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 assi...