Sales Jobs in Frankfort, KY

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Business Development Lending Specialist

Community Ventures Frankfort, KY

Frankfort, KY

Today

$35 - $35/hr Contract Business Development Business Lending Client Business Development

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Job Description

Community Ventures is seeking a contract Business Development Lending Specialist to support small business clients through technical assistance and training, while contributing to lending-related workflows including underwriting support, application assistance, and ongoing post-loan support. The role is hybrid/remote from Frankfort, KY, with regular client meetings across central Kentucky.

Location, Type, and Compensation

Location: Frankfort, KY (hybrid)
Job type: Contract
Compensation: USD 35 per hour
Minimum experience: 1 year

Key Responsibilities

Interview clients to determine personal and business needs, including family income, assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Analyze client data to identify development opportunities, including business plan creation, skill-building for financial and organizational management, process changes, equipment or product modifications, and improvements to procedures.
Support clients with bookkeeping, marketing, and business plan development and implementation, including guidance related to legal and insurance issues.
Utilize and refer clients to other sources to obtain needed services.
When applicable, establish, set up, and maintain training facilities.
Present business training courses using approved curricula and appropriate training methods, techniques, and ideas.
Schedule and introduce presentations by internal or outside lecturers, motivational speakers, and sales or product specialists.
Assist in developing new training courses that support client success and introduce new products or services in Microlending and WBC.
Study and improve teaching and training methods and stay informed on new developments, methods, and techniques in business training.
Market Community Ventures business loan products and generate sufficient activity to meet established goals.
Follow all Business Development policies and procedures, written and non-written.
Gather information for each assigned loan request, including income sources, income reliability, current debts, payment history, and assets.
Assist clients in completing loan or credit applications, including required proformas.
Advocate for clients during the loan review and approval process.
Maintain monthly contact with clients to provide technical assistance and confirm loan status.
Ensure completion of all client-related documents and submit them to the appropriate data collection personnel or file.
Document in detail all technical assistance provided and ensure records are maintained in client files.
Provide necessary data to contract management personnel to support compliance with the Corporation’s contractual agreements.

Requirements

Extensive experience as a small business owner or manager.
Education: Bachelor’s degree (B. A.) preferred.
Experience: Four to five years related experience and/or training, or an equivalent combination of education and experience.
Lending: 1 year (required).
Loan origination: 1 year (required).
Business Development: 2 years (preferred).
Ability to support small businesses in the Frankfort, KY area on a daily basis.
Ability to work from home efficiently, with regular client meetings across central Kentucky.
Reliable transportation to meet clients throughout the area.

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