TruFund Financial Services,
New York, New York
Job Description Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund's Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund's core small business loan products. TruFund's Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund's Southern Regional footprint while managing the full life cycle of TruFund's loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks' vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund's Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership Lead the development and execution of TruFund's Southern Regional lending strategy in alignment with the organization's mission and growth goals. Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact. Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund's reach. SBA Loan Portfolio Administration Lead the full administration of TruFund's SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana. Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund's internal controls. Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender. Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities. Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry. Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management Support the credit quality and risk management of the national loan portfolio. Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund's portfolio management team on risk mitigation strategies as needed. Partner with TruFund's Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: Bachelor's degree in Finance, Business, or related field; MBA or advanced degree preferred. Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program. Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures. Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required. Superior analytical skills are required. Must be proficient in Windows-based software. Ability to travel to visit prospective and current clients as necessary. Must possess the ability to meet performance goals Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred. Strong commitment to community and economic development ideals Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund . click apply for full job details
Job Description Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund's Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund's core small business loan products. TruFund's Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund's Southern Regional footprint while managing the full life cycle of TruFund's loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks' vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund's Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership Lead the development and execution of TruFund's Southern Regional lending strategy in alignment with the organization's mission and growth goals. Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact. Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund's reach. SBA Loan Portfolio Administration Lead the full administration of TruFund's SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana. Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund's internal controls. Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender. Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities. Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry. Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management Support the credit quality and risk management of the national loan portfolio. Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund's portfolio management team on risk mitigation strategies as needed. Partner with TruFund's Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: Bachelor's degree in Finance, Business, or related field; MBA or advanced degree preferred. Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program. Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures. Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required. Superior analytical skills are required. Must be proficient in Windows-based software. Ability to travel to visit prospective and current clients as necessary. Must possess the ability to meet performance goals Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred. Strong commitment to community and economic development ideals Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund . click apply for full job details
TruFund Financial Services,
New York, New York
Job Description Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund's Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund's core small business loan products. TruFund's Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund's Southern Regional footprint while managing the full life cycle of TruFund's loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks' vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund's Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership Lead the development and execution of TruFund's Southern Regional lending strategy in alignment with the organization's mission and growth goals. Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact. Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund's reach. SBA Loan Portfolio Administration Lead the full administration of TruFund's SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana. Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund's internal controls. Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender. Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities. Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry. Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management Support the credit quality and risk management of the national loan portfolio. Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund's portfolio management team on risk mitigation strategies as needed. Partner with TruFund's Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: Bachelor's degree in Finance, Business, or related field; MBA or advanced degree preferred. Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program. Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures. Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required. Superior analytical skills are required. Must be proficient in Windows-based software. Ability to travel to visit prospective and current clients as necessary. Must possess the ability to meet performance goals Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred. Strong commitment to community and economic development ideals Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund . click apply for full job details
Job Description Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund's Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund's core small business loan products. TruFund's Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund's Southern Regional footprint while managing the full life cycle of TruFund's loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks' vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund's Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership Lead the development and execution of TruFund's Southern Regional lending strategy in alignment with the organization's mission and growth goals. Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact. Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund's reach. SBA Loan Portfolio Administration Lead the full administration of TruFund's SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana. Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund's internal controls. Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender. Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities. Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry. Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management Support the credit quality and risk management of the national loan portfolio. Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund's portfolio management team on risk mitigation strategies as needed. Partner with TruFund's Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: Bachelor's degree in Finance, Business, or related field; MBA or advanced degree preferred. Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program. Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures. Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required. Superior analytical skills are required. Must be proficient in Windows-based software. Ability to travel to visit prospective and current clients as necessary. Must possess the ability to meet performance goals Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred. Strong commitment to community and economic development ideals Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Company Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department's CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund - Impact Developers Fund . click apply for full job details