Start or grow a meaningful career at Pursuit
Who We Are
Pursuit is a community-focused lender that provides small businesses with affordable loans and resources so that they can reach higher, transform and grow. That transformation may start with an individual borrower, but ultimately extends into the broader community, taking shape as new employment opportunities, economic development and positive change.
What We Do
For more than 65 years, we have been 100% invested in the success of our clients. Pursuit offers a suite of innovative financing products designed to expand access to capital for small businesses. Our range of loans and lines of credit range from $10,000 to $5.5 million for businesses ready to make their next big investment. We have designed our application processes and loan terms with more flexibility than traditional banks. Our signature loan programs include commercial real estate financing, general business funding, and fast business funding through a digital platform. We leverage deep, long-term relationships with banks and community partners to serve clients in Connecticut, New York, New Jersey and Pennsylvania.
What We Offer
A collaborative environment of mission-focused professionals dedicated to helping communities and economies grow through business lending. We seek individuals who want to blend a career in financial services with a career serving others. Pursuit extends its employees competitive salaries and a range of benefits including, including but not limited to:
- Health Insurance, generous employer premium contribution
- Fully paid Dental, Vision and Life Insurance
- Generous 401(k) match
- Flexible spending account
- Holiday and Paid Time Off
- Educational assistance after two years of employment
- Summer work hours
How We Help
We believe that when local businesses thrive, they provide good, stable jobs, recycling the money they spend back into the community to help it grow. Our loans are offered with affordable rates to ensure that our clients can continue growing and positively impacting their neighborhoods. While compelling founders’ stories are what drive us every day, we are proud to work with small businesses at scale:
- $4+ billion lent, $1.2 billion in the last 5 years
- $2 billion portfolio of small business loans
- 70,000+ jobs created
- 10,000+ loans to small businesses
- 10,000+ hours of advisory and educational services
We are an Equal Opportunity Employer and comply with all applicable federal, state and local laws regarding nondiscrimination.
To apply for an open role, please email a resume and cover letter to [email protected]. For general employment inquiries please contact Toniann Datello, human resources director, at [email protected].
Openings
Location: Albany
Job Type: Employee – Full Time
About the Job:
As a member of the accounting team, the Accounting Professional is responsible for completing assigned accounting tasks to meet Pursuit’s operational, compliance, and financial reporting objectives.
Duties and Responsibilities:
- Performing daily Accounting tasks, including Accounts Payable, Accounts Receivable and Depository activity
- Managing funding sources to meet near-term funding obligations and reduce cost of funds
- Reconciling accounts and preparing related journal entries
- Promptly addressing questions and requests from funding sources and borrowers
- Preparing and completing various financial documents to demonstrate compliance with regulations/ program reporting requirements
- Ensuring legal documents are up to date protect company interests
- Performing other duties as assigned
Position Specifications:
- Bachelor’s Degree in accounting, finance or related field required
- 2+ years of practical Accounting and/or Finance experience
- Full Covid-19 vaccine required
- Demonstrated proficiency with Microsoft Office Suite and accounting software
- Attention to detail
- Able to meet deadlines and prioritize tasks
- Strong verbal and written communication skills
- Highly organized, able to balance various projects and responsibilities at once, especially in a fast-paced environment
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: New York City, preferred, candidates in NYS, NJ and PA considered
Job Type: Employee – Full Time
About the Position:
- The AVP Operations role will support Pursuit leadership in monitoring and improving organizational performance through developing and enhancing systems, dashboard, and reports
- Lead efforts to better utilize technology to innovate and increase efficiency across departments
- Project manage new programs and initiatives across Pursuit’s markets, developing processes and procedures for staff and leadership
- Monitor individual and organizational progress against goals and make recommendations for how to improve performance
- Develop and implement new processes to measure long-term impact of organizational activity
- Participate in external partner meetings
- Help maintain and grow CRM system including data entry, data analysis, reports, and dashboards
- Support the Business Advisory Services and Lending teams on specific projects as needed
Position Specifications:
- Bachelor’s degree, required
- Full Covid -19 vaccine required
- Final candidate must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing
- At least 4-5 years of professional work experience
- CDFI industry experience preferred
- Experience in CRM databases preferred
- Clear communication and interpersonal skills
- Abilities to manage multiple projects and meet deadlines
- Have a clear understanding of Pursuit’s products, services, and organizational strategy
- Candidates who reside in New York City preferred, but we will accept candidates throughout New York State, New Jersey and Pennsylvania
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Albany, NY
Job Type: Employee – Full Time
About the Position:
The Collection and Litigation Paralegal provides assistance and support to the Special Assets department.
