Community Engagement Specialist

Community Engagement Specialist (remote) (DFW TX Area)

Summary

The Community Engagement Specialist drives awareness and visibility of TruFund Financial Services, Inc. in local communities and the engagement of prospective clients, partner entities. Ensures TruFund Financial Services, Inc. meets its commitment to serving the organization’s target markets and priority populations and is responsible for engaging these communities to increase awareness of TruFund Financial Services, Inc. offerings. Generates referrals & leads for potential new lending clients. Serves as a local representative of TruFund Financial Services, Inc. Conducts presentations and represents TruFund Financial Services, Inc. at various events, committees, and engagements with partners, prospects, and other key audiences.

Responsibilities

NOTE: TruFund Financial Services, Inc. may unilaterally change the requirements of this job description at any time. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These include, but are not limited to, the following:

  • Builds and develops relationships with key community leaders and constituencies to increase awareness and understanding of TruFund Financial Services, Inc.’s mission, product offerings, and philanthropic opportunities.
  • Makes excellent first impressions on behalf of TruFund Financial Services, Inc..
  • Manages relationships with local/regional referral partners such as banks, local chambers, and small business development centers, and others; documenting all actions and updates in the organization’s Dynamics platform.
  • Identifies, attends, presents at, and organizes events pertinent to potential TruFund Financial Services, Inc. clients, target markets, or referral sources.
  • Provides technical assistance workshops and seminars to clients and prospective clients.
  • Develops expertise in TruFund Financial Services, Inc.’s products, services, mission, and values to support in-depth presentation and to be able to answer detailed questions from small business owners.
  • Cultivates partnerships and contacts with lead sources, relaying applicants or prospects to loan officers.
  • Provides excellent client and partner service and manages expectations through good communication and timely response.
  • Completes site visits within the community on behalf of lending, fundraising or portfolio quality.
  • Represents TruFund Financial Services, Inc. in assigned markets at partner meetings and community events (including delivery of presentations about TruFund Financial Services, Inc. services)
  • Updates communications team about activities and upcoming events for use in organizational communications
  • Performs other duties as assigned.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. Regular and timely attendance is also required for this job.

Requirements

Minimum Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High School Diploma or equivalent
  • 2-4 years of experience in community organizing, banking, business assistance, communications, or lending.
  • Knowledge of modern office practices, procedures, and equipment.
  • Knowledge of cash management principles and/or procedures.
  • Knowledge of business English, proper spelling, grammar, punctuation, and basic
  • Knowledge of professional communications, fundraising, and Community Development Financial Institutions
  • Knowledge of record management and basic accounting procedures.
  • Knowledge of navigating working in a virtual or hybrid work environment.
  • Ability to demonstrate outstanding client service at all times.
  • Ability to understand and follow oral and written instruction.
  • Ability to analyze and solve problems.
  • Ability to meet strict timelines.
  • Ability to prepare and present loan documentation.
  • Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels.
  • Ability to maintain confidentiality.
  • Ability to work independently with minimal supervision.
  • Skill in operating business computers and office machines, including in a Windows environment, specifically Word, Excel, Access, and presentation software (such as PowerPoint).
  • Must be able to successfully pass a pre-employment screen and background investigation.
  • Must have a good driving record, valid, driver’s license, vehicle insurance and a reliable vehicle.

 

Preferred Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s Degree in Finance, Communications, Marketing, Community Development, Business or related field.
  • Bilingual ability in English and Spanish.

 Needed Attributes:

  • Ability to demonstrate passion around the work of TruFund Financial Services, Inc..
  • All actions, behavior and results have integrity.
  • Holds oneself and others accountable for behavior, actions and results.
  • Demonstrates consistency in values, principles and work ethic.
  • Willingness to take on new challenges, responsibilities, and assignments.
  • Able to work with a diverse group of people.
  • Professional appearance and manner.

Dallas, TX – Salary range $50K - $60K

Please send your resume and cover letter to: corporatecommunications@trufund.org

 

About TruFund Financial Services

TruFund Financial Services is a mission-driven, community development financial institution committed to promoting economic opportunity and social equity. Through a range of financial products and services, TruFund supports small businesses and entrepreneurs while working to alleviate poverty and increase access to essential resources. The organization strives to build vibrant, thriving communities that benefit all residents.