Essential Functions:
PORTFOLIO MANAGEMENT:
Manages a portfolio of active borrowers by developing and maintaining
relationships with borrowers, and performing site visits as necessary
TECHNICAL ASSISTANCE: Provides one-on-one technical assistance (TA) to borrowers, within assigned portfolio, depending on each business’s unique needs
TROUBLED LOAN MANAGEMENT: Responsible for late loan management, including loan modifications, defaults, and charge offs within assigned portfolio
LOAN CLOSING: Manages and executes the loan closing process, and collaborates with the underwriting team to ensure a smooth borrower relationship transition

Qualifications and Essential Skills:
B.A. or B.S. degree is required; preference for a degree in Finance, Economics, Accounting, Business Management. Master’s degree is strongly preferred
Two to five years’ experience (domestic or international) in micro-lending, small business lending, commercial portfolio management, impact investing, finance, and/or business consulting
Experience with financial analysis including understanding of financial statements and ratios
Experience in speaking to a variety of audiences and stakeholder groups

Ability to communicate, gain trust, and work with low-income individuals of wide-ranging cultures
Ability to speak more than one language highly recommended. (Spanish preferred)
Ability to work effectively in a team and can operate independently as tasks require
Proficiency with MS Office Suite (Word, Excel and PowerPoint). Intermediate Excel skills with the ability to understand and write basic formulas, develop charts and graphs for presentations, and summarize large datasets.
Experience with loan management systems and databases, credit information systems, and public record research preferred. DownHome solutions, Equifax, and public record systems a plus.
Proactive, professional and hardworking with strong organizational and analytical skills. Flexible with an interest to learn and develop professional skills
Excellent interpersonal and problem-solving skills
Interest in impact investing or socially-minded businesses is desired, experience is preferred

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