Community Finance Associate

Community Finance AssociateThe Community Finance Associate is a bilingual position that serves as the first point of contact for entrepreneurs seeking loans, grants, and business support through Groundswell Capital. This role combines community outreach, client relationship management, application support, and administrative coordination while providing extensive training in small business lending, underwriting, and community development finance. We are seeking a friendly, organized, and coachable individual who is passionate about helping Southern Arizona's entrepreneurs succeed and is eager to build a career in economic development and finance. Groundswell Capital is seeking a bilingual, community-oriented professional to help small businesses access capital and business resources. This position serves as the first point of contact for entrepreneurs seeking loans, grants, and technical assistance. The successful candidate will receive extensive training in small business finance, underwriting, customer service, and community development lending. This role is ideal for someone who enjoys helping people, wants to build a career in finance or economic development, and is passionate about supporting Southern Arizona's entrepreneurs. Primary Responsibilities Client Outreach & Community EngagementAttend community events, workshops, and networking activitiesBuild relationships with local entrepreneursConduct outreach in English and SpanishExplain available lending and grant programsRepresent Groundswell Capital in the communityClient Intake & Application SupportMeet with prospective borrowersHelp applicants gather required documentsReview applications for completenessEnter client information into lending systemsSchedule appointments and follow-up meetingsFinancial Document CollectionCollect tax returns, bank statements, financial statements, and business recordsOrganize client filesTrack missing documentationPrepare files for underwriting reviewData Management & ReportingMaintain accurate client recordsUpdate loan management softwareAssist with reporting requirementsTrack client outcomes and program metricsBusiness SupportConnect entrepreneurs to coaching and technical assistance resourcesAssist with workshops and trainingsProvide exceptional customer serviceSupport special projects as assigned Minimum QualificationsFluent Spanish and EnglishAssociate degree, certificate program, vocational training, or equivalent experienceBasic knowledge of business operationsWorking knowledge of Microsoft ExcelStrong written and verbal communication skillsAbility to perform basic business mathValid driver's licenseAbility to attend evening and weekend events What We Will Teach YouSuccessful candidates will receive training in:Small business lendingLoan underwritingFinancial statement analysisCredit analysisCash flow analysisBusiness coaching fundamentalsCommunity development financeSBA and CDFI lending practicesCustomer relationship management Traits That Matter MostMore important than experience, we are looking for someone who is:CuriousCoachableFriendlyProfessionalOrganizedEthicalResilientComfortable talking with strangersPassionate about helping entrepreneurs succeed