Tasks include:
- Providing administrative support with the special assets portfolio, processes and functions.
- Contact and correspond with Borrowers with overdue accounts and attempt to either collect the overdue amount or propose a payment plan to collect it in installments.
- Maintain detailed timeline records of contacts, file activities and follow-up items, including calendaring of key dates including for filing proofs of claims, trial dates, motions, and discovery responses.
- Prepare SBA Litigation Plans, Collateral liquidation Memos, and Wrap-up reports.
- Monitor outside counsel proceedings.
- Order site inspections, appraisals, broker price opinion, and foreclosure reports.
- Monitor special asset expenses for recovery and reimbursement from the SBA.
- Assist in servicing, packaging, and liquidating SBA loans and submission of SBA guaranty purchase demand kits.
- Monitor lapsed insurance and delinquent real estate taxes.
- Additional position-related duties and responsibilities as assigned by manager.
Position Specifications:
- Bachelor’s degree required.
- Minimum 3 years of relevant experience.
- Familiarity with laws governing debt collection practices.
- Ability to work across departments and synthesize and collect information from multiple sources.
- Self-motivated and detail oriented.
- Strong written and verbal communication skills.
- SBA Lending/Collection Knowledge a plus.
- Excellent communication skills, both written and verbal.
- Ability to respond appropriately under pressure.
- Sound judgment and excellent problem-solving skills.
- A positive attitude and the ability to build relationships with customers.
- Ability to work independently as well as collaborate with others.
- Ability to negotiate a fast-paced environment and handle many responsibilities simultaneously.
- Full COVID-19 vaccine required.
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Albany, NY
Job Type: Employee – Full Time
About the Position:
Loan Application Review
- Work directly with banking clients and partners to ensure proposed loan structures are program compliant and project costs are sufficiently outlined.
- Review application documents and third-party reports to verify loan program eligibility.
- Spread and analyze financial statements and tax returns to identify any trends in the financial operations of the potential borrower and determine creditworthiness.
- Analyze cash flow and repayment ability of potential borrowers ensuring program benchmarks are met.
- Review business and managerial plans, credit reports, and other searches as appropriate to determine the creditworthiness of loan applicants.
- Prepare summary fast-track assessment of proposed loans for distribution to clients
Loan File Processing
- Develop and send a client checklist of items required to complete the loan file for purposes of underwriting and approval
- Work directly with the appropriate party/parties to request and receive all checklist items
- Review checklist items to ensure loan eligibility and that documents are complete and accurate
- Organize and maintain accurate and complete virtual loan files throughout the process
- Provide project summary and high-level review of loan file to Loan Processor and Underwriter and address any questions or issues with the appropriate party/parties
- Proactively work on loan files to ensure that applications move through the process in a timely fashion
Technology
- Utilize internal and external technology systems to review, process, and track active loan files
- Maintain accurate loan file database for managerial reporting purposes
- Coordinate checklist management with Loan Processor, Underwriters, and loan applicants through loan management software
- Assist management in improving technological processes by providing feedback on loan systems and potential efficiencies that can be gained in loan processing
Coordination and Communication
- Communicate both verbally and via email with borrowers, lenders, brokers, attorneys, and internal staff as necessary to move loan files through process in a timely manner
- Coordinate underwriting and approval of loan files with Loan Processors and Underwriters
- Review loan approval documents for consistency and accuracy as well as compliance with all internal and program guidelines
- Other miscellaneous duties as required by Senior Relationship Manager
Position Specifications:
- An associate degree in a related field, required
- Strong verbal and written communication skills
- Full Covid-19 vaccine required
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
- SBA loan experience and commercial underwriting experience, preferred and prior banking experience desired
- Detailed oriented and be able to multi-task in a fast-paced environment
We will give consideration to and provide training for veterans interested in a career in finance/ banking provided that the applicant has completed at least two years of college with a concentration in finance.
