Community Advantage Program Associate

Company: TMC Financing

Location: , All

Job Function: Lending/Loan Operations


Founded in 1981, TMC Financing is the largest provider of Small Business Administration (SBA) 504 commercial real estate financing. Since 2013, TMC has also offered SBA 7a Community Advantage loans and through that program has lent over $10.5 million to nearly 50 underserved businesses.

For more information, please visit our website at


Awarded “Best Places to Work” in the Bay Area for the 7th time, TMC Financing is looking for a Program Associate to join our team.

This is an awesome opportunity for someone eager to use their previous lending and administrative skills to assist the Program Manager’s efforts to increase our SBA 7a Community Advantage loan volume. This is accomplished through administrative work to track leads and turn them into qualified clients.

The perfect person for this role has prior experience with small business loans, but more importantly has exceptional attention to details and impeccable customer service.


  • Process loan inquiries and provide potential borrowers with TMC application and customized loan proposals.
  • Receive loan files from internal or external sources, complete data entry for each loan into Salesforce and other processing platforms including Ventures, Cirrus, and partner platforms
  • Review documentation as it is received for completeness of accordance with published checklist then create/update list of items needed.
  • Obtain missing documents from BDO, Loan Partners, and Client.
  • Keep real-time notes to track documentation efforts in Salesforce so that employees with a need to know can get current status at any time on loan files in process.
  • Assume an active role in turning a new Intake into a deal ready for PQ.
  • Follow up with Client on collecting needs list items.
  • Follow up on missing documentation at all stages (Intake, Lead, PQ, underwriting, closing) in process to keep Community Advantage pipeline current.
  • Manage Salesforce pipeline and reporting.
  • Ensure Salesforce reflects up-to-date and accurate contact information for referral partners and new lead sources.
  • Log all important email correspondence to Salesforce.
  • As needed, may review and respond to or redirect Program Manager email when they are out of the office for an extended period of time.
  • Perform other projects as assigned.


  • Bachelor’s degree (B. A.) from four-year college or university; and/or 2-4 years related experience and/or training; or equivalent combination of education and experience.
  • SBA Lending, business lending and/or credit experience preferred; or interest and drive to become an SBA small business lending expert.
  • Excellent time management and project management skills; must be able to track and manage details for multiple clients and projects.
  • Obsessively detailed without compromising deadlines.
  • Strong people and communications skills are essential. Must be able to interact and cooperate with various personality types and work levels both internally and externally.
  • Organized, disciplined thinker with ability to work independently in fast paced, rapidly changing environment.
  • Adaptable to changing processes, and able to think critically to provide recommendations for process improvements.
  • Excellent phone etiquette and customer service skills.
  • Strong written communications and email etiquette skills.
  • Proficiency in MS Office applications – Word, Excel, PowerPoint, Outlook.
  • Working knowledge of CRM databases. Salesforce experience a plus.

Compensation and Benefits

Company Culture

TMC is a small, dedicated group of people who work hard and are super friendly and fun. Our offices are in Uptown Oakland and people bring their dogs to work. The atmosphere is casual and comfortable.  Senior leaders regularly seek input/feedback from staff, assign challenging work, and provide recognition for their accomplishments.  Feedback is implemented to provide a fun workplace that promotes employee interaction and idea sharing. TMC also encourages on-going training, and whenever possible, we promote from within the Company.

TMC offers flexible schedules, great benefits, and lots of perks, including catered lunches at least weekly, free snacks and sodas, gym reimbursement, company paid commuter checks, lots of celebratory parties, matching charity donation, and a very generous vacation and Holiday offering.

$30.00 plus incentive and bonus

How to Apply

If you are interested in joining our team, email your resume to in MS Word or PDF format.

TMC Financing is an EOE. Thank you for your consideration.