Program Officer
TruFund Financial Services
Program Officer
Birmingham, Alabama, United States
The Program Officer Alabama will be responsible for assisting with: (1) implementing a continuum of programs and business advisory services that creates opportunities for more entrepreneurs, small businesses and not-for-profits to increase business knowledge, strengthen management capacity, and access affordable and adequate capital for business growth; (2) maintaining relationships with outside experts/vendors/consultants, funders and government agencies, (3) performance outcome data tracking and the preparation of reports as required by funding partners and/or senior management
Primary Job Functions: Business Training, Program Administration and Management
- Provides administrative support for the planning, coordination, implementation and assessment of all program activity, events, training and workshops in the market, in accordance with organizational goals and timelines.
- Provides one on one support, working directly with entrepreneurs and business owners to support capacity building, business education and business growth.
- Conducts trainings and facilitates workshops for entrepreneurs and small business owners.
- Provides administrative support for all lending activity in market by assisting with loan packaging, client follow-up, document screening, and CRM compliance management.
- Assists with a range of project management and administrative responsibilities, including, budget and expenditure tracking, organizing meetings and workshops, and coordinating travel arrangements.
- Ensures organizational goals, reporting guidelines, and project timelines are met.
- Utilizes program-specific tracking systems.
- Processes program applications and contributes to participant selection.
- Administers and maintains client surveys and questionnaires for quality assurance and reporting.
Community Outreach & Relationship Management
- Cultivates good working relationships with key agencies and stakeholders critical to TruFund's ongoing business advisory services, program delivery, business relationships loan and program referral activity, and branding.
- Supports program and lending goals, while nurturing a quality client experience.
- Works with Communications Department on outreach and marketing efforts designed to solicit and promote TruFund's training opportunities to businesses, employers, and other target audiences.
- Attends community outreach, industry and partner events and maintains a calendar of related activity and events in the market.
- Assists with workshops, new borrower trainings, panel discussions, and speaking engagements for audiences with a wide range of professional backgrounds.
- Facilitates business networking and peer to peer learning.
- Communicates with vendors, consultants, subject matter experts and other external stakeholders to support program implementation.
Materials Development
- Works collaboratively to inform, develop and distribute program materials to support program and community engagement goals.
- Supports resource development activity as needed, including grant writing and management.
- Informs and supports the development of program reports and agreements.
Qualifications: Education and Related Work Experience:
- Minimum of a Bachelor's Degree in related field or 3 – 5 years of training and/or technical assistance experience
- Demonstrated knowledge and previous experience in planning and conducting basic, intermediate and advanced training programs for diverse audiences
- Lending experience a plus
- Experience working with MWBE, LMI businesses and not-for-profit organizations a plus
- Experience working in supplier diversity, construction and professional services contracting, small business resiliency and/or disaster recovery a plus
Knowledge, skills and abilities:
- Must be able to work on multiple projects and to prioritize effectively.
- Demonstrated ability to work both as a team member and independently is required.
- Must have excellent written and oral communication skills
- Proficiency in Microsoft Office software including Word, Excel, PowerPoint, and Outlook is required
- Working knowledge/experience with project management software/applications a plus
- Previous experience in the development and facilitation of workshops, panels and one on one coaching, and other business advisory experience
- Must have demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
- Knowledge of marketing, small business planning, financial management, strategic planning, project management and community development is strongly preferred.
- Working experience/knowledge of the low-mod income communities in Alabama
- This position requires a high degree of self-motivation, dedication, creativity, and willingness to accept a demanding (and personally satisfying) position.
Other Special Considerations
- Must be able to travel throughout Alabama, as needed
- Must be able to work nights and weekends where required for program coordination and implementation
- This job is performed under general office conditions, and is not subject to any strenuous physical demands or dangerous conditions.
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