Lending Advisor

Lending Advisor Duluth, MN Job Details Full-time $80,000

• $120,000 a year 21 hours ago Qualifications Deal closing Finance advising Portfolio monitoring Commercial banking expertise Managing customer accounts Microsoft Excel Customer relationship building Underwriting Territory sales Identifying new business opportunities Consulting experience Mid-level Economic development 3 years Community outreach Social media platforms Key Performance Indicators Salesforce Cloud Business development Loan application intake Bachelor's degree Managing clients in a finance role Brand messaging Territory management Coordination (loan closing) Sales management systems proficiency Prospecting Participating in conferences Business development within finance Networking through strategic partnership building Presentation creation Business planning Marketing campaign management Lending CRM system proficiency Productivity software Banking business development Strategic partnerships Business Account management Leadership Communication skills Consultative selling Time management Stakeholder management

Full Job Description Job Title:

Lending Advisor Reports to:

Chief Lending Officer Status:

Full time,

Exempt Location:

Duluth-Superior Market Territory Ownership:

This position will be based in the Duluth-Superior market, providing coverage in other parts of the EFund service area as needed, including northern Bayfield and Ashland Counties. Position Overview The Lending Advisor provides trusted guidance to small business owners and disciplined capital deployed to achieve their goals. They do this with the primary functions of: Improving the client's business performance and accomplishment of their long-term goals through trusted relationships and business guidance Working with business owners to effectively capitalize their business through the use of EFund financing and other sources of funding, as appropriate The role of the Lending Advisor is to learn the business owner's aspirations, assess the business owners capabilities, assess the business, and create a value-add partnership to sustain strong business performance and meet business goals. The lending advisor does this via a relationship defined in delivering trusted guidance and capital. This individual is ready to quickly establish a strong working relationship, act as a trusted guide, and co-developing capital options with the client and other financing partners while building a long-term relationship towards supporting the business owner's goals and strong business performance. Lending Advisors also represent EFund in their respective markets, providing intentional and sustained business development activities to create value-added networks for EFund and its clients, and to source new client relationships and lending opportunities. This role must deliver on being a valued partner in the financial ecosystem, which requires strong relationships and a deeper understanding of key stakeholders, including, but not limited to, regional economic development lenders, banks, credit unions, and other statewide financing partners. The Lending Advisor is engaged, professional, and highly visible in the communities EFund serves, participating in local business community events and representing EFund as a speaker/presenter at regional meetings and conferences. The Lending Advisor is an active participant with other EFund staff in learning and improving over time, in accordance with our Core Values. Mastery of the role

• and success in hitting impact and lending goals
• requires sustained commitment to learning, growth, and knowledge-sharing with a dynamic team.

The right candidate will bring significant experience, but also be a humble, active learner who sees their work as an ongoing craft. Organization Overview The Entrepreneur Fund (EFund) is a mission-driven economic development organization and Community Development Financial Institution (CDFI) headquartered in Duluth, covering a 29-county service area and 12 sovereign tribal nations in central and northeastern Minnesota, and northern Wisconsin. Our mission is to actively partner with entrepreneurs to create growing businesses, thriving communities, and a diversified, resilient regional economy. As a non-profit lender, we help entrepreneurs create growing businesses, thriving communities, and vibrant regional economies. We do this through personalized lending coupled with business advising services for clients across an array of industry sectors and business stages. EFund provides business financing ranging from microloans as low as $15,000 to complex structures of more than $1,000,000, supported by a variety of business advising services and programming, serving an average of 1,300 clients annually. EFund has provided more than $174 million in small business financing since its inception, with a goal of $19 million in deployed capital in 2026. Efund seeks to become the region's leading impact investor by growing a loan portfolio comprised of a diverse mix of customer segments that include start-ups, main-street businesses, growth-track companies, and businesses in ownership transition. Efund's primary role is to ensure access to financing and trusted guidance for our region's small businesses.

Measures of Success:

Successful outcomes of this role relates to Efund financial & impact performance. Goals for this role are set annually and include: Individual portfolio performance of active clients with outcomes related to: Impact

• Cover a variety of business stages & impacts core to Efund's mission, goals, and strategies Business Performance
• Achieving their goals Portfolio Quality
• Risk Rating improves Loan Originations Efund financial performance:

Loan Originations:

Fee & Interest Income Portfolio Health: