Loan Counselor

Other

11/07/2020

Loan Counselor

Loan Counselor.

Position Title: LOAN COUNSELOR (Korean or Chinese/Mandarin Language preferred)Department: PACE BUSINESS DEVELOPMENT CENTER (PACE BDC)Report To: Loan ManagerWork Location: 1055 Wilshire Blvd 900 B; Los Angeles, CA 90017I. POSITION FUNCTIONUnder the supervision, direction of and collaboration with the Loan Manager, the individual will carry out all day-to-day activities in outreaching, recruiting and acquiring borrowers, servicing existing loans and collecting payments to meet and exceed performance goals. Ensure the visibility of PACE BDC and services by organizing and conducting related workshops and special events. Collaborating with other PACE Business Development Center (PACE BDC) business counselorsand PACE staff will be necessary. Networking to establish and strengthen productive relationship with relevant partners is an important function.II. WORKING RELATIONSHIPS? Actively engage business owners and entrepreneurs to meet the need for small business loan by assessing the needs, building application to lendable stage? 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 get and offer assistance in order to serve clients at best possibleIII. MAJOR RESPONSIBILITIES & DUTIESProgram implementation:? Outreach & Recruitment & Visibilityo Conduct regular credit workshops and loan orientation to reach and recruit cliento Attend networking events in the communitieso Organize and set up our own networking and special eventso Meet current and prospective clients to get referrals and provide additional loan and serviceso Establish and maintain partners to gain loan referrals pipeline including banks, elected offices and small business services providers? Loan Packaging/Servicing/Collectingo Have PACE loan application completedo Have Personal Financial Statement SBA Form 413 completedo Obtain a copy of Driver License, busin...

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Hiring company

Pacific Asian Consortum in Employment (PACE)

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