Program Officer

TruFund Financial Services; Birmingham (AL); On-site; USD 60,000 - 80,000; Full time

Job summary

TruFund Financial Services is seeking a Program Officer in Alabama to help implement a continuum of advisory services for entrepreneurs, small businesses, and not-for-profits. The role emphasizes program administration, community outreach, and stakeholder collaboration.

The candidate will support training events, manage lending activity documentation, and assist with reporting to funders and senior management.

Qualifications

• Bachelor’s Degree or 3–5 years training/technical assistance experience
• Experience planning and conducting trainings for diverse audiences
• MWBE, LMI businesses and not-for-profit organizations experience a plus

Responsibilities

• Provide administrative support for planning, coordination, implementation and assessment of all program activity, events, training and workshops.
• Provide one-on-one support to entrepreneurs and business owners to support capacity building and growth.
• Conduct trainings and facilitate workshops for entrepreneurs and small business owners.
• Provide administrative support for lending activity including loan packaging and CRM compliance.
• Assist with budget/expenditure tracking, meetings, and travel arrangements.
• Ensure achievement of organizational goals, reporting guidelines, and project timelines.
• Utilize program tracking systems and contribute to participant selection and evaluation.
• Support development of program reports and agreements.

Skills

Excellent written and oral comms

Multi-project prioritization

Team collaboration and independence

Education

Bachelor’s Degree in related field

3–5 years training/technical assistance experience

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Project management software

Job description

The Program Officer Alabama will be responsible for assisting with: (1) implementing a continuum of programs and business advisory services that creates opportunities for more entrepreneurs, small businesses and not-for-profits to increase business knowledge, strengthen management capacity, and access affordable and adequate capital for business growth; (2) maintaining relationships with outside experts/vendors/consultants, funders and government agencies, (3) performance outcome data tracking and the prepar ation of reports as required by funding partners and/or senior management

Primary Job Functions:
Business Training, Program Administration and Management

• Provide s administrative support for the planning, coordination, implementation and assessment of all program activity, events, training and workshops in the market , in accord ance with organizational goals and timelines .
• Provide s one on one support, working directly with entrepreneurs and business owners to support capacity building, business education and business growth.
• Conduct s trainings and facilitates workshops for entrepreneurs and small business owners .
• Provide s administrative support for all lending activity in market by assisting with loan packaging, client follow-up , document screening , and CRM compliance management.
• Assist s with a range of project management and administrative responsibilities, including, budget and expenditure tracking, organizing meetings and workshops, and coordinating travel arrangements.
• Ensure s organizational goals, reporting guidelines , and project timelines are met .
• Utilize s program-specific tracking systems.
• Process es program applications and contributes to participant selection .
• Administer s and maintain s client surveys and questionnaires for quality assurance and reporting.

Community Outreach & Relationship Management

• Cultivates good working relationships with key agencies and stakeholders critical to TruFund’ s ongoing business advisory services, program delivery, business relationships loan and program referral activity, and branding.
• S upport program and lending goals , while nurtur ing a quality client experience.
• Works with C ommunications D epartment on outreach and marketing efforts designed to solicit and promote TruFund’s training opportunities to businesses, employers, and other target audiences.
• Attends community outreach, industry and partner events and maintain s a calendar of related activity and events in the market .
• Assists with workshops, new borrower trainings, panel discussions, and speaking engagements for audiences with a wide range of professional backgrounds.
• Facilitates business networking and peer to peer learning .
• Communicates with vendors, consultants, subject matter experts and other external stakeholders to support program implementation .
• Works collaboratively to inform, develop and distribute program materials to support program and community engagement goals .
• Supports resource development activity as needed, including grant writing and management .
• Informs and supports the development of program reports and agreements .

Qualifications:
Education and Related Work Experience:

• Minimum of a Bachelor’s Degree in related field or 3 – 5 years of training and/or technical assistance experience
• Demonstrated knowledge and previous experience in planning and conducting basic, intermediate and advanced training programs for diverse audiences
• Experience working with MWBE, LMI businesses and not-for-profit organizations a plus
• Experience working in supplier diversity, construction and professional services contracting , small business resiliency and/ or disaster recovery a plus

Knowledge, skills and abilities:

• Must be able to work on multiple projects and to prioritize effectively.
• Demonstrated ability to work both as a team member and independently is required.
• Must have excellent written and oral communication skills
• Proficiency in Microsoft Office software including Word, Excel, PowerPoint, and Outlook is required
• Working knowledge/experience with project management software/applications a plus
• Previous experience in the development and facilitation of workshops, panels and one on one coaching, and other business advisory experience
• Must have demonstrated ability to establish and maintain effective relationships and partnerships with key stakeholders
• Knowledge of marketing, small business planning, financial management, strategic planning , project management and community development is strongly preferred.
• Working experience/knowledge of the low-mod income communities in Alabama
• This position requires a high degree of self-motivation, dedication, creativity, and willingness to accept a demanding (and personally satisfying ) position.

Other Special Considerations

• Must be able to travel throughout Alabama , as needed
• Must be able to work nights and weekends where required for program coordination and implementation
• This job is performed under general office conditions, and is not subject to any strenuous physical demands or dangerous conditions.