Start or grow a meaningful career at Pursuit

Job Summary

Company: Pursuit
Location: New York, NY
Job Type: Employee – Full Time
Title: Senior Small Business Financial Management Advisor/Consultant 

About the Company

At Pursuit, our mission is simple: to provide businesses with affordable loans and resources so that they can reach higher, transform and grow. Pursuit is a community-focused lender where businesses can access more than 15 loan programs that provide financing from $10,000 to $5.5 million with affordable rates and terms. Last year alone, Pursuit provided more than $234 million in funding through 488 business loans, creating more than 2,900 jobs. Pursuit is a nationally recognized organization that focuses on serving businesses and lending partners in New Jersey, New York, and Pennsylvania.

About the Job

The Senior Business Advisor / Consultant is responsible for providing direct consulting services to small business owners to produce concrete financial management and strategic planning deliverables. These engagements are designed to help underserved entrepreneurs formalize business practices and develop better financial management practices such that they can grow revenues, create and retain jobs in their community, and utilize capital effectively.

Duties and Responsibilities

• Conduct business assessments and develop work plans that address business needs.
• Provide high impact consulting to upgrade financial management systems, improve accounting systems, migrate businesses to QuickBooks, create financial management procedure manuals, create or fix financial statements, and develop strategic or growth plans. 
• 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. 
• Manage reports and IT systems related to tracking and reporting on consulting engagements. 
• 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. 
• Significant proficiency and minimum of five (5) years’ experience in small business accounting, consulting services, or small business financial education/training. 
• QuickBooks ProAdvisor certification preferred. 
• Superior presentation/training, business consulting, technical and writing skills. 
• Clear communication & interpersonal skills. 
• Strategic & organizational competence—i.e. exercising leadership to improve program design and the quality of business advisory services, the ability to set and manage timelines, commitments, and deadlines with ease.Minimum of 1 year of experience in commercial loan processing or two years of experience in customer service.

 Essential Functions

• Ability to communicate effectively.
• Ability to travel and visit clients primarily in the Downstate NY region.

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, 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

Job Summary

Location: Albany, NY
Job Type: Employee – Full Time
Title: Loan Processor- Lending Department

About the Company

At Pursuit, our mission is simple: to provide businesses with affordable loans and resources so that they can reach higher, transform and grow. Pursuit is a community-focused lender where businesses can access more than 15 loan programs that provide financing from $10,000 to $5.5 million with affordable rates and terms. Last year alone, Pursuit provided more than $234 million in funding through 488 business loans, creating more than 2,900 jobs. Pursuit is a nationally recognized organization that focuses on serving businesses and lending partners in New Jersey, New York, and Pennsylvania.

About the Job

Primary Function: 

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 912 verifications 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 that 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:

• Minimum of 1 year of experience in commercial loan processing or two years of experience in customer service.
• Bachelors Degree required.
• Proficiency with MS Office applications.
• Ability to prioritize, multi-task, and remain organized.
• Strong written and verbal communication skills.
• Agile and open to change.

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, 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

About Americorps VISTA

Americorps VISTA is a national service program designed to alleviate poverty. Through the program, individuals volunteer for one year with a nonprofit organization focused on economic development and poverty alleviation. In exchange for their service, VISTA volunteers receive a modest living stipend,
professional development training and opportunities, and an education award or cash stipend upon completion of service.

You can learn more about Americorps VISTA and program benefits at: https://www.nationalservice.gov/programs/americorps/americorps-programs/americorps-vista. 

Specific Volunteer Duties

• Leading the development of our online financial education program by overseeing the production of article, video, and graphic tools customized for disadvantaged entrepreneurs. 
• Creating distribution channels for online content that will reach these entrepreneurs, including email, social media, and search. 
• Developing mail, email, and other grassroots campaigns that reach underserved entrepreneurs in Pursuit’s service region. 
• Leading community-focused outreach and business education programs such as webinars and in-person training and events. 
• Working to develop partnerships throughout the Capital Region and other parts of upstate New York that will result in Pursuit serving more disadvantaged entrepreneurs with loans, advisory services, and training. 
• Building a library of Pursuit borrower profiles to be used in Pursuit marketing and fundraising materials, meeting with borrowers in the field to conduct interviews and collect photos/videos.

Requirements

• 4-year degree in marketing, communications or a related field is strongly desired 
• Demonstrated commitment to volunteerism and community service 
• Excellent communicator, both verbally and in writing 
• Ability to prioritize in a fast-paced environment
• Demonstrated ability to deliver a quality work product with minimal supervision 
• Willingness to “roll up your sleeves” to get a project done 
• Fast learner adept in learning new systems and technology

To apply, please send the following materials to Toniann Datello ([email protected]).

•  Resume 
• Cover letter. In addition to detailing your work experience, your cover letter should address why the Americorps VISTA program is right for you.