Internal Loan Officer

About the Organization

The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.

We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.

Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive

Position Summary

The Internal Loan Officer reports directly to the Internal Sales Manager and pre-qualifies loan prospects referred from external sources and economic development partnerships.  The goal of this position is to generate a stable volume of prequalified loan leads that will be referred to other Smart Growth Business Product team members for further review.  The Internal Loan Officer also actively works with external vendors that are critical to their ability to secure loan prospect referrals.

Essential Responsibilities

• Active contact and prospect management with inquiries received through multiple customer acquisition channels. 
• Promptly contact prospects to outline CDC products and collect necessary information required for a loan prequalification.   
• Using CDC tools, create spreadsheet-based credit analysis and program eligibility assessments based on loan request and borrower criteria.
• Effectively communicate with potential borrowers to ensure those that are likely qualified will remain interested in CDC products.  Assess those that are close to qualified as potential prospects for business advising and refer accordingly.
• Prepare reports and assist on special projects as needed.
• Work closely with external vendors and referral sources to maximize viable lead generation.

• Bachelor’s Degree with a major in business, finance or marketing related studies.
• Minimum 2 years of work experience, preferably in finance, lending or small business advising.
• Intermediate or advanced computer skills
• Excellent customer relationship management skills
• Strong writing skills
• Dedicated, motivated team player
• Thrives in a fast-paced environment
• Customer service focused
• Comfortable working with and creating basic financial reports
• Ability to work on multiple files and projects effectively
• Detail oriented
• Self-motivated, takes initiative, solves problems
• Bi-lingual (Spanish) a plus
• Some experience in finance/lending work or university related

The base salary range for this position is $74,828.00 - $80,000.00 plus commission.

This is a Remote Role,

All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.

EEO: Momentus Capital is an equal opportunity employer committed to a diverse work force; and, as such, is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.