San Diego, California30+ days ago
Assist in the outreach and recruitment of program participants; screen and assess interested County of San Diego residents for program eligibility and participation; • Connect with ECBOs and provide assistance with coordination of technical assistance and trainings, data collection, and other administrative tasks as needed; • Lead training programs on a variety of topics including marketing, financial literacy, starting a business, best business practices, etc; • Data entry in Neoserra, SalesForce, and ETO, as necessary, to log key outcomes such as milestones, scope of work, surveys, etc; • Ensure that information required for program eligibility and reporting purposes is collected and that accurate records are maintained, including case files and client data entry across multiple databases; • Ensure necessary steps are taken to obtain relevant data in a timely fashion; follow up with all clients regularly and record all contacts with case notes; • Provide one-on-one business counseling and management assistance to new and existing San Diego County resident-owned businesses in all areas of business start-up and expansion; • Assist entrepreneurs to become ready for business financing through preparation of loan applications, business plans, and financial statements; • Underwrite and package loan applications, and present for review to the IRC’s CDFI; • Proactively facilitate referrals to outside service providers as necessary to meet the diverse needs of the program participants; • Conduct individual case management and loan collections, including "off-site" technical assistance visits to the businesses or homes of program participants; • Proactively facilitate referrals to outside service providers as necessary to meet the diverse needs of the program participants; • Assist participants in accessing funding such as grants and loans . • Excellent computer skills, including Word, PowerPoint, Excel, and the ability to learn the custom computer programs used for the SBDC; • Experience with CRMs such as Salesforce, ETO, Neoserra preferred; • Familiar with assessing business training needs and analyzing business-related materials, including financial reports, business and marketing plans, as well as conduct market research; • Undergraduate degree in Business Administration, Finances, Public Administration, or related field.