Purpose of Position 

The Regional Manager for Southern Colorado is based in CEF’s Colorado Springs office and is responsible for business development and marketing in the greater Southern Colorado area. They build relationships with business and government organizations and create leads to generate loans to businesses that cannot qualify for bank loans, specifically those owned by minority, woman, veteran and immigrant entrepreneurs and those located in low to moderate income areas. The position involves marketing and outreach, sales, business development, financial analysis, coaching/technical assistance for clients, and collaboration with a variety of partners and applicants from a variety of backgrounds.  

Essential Duties/Responsibilities 

• Generate loan volume through building relationships with community partner organizations, bankers, accountants and creative collaborations with small business support organizations. 
• Develop new clients and partners through active marketing and outreach to build awareness for CEF’s lending products and business development services.   
• Engage in outreach to all small businesses with a focus on Spanish speaking markets. 
• Regularly attend events throughout the Southern Colorado region with the intent of building relationships with banks, business organizations, government offices, and business leaders 
• Travel throughout the Southern Colorado region as part of business development and community relations activities 

• Be driven by the intent of creating positive economic impact in underserved communities 
• Screen applications for fit with lending parameters 
• Perform preliminary loan underwriting analysis 
• Determine appropriate lending structure for each loan and alignment with CEF programs 
• Make periodic site visits to CEF borrower businesses and provide technical assistance 

• Identify and provide technical assistance, education and training needs of current and prospective clients and connect with appropriate resources, internally or externally.   

Knowledge, Skills & Abilities:  

• Sales and business development  
• Knowledge of business financial statements and tax returns 

• Ability to analyze business prospect for fit with CEF criteria 
• Excellent oral and written communication skills and phone presence 
• Proficiency with Microsoft Office Suite and CRM Systems 
• Fluency in Spanish and English is strongly preferred  

Experience & Education: 

• 5+ years commercial lending, sales, business finance, economic development; experience with SBA 7(a) loans is a positive factor.   
• Demonstrated ability to provide technical assistance to potential and actual clients; ability to analyze and reconcile business financial statements; sales and business cultivation skills; excellent time management and organizational skills; a commitment to CEF’s mission; ability to work with people from diverse backgrounds.  
• Bachelor’s degree in Business, Finance or another related field is strongly preferred 
• Candidates without a degree but with significant professional experience in small business lending and community outreach will be considered