Small Business Specialist

Thrive PEO • Tulsa, OK

1d • Onsite

About The Position

Avanzando Juntos empowers entrepreneurs through access to capital, business education, and community resources. We're seeking a Small Business Specialist who is passionate about helping small businesses succeed and creating greater economic opportunity in Tulsa's Hispanic and underserved communities. This person facilitates access to capital by providing hands-on support and guidance to small business owners and entrepreneurs, helping ensure their success through education and personalized assistance.

Requirements

• 1-3 years of experience in lending, banking, customer service, collections, or administrative support
• Organized, detail-oriented, and skilled at managing multiple priorities
• Comfortable reviewing financial information and maintaining accurate records
• Proficient in Microsoft Office, especially Excel
• Mission-driven, culturally responsive, and committed to supporting small business growth

Nice To Haves

• Bilingual English/Spanish strongly preferred

Responsibilities

• Guide clients through the business loan application for Mi Gente loan Fund , approval, and closing process
• Review financial documents, conduct credit analysis, and prepare loan recommendations
• Maintain accurate loan and client records in the DownHome CRM system
• Provide one-on-one coaching and mentoring to entrepreneurs
• Facilitate business workshops and group lending classes
• Connect clients with resources, funding opportunities, and community partners
• Build relationships with business owners, banks, community organizations, and stakeholders
• Prepare reports and ensure compliance with lending requirements

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Generous paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed