Who We Are

Pursuit is a community-focused lender that provides small businesses with affordable loans and resources so that they can reach higher, transform, and grow. That transformation may start with an individual borrower, but ultimately extends into the broader community, taking shape as new employment opportunities, economic development, and positive change.

What We Do

For more than 65 years, we have been 100% invested in the success of our clients. Pursuit offers a suite of innovative financing products designed to expand access to capital for small businesses. Our range of loans and lines of credit range from $10,000 to $5.5 million for businesses ready to make their next big investment. We have designed our application processes and loan terms with more flexibility than traditional banks. Our signature loan programs include commercial real estate financing, general business funding, and fast business funding through a digital platform. Pursuit also provides an extensive array of educational offerings and technical assistance on topics of the greatest importance to small businesses. We leverage deep, long-term relationships with banks and community partners to serve clients.

About the Job

The Small Business Advisory Associate is responsible for building relationships with clients and understand our value proposition, mission, and services. The ideal candidate should be assertive, highly motivated, confident, and analytical, someone good at sales, enjoys talking to people, and is okay to represent Pursuit at events or visiting/meeting with clients from time to time.

Duties and Responsibilities include:

• Proactively reach out to and maintain close contact with an existing roster of small business clients, understanding their business needs and ensuring they are connecting with valuable resources.
• Provide direct service to clients, helping them to identify their needs and create concrete deliverables aligned with their business growth.
• Provide administrative support to our consulting team.
• Pair businesses with services to help them with services to help them grow and monitor these engagements to ensure quality service and work, ensuring that all Pursuit goals and funder goals are met or exceeded.
• Record work and progress on IT systems related to tracking and reporting on consulting engagements.
• Work with other staff to develop content that provides value to small business owners, especially Pursuit borrowers.
• Potentially manage a portfolio of projects and programs for advisory services.
• Assist in event organization and strategy for outreach.

Position Specifications

• Bachelor’s degree required.
• Clear communication & interpersonal skills.
• Ability to speak other languages is a plus.
• Commitment to the mission of supporting small businesses, especially businesses in disadvantaged economic areas.
• Final candidates must be able to pass all pre-employment screenings, including a background, criminal and credit check, and drug testing.

Essential Functions

• Ability to communicate effectively.
• Ability to manage deliverables and goals effectively.
• Ability to travel and visit clients in different areas of the state of Connecticut.

What We Offer

A collaborative environment of mission-focused professionals dedicated to helping communities and economies grow through business lending. We seek individuals who want to blend a career in financial services with a career serving others. Pursuit extends its employees competitive salaries and a range of benefits including, including but not limited to:

· Health Insurance, generous employer premium contribution

· Fully paid Dental, Vision, and Life Insurance

· Generous 401(k) match

· Flexible spending account

· Holiday and Paid Time Off

· Educational assistance after two years of employment

· Summer work hours

How We Help

We believe that when local businesses thrive, they provide good, stable jobs, recycling the money they spend back into the community to help it grow. Our loans are offered with affordable rates to ensure that our clients can continue growing and positively impacting their neighborhoods. While compelling founders’ stories are what drive us every day, we are proud to work with small businesses at scale:

· $4+ billion lent, $1.2 billion in the last 5 years

· $2 billion portfolio of small business loans

· 70,000+ jobs created.

· 10,000+ loans to small businesses

· 10,000+ hours of advisory and educational services

Based on our compensation benchmarking survey, the estimated salary range for this position is $43,000 – 89,600 and is commensurate with education and experience.

We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.

Job Type: Full-time

Pay: $43,000.00 - $89,600.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Willingness to travel:

• 50% (Preferred)

Work Location: Remote

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