Intake Specialist I

Ascendus is a nonprofit small business lender working to create economic opportunity by providing entrepreneurs with access to the capital and the business support they need to develop and grow healthy enterprises and contribute to thriving local economies. As an accredited CDFI, since 1991, Ascendus has provided almost $600 million to over 70,000 small business owners across the country. For more information, visit . Mission of the Intake Specialist I The Intake Specialist Iservesas the first impression of Ascendus and plays a critical role in expanding access to capital for underserved entrepreneurs. This positionis responsible forconverting prospective borrowers into qualified applicants through exceptional customer service,timelyfollow-up, effective needs assessment, and seamless coordination with the lending team. The Intake Specialist helps ensure every eligible entrepreneur hasa positiveexperience while supporting efficient pipeline management and loan production. The Intake Specialist Iwill report to the Lending Manager,Northeastand Expansion Team. Key Outcomes The Intake Specialist Iwill achieve the following: Prescreen and Process Applications, Clients Support & Reporting(60%) The Intake Specialist is accountable tomanagean equitableworkload while meeting established service levels and productivity expectations: Manage inbound inquiries across multiple channels whilemaintainingestablished response-time standards. Track all leads systematically in Loan Operating System andreportsany system issues to manager and report through ticketing system. Convert eligible childcare and priority program leads into completed Fast Track applications. Remain current on lending guidelines to lead applicants appropriately through the lending process andadditionalservices. Deliver a high-quality client experience that reflects our mission,professionalismand commitment to financialinclusion: Following up with client calls, applications, and emails within 24 hours Documenting interactions with customersbyentering notes in Loan Operating System Communications(25%) Create and Maintain RDLs, email templates, and canned responses on live chat up to date Ensure consistency between internal guidelines and external communication (including website) Manage specific program pipelines and send emails tofacilitateapplicants through our process and/orto promotenew programsto qualified applicants. One on One Technical Assistance Work (15%) Provide Technical Assistance to Active Portfolio scheduling at least 1 Technical Assistance Session per Quarter (to LIIF and SBA clients) covering at the minimum the following topics: Credit Analysis: Pull Credit Report and review - Work with small business owners toidentifystrengths andweaknessesin credit and business practices. Provide two to three recommendations to improve credit and/or provide a partnerreferral. Cash Flow Analysis:Review ofthe last Quarter Bank Statements General Biz Coaching: Discuss relevant changesonthe Biz Model such as: New Biz Partner, New Legal Entity/Structure, New Biz Location & New Market channels, New Products oradditionalservices offered, New Assets vs New Liabilities (debt)acquired. Whenappropriate: Correct Negative Payment Behaviors: Refer client to ourPayment SupportDepartment Productivity :The level of work output or efficiency as compared to a standard or compared to others.The ability to use time and resources well. Organizational Skills : The ability to manage tasks, projects, information, and materials within a well-ordered system.The degree to which multiple assignments are managed and completed according to established schedules. Teamwork : The ability to promote positive work relationships with area staff, team members, and supervisors.The degree of problem solving, communication, listening, cooperation, and productivitydemonstratedwhile working with others to successfully meet goals. Communication : The ability to effectively converse and listen to others concerning company matters.The use of proper written and grammatical skills, and the meaningful application of computer technology [e-mail, Internet, etc.]. Dependability :The degree offollow-through on assignments.The degree to which the employee can be counted on to complete assignments ina timelyand competent manner.The degree to which the employee is self-directed, takes initiative, and is proactive. Attention to detail :The level at which tasks are performed carefully, accurately, andin accordance withspecific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules. Skills and Qualifications Bilingual – English and Spanishrequired. Portuguese a plus Knowledge of Salesforce, selling loan products and financial statement analysis Ability to work in a fast-paced environment Compensation and Benefits Competitive salary based on experience and qualifications. Comprehensive health benefits with generous employer contributions toward medical, dental, and vision coverage for employees and their families. Employer-paid HRA card for medical-related expenses such as co-pays and prescriptions. Monthly mobile phone stipend of $30. Eligibility for 401(K) participation after30 daysof employment, and employer-match of up to 3% of annual salary. Flexible time off. We are required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years. Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at #J-18808-Ljbffr Valid8 Financial, Inc.