What are the responsibilities and job description for the Intake Specialist position at Chicanos Por La Causa, Inc. (CPLC)?
"Be the first connection that helps small businesses turn their ideas into opportunities."
You will work onsite, connecting directly with entrepreneurs and business owners who are ready to grow, launch, or strengthen their businesses.
CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos now offers loan products, business consulting services and investment opportunities in Arizona, California, Nevada, New Mexico and Texas.
HOW WILL YOU MAKE AN IMPACT IN THIS ROLE?
As an Intake Specialist, you will serve as the first point of contact for small business owners seeking funding, technical assistance, and business resources.
You will gather and verify essential client information, assess their business needs, and guide them through the intake process to ensure they are connected with the right programs, advisors, and lending opportunities.
In this role, you will help streamline services by maintaining accurate documentation, coordinating intake procedures, and ensuring a smooth transition between lending, advising, and technical assistance programs.
WHO YOU ARE?
You are organized, proactive, and passionate about helping entrepreneurs succeed. You enjoy working in a fast-paced, high-volume environment and are skilled at balancing multiple priorities while maintaining attention to detail.
You communicate clearly and build trust easily with clients and colleagues. You take ownership of your work, collaborate effectively with teams, and approach challenges with thoughtful problem-solving and professionalism.
Minimum Qualifications And Competencies
Education / Background
We recognize that our success is driven by great talent, and that's why we provide a comprehensive and competitive suite of benefits to support you and your family.
Check out our benefits for FULL-TIME employees below:
CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster
California Residents: Chicanos Por La Causa, Inc and its subsidiaries will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. Find out more about the Fair Chance Act by visiting the Civil Right’s Department Fair Chance Act webpage.
You will work onsite, connecting directly with entrepreneurs and business owners who are ready to grow, launch, or strengthen their businesses.
CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos now offers loan products, business consulting services and investment opportunities in Arizona, California, Nevada, New Mexico and Texas.
HOW WILL YOU MAKE AN IMPACT IN THIS ROLE?
As an Intake Specialist, you will serve as the first point of contact for small business owners seeking funding, technical assistance, and business resources.
You will gather and verify essential client information, assess their business needs, and guide them through the intake process to ensure they are connected with the right programs, advisors, and lending opportunities.
In this role, you will help streamline services by maintaining accurate documentation, coordinating intake procedures, and ensuring a smooth transition between lending, advising, and technical assistance programs.
WHO YOU ARE?
You are organized, proactive, and passionate about helping entrepreneurs succeed. You enjoy working in a fast-paced, high-volume environment and are skilled at balancing multiple priorities while maintaining attention to detail.
You communicate clearly and build trust easily with clients and colleagues. You take ownership of your work, collaborate effectively with teams, and approach challenges with thoughtful problem-solving and professionalism.
Minimum Qualifications And Competencies
Education / Background
- High School Diploma or GED and 3 years of related experience
- Bachelor’s degree in Business Administration, Finance, or related field preferred
- Experience in commercial lending, business advising, or financial analysis preferred
- Bilingual English/Spanish required
We recognize that our success is driven by great talent, and that's why we provide a comprehensive and competitive suite of benefits to support you and your family.
Check out our benefits for FULL-TIME employees below:
- Generous Paid Holiday
- Employee Recognition Program
- Paid Time Off & Paid Sick Days
- Free Preventative Services & Wellness Rewards
- Medical, Dental, and Vision for Spouse/Domestic Partner & Children to age 26
- Health Savings Account & Flexible Spending Account
- Life Disability options
- Employee Assistance Program
- Telemedicine & Concierge Services
- 401(k) Retirement Plan
- Pet Care, Life Mart Purchase Discounts
- Tuition Reimbursement for qualifying degrees
- Mileage & Cell Reimbursement for qualifying roles
- Identity Theft Protection& Voluntary Benefits
CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster
California Residents: Chicanos Por La Causa, Inc and its subsidiaries will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. Find out more about the Fair Chance Act by visiting the Civil Right’s Department Fair Chance Act webpage.