Location: Albany, NY
Job Type: Employee – Full Time
About the Job:
We seek to hire a Financial Analyst in our Albany, NY office. The Financial Analyst is responsible for performing document risk management on loan requests, evaluating and verifying collateral on all secured loans, and preparing reports and findings.
Position Specifications:
- Associates degree in a related field, required
- Strong verbal and written communication skills
- Candidates must be detailed oriented and be able to multi-task in a fast-paced environment
- SBA loan experience and commercial underwriting experience preferred
- Prior banking experience desired
- Full COVID-19 vaccine required
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing
We will give preference to and provide training for veterans interested in a career in finance/banking provided that the applicant has completed at least two years of college with a concentration in finance
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination. We provide equal opportunities to all employees and applicants for employment without regard to race, creed, color, religion, national origin, sex, age, disability, marital sexual orientation, citizenship status, or protected veteran status.
Location: Albany, NY
Job Type: Employee – Full Time
About the Job:
Modification Loan Processor for all loan programs will work directly with all parties such as, but not limited to, Borrowers, Bankers, Outside Counsels, staff, and senior management to successfully package the request and submit to the Portfolio Analyst. The Modification Loan Processor is responsible for understanding the request, and obtain information in order to substantiate the request while ensuring the file is in compliance with the loan agreement and policies.
Essential Functions:
- Modification Loan Processing:
- Work directly with Borrower to understand the changes that are being requested
- Develop and send Borrower a checklist of items required to complete request for purposes of underwriting and submittal for approval
- Work directly with the appropriate party/parties to receive all checklist items in a timely manner
- Organize and maintain documentation in loan application files
- Review all application documents received for accuracy and completeness
- Maintain accurate and complete loan file in internal network throughout loan process
- Database Input:
- Input required data into Ventures+ database for all loan files
- Update Ventures+ database with any changes as they occur throughout the loan process
- Coordination and Communication:
- Communicate both verbally and via email with borrowers, lenders, brokers, attorneys, and internal staff as necessary to move loan file through process in a timely manner
- Regularly update Senior Management on the status of each request
Position Specifications:
- Bachelor’s Degree required.
- Minimum of 1 year of experience in commercial loan processing or two years of experience in customer service.
- Full Covid -19 vaccine required.
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
- Proficiency with MS Office.
- Ability to prioritize, multi-task, and remain organized.
- Strong written and verbal communication skills.
- Agile and open to change.
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Albany, NY
Job Type: Employee – Full Time
About the Position:
We seek to hire a Portfolio Analyst in our Albany, NY office. The Portfolio Analyst is responsible for working with existing clients on modifications needed throughout the term of the loan. The analyst will identify the request and provide solutions to the client that are allowed within the loan program guidelines. The analyst will use their analytical skills to review financial statements, work with different departments within the organization to ensure borrower remains in compliance with policies, document the changes, and provide a written summary to Senior Management with their recommendations.
Position Specifications:
- An associate degree in a related field, required
- Strong verbal and written communication skills
- Candidates must be detailed oriented and be able to multi-task in a fast-paced environment
- SBA loan experience and commercial underwriting experience preferred
- Prior banking experience desired.
- Full COVID-19 vaccination required.
- Final candidate must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Albany, NY
Job Type: Employee – Full Time
About the Position:
The incumbent is responsible for ensuring compliance in processing and servicing SBA, USDA, Community Advantage and Conventional loans managed by the company. The incumbent is responsible for reviewing and auditing loan materials and documentation up to and including loan applications, SBA authorizations, closing files, disbursement files, loan modification requests, and payoff requests. The incumbent is also responsible for programming and tracking and collecting ongoing servicing and compliance tickler items. Being familiar with SBA documentation and SOP.
