Business Advisor (Spanish Speaker)

Asian Americans For Equality; New York (NY); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Annual bonus opportunities

Medical, dental, vision insurance

Retirement plan

Paid time off and holidays

Professional development

Job summary

Renaissance, affiliated with Asian Americans for Equality, seeks a Business Advisor (Spanish Speaker) to support NYC entrepreneurs. You will counsel clients, help access capital, and provide ongoing guidance to grow small businesses in a mission-driven, hybrid-work environment.

Reporting to leadership, you will handle loan packages, client onboarding, and workshops while building trusted relationships across the NYC area and ensuring confidentiality of client information.

Qualifications

• Fluent in Spanish and English, written and spoken.
• Experience counseling small businesses or in lending/economic development.
• Knowledge of financial statements (P&L) and tax basics.
• Experience with outreach/marketing to generate leads.
• Familiarity with Salesforce, Google apps, and MS Office is preferred.

Responsibilities

• Provide one-on-one counseling to help clients understand financials and growth strategies.
• Assist clients in preparing complete loan applications for underwriting.
• Manage a portfolio of small business loans and offer post-funding guidance.
• Lead workshops on financial literacy, business planning, and growth strategies.
• Build relationships with clients, community organizations, and referral partners.
• Maintain client records in Salesforce and ensure timely follow-ups.

Skills

Bilingual English/Spanish

Communication

Relationship-building

Problem-solving

Multitasking

Education

Bachelor’s degree or equivalent in business/finance/community development

Tools

Salesforce

Google applications

Microsoft Word

Microsoft Excel

Job description

Why Join Renaissance?

At Renaissance, you won’t just be filling a role — you’ll be joining a mission-driven team that helps underserved entrepreneurs access the resources they need to succeed.

You’ll gain exposure to lending, business development, and community impact work while advancing your own career. If you are motivated by both numbers and people — and want to see your work directly strengthen local communities — this is the opportunity for you.

Compensation & Benefits

Renaissance offers a competitive compensation package designed to reward your impact and support your long-term career growth.

• Salary range: $55,000 – $65,000, commensurate with experience.
• Annual performance-based bonus opportunities tied to both individual and organizational success.
• Comprehensive benefits package (medical, dental, vision, retirement plan).
• Generous PTO and paid holidays.
• Hybrid work model: flexibility to work remotely after a 6-month training period.
• Ongoing professional development, coaching, and opportunities for advancement within the organization.
• Be part of a mission-driven nonprofit CDFI that empowers entrepreneurs, strengthens communities, and fuels economic growth in NYC.

Position Summary

Are you passionate about helping small businesses grow and thrive? As a Business Advisor (Spanish Speaker) at Renaissance, you will play a critical role in supporting entrepreneurs across NYC. You’ll work closely with small business owners to provide counseling, access to capital, and ongoing guidance that helps them succeed. This is a chance to use your business, finance, and community knowledge to make a real difference while advancing your career in economic development and lending.

Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands‑on business coaching. You’ll also serve as a connector between local entrepreneurs and the resources they need to grow sustainably.

Key Responsibilities

• Build strong, trust‑based relationships with small business owners, community organizations, and referral partners.
• Provide one‑on‑one counseling to help clients understand financials, cash flow, and growth strategies.
• Assist clients in preparing complete loan application packages for REDC underwriting.
• Manage and monitor a portfolio of small business loans, offering continued guidance and support post‑funding.
• Conduct site visits to better understand client operations and business needs.
• Lead and facilitate workshops for entrepreneurs on topics like financial literacy, business planning, and growth strategies.
• Maintain accurate client records in Salesforce and ensure timely follow‑ups.
• Actively participate in outreach events and community engagement to strengthen REDC’s presence in Jackson Heights.
• Diligently and promptly enter and track all relevant client information in Salesforce.
• Uphold confidentiality of all client information.
• Meet expectations for attendance and punctuality.
• Perform other related duties as assigned.

What We’re Looking For

• Bachelor’s degree OR equivalent experience in business, finance, or community development.
• Fluent in Spanish and English (written and spoken).
• Knowledge and understanding of tax reports, profit & loss (P&L) statements, and account statements are required.
• Experience in outreach and marketing (formal or informal), including promoting services or general marketing, to generate new leads is required.
• 2+ years of experience in small business counseling, lending, economic development, or entrepreneurship is preferred.
• Hands‑on experience running or supporting a small business (formal or informal).
• Strong knowledge of local businesses and community resources in NYC.
• Excellent communication, relationship‑building, and problem‑solving skills.
• Familiarity with finance/accounting principles is a plus.
• Strong background in client management and customer service.
• Commitment to the confidentiality of sensitive materials and information.
• Strong organizational skills with attention to detail.
• Experience working with low‑income individuals in under‑resourced communities.
• Proven ability to multitask, work under pressure, and meet deadlines.
• Proficiency in Salesforce, Google applications, and Microsoft Office Suite (specifically MS Word and Excel).
• Willingness to travel within NYC, Long Island and Mid‑Hudson Valley.

How We Work:

At Renaissance, we are committed to serving the communities we support with dedication and excellence. We are a results‑driven organization focused on empowerment and impact. Our employees are accountable, pragmatic, innovative, and collaborative, with a strong commitment to community service and development. We embrace strategic thinking and a commitment to treating each other and the communities we serve with respect and dignity. We have an aptitude for technology and a strong desire to continuously learn. This philosophy expands to the way we manage our work and the way we put our best foot forward. Expectations for all staff:

• Support efforts that ensure a safe and healthy work environment.
• Appreciates the value of working collaboratively with individuals who bring a wide range of perspectives, experiences, and ways of thinking.
• An understanding of how systems and structures can affect people's opportunities and experiences in different settings.
• Maintain a positive, helpful attitude.
• Enjoy your time at work!

Who We Are:

Renaissance’s mission is to transform low‑to‑moderate income (LMI) communities and under‑resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. We serve the New York Metro Area, including New York City, Long Island, the Mid‑Hudson Valley, and New Jersey. We are an affiliate to Asian Americans for Equality (AAFE).

We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender.