What are the responsibilities and job description for the BLOOM Lending Manager position at York County Economic Alliance?
A little about the position:
This position supports BLOOM’s small business lending and outreach by guiding entrepreneurs through intake and loan application process, supporting credit/financial review, tracking portfolio activity, and building strong referral partnerships. Through this position, you will provide administrative support for financing activities, including loan/grant documentation, compliance tracking, reporting support, and loan committee coordination. You’ll work closely with small business owners, community partners, and internal teams to deliver high-quality borrower experience and advance York County’s economic development priorities.
This position reports to the BLOOM Executive Director and works within a department of 4 and an organization of 27. The role coordinates with internal finance and program teams and supports loan/finance committee and related board functions as needed. As such, this position must understand the nuances between economic development project management, public financing, and small business lending and be willing to participate in meaningful work in support of each team and the overall organization.
Essential Duties & Responsibilities
Small Business Lending & Pipeline Support
- Manage and grow a pipeline of prospective borrowers and referral partners; maintain clear follow-up and next steps.
- Support borrower intake and readiness. Package loan applications for internal review, including financial analysis and loan committee presentation, ensuring accuracy and timeliness.
- Coordinate application progress across internal teams and communicate clearly with borrowers throughout the process.
Portfolio Management, Compliance & Administration
- Track portfolio performance and maintain complete, well-organized borrower files (payments, covenants/requirements, borrower updates), ensuring documentation meets program policies and regulatory requirements.
- Support loan administration, reporting for lending activity (pipeline, approvals, disbursements, repayment status) and recommend process improvements.
- Provide board/committee administration support, including agenda packets, minutes, and action-item tracking.
- Perform other duties as required to support team and organizational goals.
Outreach, Partnerships & Community Engagement
- Build relationships with community partners to expand referrals and strengthen BLOOM’s visibility and trust. You are passionate about seeing public–private partnership efforts come to fruition and take pride in connecting people and resources to make them succeed.
- Represent BLOOM / YCEA at community events, workshops, and meetings to expand visibility and promote entrepreneurial development services.
- Support and/or deliver workshops, classes, bootcamps, and event-based outreach in collaboration with partners and internal staff.
- Capture and track outreach leads in a CRM or tracking system; convert interest into scheduled advising or lending conversations.
Core Competencies:
- 1-5 years of relevant experience supporting small businesses, lending/loan administration, economic development, and/or community initiatives.
- A degree in Business, Economics, Finance, Project Management, or a related field (preferred), or equivalent experience.
- Comfort working with borrower documentation and financial statements; you can explain financial concepts clearly and respectfully to business owners.
- Clear written and verbal communication skills and a customer-service mindset.
- The ability to build trust and work well with diverse stakeholders, partners, volunteers, and the public.
- Working knowledge of lending/banking/finance and community development concepts (or strong interest and ability to learn quickly).
- You are a team player—doing the behind-the-scenes work that makes good things happen for York County.
- You’re comfortable managing multiple priorities, meeting new people, and working with an extroverted, mission-driven team.
- You are a connector who thinks creatively about partnerships that expand BLOOM and YCEA’s reach, impact, and visibility.
- You are a confident, empathetic professional who enjoys supporting entrepreneurs in reaching their potential and providing candid, constructive guidance when it’s needed.
Bonus if you have:
- Prior credit analysis, underwriting support, CDFI/community lending, or grant compliance/reporting experience.
- Bilingual proficiency (English/Spanish).
- Experience supporting workshops, outreach, marketing, or storytelling that engages entrepreneurs.
- Comfort working in a hybrid environment and supporting occasional evening/weekend events.
Important details:
This is a salaried position that may require work outside of traditional business hours.
Why work for us?
We #MakeThingsHappen in YoCo! We have a great team, and our job is to wake up daily and make positive chance occur across our County.
We offer competitive benefits that include healthcare, a retirement plan, paid parental leave, and tuition reimbursement. We respect that your personal time is important, that is why we offer generous holiday time off, including your birthday, and four weeks’ vacation (PTO) per year, and encourage you to utilize it. We can accommodate flexible office and remote working. We respect and encourage community volunteer involvement.
We are a welcoming workplace:
The York County Economic Alliance and Downtown Inc. are Equal Opportunity Employers and are committed to cultivating an environment where all voices are welcomed, celebrated, and treated with respect. Our mission is to create equitable economic prosperity. Read Economic Equity Plan here
Our organization is dedicated to provide opportunities to all employees and applicants. We do not discriminate on the basis of race, color, religion, age, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or expression, or any other basis protecting employees and applicants under the law.
Interested? Here’s how to apply: Send cover letter, resume, salary requirements, and the names/contact information for three references in one PDF file to: lschmaltz@yceapa.org with “BLOOM Lending Manager” in the subject line