Finance Account Manager, NYC Business Solutions, Upper Manhattan Center

Company: Harlem Commonwealth Council

Location: New York, NY

Job Function: Community Outreach


About Harlem Commonwealth Council, Inc

Harlem Commonwealth Council, Inc. (HCC) is a not-for-profit 501(c) (3) local development organization dedicated to broadbased economic improvements to Upper Manhattan and the Bronx, as well as to their vibrant multi-cultural communities.
Since 1967, Harlem Commonwealth Council has served the greater Harlem community by implementing a number of
successful ventures and programs that promote self-sufficiency and create stability through economic development projects,
academic empowerment and entrepreneurial support. Located in the heart of Harlem, HCC has a history of responding to the
community’s needs. Initially, the organization’s Economic Development focus was real estate development. Currently, HCC’s
Economic Development strategy includes helping launch and build businesses and assisting less skilled Upper Manhattan
residents become economically independent through training and education.

About NYC Business Solutions:
NYC Business Solutions is a set of services offered by the New York City Department of Small Business Services (SBS) to
help businesses start, operate and expand in New York City. NYC Business Solutions has been at the forefront of the
Mayor’s commitment to help business customers, providing small businesses and entrepreneurs with the ability to access
government services by phone, online, or in person at NYC Business Solutions Centers located in business districts
throughout the five boroughs. The NYC Business Solutions set of services consists of: Business Courses, Legal Assistance,
Financing, Incentives, Navigating Government, Recruitment, Training, Selling to Government and M/WBE Certification.


Assist businesses in obtaining financing by identifying the appropriate lender(s) for the business’s need and preparing loan packages (developing, gathering and reviewing financial documents, preparing loan applications,
reviewing business plans, etc.)
• Assist businesses in preparing and analyzing financial documents required for their loan applications. These
documents include profit and loss projections, balance sheets, and cash flow statements.
• Develop relationships with banks, credit unions, alternative lenders, credit building organizations and community
development organizations that can provide complementary services to NYC Business Solution Center customers
that need a loan
• Conduct courses in financial management and access to financing in order to better prepare customers to receive
services and/or manage their loan
• Participate in financing service working groups with other Financing Account Managers from NYC Business Solutions Centers across the city in order to identify best practices, improve efficiencies and overcome obstacles to achieving outcomes


Marketing and Sales:
• Market NYC Business Solutions Center and its services to new and existing business customers through direct
business outreach activities
• Leverage partners as referral sources for financing customers who require loan packaging assistance
• Acquire a sufficient volume of new customers with a need for NYC Business Solutions Financing services to ensure
the Center’s quarterly and annual goals can be achieved
• Develop targeted sales strategies to acquire customers in low to moderate income areas with goals for customer
acquisition, measure the success of those strategies on an ongoing basis, and adjust course as needed in order to
ensure that sales targets are being achieved
• Develop and maintain a strong understanding of the Upper Manhattan, and Harlem territory, including its
neighborhoods, business community, and lenders
• Attend evening and morning networking events, panels, and business socials as a means of conducting business
development, as needed
Work Management:
• Create and maintain complete records of customer accounts, including detailed content on sales and service delivery
activities completed and full profile information for the business customer, in the system’s CRM database
• Respond to all customer inquiries in a timely and appropriate manner, in accordance with quality assurance best
practices and Center standards
• Attend trainings and mentoring sessions as provided by NYC Business Solutions in order to enhance financing skills
• Provide feedback to team members, the Center Director, and SBS on an ongoing basis in order to improve the
system’s ability to achieve outcomes and provide high-quality financing services
Preferred Skills:
• Extensive experience in small business lending
• Sales experience
• A strong belief in the potential of small businesses and the value of understanding their needs and helping them to
• Strong understanding of small business lending policies and practices including developing and reviewing financial
statements, loan packaging and loan underwriting
• Understanding of commercial banking regulations, operations and credit practices
• Proven track record in acquiring and retaining business customers
• Demonstrated knowledge of small business assistance and business support programs in New York City a plus
• Experience using customer relationship management tools or other database systems in order to track and manage
services and outcomes
• Ability to manage towards goals in order to ensure the successful achievement of those goals by specific deadlines
• Ability to work effectively under pressure in both a team and individual setting
• Strong interpersonal and relationship management skills
• The ability to communicate effectively verbally and in writing with a diverse array of internal and external stakeholders
• Flexible, adaptable, customer-focused, and goal-oriented with a commitment to high standards of excellence.
• Prior experience in a loan underwriting, loan consulting or accounting role a plus
• The ability to think innovatively and generate new ideas that can translate directly into results.


• At least 3-5 years of relevant work experience in the areas described above
• Bachelor’s degree or equivalent experience required

Compensation and Benefits

$50,000-$65,000 per Year

Full benefits package

How to Apply

Email Program Center Director