Duties and Responsibilities:
- Ensure data accuracy by reviewing SBA Authorizations using available systems and tools to determine if a 327 Modification is needed prior to launch of servicing.
- Prepare some post-closing 327 Modifications.
- Review 327 Modifications, credit memorandums, and other loan related documents and materials for accuracy, consistency, and compliance with loan requirements.
- Liaison with various external legal counsel to review documents and resolve any issues regarding the loan.
- Perform a loan compliance and audit review of final closing documentation package.
- Submittal of SBA Form 159 to appropriate service vendors and proper reporting of third-party fees charged in connection with SBA loan applications.
- Establish closed loans in system to launch servicing to include the setup of related products and services for the loan, and compliance ticklers to manage the loan.
- Provide customer service to loan clients by responding in a timely manner to inbound telephone and email communication.
- Provide ongoing support, guidance, and resolution on client loans to include but not limited to correspondence with the bank’s lenders, insurance companies, legal, SBA, and service vendors.
- Ensure loan disbursements are properly documented.
- Verify lien positions have been properly perfected post-closing.
- Participate in loan portfolio reviews to review credit administration compliance.
- Carries out duties in compliance with all SBA, federal and state regulations, and guidelines.
- Complies with all company and site policies and procedures.
- Additional position-related duties and responsibilities as assigned.
Position Specifications:
- 3 – 5 years of job experience, preferably in a financial field with financial statement analysis. capabilities, lending or working for a Certified Development Company (preferred).
- Bachelor’s degree or 3 years of banking industry experience is preferred OR direct relevant experience.
- Experience packaging or underwriting SBA 504 and 7a loans is a plus.
- Ability to work independently, analyze, problem-solve, and make sound decisions based on SBA and internally established policies and procedures.
- Exceptional attention to detail with strong organizational and follow-through skills is key.
- Excellent verbal and written communication skills.
- Strong computer skills with a knowledge of Microsoft Office Suite, particularly Word and Excel.
- Full COVID-19 vaccine required.
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Flexible
Industries: Financial Services
Job Type: Employee – Full Time
Title: Vice President/ Senior Business Development Officer for Nonprofit Small Business Lender
About the Position:
The Senior Business Development Officer is responsible for working directly with banks, business service organizations, associations, chambers of commerce, economic development organizations, professional service firms, lending organizations or marketplaces, and others to secure client referrals and acquire loan customers. The geographic focus for the position is Pennsylvania and/or New Jersey – specifically the Philadelphia or Pittsburgh metropolitan area. However, deals can come from anywhere in New York, New Jersey, and Pennsylvania.
Duties and Responsibilities:
- Maintain expert familiarity with Pursuit Community Finance products and those of its affiliates.
- Maintain a network of bankers and referral partners, and secure new channels for client acquisition.
- Engage in strategic networking to develop new partners and clients.
- Quickly understand business conditions, conduct business assessments and be able to provide feedback and guidance to potential clients on the appropriateness of various products.
- Nurture and advise clients to help resolve access to capital barriers, with a focus on loan readiness, loan packaging, and addressing challenges to accessing capital.
- Conduct follow-up assessments and check-ins with clients.
- Coordinate with partners such as banks, accountants, and other small business service providers.
- Develop manuals, processes and procedures; establish benchmarks and track progress against goals. Manage reports and IT systems related to tracking and reporting on business development.
- Support efforts related to new grant proposals and reporting to funders, including monitoring and measuring program outcomes as needed
- Additional position-related duties and responsibilities as assigned by supervisor.
Position Specifications:
- Bachelor’s degree required.
- Master’s degree in business administration, public administration, or related field preferred.
- Minimum of five (5) years’ experience in banking and small business lending/credit, or business development in the financial services industry.
- Demonstrated deal production and contacts of bankers and centers of influence.
- Clear communication, sales, presentation & interpersonal skills.
- Strategic & organizational competence—i.e. exercising leadership to improve business development strategy, the ability to set and manage timelines, commitments, and deadlines with ease.
- Full COVID-19 vaccine required.
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
Essential Functions:
- Ability to communicate effectively.
- Ability to travel throughout NY, NJ, and PA.
- Experience and comfort with public speaking.
