Small Business Grant Specialist - Temporary Contract - Remote
San Antonio, TX
Small Business Grant Specialist
-Temporary Contract - REMOTE
As the Small Business Grant Specialist, you will be a key member of the Small Business Grant Review Team. This is a temporary 4- 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 the Grants Manager to successfully source, package, approve, fund, and service small business grant programs. 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.
Serve as initial point of contact for the applicant
Assist prospective small business grant applicants with completing the application process.
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 and email volume in a timely and professional manner for this project.
Use effective communication skills in person, via phone, email and text internally and externally to ensure the timely completion and submission of the application.
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.
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
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.