About The Company
“There are many facets in establishing, developing and growing your business. It starts with recruiting the best candidates, communicating the expectations, equipping them with the tools they need to do the job and building on those with training development. As a business owner you have many things vying for your attention, Human Resources shouldn’t be one of them. Shift HR comes in as your human resources department and takes over these areas of your business. Gear up for growth with expertise from ShiftHR.” - Pat Eardley, Founder, ShiftHR and Human Resources Advisor
About the Role
<p class="MsoNormal"><strong>Lending Manager – Empower Small Businesses. Strengthen Communities.</strong></p><p class="MsoNormal">Are you passionate about helping small businesses grow and thrive? Do you enjoy leading teams, building community relationships, and making impactful lending decisions? Join <strong>CLIMB Fund</strong> as a <strong>Lending Manager</strong> and play a key role in supporting entrepreneurs while guiding a dynamic lending team.</p><p class="MsoNormal"><strong>About the Role</strong></p><p class="MsoNormal">As the <strong>Lending Manager</strong>, you will lead and support a team of Community Development Loan Officers dedicated to helping small business owners access the capital and resources they need to succeed. This role blends <strong>team leadership, credit analysis, relationship building, and community engagement</strong>, offering the opportunity to make a real difference in local economic development.</p><p class="MsoNormal"><strong>What You’ll Do</strong></p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Lead & Coach:</strong> Guide and mentor Community Development Loan Officers to achieve individual and team lending goals.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Evaluate & Decide:</strong> Review financial and supporting documentation to make sound credit decisions.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Structure Deals:</strong> Negotiate terms, develop loan structures, and present proposals to the CLIMB Fund credit committee.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Manage the Process:</strong> Oversee transactions from initial proposal through closing, ensuring a smooth and timely process.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Engage Leadership:</strong> Interact with board members and present information during monthly meetings as needed.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Deliver Exceptional Service:</strong> Communicate clearly with borrowers and manage expectations throughout the lending process.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Support Entrepreneurs:</strong> Help develop and deliver technical assistance programs for small business owners.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Analyze Risk:</strong> Perform financial, credit, and collateral analysis to support responsible lending.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Ensure Compliance:</strong> Maintain a strong understanding of and adherence to internal loan policies.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Represent the Organization:</strong> Participate on local boards and support community events to strengthen partnerships.</li></ul><p class="MsoNormal"><strong>What You Bring</strong></p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;"><strong>Bachelor’s degree</strong> in Finance, Business Administration, Economics, or a related field from an accredited university.</li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;"><strong>At least 2 years of experience</strong> in commercial banking, business finance, or community development finance.</li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;">Strong experience with <strong>underwriting, financial analysis, cash flow analysis, and collateral evaluation</strong>.</li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;">Knowledge of federal compliance reporting.</li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;">Excellent <strong>analytical, organizational, and time management skills</strong>.</li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;">Strong <strong>attention to detail</strong> and the ability to manage multiple priorities effectively.</li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;">A passion for <strong>supporting entrepreneurs and community development</strong>.</li></ul><p class="MsoNormal"><strong>Why Join CLIMB Fund?</strong></p><p class="MsoNormal">At CLIMB Fund, you’ll do more than manage loans—you’ll <strong>help small businesses launch, grow, and create opportunities in the community</strong>. You’ll work alongside a mission-driven team dedicated to expanding access to capital and empowering entrepreneurs.</p>
Key Skills
Team LeadershipCredit AnalysisRelationship BuildingCommunity EngagementUnderwritingFinancial AnalysisCash Flow AnalysisCollateral EvaluationLoan StructuringCredit Committee PresentationComplianceTime ManagementRisk AnalysisEntrepreneur SupportTechnical Assistance
Categories
Management & LeadershipFinance & AccountingSocial Services