Lending and Franchise Support Liaison

The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.

We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.

Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive.

Responsibility #1: Franchise Support

Gather data to potentially expand CDC Small Business Finance's customer base through franchise support activities. Details as follows:

1)      Identify franchise consultants: We have continued our franchise initiative outreach efforts and have a new position for an intern in the franchise space. The primary role of the intern in the franchise initiative would be to research possible franchise consultants that our sales team can reach out to. They would identify contact information and save this in our shared spreadsheet for the Loan Officers to access.

2)      Research Franchisors: Research the franchisors that we have already identified, look them up online to acquire key data on the franchisors (right party contact, website, size, plans for expansion, # of franchisees, primary geography) so that we can decide which ones we want to pursue as a customer acquisition channel.

3)       MailChimp Support: Help with setting up MailChimp campaigns for outreach to franchisors as well as SBDC contacts.

4)      Research Franchise Events: Create a tab in our shared spreadsheet with all the franchise events happening over the year so we can assess which ones we want to attend. Review events that are being put on by IFA, MFV, franchise suppliers, franchise consultants, and franchisors, identifying date, location, attendees and costs for these.

5)      Analysis:Once the spreadsheet is populated, the intern could assist in analyzing the data to identify potential targets for customer acquisition. This might involve identifying franchisors or franchise consultants with significant growth potential, strong geographic presence in areas of interest, or alignment with CDC Small Business Finance's target market.

Responsibility #2: Follow up to applicants.

The second project will be to do follow up through our online application portal, Gateway, to applicants who have started their application, but have not yet completed it. They would send out our template follow up email and field questions as able.

Essential Responsibilities

1)      Methodical Follow-up with Applicants:

• Regularly review your application portal to identify applicants who have started but not completed their applications.
• Develop a systematic approach to follow up, ensuring every applicant is contacted.
• Keep track of follow-up efforts in online application portal, noting the dates and methods of contact for each applicant.

2)      Field Questions about the Loan Application Process:

• Familiarize themself thoroughly with your organization's loan application process and criteria.
• Be prepared to answer common questions about the application requirements, eligibility criteria, documentation needed, and the overall timeline.
• Provide clear and concise explanations to applicants, and if needed, escalate more complex inquiries to the appropriate team member.

3)      Use Templates for Efficiency

• Develop standardized email templates for follow-up communication with applicants.
• Customize the templates as needed based on the specific stage of the application process or any unique circumstances

This is a part-time, temporary position (15 hours/week). This internship will be 6/02-8/29/2025

Requirements

• Good time management
• Organizational ability, aptitude and enjoyment in creating an organized system.
• Interpersonal skills
• Mission focused and wants to make a difference in the lives of our clients
• Team player
• Open to learning from others

Benefits

The salary range for this position is $18 - $20 an hour.

This role is primarily remote with in office activities, must be able to go in when required (about once a month).

All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.

EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.