What are the responsibilities and job description for the Intake Specialist position at Chicanos Por La Causa?
The FRONTLINE connector role your community needs. YOU guide the first step so small business owners get the support they deserve!
This is a full-time role with the opportunity to interact with our team in person and virtually, offering the flexibility of a hybrid work environment. It’s the best of both worlds!
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 are the first point of contact for small business clients, guiding them through their journey with CPLC Prestamos. You will efficiently gather essential client information, assess their needs, and ensure accurate documentation. By connecting clients to the correct internal resources and providing confidential support, you will streamline access to lending and technical assistance. Your role is essential in providing individualized attention, coordinating intake procedures, and ensuring a smooth transition for clients between our services.
WHO YOU ARE?
You are professional, attentive, and thrive in a fast-paced, goal-oriented environment. You have a talent for translating objectives into practical steps, keeping clients’ needs top of mind. Ideally, you can exercise sound judgment, communicate clearly, stay organized, and balance multiple priorities while maintaining efficiency and accuracy.
MINIMUM QUALIFICATIONS AND COMPETENCIES
Education/Background:
- Candidate should possess a minimum of a bachelor’s degree in business administration, finance, or a related field, or a combination of education and 5 years’ experience in commercial lending/analysis
- Excellent communication and negotiation skills.
- Excellent organizational and time management skills
- Excellent written and verbal communication skills
- Ability to multitask in high volume setting while maintaining efficiency
- Strong attention to detail
- Bilingual (English/Spanish)
WHAT DOES CPLC OFFER YOU AS A VALUED EMPLOYEE?
We know our success is driven by talented people, and that’s why we offer a competitive suite of benefits for full-time employees, including:
- 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
Apply TODAY and join the CPLC family!
Chicanos Por La Causa, Inc. is an Equal Opportunity Employer.
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.