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About the Role

Renaissance is a mission-driven nonprofit CDFI empowering entrepreneurs, strengthening communities, and fueling economic growth in NYC. This role supports entrepreneurs by providing counseling, access to capital, and ongoing guidance to help them succeed.

Responsibilities

• Build strong, trust-based relationships with small business owners, community organizations, and referral partners.
• Provide one-on-one counseling to help clients understand financials, cash flow, and growth strategies.
• Assist clients in preparing complete loan application packages for REDC underwriting.
• Manage and monitor a portfolio of small business loans, offering continued guidance and support post-funding.
• Conduct site visits to better understand client operations and business needs.
• Lead and facilitate workshops for entrepreneurs on topics like financial literacy, business planning, and growth strategies.
• Maintain accurate client records in Salesforce and ensure timely follow-ups.
• Actively participate in outreach events and community engagement to strengthen REDC’s presence in Jackson Heights.
• Diligently and promptly enter and track all relevant client information in Salesforce.
• Uphold confidentiality of all client information.
• Meet expectations for attendance and punctuality.
• Perform other related duties as assigned.

Requirements

• Bachelor’s degree OR equivalent experience in business, finance, or community development.
• Fluent in Spanish and English (written and spoken).
• Knowledge and understanding of tax reports, profit & loss (P&L) statements, and account statements are required.
• Experience in outreach and marketing (formal or informal), including promoting services or general marketing, to generate new leads is required.
• 2+ years of experience in small business counseling, lending, economic development, or entrepreneurship is preferred.
• Hands-on experience running or supporting a small business (formal or informal).
• Strong knowledge of local businesses and community resources in NYC.
• Excellent communication, relationship-building, and problem-solving skills.
• Familiarity with finance/accounting principles is a plus.
• Strong background in client management and customer service.
• Commitment to the confidentiality of sensitive materials and information.
• Strong organizational skills with attention to detail.
• Experience working with low-income individuals in under-resourced communities.
• Proven ability to multitask, work under pressure, and meet deadlines.
• Proficiency in Salesforce, Google applications, and Microsoft Office Suite (specifically MS Word and Excel).
• Willingness to travel within NYC, Long Island and Mid-Hudson Valley.

Skills

• Business
• Finance
• Community Development
• Spanish
• English
• Tax Reports
• Profit & Loss Statements
• Account Statements
• Outreach
• Marketing
• Salesforce
• Google Applications
• Microsoft Office Suite
• MS Word
• MS Excel
• Client Management
• Customer Service
• Communication
• Relationship-building
• Problem-solving
• Organizational Skills
• Attention to Detail

Location

• NYC
• Long Island
• Mid-Hudson Valley

Work Type

• Hybrid
• Travel

Experience Level

• 2+ years of experience in small business counseling, lending, economic development, or entrepreneurship is preferred.

Education Level

• Bachelor’s degree OR equivalent experience

Salary/Compensations

• $55,000 – $65,000
• Annual performance-based bonus opportunities

Benefits

• Comprehensive benefits package (medical, dental, vision, retirement plan)
• Generous PTO and paid holidays
• Ongoing professional development, coaching, and opportunities for advancement

About the Company

• Renaissance is a mission-driven nonprofit CDFI that empowers entrepreneurs, strengthens communities, and fuels economic growth in NYC.
• Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
• We serve the New York Metro Area, including New York City, Long Island, the Mid-Hudson Valley, and New Jersey.
• We are an affiliate to Asian Americans for Equality (AAFE).
• We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender.