Lendistry
Access to Capital Advisor - The Center
Lendistry, Tustin, CA
A Day in the Life
The Access to Capital Advisor for The Center by Lendistry (TCbL) will be responsible for providing comprehensive business advising services focused on helping small businesses access capital and improve their financial readiness. The Advisor will work directly with diverse small business owners to assess their capital needs, develop funding strategies, and provide technical assistance to improve their ability to secure financing. This position will support TCbL's mission to close the racial wealth gap by helping small businesses overcome barriers to accessing capital. This is a hybrid position with some travel required.
The Center by Lendistry: Who We Are
The Center is the non-profit educational and technical assistance strategic partner of Lendistry, a minority-led, technology enabled Community Development Financial Institution (CDFI). The Center by Lendistry (TCbL) supports diverse small businesses through education, technical assistance, and access to competitive financing. Our mission is to close the racial wealth gap by anchoring small businesses and the communities where they do business.
What You'll Be Doing
• Provide one-on-one advising services to small business clients, with a focus on capital readiness assessment, financial analysis, and funding strategy development.
• Conduct thorough reviews of clients' financial documents, business plans, and credit profiles to identify areas for improvement and develop action plans.
• Guide clients through loan application processes, including document preparation, financial projections, and narrative development.
• Develop and deliver workshops and training sessions on topics related to access to capital, credit building, and financial management.
• Maintain detailed client records and track outcomes using Salesforce or other CRM systems.
• Build and maintain relationships with lending and technical assistance partners, including banks, CDFIs, and other financial institutions.
• Connect clients with appropriate financing options and additional technical assistance resources as needed.
• Create and maintain resource guides and educational materials for small business clients.
• Participate in community outreach events to promote The Center's services and build relationships with potential clients.
• Collaborate with other team members to ensure comprehensive support for small business clients.
• Monitor and report on client progress and program outcomes.
• Support special initiatives and capital access programs as needed.
Your Areas of Knowledge and Expertise
• 3-5 years of experience providing business advising services, with a focus on access to capital and financial coaching required.
• Experience with program management preferred.
• Bachelor's Degree in Business, Finance, Economics, or related field preferred.
• Strong understanding of small business financing options, including traditional bank loans, alternative lending, and government-backed loan programs.
• Excellence in financial analysis and the ability to explain complex financial concepts in simple terms.
• Strong interpersonal skills and ability to work effectively with diverse business owners.
• Proven ability to manage multiple client relationships and projects simultaneously.
• Experience with financial modeling and business plan development.
• Strong presentation and facilitation skills.
• Proficiency in MS Office Suite, particularly Excel.
• Experience with CRM systems, preferably Salesforce.
• Excellent written and verbal communication skills in English and Spanish (preferred).
• Understanding of the unique challenges faced by diverse and underserved business owners.
• Ability to work independently while maintaining strong team collaboration.
• Experience working with diverse small business owners in New Mexico or Los Angeles, CA preferred.
• Bilingual English/Spanish preferred.
• Previous experience working with CDFIs or similar mission-driven lenders a plus.
Why You'll Love Working Here:
• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities
COMPENSATION RANGE
The US base salary range for this full-time position is $69,000.00-$104,000.00 annually/hourly. (choose one)
Our salary ranges are determined by role, level, and location.
The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.
PHYSICAL REQUIREMENTS
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
The Access to Capital Advisor for The Center by Lendistry (TCbL) will be responsible for providing comprehensive business advising services focused on helping small businesses access capital and improve their financial readiness. The Advisor will work directly with diverse small business owners to assess their capital needs, develop funding strategies, and provide technical assistance to improve their ability to secure financing. This position will support TCbL's mission to close the racial wealth gap by helping small businesses overcome barriers to accessing capital. This is a hybrid position with some travel required.
The Center by Lendistry: Who We Are
The Center is the non-profit educational and technical assistance strategic partner of Lendistry, a minority-led, technology enabled Community Development Financial Institution (CDFI). The Center by Lendistry (TCbL) supports diverse small businesses through education, technical assistance, and access to competitive financing. Our mission is to close the racial wealth gap by anchoring small businesses and the communities where they do business.
What You'll Be Doing
• Provide one-on-one advising services to small business clients, with a focus on capital readiness assessment, financial analysis, and funding strategy development.
• Conduct thorough reviews of clients' financial documents, business plans, and credit profiles to identify areas for improvement and develop action plans.
• Guide clients through loan application processes, including document preparation, financial projections, and narrative development.
• Develop and deliver workshops and training sessions on topics related to access to capital, credit building, and financial management.
• Maintain detailed client records and track outcomes using Salesforce or other CRM systems.
• Build and maintain relationships with lending and technical assistance partners, including banks, CDFIs, and other financial institutions.
• Connect clients with appropriate financing options and additional technical assistance resources as needed.
• Create and maintain resource guides and educational materials for small business clients.
• Participate in community outreach events to promote The Center's services and build relationships with potential clients.
• Collaborate with other team members to ensure comprehensive support for small business clients.
• Monitor and report on client progress and program outcomes.
• Support special initiatives and capital access programs as needed.
Your Areas of Knowledge and Expertise
• 3-5 years of experience providing business advising services, with a focus on access to capital and financial coaching required.
• Experience with program management preferred.
• Bachelor's Degree in Business, Finance, Economics, or related field preferred.
• Strong understanding of small business financing options, including traditional bank loans, alternative lending, and government-backed loan programs.
• Excellence in financial analysis and the ability to explain complex financial concepts in simple terms.
• Strong interpersonal skills and ability to work effectively with diverse business owners.
• Proven ability to manage multiple client relationships and projects simultaneously.
• Experience with financial modeling and business plan development.
• Strong presentation and facilitation skills.
• Proficiency in MS Office Suite, particularly Excel.
• Experience with CRM systems, preferably Salesforce.
• Excellent written and verbal communication skills in English and Spanish (preferred).
• Understanding of the unique challenges faced by diverse and underserved business owners.
• Ability to work independently while maintaining strong team collaboration.
• Experience working with diverse small business owners in New Mexico or Los Angeles, CA preferred.
• Bilingual English/Spanish preferred.
• Previous experience working with CDFIs or similar mission-driven lenders a plus.
Why You'll Love Working Here:
• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities
COMPENSATION RANGE
The US base salary range for this full-time position is $69,000.00-$104,000.00 annually/hourly. (choose one)
Our salary ranges are determined by role, level, and location.
The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.
PHYSICAL REQUIREMENTS
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)