Business Advisor (Spanish Speaker) jobs in United States
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Asian Americans for Equality · 12 hours ago

Business Advisor (Spanish Speaker)

Renaissance is a mission-driven nonprofit CDFI that helps underserved entrepreneurs access resources for success. As a Business Advisor (Spanish Speaker), you will support small business owners in NYC by providing counseling, access to capital, and ongoing guidance to help them thrive.

CommunitiesNon Profit

Responsibilities

Build strong, trust-based relationships with small business owners, community organizations, and referral partners
Provide one-on-one counseling to help clients understand financials, cash flow, and growth strategies
Assist clients in preparing complete loan application packages for REDC underwriting
Manage and monitor a portfolio of small business loans, offering continued guidance and support post-funding
Conduct site visits to better understand client operations and business needs
Lead and facilitate workshops for entrepreneurs on topics like financial literacy, business planning, and growth strategies
Maintain accurate client records in Salesforce and ensure timely follow-ups
Actively participate in outreach events and community engagement to strengthen REDC’s presence in Jackson Heights
Diligently and promptly enter and track all relevant client information in Salesforce
Uphold confidentiality of all client information
Meet expectations for attendance and punctuality
Perform other related duties as assigned

Qualification

Business counselingEconomic developmentSpanish fluencySalesforce proficiencyClient managementFinancial literacyMicrosoft Office SuiteCommunication skillsOrganizational skillsProblem-solving skills

Required

Bachelor's degree OR equivalent experience in business, finance, or community development
Fluent in Spanish and English (written and spoken)
2+ years of experience in small business counseling, lending, economic development, or entrepreneurship
Hands-on experience running or supporting a small business (formal or informal)
Strong knowledge of local businesses and community resources in NYC
Excellent communication, relationship-building, and problem-solving skills
Familiarity with finance/accounting principles is a plus
Strong background in client management and customer service
Commitment to the confidentiality of sensitive materials and information
Strong organizational skills with attention to detail
Experience working with low-income individuals in under-resourced communities
Proven ability to multitask, work under pressure, and meet deadlines
Proficiency in Salesforce, Google applications, and Microsoft Office Suite (specifically MS Word and Excel)
Willingness to travel within NYC, Long Island and Mid-Hudson Valley

Benefits

Annual performance-based bonus opportunities tied to both individual and organizational success.
Comprehensive benefits package (medical, dental, vision, retirement plan).
Generous PTO and paid holidays.
Hybrid work model: flexibility to work remotely after a 6-month training period.
Ongoing professional development, coaching, and opportunities for advancement within the organization.

Company

Asian Americans for Equality

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Asian Americans for Equality is a non-profit organization dedicated to enriching the lives of Asian Americans and all of those in need.

Funding

Current Stage
Growth Stage
Total Funding
$0.25M
Key Investors
TD Charitable Foundation
2023-05-08Grant· $0.25M

Leadership Team

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Joy S. Granado
Chief Accounting Officer (CAO)
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Company data provided by crunchbase