Intake Specialist

Chicanos Por La Causa, Inc. (CPLC); Phoenix (AZ); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Generous Paid Holiday

Paid Time Off & Paid Sick Days

Health Savings Account

Job summary

Chicanos Por La Causa, Inc. seeks an Intake Specialist for CPLC Prestamos to greet entrepreneurs and collect information to guide them toward lending and technical assistance resources.

You’ll ensure accurate client data, maintain confidentiality, and connect clients with appropriate internal teams for a smooth service handoff. This role emphasizes strong communication and organizational skills in a fast-paced environment.

Qualifications

• HSD/GED and 3 years of experience.
• Bachelor’s degree in business administration, finance, or related field preferred.
• Experience in commercial lending/analysis preferred.
• Excellent organizational and time management skills.
• Excellent communication and negotiation skills.
• Excellent written and verbal communication skills.
• Ability to multitask in high-volume setting while maintaining efficiency.
• Strong attention to detail.
• Bilingual (English/Spanish)

Responsibilities

• Gather essential information from clients.
• Assess client needs to determine next steps.
• Ensure client information and documentation are accurate and confidential as required.
• Coordinate intake procedures and direct clients to internal resources.
• Manage multiple client inquiries and tasks in a high-volume environment.
• Communicate proactively with internal teams and provide updates on client needs.

Skills

Customer service

Communication

Time management

Bilingual English/Spanish

Negotiation

Education

HSD/GED

Bachelor’s degree preferred

Job description

Intake Specialist | CPLC Prestamos

You’re the first step in helping small businesses move forward! As an Intake Specialist, you’ll be the welcoming first point of contact for entrepreneurs seeking lending and technical assistance. You’ll help gather the right information, understand client needs, and connect business owners with the resources that can help them succeed.

CPLC Prestamos is an award-winning Community Development Financial Institution (CDFI) and Community Development Entity that has provided small business loans and high-quality technical support services to business owners in underserved communities since 1980. CPLC Prestamos offers loan products, business consulting services, and investment opportunities across Arizona, California, Nevada, New Mexico, and Texas.

HOW WILL YOU MAKE AN IMPACT IN THIS ROLE?

You will serve as the first point of contact for small business clients, efficiently gathering essential information and assessing their needs to determine the appropriate next steps.

You will ensure client information and documentation are accurate and complete while maintaining confidentiality and providing a professional, supportive experience.

You will coordinate intake procedures and direct clients to the appropriate internal resources, helping create a smooth transition between lending and technical assistance services.

You will manage multiple client inquiries and tasks in a high-volume environment while maintaining accuracy, efficiency, and excellent customer service.

You will communicate proactively with internal teams, provide updates on client needs and potential roadblocks, and help ensure that services are delivered efficiently and effectively.

WHO YOU ARE?

You are organized, goal-oriented, detail-focused, and comfortable working directly with clients. You know how to listen, assess needs, communicate clearly, and keep things moving without letting important details fall through the cracks.

You are someone who can make sound decisions, solve problems using good judgment, manage competing priorities, and stay focused in a fast-paced environment. You also understand the importance of confidentiality when working with sensitive client and financial information.

Minimum Qualifications And Competencies

• HSD/GED and 3 years of experience


• Bachelor’s degree in business administration, finance, or a related field preferred


• Experience in commercial lending/analysis preferred


• Excellent organizational and time management skills


• Excellent communication and negotiation skills.


• Excellent written and verbal communication skills


• Ability to multitask in high volume setting while maintaining efficiency


• Strong attention to detail


• Bilingual (English/Spanish)

WHAT DOES CPLC OFFER YOU AS A VALUED EMPLOYEE?

We recognize that our success is driven by great talent, and that's why we provide a comprehensive and competitive suite of benefits to serve you and your family.

Check out our benefits for FULL-TIME employees below:

• Generous Paid Holiday


• Employee Recognition Program


• Paid Time Off & Paid Sick Days


• Free Preventative Services & Wellness Rewards


• Medical, Dental, and Vision for Spouse/Domestic Partner & Children to age 26


• Health Savings Account & Flexible Spending Account


• Life + Disability options


• Employee Assistance Program


• Telemedicine & Concierge Services


• 401(k) Retirement Plan


• Pet Care, Life Mart Purchase Discounts


• Tuition Reimbursement for qualifying degrees


• Mileage & Cell Reimbursement for qualifying roles


• Identity Theft Protection & Voluntary Benefits

Chicanos Por La Causa, Inc. is an Equal Opportunity Employer. CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster California Residents: Chicanos Por La Causa, Inc and its subsidiaries will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. Find out more about the Fair Chance Act by visiting the Civil Right’s Department Fair Chance Act webpage.