About The Position

PACE is seeking a highly skilled and motivated BUSINESS COUNSELOR II who will carry out the day-to-day program activities for meeting and exceeding program performance outcomes & requirements. The individual will collaborate with other business counselors, loan/credit counselors, program assistants, interns, and volunteers. When directed, the Business Counselor will act as the representative of PACE in cultivating and maintaining collaborative working relationships with all partners, key stakeholders, and other community partners. This is a great opportunity for individuals looking to work or continue career growth in the nonprofit sector and to serve the community. This is a wonderful opportunity to build a fulfilling career while making a real difference and impact in the community!

Requirements

  • At least two years of work experience in providing technical assistance and training to start-up entrepreneurs, small businesses and/or microenterprises
  • Bachelor's degree in business administration, finance, and marketing and other related field preferred and/or minimum of three years of working experience in business development
  • Demonstrated ability to work effectively with staff, building and stewarding an organizational culture that embraces inclusion
  • Have excellent communication skills both written and spoken; ability to communicate and deliver clear, concise, effective manner for internal and external stakeholders
  • Build positive, effective, collaborative cultures and teams wherever you work, including willingness to share skills and knowledge with others
  • Ability to work with low-income individuals and groups of multi-background
  • Demonstrated ability to multi-task and work in a fast-paced office setting
  • Excellent organizational and management skills
  • Strong project management skills
  • Effective problem-solving and mediation skills
  • Proficiency in Microsoft Office, Social Media and On-line Marketing
  • Experience working with database and client relation management (CRM) software / system, especially Salesforce
  • Familiarity with financial statements, including balance sheet, income statement, and cash flow.
  • Understanding of net income, debt service, and key financial ratios.
  • Familiar with credit reports, FICO scores, and repayment history.
  • General knowledge of the 5 Cs of Credit
  • Must have a valid Drivers License, adequate automobile insurance coverage and an automobile in working condition; local travel may be required.
  • Must satisfactorily pass background and employment/reference check
  • COVID vaccination required; must have two-dose series of Pfizer or Moderna or a single-dose of Johnson & Johnson. Those that need a medical or religious exemption must reach out separately.

Nice To Haves

  • Experience in overseeing and / or managing government contracts, highly desirable
  • Experience in small business-related events, workshops, and training, highly desirable
  • Experience in family business or self-owned business desirable
  • Experience in underwriting loans or loan packaging desirable
  • Experience in analyzing financial statements, interpreting financial data, and effectively communicating financial information to clients, preferred.
  • Bi-lingual in Ukrainian, Russian, Spanish , or other language skills preferred but not required

Responsibilities

  • Relationship Management & Stakeholder Engagement Build and maintain constructive relationships with funders and key community stakeholders
  • Actively engage and collaborate with staff of PACE BDC, community partners, consultants and other PACE departments, consultants, speakers, interns, and volunteers
  • Collaborate and coordinate with other PACE Business teams when there are other opportunities for client referrals and / or cross-teaming
  • Program Implementation: Outreach and Recruitment: Direct outreach, via strategic partners, attending events, conducting workshops to recruit business owners and entrepreneurs
  • Identify, establish, and maintain community partnerships to increase outreach and recruitment
  • Training & Technical Assistance: Update and create training curriculums as needed by the Department
  • Conduct entrepreneur, microenterprise, and other business-related workshops; evaluate and enhance workshops as needed
  • Provide clients direct counseling, one-on-one mentoring, loan packaging, access to contracts, refer to credit / loan counselor
  • Assist clients apply for DBA, EIN, sellers permit, business license, and any other required license/permits.
  • Conduct regular business assessments using successful screening tool
  • Collect clients facts and documents to complete business enrollment
  • Loan Packaging: Create and distribute materials to help market the Microloan programs
  • Provide assessment of micro/small business loan needs
  • Keep informed about PACE Finance Corporation loan products and other lending partners products and assist clients with loan preparation and submitting complete applications
  • Refer potential loan clients to loan counselors
  • Reporting: Aggregate, monitor, and track data of clients enrolled; analyze and synthesize client data for business development and reporting purposes
  • Conduct regular reporting on key metrics, KPIs, and status reports, as required by internal management, funders, grantors, and other key stakeholders
  • Coordinate with internal and external auditors for reviews
  • Business Development: Help in developing proposals in response to funding opportunities for PACE Business

Benefits

  • Affordable and robust Medical, Dental, Vision, and Life insurance plans for employee plus family with generous employer contributions
  • 401(k) retirement plan
  • PTO, paid holidays, and sick leave
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