Business Advisor (Korean Speaker)

Compensation & Benefits Salary range: $55,000 – $65,000, commensurate with experience. Annual performance-based bonus opportunities tied to both individual and organizational success. Comprehensive benefits package (medical, dental, vision, retirement plan). Generous PTO and paid holidays. Hybrid work model: flexibility to work remotely after training period with initial 3 months of onsite training. Ongoing professional development, coaching, and opportunities for advancement within the organization. Be part of a mission-driven non‑profit CDFI that empowers entrepreneurs, strengthens communities, and fuels economic growth in NYC. Position Summary Reporting to their Senior Business Advisor/Team Leader, the Business Advisor (Korean Speaker) is responsible for building relationships with small businesses and referral‑based partnerships, generating a strong pipeline of loan applicants, pre‑screening loan applications for eligibility, loan packaging for submission, providing one‑on‑one business coaching to small business, and monitoring the performance of their portfolio of small business loans after they close. The Business Advisor (Korean Speaker) will primarily serve clients in the Flushing (NYC), Long Island and Westchester County location (eastern area, near Queens). Responsibilities Build strong partnerships with small business owners, business associations, and community organizations by participating in outreach efforts and local events. Provide one‑on‑one counseling on small business’ financial situation and provide cash flow guidance. Assist small business clients with REDC loan application package for submission to underwriting. Manage and monitor the performance of their loan portfolio and follow up with loan clients that need more counseling. Conduct site visits to better understand client operations and business needs. Organize and lead workshops for small business owners, as needed. Maintain close client contact to ensure satisfaction and anticipate financing needs. Diligently and promptly enter and track all relevant client information in Salesforce. Uphold confidentiality of all client information. Meet expectations for attendance and punctuality. Perform other related duties as assigned. Qualifications Bachelor’s degree OR equivalent experience in business, finance, or community development. Fluent in both English and Korean. Knowledge and understanding of tax reports, profit & loss (P&L) statements, and account statements are required. Experience in outreach and marketing (formal or informal), including promoting services or general marketing, to generate new leads is required. 2+ years of experience in small business counseling, lending, economic development, or entrepreneurship is preferred. Formal or informal experience managing a small business. Excellent knowledge of local businesses and resources in Flushing (NYC), Long Island and Westchester County location (eastern area, near Queens). Strong background in client management and customer service. Strong analytical, verbal, written, and interpersonal communication skills, with the ability to present information to a diverse customer base. Finance and Accounting knowledge preferred. Commitment to the confidentiality of sensitive materials and information. Strong organizational skills with attention to detail. Ability to quickly gain knowledge of local businesses and resources. Hands‑on experience working with small business owners is a plus. Experience working with low‑income individuals in diverse communities. Proven ability to multitask, work under pressure, and meet deadlines. Proficiency in Salesforce, Google applications, and Microsoft Office Suite (specifically MS Word and Excel). Location Requirement: This is a hybrid remote position with initial 3 months of on‑site training. Must be willing to travel between Flushing (NYC), Long Island and Westchester County location (eastern area, near Queens). #J-18808-Ljbffr