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Hartford, CT (flexible)
Industries: Financial Services
Job Type: Employee – Full Time
About the Position:
The AVP Senior Community Engagement Associate/ Small Business Lending is responsible for working directly with business service organizations, associations, chambers of commerce, economic development organizations, professional service firms, lending organizations or marketplaces, and others to develop ongoing relationships throughout the state. Connecticut will be new territory for Pursuit. The ideal candidate will be someone with experience working within the Connecticut ecosystem, especially with organizations serving in areas with a high concentration of mission-aligned small businesses. Candidates throughout CT and adjoining states will be considered.
Responsibilities include:
- Cultivating relationships with a network of community organizations and potential referral partners.
- Engaging in strategic networking, including organizing meetings, attending events, and doing direct outreach, to develop new partners and clients.
- Quickly understanding the organizational ecosystem across multiple Connecticut geographies.
- Organizing events, technical assistance/educational offers, and other initiatives to introduce Pursuit to the Connecticut small business marketplace.
- Maintaining expert familiarity with Pursuit Community Finance products and those of its affiliates.
- When referred by community organizations, nurturing and advising clients to help them access capital.
- Conduct regular check-ins with partners, and keep them informed of Pursuit’s educational and lending offerings.
- Managing reports and IT systems related to tracking and reporting on business development.
- Supporting efforts related to new grant proposals and reporting to funders, including monitoring and measuring program outcomes as needed.
- Additional position-related duties and responsibilities as assigned by supervisor.
Position Specifications
- Associate’s degree required.
- Minimum of three (3) years experience with community organizing, economic development, small business lending, outreach or business development.
- Full Covid-19 vaccine required.
- Final candidates must be able to pass all pre-employment screenings, including background, criminal and credit check, and drug testing.
- Demonstrated banking relationships and knowledge of the Connecticut small business ecosystem.
- Clear communication, sales, presentation & interpersonal skills.
- Strategic & organizational competence—i.e. exercising leadership to improve processes, and the ability to set and manage timelines, commitments, and deadlines with ease.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Albany, NY / Long Island, NY
Industries: Financial Services
Title: Special Assets Associate – Special Assets Department
About the Position:
We seek to hire a Special Assets Associate, working within the team, providing analysis and support in the administration of the special assets portfolio. Responsibilities will include, but not be limited to, completing analytical reporting and research-related functions required in the servicing, liquidation, and restructuring of problem loan relationships. Maintain documentation control and credit files for transmittal to appropriate agency. Responsible for correspondence to borrower, loan payment collection, extension processing and required items needed to preserve collateral. As well as creating, compiling and maintaining required document packages for submission to government entities. Responsibilities may also be administrative in nature and may also include the preparation of reports to be transmitted to appropriate boards and bankers. Qualified candidates will be self-motivated and have excellent organizational and administrative skills.
Position Specifications:
- Bachelor’s degree, or equivalent work experience, required.
- Prior administrative, lending/ banking experience, preferred.
- Full COVID-19 vaccine required.
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: New York, NY (flexible)
Job Type: Employee – Full Time
About the Job:
The Vice President / Senior Business Development Officer is responsible for working directly with banks, business service organizations, associations, chambers of commerce, economic development organizations, professional service firms, lending organizations or marketplaces, and others to secure client referrals and acquire loans customers. The focus of this role will be the New York City region and additional areas to be determined. The ideal candidate will be someone with deep experience in the state, especially in areas with a high concentration of mission-aligned small businesses. Responsibilities include:
- Maintaining a network of bankers and referral partners, and securing new deal channels.
- Engaging in strategic networking to develop new partners and clients.
- Quickly understanding business conditions, conducting business assessments, and providing feedback and guidance to potential clients on the appropriateness of various products.
- Maintaining expert familiarity with Pursuit Community Finance products and those of its affiliates.
- Nurturing and advising clients to help resolve access to capital barriers, with a focus on loan readiness, loan packaging, and addressing challenges to accessing capital.
- Conducting follow-up assessments and check-ins with clients.
- Managing reports and IT systems related to tracking and reporting on business development.
