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Program Officer

TruFund Financial Services, Inc.
Birmingham, AL Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/11/2025

About the job Program Officer

Position Summary :

The Program Officer Alabama will be responsible for assisting with : (1) implementing a continuum of programs and business advisory services that creates opportunities for more entrepreneurs, small businesses and not-for-profits to increase business knowledge, strengthen management capacity, and access affordable and adequate capital for business growth; (2) maintaining relationships with outside experts / vendors / consultants, funders and government agencies, (3) performance outcome data tracking and the preparation of reports as required by funding partners and / or senior management

Primary Job Functions :

Business Training, Program Administration and Management

  • Provides administrative support for the planning, coordination, implementation and assessment of all program activity, events, training and workshops in the market, in accordance with organizational goals and timelines.
  • Provides one on one support, working directly with entrepreneurs and business owners to support capacity building, business education and business growth.
  • Conducts trainings and facilitates workshops for entrepreneurs and small business owners.
  • Provides administrative support for all lending activity in market by assisting with loan packaging, client follow-up, document screening, and CRM compliance management.
  • Assists with a range of project management and administrative responsibilities, including, budget and expenditure tracking, organizing meetings and workshops, and coordinating travel arrangements.
  • Ensures organizational goals, reporting guidelines, and project timelines are met.
  • Utilizes program-specific tracking systems.
  • Processes program applications and contributes to participant selection.
  • Administers and maintains client surveys and questionnaires for quality assurance and reporting.

Community Outreach & Relationship Management

  • Cultivates good working relationships with key agencies and stakeholders critical to TruFund's ongoing business advisory services, program delivery, business relationships loan and program referral activity, and branding.
  • Support program and lending goals, while nurturing a quality client experience.
  • Works with Communications Department on outreach and marketing efforts designed to solicit and promote TruFund's training opportunities to businesses, employers, and other target audiences.
  • Attends community outreach, industry and partner events and maintains a calendar of related activity and events in the market.
  • Assists with workshops, new borrower trainings, panel discussions, and speaking engagements for audiences with a wide range of professional backgrounds.
  • Facilitates business networking and peer to peer learning.
  • Communicates with vendors, consultants, subject matter experts and other external stakeholders to support program implementation.
  • Materials Development

  • Works collaboratively to inform, develop and distribute program materials to support program and community engagement goals.
  • Supports resource development activity as needed, including grant writing and management.
  • Informs and supports the development of program reports and agreements.
  • Qualifications :

    Education and Related Work Experience :

  • Minimum of a Bachelor's Degree in related field or 3 - 5 years of training and / or technical assistance experience
  • Demonstrated knowledge and previous experience in planning and conducting basic, intermediate and advanced training programs for diverse audiences
  • Lending experience a plus
  • Experience working with MWBE, LMI businesses and not-for-profit organizations a plus
  • Experience working in supplier diversity, construction and professional services contracting, small business resiliency and / or disaster recovery a plus
  • Knowledge, skills and abilities :

  • Must be able to work on multiple projects and to prioritize effectively.
  • Demonstrated ability to work both as a team member and independently is required.
  • Must have excellent written and oral communication skills
  • Proficiency in Microsoft Office software including Word, Excel, PowerPoint, and Outlook is required
  • Working knowledge / experience with project management software / applications a plus
  • Previous experience in the development and facilitation of workshops, panels and one on one coaching, and other business advisory experience
  • Must have demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
  • Knowledge of marketing, small business planning, financial management, strategic planning, project management and community development is strongly preferred.
  • Working experience / knowledge of the low-mod income communities in Alabama
  • This position requires a high degree of self-motivation, dedication, creativity, and willingness to accept a demanding (and personally satisfying) position.
  • Other Special Considerations

  • Must be able to travel throughout Alabama, as needed
  • Must be able to work nights and weekends where required for program coordination and implementation
  • This job is performed under general office conditions, and is not subject to any strenuous physical demands or dangerous conditions.
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