BDOBusiness Advisory Services Specialist

Job Description

Job Description

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.

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. We leverage deep, long-term relationships with banks and community partners to serve clients in New York, New Jersey, Connecticut, Pennsylvania, Chicago, Nevada, and Washington.

At Pursuit, we believe in creating a more inclusive economy by helping small businesses thrive. As a Business Development & Client Advising Specialist, you’ll be at the forefront of that mission—connecting entrepreneurs with the capital, guidance, and partnerships they need to grow. This is a dynamic, relationship-driven role that combines strategic business development with direct client advising. You’ll grow Pursuit’s network of partners and referral sources while helping small business owners overcome barriers to accessing capital and securing valuable advisory support.

Based in Delaware with the ability to travel frequently across the region.

• Build and maintain a strong network of bankers, business service organizations, associations, economic development groups, and other referral sources.
• Educate strategic partners on Pursuit’s lending products and business advisory offerings.
• Conduct outreach presentations and strategic networking to generate qualified referrals and loan prospects.
• Assess prospective clients' business conditions and offer initial guidance on product fit.
• Develop internal processes, track progress against goals, and report on business development performance.
• Support grant proposal efforts and monitor related program outcomes.

• Manage a roster of small business clients and proactively guide them to the appropriate advisory services.
• Identify capital access challenges and support clients with loan readiness, loan packaging, and referrals.
• Monitor advisory engagements to ensure quality, alignment with client goals, and compliance with funder requirements.
• Maintain accurate client and engagement records in CRM and related systems.
• Contribute to content development, event support, and outreach strategy.
• Potentially manage a portfolio of special projects or programs within Pursuit’s business advisory offerings.

You’re a confident, motivated self-starter with strong communication and relationship-building skills. You thrive in both client-facing and behind-the-scenes roles and are energized by helping entrepreneurs succeed.

• Bachelor’s or master’s degree in business, Public Administration, or related field
• Experience in small business lending, especially loans from $10,000 to $500,000
• Knowledge of credit, underwriting processes, and capital access readiness
• Ability to perform basic credit analysis (e.g., cash flow, tax returns, credit reports)
• Strong presentation, sales, and interpersonal skills
• Ability to succeed in a remote work setting and travel within the assigned territory
• Familiarity with CDFIs or other mission-driven lenders
• Existing network of bankers and referral partners
• Experience in program management, consulting, or business advisory services

• Be part of a mission-driven organization making a real impact in communities
• Join a collaborative, innovative, and values-aligned team
• Enjoy a flexible, remote work environment with opportunities to…