The Role
Provides counseling, financial guidance, and loan application support to Spanish- and English-speaking small business owners. Manages a small business loan portfolio, conducts site visits, leads educational workshops, maintains Salesforce records, and develops community partnerships and referral opportunities. Supports entrepreneurs across New York City and surrounding regions through outreach, business coaching, and access to capital.
Summary Generated by Built In
Why Join Renaissance?At Renaissance, you won’t just be filling a role — you’ll be joining a mission-driven team that helps underserved entrepreneurs access the resources they need to succeed.
You’ll gain exposure to lending, business development, and community impact work while advancing your own career. If you are motivated by both numbers and people — and want to see your work directly strengthen local communities — this is the opportunity for you.Compensation & BenefitsRenaissance offers a competitive compensation package designed to reward your impact and support your long-term career growth.
Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching. You’ll also serve as a connector between local entrepreneurs and the resources they need to grow sustainably.Key Responsibilities
Who We Are:
Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. We serve the New York Metro Area, including New York City, Long Island, the Mid-Hudson Valley, and New Jersey. We are an affiliate to Asian Americans for Equality (AAFE).
We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender.
You’ll gain exposure to lending, business development, and community impact work while advancing your own career. If you are motivated by both numbers and people — and want to see your work directly strengthen local communities — this is the opportunity for you.Compensation & BenefitsRenaissance offers a competitive compensation package designed to reward your impact and support your long-term career growth.
- Salary range: $55,000 – $65,000, commensurate with experience.
- 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.
- Be part of a mission-driven nonprofit CDFI that empowers entrepreneurs, strengthens communities, and fuels economic growth in NYC.
Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching. You’ll also serve as a connector between local entrepreneurs and the resources they need to grow sustainably.Key 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.
- Bachelor’s degree OR equivalent experience in business, finance, or community development.
- Fluent in Spanish and English (written and spoken).
- Knowledge and understanding of tax reports, profit & loss (P&L) statements, and account statements are required.
- Experience in outreach and marketing (formal or informal), including promoting services or general marketing, to generate new leads is required.
- 2+ years of experience in small business counseling, lending, economic development, or entrepreneurship is preferred.
- 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.
- Support efforts that ensure a safe and healthy work environment.
- Appreciates the value of working collaboratively with individuals who bring a wide range of perspectives, experiences, and ways of thinking.
- An understanding of how systems and structures can affect people's opportunities and experiences in different settings.
- Maintain a positive, helpful attitude.
- Enjoy your time at work!
Who We Are:
Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. We serve the New York Metro Area, including New York City, Long Island, the Mid-Hudson Valley, and New Jersey. We are an affiliate to Asian Americans for Equality (AAFE).
We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender.
Skills Required
- Bachelor's degree or equivalent experience in business, finance, or community development
- Fluency in Spanish and English, written and spoken
- Knowledge of tax reports, profit and loss statements, and account statements
- Experience in outreach and marketing to generate new leads
- Two or more years of experience in small business counseling, lending, economic development, or entrepreneurship
- Hands-on experience running or supporting a small business
- Knowledge of local businesses and community resources in New York City
- Excellent communication, relationship-building, and problem-solving skills
- Familiarity with finance and accounting principles
- Strong client management and customer service background
- Commitment to confidentiality of sensitive information
- Strong organizational skills and attention to detail
- Experience working with low-income individuals in under-resourced communities
- Ability to multitask, work under pressure, and meet deadlines
- Proficiency in Salesforce, Google applications, Microsoft Word, and Microsoft Excel
- Willingness to travel within New York City, Long Island, and the Mid-Hudson Valley
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The Company
What We Do
Asian Americans for Equality (AAFE) is a comprehensive community development nonprofit founded in Manhattan’s Chinatown. Through community development, it advances racial, social, and economic justice while building and managing affordable housing, supporting first-time homebuyers, providing community services, and empowering entrepreneurs. AAFE also advocates for civil rights and serves local communities through neighborhood offices in Manhattan and Queens, New York City.
