Capital Operations Lead



Allies for Community Business believes that entrepreneurs from any background can start and grow businesses that create wealth for their families and communities. A4CB provides the capital, coaching, and connections entrepreneurs need to grow great businesses in their communities.


The Capital Operations Lead is a salaried, exempt position that reports to the Manager of Capital Operations. The Capital Operations Lead is primarily responsible for closing, funding, and providing post-funding servicing of the loans in our portfolio.  In addition to these Capital Operations responsibilities, the Capital Operations Lead will also assist the Risk team with quality control review, approval of loan files, and portfolio management tasks.  

Salary and Benefits Information

The salary range for this position is $50,000 – $55,000 commensurate with experience and skillset. A4CB offers generous medical and dental insurance plans; offers a SIMPLE IRA retirement plan (with employer match); and provides excellent paid time off to its employees. A4CB is an equal opportunity employer and encourages individuals with diverse backgrounds and work experiences to apply.



Essential Duties

  • Close and fund loans and grants accurately and on time 
  • Provide post-origination servicing of loans (loan payments, payoffs, payment histories, collateral management, loan boarding) 
  • Provide post-funding servicing of grants (1099 data collection and processing) 
  • Assist with portfolio management (collections efforts related to delinquent loans and delinquency analysis) 

Detailed Responsibilities

  • Generate and review legal documents for newly closed loans, amendments, attestations, corrections, and restructures 
  • Fund, board, and execute collateral on prepared loans, according to policy and procedures 
  • Fund  grants, according to policy and procedures 
  •  Track loans post-funding to preemptively manage deadlines related to collateral (including UCC filings and releases), insurance, pending obligations, repayment calculation issues, and reviews 
  • Perform quality control reviews of trial balance each week to identify missing or inaccurate loan data 
  • Ensure that all closed loans are correctly boarded by the loan servicer each month 
  • Audit a small number of loan files, document findings, and correct errors each month 
  • Provide clients with answers to loan servicing requests within one business day via the Loan Operations and Portfolio Lead email inboxes, answering with clarity and empathy 
  • Assist in collections efforts as required by Senior Portfolio Lead, including call, text, and email outreach 
  • Assist with the review of applicant loan files for quality control and potential approval (alternate underwriter for small A4CB loans) 
  • Perform other duties flexibly and creatively as needs arise 


A4CB requires its staff to: 

  • Solve problems creatively 
  • Manage time efficiently 
  • Attend to details meticulously  
  • Communicate effectively in writing and verbally 
  • Collaborate flexibly with colleagues in a diverse and changing environment 
  • Believe strongly in A4CB’s vision and mission 

The Capital Operations Lead should have experience in: 

  • Loan processing 
  • Quality control reviews 
  • Client service 
  • Bilingual (Spanish and English) communication, written and verbal, preferred 
Salary Description
The salary range is $50,000 – $55,000