Small Business Expert Bilingual Loan Processor/Inland Empire Small Business Development Center California State University, San Bernardino
(This Is Not A State Position - A University Enterprises Corporation At CSUSB ('UEC') Application Is Required).
Employment Status: This recruitment is to fill two (2) vacancies. This position is non-benefited, temporary, non-exempt position through June 30, 2021. One or more positions are available.
Work Schedule: Up to 19 hours per week. Schedule to be determined but generally Monday through Friday, 8:00 am to 5:00 pm. Some evenings may be required.
Location: San Bernardino, CA. Incumbent must be able to participate in remote or on location work depending on the directives from the CSUSB campus. First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning December 1, 2020.
Position Summary: Under minimum supervision of the Center Director, the Small Business Consultant will provide technical assistance to clients of the Small Business Development Center. The position will focus on San Bernardino with service to other in the Inland Empire areas.
Typical duties include, but are not limited to:
Provide loan processing consulting, training, and information services in the region to pre-venture, start-up, small and medium size businesses.
Maintain client database by preparing detailed written assessment and make recommendations for improvements. Keep abreast of business trends, techniques, and processes.
Work collaboratively with peers and the business community to expand expertise.
Travel as required to perform cross county-wide job functions.
Complete all forms and maintain client files as required by the SBA. Document information, assistance, and outcomes of sessions with clients related to consulting and training activities performed by the consultant.
Provide Center with timely reports related to milestones and success stories of client's economic outcomes.
Candidate must conduct own lead generation through creating partnerships with cities, chambers of commerce, business associations, etc to find clients.
Education & Experience:
Bachelor's degree in a business related field is preferred; or equivalent experience in small business lending; or equivalent experience in financial analysis; or Bachelor's degree in any field with either two years of business management or business ownership.
Key understanding of small business issues related to seeking capital.
Organizational skills to keep track of clients' needs and funding requirements.
Ability to read, write, and speak fluently in Spanish.
Current or past small business owner - preferred. Owned your own business location, preferably multiple locations.
Knoweledge, Skills & Abilities:
Expertise in Small Business loan options and packaging;
Must have the ability to evaluate the eligibility of people and businesses based on loan applications;
Act as a liaison between customers and financial institutions who assist qualified applicants to acquire loans in a timely manner;
Meet with clients to determine their needs and recommend the best loan products to help meet their financial goals;
Ability to recommend and implement goals and objectives for providing business assistance services;
Analyze situations accurately and develop an effective course of action;
Ability to provide guidance, technical assistance and direction to businesses;
Effectively teach business management principles and strategies;
Work independently with limited supervision; use sound judgment; prioritize work to meet schedules and timelines;
Operate office equipment including computers and supporting software applications;
Communicate clearly and concisely, both orally and in writing; and
Candidate must have the ability to travel throughout San Bernardino and Riverside Counties as needed.
Supplemental Information UEC is an EOE - Minority/Female/Disability/Veterans. This position will remain open until filled. This is a sensitive position and the selected candidate must successfully pass a thorough background investigation to include a criminal history check and DMV check prior to appointment.
Must successfully complete Spanish proficiency testing prior to appointment.
California State University, San Bernardino offers a challenging and innovative academic environment. The university seeks to provide a supportive and welcoming social and physical setting where students, faculty and staff feel they belong and can excel. The university provides students the opportunity to engage in the life of the campus, interact with others of diverse backgrounds and cultures, as well as participate in activities that encourage growth, curiosity and scholarly fulfillment. Through its branch campus in Palm Desert, the university mission extends to the Coachella Valley.