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Small Business Grant Specialist (remote - 3 months)

Houston, TX
Small Business Grant Specialist-REMOTE                                  

As the Small Business Grant Specialist, you will be a key member of the Harris County Small Business Grant Recovery Program. This program will partner with LiftFund and is a temporary 3 - month opportunity.  LiftFund believes - that no matter their background- doors should be open for everyone.  We are among the leading community development financial institutions (CDFI) that have a coveted Four-Star rating from Charity Navigator. We support entrepreneurs--that work hard every day--to create a better life for themselves and their families, while providing jobs and services to the communities they serve.  Lifters are working across 14 states to provide affordable, responsible credit, create and sustain jobs, and stabilize communities. Our work transforms lives! 
LiftFund is recognized locally and nationally for our innovation, advisory services, and ability to be at the forefront of redefining the financial services industry at the community level. If you are looking for an opportunity to impact your community—we just might have the role for you!!!

POSITION SUMMARY
The Small Business Grants Specialist will work in partnership with Harris County Small Business Grants Director, Lending Assistants, Business Development Officers, Underwriters, Closers, and members of the Accounting to successfully source, package, approve, fund, and service Harris County small business grants program. The Specialist is responsible for 1. Assessing application completion 2. Following LiftFund procedures for completing packaging 3. Interact with the applicant to ensure completion of application 4. Finalize application and provide recommendation of small business grant award.
The Specialist will ensure the file meets LiftFund’s internal guidelines. The Specialist plays a key role in ensuring that production, quality, timeliness metrics are met.

Key Responsibilities
  • Serve as initial point of contact for the applicant
  • Perform analysis of applications to understand the likelihood of grant application meeting the eligibility criteria.
  • Document the grant process from origination to approval through LiftFund’s CRM platform
  • Prepare the list of required documents that will be necessary to complete the file based on LiftFund templates, including bank statements, employee records, and tax returns and perform a detailed review of all documents
  • Clarify data that may have an impact on the applicant’s ability to move forward.
  • Maintain a consistent follow up routine for files that are still pending documents.  
  • Submit files for finalization with recommendation for grant amount and approval or denial
  • Act as liaison between applicant, closing, and accounting.
  • Manage telephone volume in a timely and professional manner for this project.
  • Ensure the privacy of applicants and borrowers.
  • Support client inquiries for business support. 
To Qualify for the Role You Must Have
  • High School Diploma or GED
  • 1 year experience in an office setting.
  • Ability to use and learn computer applications
  • Ability to analyze and problem solve
  • Excellent verbal and communication skills
  • Ability to perform work with accuracy and high attention to detail
  • Willing to engage in and support a collaborative and healthy work environment
  • Ability to effectively handle multiple tasks in a high paced, deadline and goal focused environment
  • Excellent organizational, time management skills
  • Excellent customer service skills
Experience We Admire
  • Ability to operate in a fast-paced environment while meeting key deadlines.
  • Committed to excellence and continuous improvement.
  • Highly self-motivated.
  • Ability to identify competing priorities, recognize time sensitive issues and work within time constraints.
  • Customer service orientation supporting others in a collaborative work environment.
  • Ability to multi-task and achieve deadlines.
  • Ability to perform work with accuracy and attention to detail.
  • Maintains the highest ethical standards including honesty, integrity, and dedication.

It Would Be Great If You Had
  • Associates or bachelor’s degree
  • Previous packaging experience
  • Bilingual (English/Spanish)
  • Experience in packaging, lending, or file analysis
  • Experience in administrative/office support
Check out LiftFund on Linkedin!  Apply here or at our website- LiftFund.com.
LiftFund provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

 
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