Start or grow a meaningful career at Pursuit
If you’re looking to blend a career in financial services with a career in serving others, look no further than Pursuit. Join our team of mission-focused professionals dedicated to helping communities and economies grow through business lending.
We offer a highly-acclaimed internship program as well as full time roles at our headquarters in Albany, NY and New York, NY as well as full time small business lending roles across New Jersey, New York, and Pennsylvania.
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].
Pursuit is an equal opportunity employer and does not discriminate in employment on the basis of race, creed, color, religion, sex, gender identity or expression, sexual orientation, marital status, national origin, citizenship status, age, veteran status, disability, genetic information, pregnancy, childbirth or related medical conditions or any other status protected under applicable federal, state or local law.
Openings
Location: New York, NY
Job Type: Employee – Full Time
About the Position:
The Program Associate is responsible for assisting with business advisory services, with a focus on client management and facilitating consultant engagements that produce concrete deliverables for small businesses. The Associate will work with other members of the business advisory team to assess client needs and pair them with services to help them grow. The Associate will also be responsible for executing new projects and programs as needed – ranging from running a business mentorship program to collecting information for grant deliverables.
Duties and Responsibilities
- Maintain close contact with a roster of clients, understanding their business needs and ensuring they are connecting with valuable resources.
- Manage engagements to ensure quality service and work, together with other staff, to ensure that all Pursuit goals and funder goals are met or exceeded.
- Develop new ways to engage clients in consulting services and business advisory offerings.
- Manage reports and IT systems related to tracking and reporting on consulting engagements.
- Work with other staff to develop content that provides value to small business owners, especially Pursuit borrowers.
- Maintain and enhance streamlined workflow for team, including tasks such as payments.
- Present to external stakeholders 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 a plus.
- Superior presentation/training, technical and writing skills.
- Clear communication & interpersonal skills.
- Minimum of 2 years’ experience working with small businesses or in a related field. Potential for a Senior Program Associate title pending qualifications.
- Multilingual candidates are encouraged to apply.
Essential Functions
- Ability to communicate effectively.
- Ability to manage deliverables and goals effectively.
- Ability to travel and visit clients primarily in the Downstate NY region.
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: Eastern PA and Southern NJ
Job Type: Employee – Full Time
About the Job:
The SBA 504 Program is one of the best financing products available for small businesses and Pursuit is the #1 504 lender in Pennsylvania. Our loan volume is growing tremendously, and we need help in keeping up with demand. This niche product provides a unique opportunity for a seasoned lender looking for an opportunity to be challenged while being a part of a growing company with a long tenured staff and rewarding mission.
The 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. The position will report to the Pursuit – CDC Market Manager.
Position Specifications:
- Bachelor’s degree, required.
- A minimum of three (3) years’ experience in commercial lending
- Superior technical writing skills
- Clear communication & strong interpersonal skills, required
- 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.
- Excellent presentation skills are critical
- Must be a self-starter
- Candidates should have knowledge and past commercial lending & SBA experience, preferred.
We will give consideration to and provide training for veterans interested in a finance career, provided the applicant has completed at least two years of college with an accredited institution.
Location: Albany, NY
Job Type: Employee – Full Time
About the Job:
The Customer Experience Specialist for Pursuit will serve as the initial point of contact for inquiries from existing customers regarding their loans. They will be responsible for developing and executing processes that provide a streamlined customer experience for borrowers seeking loan modifications, payoffs or answers to questions about their account. While specific responsibilities are detailed below, the ideal candidate will also support borrowers in preparing the documentation required to complete their request and collaborate with other Pursuit departments to ensure that customers’ needs are met in a timely manner.
Tasks include:
- Leverages technology to develop repeatable processes and clear templates for handling customer inquiries that will be consistent across the organization
- Assesses client inquiries to provide immediate solutions, or a path to resolution
- Operates support desk function for existing loan clients, handling both phone and email requests
- Prepares inquiries for hand-off to Pursuit servicing teams by gathering accurate documentation to support requests
- Develops an understanding of loan servicing guidelines, processes and procedures to inform customer communications
- Provides customers with information and solutions in a manner that is professional, polite, friendly, warm and empathetic
- Maintains a KPI dashboard with key customer experience metrics and shares insights with the organization
- Identify common problems and escalate them to management, along with possible suggestions for improvement
- Completes additional duties and responsibilities as assigned
Position Specifications:
- Associates degree required (B.A. preferred), preferably with an emphasis in finance or a related field
- 1-2 years of relevant experience working in customer-facing roles in a financial service setting. SBA experience a distinct plus
- Proficient in Microsoft Office
- Ability to self-start, self-govern, and offer proactive solutions for customer challenges
- Sincere empathy, which can be seen through phone and email interactions
- 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 quickly learn and adapt to new technology. Familiarity working with support software (e.g. ZenDesk and CRM systems) a plus
- Ability to work independently as well as collaborate with others
- Ability to negotiate a fast-paced environment and handle many responsibilities simultaneously
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 Position:
Responsibilities include spreading and analyzing financial statements and tax returns, analyzing cash flow, management and repayment ability of potential borrowers, preparing loan write-ups for new loan requests, and reviewing existing loans for credit quality and accurate risk rating.
Position Specifications
- Associate degree in a related field, required
- Strong verbal and written communication skills
- 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
- College students who are eligible to graduate in 2020 are encouraged to apply!
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
Title: Loan Processor- Lending Department
About the Position:
Loan Processor for the SBA 504 and 7a loan programs will work in partnership with Loan Officers, Commercial Lending Assistants, Regional Managers, Credit Analysts, and Closing to successfully package, approve and fund SBA 504 and 7a loans. The Loan Processor is responsible for maintaining the integrity of the file and ensuring that all fundamental file parameters are met in accordance with the U.S. Small Business Administration’s Standard Operating Procedures as well as internal guidelines.
