Capital Access Manager - Hybrid & Community Lending

Impact Ventures; Dallas (TX); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation package

Healthcare benefits eligible after 90 

Job summary

Impact Ventures in Dallas seeks a Capital Access Manager to drive the Capital Readiness Program and support lending operations across Tarrant, Collin, and Dallas counties. The role centers on intake, underwriting prep, and post-loan support, building relationships with entrepreneurs to improve financial readiness.

The ideal candidate has 5+ years in small business finance or program management, and demonstrates strong communication, CRM fluency, and a passion for advancing economic justice.

Qualifications

• Bachelor’s degree or equivalent experience in business fields.
• 5+ years in small business lending or program management.
• Strong knowledge of credit-building and loan-readiness.
• Excellent communication and facilitation skills.
• Experience with CRM tools (Salesforce, Airtable).

Responsibilities

• Identify and recruit a pipeline of small businesses.
• Lead intake for applicants entering IV Capital and the Capital Readiness Program.
• Guide entrepreneurs through pre-qualification and readiness steps.
• Manage a borrower portfolio of loans up to $50,000.
• Conduct quarterly check-ins with borrower portfolio and reporting.
• Support underwriting preparation and loan closing with Senior Underwriting.
• Recruit and select Capital Readiness Program participants.
• Own day-to-day program execution of Capital Readiness Program.
• Facilitate weekly virtual sessions with experts.
• Coordinate with Success Coaches for weekly in-person sessions.
• Ensure client experience aligns with program playbook.
• Collect data for grant and investor reporting and success stories.
• Coordinate hand-off to lending with Director of Capital Access.
• Provide 1:1 pre-loan and post-loan support to founders.

Skills

Small business lending

Financial coaching

Program management

Facilitation

Client relationship

CRM tools

Education

Bachelor’s degree in Business, Finance, Community Development, or related field

Tools

Salesforce

Airtable

MS Office / Google Workspace

Job description

Impact Ventures in Dallas seeks a Capital Access Manager to drive the Capital Readiness Program and support lending operations across Tarrant, Collin, and Dallas counties. The role centers on intake, underwriting prep, and post-loan support, building relationships with entrepreneurs to improve financial readiness.

The ideal candidate has 5+ years in small business finance or program management, and demonstrates strong communication, CRM fluency, and a passion for advancing economic justice.