting and exceeding program performance outcomes & requirements. The individual will collaborate with other business counselors, loan / credit counselors, program assistants, interns, and volunteers. When directed, the Business Counselor will act as the representative of PACE in cultivating and maintaining collaborative working relationships with all partners, key stakeholders, and other community partners. This is a great opportunity for individuals looking to work or continue career growth in the nonprofit sector and to serve the community. This is a wonderful opportunity to build a fulfilling career while making a real difference and impact in the community!

PACE is a local community nonprofit organization founded in 1976 to provide services for communities in the greater Los Angeles area. PACE's services include Business Development; Workforce Development; Early Childhood Education (Head Start); Financial Education and Asset Building; Housing and Rehabilitation Services; Weatherization and Energy-conservation programs; and Affordable Housing Development. PACE serves more than 40,000 people each year with approximately 350+ staff. PACE is recognized as a leader in addressing problems of poverty and economic inequity in ethnic minority communities and has a reputation for being responsive to community needs and known to create innovative solutions to the myriad of challenges faced by our clients.

PACE BUSINESS promotes the growth and economic expansion of diverse Southern Californian communities through the infusion of capital and the provision of business consultation services and financial literacy training. PACE targets low- and moderate-income residents, entrepreneurs and business owners with diverse loan products as well as technical assistance focused on financial education and credit building. PACE Business provides no-cost advising services and low-cost educational programs to entrepreneurs looking to start or grow their small business. PACE business advisors work with entrepreneurs in one-to-one sessions in the areas of management, marketing, sales, finance, accounting, and other disciplines required for small business growth, expansion, and innovation.

Key Responsibilities & Duties

Relationship Management & Stakeholder Engagement

  • Build and maintain constructive relationships with funders and key community stakeholders
  • Actively engage and collaborate with staff of PACE BDC, community partners, consultants and other PACE departments, consultants, speakers, interns, and volunteers
  • Collaborate and coordinate with other PACE Business teams when there are other opportunities for client referrals and / or cross-teaming

Program Implementation :

  • Outreach and Recruitment :
  • Direct outreach, via strategic partners, attending events, conducting workshops to recruit business owners and entrepreneurs
  • Identify, establish, and maintain community partnerships to increase outreach and recruitment
  • Training & Technical Assistance :
  • Update and create training curriculums as needed by the Department
  • Conduct entrepreneur, microenterprise, and other business-related workshops; evaluate and enhance workshops as needed
  • Provide clients direct counseling, one-on-one mentoring, loan packaging, access to contracts, refer to credit / loan counselor
  • Assist clients apply for DBA, EIN, sellers' permit, business license, and any other required license / permits.
  • Conduct regular business assessments using successful screening tool
  • Collect clients' facts and documents to complete business enrollment
  • Loan and Loan Packaging :
  • Create and distribute materials to help market the Microloan programs
  • Provide assessment of micro / small business loan needs
  • Keep informed about PACE Finance Corporation loan products and other lending partners' products and assist clients with loan preparation and submitting complete applications
  • Refer potential loan clients to loan counselors
  • Reporting :
  • Aggregate, monitor, and track data of clients enrolled; analyze and synthesize client data for business development and reporting purposes
  • Conduct regular reporting on key metrics, KPIs, and status reports, as required by internal management, funders, grantors, and other key stakeholders
  • Coordinate with internal and external auditors for reviews
  • Business Development :

  • Help in developing proposals in response to funding opportunities for PACE Business
  • Education, Experiences and Skills

    Education and Experience :

  • At least two years of work experience in providing technical assistance and training to start-up entrepreneurs, small businesses and / or microenterprises
  • Bachelor's degree in business administration, finance, and marketing and other related field preferred and / or minimum of three years of working experience in business development
  • Experience in overseeing and / or managing government contracts, highly desirable
  • Experience in small business-related events, workshops, and training, highly desirable
  • Experience in family business or self-owned business desirable
  • Experience in underwriting loans or loan packaging desirable
  • Skills and Abilities :

  • Demonstrated ability to work effectively with staff, building and stewarding an organizational culture that embraces inclusion
  • Have excellent communication skills both written and spoken; ability to communicate and deliver clear, concise, effective manner for internal and external stakeholders
  • Build positive, effective, collaborative cultures and teams wherever you work, including willingness to share skills and knowledge with others
  • Ability to work with low-income individuals and groups of multi-background
  • Demonstrated ability to multi-task and work in a fast-paced office setting
  • Excellent organizational and management skills
  • Strong project management skills
  • Effective problem-solving and mediation skills
  • Proficiency in Microsoft Office, Social Media and On-line Marketing
  • Experience working with database and client relation management (CRM) software / system, especially Salesforce
  • Bi-lingual language skills preferred but not required
  • Special Requirements

  • Must have a valid Driver's License, adequate automobile insurance coverage and an automobile in working condition; local travel may be required.
  • Must satisfactorily pass background and employment / reference check
  • COVID vaccination required; must have two-dose series of Pfizer or Moderna or a single-dose of Johnson & Johnson. Those that need a medical or religious exemption must reach out separately.
  • Compensation & Benefits

  • Pay range is $80,000 to $100,000 annual depending on experience
  • Affordable and robust Medical, Dental, Vision, and Life insurance plans for employee plus family with generous employer contributions
  • 401(k) retirement plan
  • PTO, paid holidays, and sick leave
  • This position is on-site at one of following locations (TBD) :
  • PACE Hollywood office : 1370 N. Saint Andrews Place, Los Angeles, CA 90028
  • DTLA HQ office : 1055 Wilshire Blvd., Los Angeles, CA 90017
  • Application Process :

  • All applicants MUST upload a resume AND complete application on our website and to be considered :
  • Applications will be reviewed on a rolling basis until positions have been filled. We will only reach out to candidates who have been selected to move forward in the process.
  • Physical Demands

    These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the Development and Marketing Director. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions of the position. While performing the responsibilities of this position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl, carry up to 30 lbs. Vision abilities required by this job include close vision

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