Primary Purpose of Position:
This position is a first-level business counselor/advisor. The individual provides business advice and counsel to all size small business clients with a focus on the SBTDC’s pre-venture and existing small business segments. The individual independently manages a client portfolio of roughly 50 cases annually. The individual collaborates and consults with other team members to assess prospective clients and provide appropriate case manager assignment and/or professional referrals. The individual acts as the principal trainer for nascent entrepreneurs and plans and delivers other training events as required. He/she is responsible for daily fiscal management of the Center’s multiple budgets and is a primary point of contact with SBTDCState Administrative Office and campus finance, contract and grant resources.
Business Counseling and Case Management
Provides general business advice and counsel to all size businesses in the SBTDC portfolio with an emphasis on nascent entrepreneurs and existing small businesses (under 10 FTE). Acts as the Lead Counselor (i.e., case manager) and maintains a client portfolio consistent with the Regional Service Center’s annual work plan and SBTDC strategic plan. As the Lead Counselor, this position is responsible for active management of each case in his/her portfolio. This includes autonomous decision-making based on an analysis of each client’s current operating and financial situation and appropriate team counseling with other general or specialty counselors. Case analysis may require financial analysis, comparative market research and/or use of other analytical tools at the counselor’s discretion.
Bachelor’s degree and one year of experience related to the area of assignment; or and equivalent combination of training and experience.
All degrees must be received from appropriately accredited institutions.
Preferred Years Experience, Skills, Training, Education:
Able to operate comfortably with a minimum level of supervision and instruction Exercise judgment and have broad discretion
Bachelor’s degree and seven years of experience related to the area of assignment; or equivalent combination of training and experience.
The ideal candidate will have experience in small business management or small business lending.
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