Business Development & Credit Specialist - Peninsula Family Service

The Business Development & Lending Specialist is a hybrid position responsible for both building our loan pipeline and working with participants to support the loan process. This position is responsible for expanding community awareness of all Financial Empowerment programs, with employers, government agencies, other non-profit organizations and vehicle dealerships. Activities include participating in community events, such as local Chambers of Commerce, delivering presentations to potential partner worksites and community cohort meetings, and coordinating financial workshops for program participants. The Specialist will also lead in-house financial workshops and participant one-on-one budget development meetings. The percent of time allocated to the various activities will depend on the current loan pipeline.

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About Peninsula Family Service:

Established in 1950, Peninsula Family Service is a leading multi-service agency in Silicon Valley, serving over 12,000 children, families, and older adults each year. Our mission at Peninsula Family Service is to strengthen the community by providing children, families and older adults with the support and tools to realize their full potential and lead healthy, stable lives. We envision a community where opportunity, financial stability, and wellness are secured for all. We value diversity, respect, compassion, teamwork, adaptability and integrity.

Peninsula Family Service offers a fantastic work environment, a collaborative team dedicated to fulfilling our mission, and an amazing array of benefits. Join our team and make a difference in our community!

Job Classification:

Non-Exempt, Full-Time

Reports To:

Financial Empowerment Supervisor

Qualifications:

Required

  • Bilingual in English/Spanish, both verbally and in writing.

  • Experience in delivering effective community presentations and in-house workshops.

  • Effective oral (in-person and over the telephone) and written communication skills, including public speaking.

  • Some college background with an undergraduate degree in Business or related field preferred.

  • Prior experience working with low-to-moderate income families and diverse populations facing financial barriers desirable.

  • Strong organizational skills with critical attention to detail.

  • Ability to independently research and develop community contacts.

  • Reliable transportation to commute to various meeting locations throughout San Mateo County and Santa Clara County (mileage fully reimbursable).

  • Effective computer skills – fluent with the Microsoft Suite of software programs.

Duties & Responsibilities:

  1. Effectively develop and maintain relationships with all community partners (non-profit, for-profit, governmental, etc.).

  2. Increase community awareness of all Financial Empowerment programs through on-site visits, community/organization presentations and support of advertising efforts through all media channels.

  3. Deliver financial education workshops.

  4. Meet one-on-one with participants to accept and review loan application documents, develop a detailed income/expense budget and review their credit report history.

  5. Assist in the attainment of all Financial Empowerment Program monthly and annual goals, including participant referrals to all Financial Empowerment programs.

  6. Flexibility to work at both the San Mateo and San Jose office locations.

  7. Some evening and Saturday support may occasionally be required.

  8. Maintain all program databases through the accurate and timely input of data. 

  9. Provide logistical support for in-house and community workshops.

  10. Must be reliable and punctual.

  11. Adhere to all Peninsula Family Service policies and procedures and ensure they are applied consistently among staff and participants.

  12. Must respect the confidentiality of all participants.

  13. Other duties as assigned by supervisor.

Personal:

  1. Obtain fingerprint clearance before first day of employment (and maintain).

  2. Verification to legally work in the US before first day of employment (and maintain).

  3. Ability to get to off-site locations for job and business related activities.

  4. Ability to work some evenings and weekends.

  5. Some overtime required.

  6. Driving a personal car on Peninsula Family Service business requires an appropriate level of insurance and must be cleared to drive through Peninsula Family Service’s insurance carrier. (HR will identify appropriate level of insurance and will clear driver through Peninsula Family Service’s insurance carrier.)

To Apply:

Apply here.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.  Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. 

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Effective Date:                  July 12, 2019