Full-Time

Under the general supervision of the Microfinance Director, the Finance Navigator converts loan leads and draft applications to completed applications. Manages Asana interactions as well as calls, emails, and website inquiries from potential loan clients. Screen potential clients who can benefit from SCCF products and services, and stewards them through the loan application process or make a direct connection to partnering loan funds located in the Shenandoah Valley if they are not a good fit for SCCF services.

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This list of duties and responsibilities is illustrative only of the tasks performed by this position and is not all inclusive.

Requirements

• Convert loan leads and draft applications to completed applications.

• Manage calls, emails, and chats from inquiries.

• Manage Asana interactions with website visitors and applicants.

• Manage the common application for financing in the Shenandoah Valley

• Track interactions with applicants in SCCF’s CRM

• Provide outstanding client service.

• Identify how the company’s products and service solutions meet prospective customer’s needs

• Manage and maintain a pipeline of interested prospects and engage the lending team when necessary.

• Build trusting relationships with prospects to qualify leads as lending opportunities.

• Proactively seek new business opportunities in the market.

• Set up meetings or calls between (prospective) clients and the lending team.

• Generate and produce weekly, monthly, and quarterly results.

• Contribute to a positive, warm, and stewardship-oriented environment.

• Keep records of client interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions are taken.

• Explain the features, advantages, and disadvantages of various services to promote the use of programs.

• Maintain confidentiality of all privileged information, uphold SCCF’s organizational values, and support organizational goal fulfillment.

• Contribute to a team effort and accomplish related results as required.

• Perform other duties as required.

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Compensation: $42,000-$50,000 a year