- Supporting efforts related to new grant proposals and reporting to funders, including monitoring and measuring program outcomes as needed.
- Additional position-related duties and responsibilities as assigned by supervisor.
Position Specifications
- Bachelor’s degree required.
- Minimum of five (5) years experience with banking, small business lending, or business development in the financial services industry.
- Full Covid-19 vaccine required
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing
- Demonstrated deal production and contacts with bankers and COIs.
- Clear communication, sales, presentation & interpersonal skills.
- Strategic & organizational competence—i.e. exercising leadership to improve sales strategy, and the ability to set and manage timelines, commitments, and deadlines with ease.
ation.
Location: Rochester, NY
Job Type: Employee – Full Time
About the Job:
As a National Leader in the processing of U.S. Small Business Administration (SBA) 504 and 7a loans, we are looking for a highly competent professional to market, originate and process loans in the greater Rochester, NY marketplace for our company. With an executive office location in Pittsford, an ideal candidate will be an aggressive business developer to market our programs to potential referral organizations and have a solid credit background necessary to process loan applications.
- Marketing Pursuit’s lending services in Rochester and Western New York
- Credit analysis
- Loan structuring and processing
- Business development
Position Specifications:
- Bachelor’s degree, required
- Full Covid -19 vaccine required
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing
- A minimum of three (3) years’ experience in commercial lending
- Superior technical writing skills
- Clear communication & strong interpersonal skills
- Strategic & organizational competence—i.e. the ability to set and manage timelines, commitments, and deadlines with ease
- Completion of a formal credit training program is considered highly beneficial
- Candidates should have knowledge and proficiency in commercial lending and have specific experience with SBA lending.
We will give consideration to and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.
We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.
Location: Connecticut
Job Type: Employee – Full Time
About the Job:
The Vice President / Senior Business Development Officer- Small Business Lending is responsible for working directly with banks, business service organizations, associations, chambers of commerce, economic development organizations, professional service firms, lending organizations or marketplaces, and others to secure client referrals and acquire loan customers. Connecticut will be new territory for Pursuit. The ideal candidate will be someone with deep experience in the state, especially in areas with a high concentration of mission-aligned small businesses. Candidates throughout CT and adjoining states will be considered.
Responsibilities include:
- Maintaining a network of bankers and referral partners, and securing new deal channels.
- Engaging in strategic networking to develop new partners and clients.
- Quickly understanding business conditions, conducting business assessments and providing feedback and guidance to potential clients on the appropriateness of various products.
- Maintaining expert familiarity with Pursuit Community Finance products and those of its affiliates.
- Nurturing and advising clients to help resolve access to capital barriers, with a focus on loan readiness, loan packaging, and addressing challenges to accessing capital.
- Conducting follow-up assessments and check-ins with clients.
- Managing reports and IT systems related to tracking and reporting on business development.
- Supporting efforts related to new grant proposals and reporting to funders, including monitoring and measuring program outcomes as needed.
- Additional position-related duties and responsibilities as assigned by supervisor.
Position Specifications:
- Bachelor’s degree required.
- Minimum of five (5) years experience with banking, small business lending, or business development in the financial services industry.
- Full Covid-19 vaccination is required.
- Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.
- Demonstrated banking relationships within Connecticut.
- Demonstrated deal production and contacts with bankers and COIs.
- Clear communication, sales, presentation & interpersonal skills.
- Strategic & organizational competence—i.e. exercising leadership to improve sales strategy, and the ability to set and manage timelines, commitments, and deadlines with ease.
What We Offer
A collaborative environment of mission-focused professionals dedicated to helping communities and economies grow through business lending. We seek individuals who want to blend a career in financial services with a career serving others. Pursuit extends its employees competitive salaries and a range of benefits, including but not limited to:
- Health Insurance, generous employer premium contribution
- Fully paid Dental, Vision, and Life Insurance
- Generous 401(k) match
- Flexible spending account
- Holiday and Paid Time Off
- Educational assistance after two years of employment
- Summer work hours
We are an Equal Opportunity Employer and comply with all applicable federal, state and local laws regarding nondiscrimination.
