Tucson IDA / Groundswell Capital Community Finance Associate Tucson, AZ·Full time The Community Finance Associate is a bilingual position that serves as the first point of contact for entrepreneurs seeking loans, grants, and business support through Groundswell Capital. This role combines community outreach, client relationship management, application support, and administrative coordination while providing extensive training in small business lending, underwriting, and community development finance. We are seeking a friendly, organized, and coachable individual who is passionate about helping Southern Arizona's entrepreneurs succeed and is eager to build a career in economic development and finance.
About Tucson IDA / Groundswell Capital The Tucson Industrial Development Authority (Tucson IDA) is a quasi-governmental nonprofit organization whose mission is to enable strategic economic and community development by providing financing and access to capital for projects and programs that benefit a thriving Tucson. Our subsidiary, Groundswell Capital is a nonprofit lending organization focuses on sustainable economic development and access to capital.
Description Community Finance Associate Location: Tucson, Arizona
Reports To: Director of Impact Lending
Position Overview:
Groundswell Capital is seeking a bilingual, community-oriented professional to help small businesses access capital and business resources.
This position serves as the first point of contact for entrepreneurs seeking loans, grants, and technical assistance. The successful candidate will receive extensive training in small business finance, underwriting, customer service, and community development lending.
This role is ideal for someone who enjoys helping people, wants to build a career in finance or economic development, and is passionate about supporting Southern Arizona's entrepreneurs.
Primary Responsibilities:
Client Outreach & Community Engagement Attend community events, workshops, and networking activities
Build relationships with local entrepreneurs
Conduct outreach in English and Spanish
Explain available lending and grant programs
Represent Groundswell Capital in the community
Client Intake & Application Support Meet with prospective borrowers
Help applicants gather required documents
Review applications for completeness
Schedule appointments and follow-up meetings
Collect tax returns, bank statements, financial statements, and business records
Organize client files
Prepare files for underwriting review
Data Management & Reporting Update loan management software
Assist with reporting requirements
Track client outcomes and program metrics
Business Support Connect entrepreneurs to coaching and technical assistance resources
Assist with workshops and trainings
Provide exceptional customer service
Support special projects as assigned
Minimum Qualifications Fluent Spanish and English
Basic knowledge of business operations
Working knowledge of Microsoft Excel
Strong written and verbal communication skills
Ability to perform basic business math
Valid driver's license
Ability to attend evening and weekend events
What We Will Teach You Successful candidates will receive training in:
Small business lending
Financial statement analysis
Credit analysis
Cash flow analysis
Business coaching fundamentals
Community development finance
SBA and CDFI lending practices
Customer relationship management
Traits That Matter Most More important than experience, we are looking for someone who is:
Curious
Coachable
Friendly
Professional
Organized
Ethical
Resilient
Comfortable talking with strangers