Essential Functions:
1) Loan File Processing:
- Develop and send a client checklist of items required to complete the loan file for purposes of underwriting and submittal to the SBA
- 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
- Ensure IRS and character evaluations are complete when necessary per loan program requirements
- Maintain accurate and complete loan file in internal network throughout loan process
- Proactively work on loan files to ensure that all applicable deadlines are met, and the loan file is funded quickly post SBA approval
2) Database Input:
- Input required data into Ventures+ database for all loan files
- Generate CDC/SBA forms as applicable to loan file and loan program
- Update Ventures+ database with any changes as they occur throughout the loan process
3) 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
- Submit loan file to CDC Underwriting Department and monitor progress Submit completed loan file to SBA for approval
- Submit management agreements, appraisal, and environmental reports to SBA for approval
- Coordinate necessary responses to SBA screen outs and declines
- Ensure receipt of signed authorization from SBA
- Provide copy of SBA signed authorization to appropriate party/parties
- Generate commitment letters
- Regularly update Loan Officers on status of each loan file
4) Other miscellaneous duties as required by Loan Processing Manager.
Position Specifications:
- Bachelor’s Degree required.
- Minimum of 1 year of experience in commercial loan processing or two years of experience in customer service.
- Proficiency with MS Office applications.
- Ability to prioritize, multi-task, and remain organized.
- Strong written and verbal communication skills.
- Agile and open to change.
Location: Albany, NY
Job Type: Employee – Full Time
About the Position:
The SBA Loan Servicing Clerk will provide support to the credit administration department and loan originations departments. The SBA Loan Servicing Clerk is responsible for file maintenance, clerical duties, loan servicing, quality control, insurance monitoring, monthly and weekly reporting/monitoring of loan payments, assistance with delinquent loans, and reviewing loan packages for completeness and submission for approval with government agency loan programs.
Position Specifications:
• High School or GED equivalent, required
• Completed at least two years of college
• Knowledge and proficiency with the SBA 7(1) Loan Program preferred
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.
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, citizenship status, sex, age, disability, marital status, gender identity or expression, sexual orientation, veteran status, disability, genetic information, pregnancy, childbirth or related medical conditions.
Location: New York, NY
Job Type: Employee – Full Time
About the Position:
The Senior Business Consultant is responsible for helping to lead Pursuit’s business advisory work, with a focus on client management and facilitating consultant engagements that produce concrete deliverables for small businesses. This role will work with other members of the business advisory team to assess client needs and pair them with services to help them grow. The Senior Business Consultant will also be responsible for executing new projects and programs as needed – everything to developing the strategy and scope to executing the program to measuring impact.
Duties and Responsibilities
- Maintain close contact with a roster of clients, understanding their business needs and ensuring they are connecting with valuable resources.
- Manage engagements to ensure quality service and work, together with other staff, to ensure that all Pursuit goals and funder goals are met or exceeded.
- Analyze learnings from consultant engagements to make changes and propose services that would help customers grow, including managing new programs and offerings.
- Develop new ways to engage clients in consulting services and business advisory offerings.
- Provide direct service to clients, helping them to identify their needs and create a deliverable aligned with their business growth.
- Manage reports and IT systems related to tracking and reporting on consulting engagements.
- Work with other staff to develop content that provides value to small business owners, especially Pursuit borrowers.
- Create and train team on tools to enhance advisory interactions with their clients.
Position Specifications
- Bachelor’s degree required.
- Master’s degree in business administration, public administration, or related field preferred.
- Minimum of 5 years’ experience working with small businesses or in a related field.
- Superior presentation/training, technical and writing skills.
- Clear communication & interpersonal skills.
- Ability to speak multiple languages is a plus.
Essential Functions
- Ability to communicate effectively.
- Ability to manage deliverables and goals effectively.
- Ability to travel and visit clients primarily in the Downstate NY region.
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: Western New York and Finger Lakes regions
Job Type: Employee – Full Time
About the Position:
The Senior Associate is responsible for working directly with banks, business service organizations, associations, chambers of commerce, economic development organizations, professional service firms, lending organizations, and others to secure client referrals and acquire loan customers. The geographic focus for the position is upstate New York – specifically Western New York and Finger Lakes regions. This position will also be responsible for assisting with business advisory services, which include pre- and post-loan technical assistance. The Senior Associate will work with members of the Pursuit business advisory team on an ongoing basis to help assess client needs and pair them with services to help them grow.
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.
- Coordinate with partners such as banks, accountants, and other small business service providers.
- Conduct follow-up assessments and check-ins with clients.
- Manage engagements to ensure quality service and work, together with other staff, to ensure that all Pursuit goals and funder goals are met or exceeded.
- Develop new ways to engage clients in consulting services and business advisory offerings.
- Manage reports and IT systems related to tracking and reporting on consulting engagements.
- Work with other staff to develop content that provides value to small business owners, especially Pursuit borrowers.
- 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 a plus.
- Demonstrated deal production and contacts of bankers and centers of influence.
- Clear communication, sales, presentation & interpersonal skills.
- Minimum of 2 years’ experience in banking, small business lending/credit, or business development in the financial services industry or related field.
- Multilingual candidates are encouraged to apply.
Essential Functions:
- Ability to communicate effectively.
- Ability to manage deliverables and goals effectively.
- Ability to travel and visit clients primarily in the Buffalo and Rochester, NY regions.
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 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.
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.
