WWBC Client Intake Specialist

Csbdf•Asheville, NC

12d•Onsite

About The Position

Carolina Small Business Development Fund (CSBDF) is a nonprofit and certified community development financial institution (CDFI). We are passionate and committed to providing support to small businesses across the state. Our Mission is to foster economic development in underserved communities by providing capital, business services, and policy research to support small businesses. CSBDF provides assistance to small businesses in four major ways: as a partner, as a trusted guide, as an advocate for small businesses, and as an accessible funding source. Our work supports our vision to create economic opportunity for all people. Nature of Work: The Client Intake Specialist at the Western Women’s Business Center is a part-time position. This position provides initial contact with the public, conducts data entry, manages client files, and maintains an organized and efficient office environment. In addition, this position works closely with the WWBC Director and WWBC Program Manager to provide support, development and assistance with grant compliance and intake/assessment of incoming clientele. Supervision Responsibilities: This position does not have any supervisory responsibilities.

Requirements

High school diploma or equivalent required, Bachelor's degree preferred.
Prefer prior experience in small business lending or delivering technical business management assistance.
Strong written and oral communication skills.
Strong organization skills and project management experience
Exceptional public speaking and relationship building skills.
High attention to detail
Understanding and strong interest in poverty alleviation strategies, especially those focused on the role of women in economic development and small business development.
Ability to work with a diversity of clients, in terms of ethnicity, life experience, income levels.
Ability to adjust work schedule to include evenings and weekends as needed to accommodate training program schedule.
Strong computer skills for data entry, record keeping, report writing and analysis.
Maintains and supports a shared collaborative team culture in person and virtually.

Nice To Haves

Spanish language skills are preferred.

Responsibilities

Conduct clients’ needs assessments to set 1:1 coaching session between clients and coaches and collect proper documentation.
Assist with the planning, execution, and promotion of all WWBC signature events and monthly workshops.
Proficient knowledge of all WWBC loan programs and services to direct clients to proper areas: WWBC, Lending, Technical Assistance, training or other.
Enter information from all clients’ needs assessments and follow-up forms into Salesforce software.
Act as back up to provide impact and demographic data for grant compliance reports and for CSBDF’s Policy and Research department on a regular basis and upon special request.
Create and properly document all WWBC purchase orders and invoices and send them to WWBC Director on daily basis.
Greet visitors, answer phones, and provide general information to the public.
Manage office mail, office supply inventory, and office equipment and ensure the main office space remains clean, organized and sufficiently stocked with office supplies.
Manage social media presence by developing, scheduling, and posting relevant content ensuring alignment with organizational messaging, branding, and goals.
Attend networking and outreach meetings in the community.
The Client Intake Specialist is expected to work a 24-hour week, as described in the Personnel Policies, and to observe the WWBC’s office hours of 9:00 a.m. to 5:00 p.m. Occasional evening or weekend hours may be requested.
As directed, attend conferences, seminars, conference calls, training sessions on behalf of Carolina Small Business Development Fund and the Western Women’s Business Center.
Other duties as assigned by WWBC Director