Coordinate and prepare loan proposals for committee approval.
Update CRM system to manage loan pipeline from pre-application to closing.
Create and present credit memos, loan proposals, term sheets, amortization tables, and underwriting analyses.
Review and analyze applications, proformas, balance sheets, financial statements, and tax documents.
Perform internal underwriting using Build Fund’s template.
Develop SOPs and templates for internal training on loan processes.
Assist with Real Estate and Business Technical Assistance programs.
Conduct site visits to ensure compliance with loan procedures.
Organize events to highlight small businesses and raise community awareness.
Create collateral and newsletters to showcase lending efforts and projects.
Assist with RFP submissions for funding opportunities and projects of interest.
Develop PowerPoint presentations, forms, applications, and charts for various onboarding trainings, events and outreach.
Evaluate business plans, marketing strategies, websites, and insurance policies for applicants.
Conduct research to verify applicant’s creditworthiness and project feasibility.
Schedule and lead consultations with small businesses, providing loan readiness guidance.
Assist businesses with understanding loan readiness and bankability processes.
Collect closing documentation and schedule borrower closings with title companies.
Coordinate and submit CMA’s, surveys, appraisals, and environmental reviews for loans.
Build relationships with contractors for real estate development projects.
Create and support marketing and advertising for Intend programs.
Manage projects for small business, multi-family, and residential lending initiatives.
Hold meetings with neighborhood organizations to foster relationships.
Communicate with clients and partners about Intend programs.
Update data for reporting and fundraising, and assist with grant applications.
Assist in preparing and submitting program claims, ensuring compliance.
Coordinate and participate in client meetings for loan processes.
Manage property management contracts for Intend properties.