Loan Consultant, Central and North Florida

Job Type

Full Time

Salary

Minimum: $41,000
Maximum: $45,000

Published

07/31/2018

Start Date

08/31/2018

Application Deadline

08/31/2018

Address

Orlando
Florida
United States

Description

About Accion

Accion (us.accion.org) is a nationwide nonprofit community lender dedicated to helping entrepreneurs generate income, build assets, create jobs and achieve financial success through business ownership. Our network serves small businesses in communities across the U.S. and is made up of four certified Community Development Financial Institutions (CDFIs) and a U.S. Network office. Globally, for more than 50 years Accion has helped over 90 partners serve the financial needs of tens of millions of people in 40 countries.

Accion Serving the East Coast is seeking a talented individual to fill the role of Loan Consultant.

MISSION OF THE LOAN CONSULTANT

The Loan Consultant is responsible for building our brand and establishing our presence as the micro-lender of choice in the South Florida/Broward County and surrounding areas. This position’s responsibilities include the development, cultivation and growth of small business lending. The Loan Consultant is focused on outreach to partners (banking institutions, government organizations and community partners) to originate quality loan applications and directly responsible for monthly business development and sales goals reporting to the Director of Lending.

OUTCOMES

  • Deliver on monthly sales goals of cumulatively lending $55,000 to six business owners;
  • Deliver on monthly new loan conversion at a threshold of 20% or higher;
  • Work to build a portfolio so that 40% of monthly disbursements are refinance applications;
  • Deliver on generating and converting 15 leads a month from existing clients;
  • Deliver three sales presentations a month in coordination with the outreach strategy (Broward County area; expanding ACCION’s presence in this region)
  • Develop new and cultivate existing referral relationships that generate high levels of customer satisfaction of 80% or greater as measured by the Net Promoter Score (NPS);

KEY COMPETENCIES

  • Honesty/Integrity. Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
  • Reaches out to peers and cooperates with supervisor to establish an overall collaborative working relationship.
  • Strong interpersonal and communication skills and the proven ability to work at all levels both inside and outside the organization.
  • Strategic thinking . Able to see and communicate the big picture. Determines opportunities and threats through comprehensive analysis of current and future trends.
  • Follow-through on commitments. Lives up to verbal and written agreements, regardless of personal cost.
  • Organization and planning. Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key market growth opportunities.
  • Able to produce significant output with minimal wasted effort. Delegates effectively while remaining accountable to rigorous performance objectives
  • Attention to detail and is meticulous. Does not let important details slip through the cracks or derail outcomes.

In addition, the Loan Consultant is expected to enhance and support the culture and organizational values of Accion East, which include adaptability, dedication, empathy, inclusion, integrity and passion (see /home/support-accion/about-accion/who-we-are.aspx for definitions).

MINIMUM QUALIFICATIONS

  • Bachelor's degree preferred;
  • Bilingual -English/Spanish required. Portuguese a plus.
  • Three years’ experience working in small business; prior business experience/sales skills preferred;
  • Self-Motivator/Self-Starter can build a new region of growth for the organization;
  • Ability to effectively manage multiple stakeholders/partner relationships;
  • Ability to plan and conduct business workshops on a variety of business related topics (financial management, marketing, managing cash flow, business credit, business plan development and implementation, etc.);
  • Creative thinker and problem solver;
  • Good presentation and math skills; knowledge of Word and Excel.

COMPENSATION & BENEFITS

  • $50,000 annualized salary
  • Medical, dental, vision benefits effective from start date; 100% employer paid premiums
  • 100% employer funded HSA cards for medical deductible and approved medical, dental and vision expenses
  • 401K plan
  • 12 paid holidays yearly
  • Generous time off policy (vacation, sick, personal days)
  • Flex-time availability in keeping with business need

1) A cover letter explaining how your skills match Accion's needs

2) Your resume

Job Type: Full-time

Salary: $41,000.00 to $45,000.00 /year

Application Questions

You have requested that Indeed ask candidates the following questions:

  • How many years of Sales experience do you have?
  • Are you in Orlando, FL?
  • Do you speak English, Spanish?


Benefits

COMPENSATION & BENEFITS

  • $50,000 annualized salary
  • Medical, dental, vision benefits effective from start date; 100% employer paid premiums
  • 100% employer funded HSA cards for medical deductible and approved medical, dental and vision expenses
  • 401K plan
  • 12 paid holidays yearly
  • Generous time off policy (vacation, sick, personal days)
  • Flex-time availability in keeping with business need


Level of Language Proficiency

English and Spanish fluently

Professional Level

Professional

Minimum Education Required

4-year degree

How To Apply

1) A cover letter explaining how your skills match Accion's needs

2) Your resume

Job Type: Full-time

Salary: $41,000.00 to $45,000.00 /year


Share:

Share: