Talent.com
Business & Loan Counselor (bilingual Spanish / Chinese preferred)

Business & Loan Counselor (bilingual Spanish / Chinese preferred)

PACELos Angeles, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Business & Loan Counselor

Compensation : $65,000 to $90,000 annual plus excellent benefits

This position is on site in our DTLA office

Organizational Background

PACE is a local community non-profit founded in 1975 originally to provide job training and placement services for the Asian Pacific Islander communities in Los Angeles. PACE has since expanded into a variety of service areas, all tailored to meet the growing and changing needs of the multi-ethnic communities in Los Angeles County. Now, in addition to job training and employment services, significant PACE programs encompass : business development; early childhood education (Head Start); financial education and asset building; housing and rehabilitation services; weatherization and energy-conservation programs; and affordable housing development. PACE serves more than 60,000 people each year with our wide scope of services with approximately 350+ staff. PACE is recognized as a leader in addressing problems of poverty and economic inequity in ethnic minority communities and has a reputation of being responsive to community needs and is known for creating innovative solutions to the myriad of challenges faced by our clients.

Program Summary

The PACE Business Development Center (PACE BDC) promotes the economic growth and expansion of diverse Los Angeles communities by providing capital infusion, business consulting services, and financial literacy training.

Position Summary

PACE BDC is seeking an experienced and dedicated BUSINESS & LOAN COUNSELOR to join a passionate team working to uplift and empower communities. Under the supervision and collaboration with the Business Counselor Manager, the individual will carry out all day-to-day program activities for meeting and exceeding all program performance outcomes & requirements. Additionally, the individual will collaborate with other business counselors, loan / credit counselors, program assistants, interns, and volunteers to meet performance outcomes, requirements, and compliance. The Business & Loan Counselor will also act as the representative of PACE in cultivating and maintaining collaborative working relationship with all partners, key stakeholders and other community partners.

This is a wonderful opportunity to build a fulfilling career while making a real difference and impact in the community!

Key Responsibilities & Duties

Working Relationships :

  • Actively engage and collaborate with staff of PACE Business Development Center (BDC), community partners, consultants and other PACE departments, consultants, speakers, interns, and volunteers
  • Network to establish and build relationship with business services providers and community leaders to gain loan referrals and increase visibility
  • Collaborate with BDC and PACE staff to offer assistance and service to clients

Program Implementation :

  • Outreach and Recruitment
  • Direct outreach, via strategic partners, attending events, conduct workshop to recruit business owners and entrepreneurs.
  • Providing business needs assessment using successful screening tool
  • Managing and tracking clients progress through CRM system
  • Establishing appropriate community partnership to increase enrollment and completion goals
  • Proactively seek out and cultivate external relationships to generate loan leads
  • Fulfilling and exceeding enrollment and programs' goals through effective outreach and recruitment
  • Training & Technical Assistance
  • Update and create training curriculums as needed by the Department
  • Conduct entrepreneur, microenterprise, and other business-related workshops
  • Business and Loan Counseling
  • Providing one-on-one business and mentoring.
  • Report client enrollment, case notes, and supporting documents in Salesforce CRM on an ongoing basis
  • Collecting all necessary business clients' facts and documents to complete business enrollment.
  • Conduct regular business needs assessment using program screening tool
  • Assist clients apply for DBA, EIN, sellers' permit, business license, and any other required license / permits
  • Provide procurement (contract support) assistance; RAMPLA Registrations, Certifications, Capability Statements, etc.
  • Loan and Loan Packaging
  • Providing business loan counseling
  • Obtaining all necessary loan documents and assist with completing loan packaging
  • 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
  • Collect clients' application, facts, financial data, and all other supporting documents
  • Fill out loan application forms, prepare underwriting summary and financial forecast, and package loan
  • Make presentation on clients' loan file to the loan committee
  • Assist in loan closing
  • Sustainability
  • Build and maintain constructive relationship with funders
  • Keep informed of the state and data collection for microenterprise fields and the clients in Los Angeles
  • Monitor and assist in funding application for microenterprise and related programs
  • Strategic and Funding Duties :

  • Participate in the strategic planning to develop, market, and deliver PACE BDC and Microloans programs
  • Create and distribute materials to help market the PACE BDC and Microloan programs
  • Collaborate with counselors to evaluate the PACE BDC, Microloan products and BDC services
  • Initiate and build constructive relationship with community partners to perform outreach for BDC
  • Monitor and attend needed trainings and conference locally and nationally as assigned
  • Qualifications, Experiences, and Skills

    Education and Experience :

  • Minimum AA degree, Bachelor's Degree preferred; in business administration, finance, marketing or other related field; 3+ years of equivalent work experience may be considered in lieu of Degree.
  • Minimum 3+ years of progressive work experience in providing technical assistance and training to start-up entrepreneurs and microenterprises, or business development, or equivalent
  • Work experience in nonprofit, family or self-owned business, or for-profit companies desirable
  • Work experience in underwriting loans or loan packaging desirable
  • Work experience in assisting small business in market access or procurement highly desirable
  • Skills and Abilities :

  • Proficiency in Microsoft Office, with experience using Word, Excel, Social Media and On-line Marketing
  • Experience working with database and client relation management (CRM) software / system such as Salesforce highly desirable
  • Excellent, proven interpersonal, public speaking and written communications skills
  • Demonstrated ability to work in a proactively diverse and inclusive organization
  • Ability to work with low-income individuals and diverse group of multi-background
  • Ability to make public presentation in a clear, concise, and convincing manner
  • Excellent organizational and management skills
  • Excellent knowledge of local businesses and resources
  • Demonstrated ability to multi-task and work in a fast-paced office setting.
  • Proven ability to cope with conflicts, stress and crisis situations.
  • Effective problem-solving and mediation skills.
  • Demonstrated ability to share skills and knowledge with others
  • Bi-lingual Spanish or Chinese is preferred and highly desirable but not required
  • Special Requirements

  • Must have reliable transportation
  • 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.
  • Application Process :

  • All applicants MUST upload a resume AND complete application on our website and to be considered
  • Applications will be reviewed on a rolling basis until positions have been filled. We will only reach out to candidates who have been selected to move forward in the process.
  • Physical Demands

    The working conditions and physical demands of this position will be those that must be met to successfully

    serp_jobs.job_alerts.create_a_job

    Counselor • Los Angeles, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Patient Financial Counselor

    Patient Financial Counselor

    CCRM FertilityNewport Beach, CA, US
    serp_jobs.job_card.full_time
    CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker I (PT)

    Relationship Banker I (PT)

    Cathay Bank - HeadquartersMonterey Park, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Call Coach

    Call Coach

    VirtualVocationsPasadena, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Call Coach.Key Responsibilities Review and audit calls, ensuring predefined sales criteria are met Provide constructive feedback and coaching to agents to enhance thei...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Loss Mitigation Liaison

    Loss Mitigation Liaison

    VirtualVocationsFullerton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Loss Mitigation Liaison I.Key Responsibilities Act as the Single Point of Contact (SPOC) for mortgage loan borrowers in loss mitigation or foreclosure Handle inbound a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Loan Counselor

    Loan Counselor

    TradeJobsWorkForce90057 Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Loan Counselors provide guidance to prospective loan applicants who have problems qualifying for traditional loans.Guidance may include determining the best type of loan and explaining loan require...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    NMLS Licensed Mortgage Loan Originator

    NMLS Licensed Mortgage Loan Originator

    VirtualVocationsLong Beach, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote Call Center Loan Officer specializing in VA Loans with an NMLS license.Key Responsibilities Originate and submit purchase and refinance loans for VA borrowers M...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Licensed Professional Counselor

    Licensed Professional Counselor

    HeadwayAnaheim, CA, United States
    serp_jobs.job_card.full_time
    Licensed Professional Counselor (LPC).Wage : Between $120-$131 an hour.Licensed Professional Counselor — Are you ready to launch or expand your private practice? . Headway is here to help you start a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Loan Counselor II

    Loan Counselor II

    PACELos Angeles, CA, US
    serp_jobs.job_card.full_time
    Compensation : $78,000 to $100,000 annual plus excellent benefits.This position is ON-SITE and will be based at our PACE Hollywood Business Development Center office located : 1370 N.Saint Andrews Pl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business & Loan Counselor II for Nonprofit

    Business & Loan Counselor II for Nonprofit

    PACELos Angeles, CA, US
    serp_jobs.job_card.full_time
    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 i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Associate

    Corporate Associate

    Kaizen StackupAltadena, CA, US
    serp_jobs.job_card.full_time
    Corporate Associate – M&A | AmLaw Top 10 Firm (Los Angeles, New York, OC, or DC | Hybrid Friendly).We’re partnering with an. Corporate Associate (5–8 years).Los Angeles, New Yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Associate - Commercial

    Litigation Associate - Commercial

    Kaizen StackupAltadena, CA, US
    serp_jobs.job_card.full_time
    Litigation Associate – Complex Commercial, Tech & Trade Secret Disputes (LA, OC, SF, NY, or DC | Hybrid Flex).Are you a sharp, strategic litigator ready to tackle high-stakes disputes for...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - HeadquartersSan Marino, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Commercial Banking Relationship Manager III

    Commercial Banking Relationship Manager III

    First BankEl Segundo, CA, United States
    serp_jobs.job_card.full_time
    The Commercial Loann Officer III Independently handles all relationship types including the most complex loans.This role will specialize in our C&I business primarily. Knowledgeable of all bank prod...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Teaching Assistant - Immediate Start

    Teaching Assistant - Immediate Start

    Zen EducateAltadena, CA, United States
    serp_jobs.job_card.full_time
    Get Set for the 2025-2026 School Year!.Step into full-time paraprofessional and classroom aide roles and support students with special needs in real classroom settings. You'll grow your skills, gain...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
    • serp_jobs.job_card.promoted
    Corporate M&A Associate Attorney

    Corporate M&A Associate Attorney

    Kaizen StackupAltadena, CA, US
    serp_jobs.job_card.full_time
    Corporate M&A Associate Attorney – Top-Tier Tech & Life Sciences Deals.Are you a strategic dealmaker with a passion for high-stakes M&A work? Ready to take your legal career to th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Texas Licensed Loan Partner

    Texas Licensed Loan Partner

    VirtualVocationsLong Beach, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote Mortgage Loan Partner & Processor.Key Responsibilities Manage key milestones of loan files and maintain communication with borrowers, realtors, and third par...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Counselor I

    Financial Counselor I

    VirtualVocationsCarson, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Counselor I to manage patient account credit and collection activities.Key Responsibilities Manage patient account credit and collection calls and letters Pe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Classroom Aide - Immediate Start

    Classroom Aide - Immediate Start

    Zen EducateAltadena, CA, United States
    serp_jobs.job_card.full_time
    Start the School Year Strong! - Now hiring for the 2025–2026 school year.We're hiring now! Zen Educate is looking for Para Educators. If you're passionate about supporting students with special need...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours