Client Specialist | CEED Lending​/Lakes Women's Business Council

Reports to: Director of Business Education

We are looking for a results-driven and detail-oriented individual to join our team as a Client Specialist. In this role, you will play a pivotal part in the success of the program by collecting basic intake information on clients, managing referrals to capital-ready vendors, tracking services rendered, performing data entry, and promoting the program.

• Client Intake:
  • Review intake applications on clients to ensure accuracy in providing the information needed to understand their financing needs.
  • Provide applications to review team to determine the most suitable capital-ready service providers to address the client’s requirements.
  • Enroll clients in the Capital Ready Solutions Program ensuring accurate and complete documentation.
  • Provide orientation to clients with an overview of the program, its benefits, and the available services.
• Referral Management:
  • Manage the referral process by coordinating with capital-ready vendors to ensure a seamless handover of clients.
  • Facilitate effective communication between clients and assigned vendors.
• Service Tracking:
  • Track the services rendered to clients through partner vendors.
  • Ensure that clients receive the support they need in a timely and efficient manner.
• Data Entry and Reporting:
  • Maintain accurate and up-to-date records of client interactions and services provided by compiling client counseling record activity from service providers.
  • Generate regular reports on program activities, client progress, and service provider performance.

• Interpersonal Skills
• Project Management Experience

• Oral/Written Communications
• Strong analytical and Innovative skills

• Organizational Skills
• Collaboration

• Education:
  • Some college in business administration, finance, or a related field.
• Experience:
  • Proven experience in customer services and/or administrative support related roles.
  • Familiarity with financial services and small business support programs is a plus.
  • Ability to collaborate with internal teams and external vendors to ensure coordinated support for clients.

If you have a passion for supporting entrepreneurs and connecting them with the resources they need, we encourage you to apply and contribute to the success of the CAPITAL READY SOLUTIONS Program.