WWBC Client Intake Specialist

Overview

Carolina Small Business Development Fund - (Western Women's Business Center)

Client Intake Specialist, Part Time - Asheville, North Carolina

The Client Intake Specialist at the Western Women’s Business Center is a part-time position. This position provides initial contact with the public, conducts data entry, manages client files, and maintains an organized and efficient office environment. In addition, this position works closely with the WWBC Director and WWBC Program Manager to provide support, development and assistance with grant compliance and intake/assessment of incoming clientele.

This position does not have any supervisory responsibilities.

The following duties are NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification. Shown are duties intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional, position-specific duties. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

• Conduct clients’ needs assessments to set 1:1 coaching session between clients and coaches and collect proper documentation.
• Assist with the planning, execution, and promotion of all WWBC signature events and monthly workshops.
• Proficient knowledge of all WWBC loan programs and services to direct clients to proper areas: WWBC, Lending, Technical Assistance, training or other.
• Enter information from all clients’ needs assessments and follow-up forms into Salesforce software.
• Act as back up to provide impact and demographic data for grant compliance reports and for CSBDF’s Policy and Research department on a regular basis and upon special request.
• Create and properly document all WWBC purchase orders and invoices and send them to WWBC Director on daily basis.
• Greet visitors, answer phones, and provide general information to the public.
• Manage office mail, office supply inventory, and office equipment and ensure the main office space remains clean, organized and sufficiently stocked with office supplies.
• Manage social media presence by developing, scheduling, and posting relevant content ensuring alignment with organizational messaging, branding, and goals.
• Attend networking and outreach meetings in the community.
• The Client Intake Specialist is expected to work a 24-hour week, as described in the Personnel Policies, and to observe the WWBC’s office hours of 9:00 a.m. to 5:00 p.m. Occasional evening or weekend hours may be requested.
• As directed, attend conferences, seminars, conference calls, training sessions on behalf of Carolina Small Business Development Fund and the Western Women’s Business Center.
• Other duties as assigned by WWBC Director

• High school diploma or equivalent required, Bachelor's degree preferred.
• Prefer prior experience in small business lending or delivering technical business management assistance.
• Strong written and oral communication skills.
• Strong organization skills and project management experience
• Exceptional public speaking and relationship building skills.
• High attention to detail
• Understanding and strong interest in poverty alleviation strategies, especially those focused on the role of women in economic development and small business development.
• Ability to work with a diversity of clients, in terms of ethnicity, life experience, income levels.
• Spanish language skills are preferred.
• Ability to adjust work schedule to include evenings and weekends as needed to accommodate training program schedule.
• Strong computer skills for data entry, record keeping, report writing and analysis.
• Maintains and supports a shared collaborative team culture in person and virtually.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable…