Client Specialist | CEED Lending/Great Lakes Women's Business Council

Reports to: Director of Business Education Job Overview We are looking for a results-driven and detail-oriented individual to join our team as a Client Specialist. In this role, you will play a pivotal part in the success of the program by collecting basic intake information on clients, managing referrals to capital-ready vendors, tracking services rendered, performing data entry, and promoting the program. Responsibilities Client Intake: Review intake applications on clients to ensure accuracy in providing the information needed to understand their financing needs. Provide applications to review team to determine the most suitable capital-ready service providers to address the client’s requirements. Enroll clients in the Capital Ready Solutions Program ensuring accurate and complete documentation. Provide orientation to clients with an overview of the program, its benefits, and the available services. Referral Management: Manage the referral process by coordinating with capital-ready vendors to ensure a seamless handover of clients. Facilitate effective communication between clients and assigned vendors. Service Tracking: Track the services rendered to clients through partner vendors. Ensure that clients receive the support they need in a timely and efficient manner. Data Entry and Reporting: Maintain accurate and up-to-date records of client interactions and services provided by compiling client counseling record activity from service providers. Generate regular reports on program activities, client progress, and service provider performance. Skills

• Interpersonal Skills • Project Management Experience
• Oral/Written Communications • Strong analytical and Innovative skills
• Organizational Skills • Collaboration

Qualifications Education: Some college in business administration, finance, or a related field. Experience: Proven experience in customer services and/or administrative support related roles. Familiarity with financial services and small business support programs is a plus. Ability to collaborate with internal teams and external vendors to ensure coordinated support for clients. If you have a passion for supporting entrepreneurs and connecting them with the resources they need, we encourage you to apply and contribute to the success of the CAPITAL READY SOLUTIONS Program. #J-18808-Ljbffr Southern Wayne County Regional Chamber