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Job Title: Capital Access Manager 

Location: Tarrant, Dallas, & Collin County (TX) 

Compensation: $65,000 - $85,000 

FLSA Status: Full-Time, Exempt  

 

About Impact Ventures 

Impact Ventures is a 501(c)(3) nonprofit organization and certified Community Development Financial Institution (CDFI) with a mission to remove social and economic barriers for underestimated entrepreneurs to build generational wealth through education, mentorship, and capital. We provide culturally responsive accelerator programs, capital readiness training, and flexible financing to women and entrepreneurs of color across North Texas and beyond. 

 

Position Summary 

The Capital Access Manager plays a vital role in Impact Ventures’ Integrated Capital team by managing the Capital Readiness Program and supporting the organization’s small business lending operations across Tarrant, Collin, & Dallas County. This role leads the coordination, facilitation, and evaluation of the Capital Readiness Program while engaging directly with entrepreneurs to strengthen their financial readiness and connect them to appropriate financing opportunities. The position also supports the CDFI’s loan pipeline, providing intake, technical assistance, and ongoing client support throughout the lending process. The ideal candidate is a relationship-driven professional with experience in small business finance, lending, or program management, and a deep commitment to advancing inclusive economic opportunity. 

 

Key Responsibilities 

 

1. Borrower Pipeline Relationship Management 

  • Identify, recruit, and nurture a strong pipeline of small businesses, maintaining CRM systems to track relationships (Airtable, Salesforce). 
  • Lead the intake process for all applicants entering IV Capital and the Capital Readiness Program. 
  • Guide entrepreneurs through pre-qualification and capital readiness steps. 
  • Manage a borrower portfolio of loans the size of $50,000 or less. 
  • Quarterly check-ins with borrower portfolio, ensuring compliance and timely reporting. 
  • Work closely with Senior Underwriting to support application completion, underwriting prep, and closing. 
  • Identify, recruit, and nurture a strong pipeline of small businesses, maintaining CRM systems to track relationships (Airtable, Salesforce). 
  • Lead the intake process for all applicants entering IV Capital and the Capital Readiness Program. 
  • Guide entrepreneurs through pre-qualification and capital readiness steps. 
  • Manage a borrower portfolio of loans the size of $50,000 or less. 
  • Quarterly check-ins with borrower portfolio, ensuring compliance and timely reporting. 
  • Work closely with Senior Underwriting to support application completion, underwriting prep, and closing. 

 

2. Capital Readiness Program (CRP) Management 

  • Manage the recruitment and selection of CRP participants. 
  • Own day-to-day program execution of the Capital Readiness Program. 
  • Facilitate weekly virtual sessions in collaboration with subject matter experts. 
  • Coordinate with CRP Success Coaches for weekly in-person sessions. 
  • Ensure overall client experience aligns with the CRP playbook. 
  • Ensure data is collected to support grant and investor reporting, including success stories. 
  • Coordinate with the Director of Capital Access to ensure hand-off of eligible participants to lending. 

 

3. Technical Assistance 

  • Provide 1:1 pre-loan support to founders around financial planning, loan preparation, and presenting to lenders. 
  • Provide 1:1 post-loan support to micro loan borrowers (<$50,000) around financial planning and management, contingency planning, and growth strategies. 
  • Connect portfolio and CRP alumni to Impact Ventures’ broader mentor and Preferred Service Provider (PSP) network. 
  • Ensure founders understand terms, obligations, repayment expectations, and risk. 

 

4. Community Management 

  • Coordinate founder-focused gatherings and events for CRP alumni and borrowers. 
  • Attend external partner events to connect with potential borrowers. 
  • Collect data on alumni progress and event outcomes. 

 

Qualifications 

  • Bachelor’s degree in Business, Finance, Community Development, or related field (or equivalent experience). 
  • Minimum 5 years of experience in small business lending, financial coaching, or entrepreneurial program management. 
  • Strong knowledge of small business finance, credit-building, and loan-readiness principles. 
  • Proven ability to coordinate training programs or multi-week cohorts. 
  • Excellent communication, facilitation, and interpersonal skills. 
  • Proficient in CRM tools (Salesforce, Airtable) and MS Office or Google Workspace. 

 

Ideal Candidate Attributes 

  • Deep commitment to economic justice and supporting underestimated entrepreneurs. 
  • Organized, self-directed, and capable of managing multiple priorities. 
  • Empathetic communicator and trusted advisor to entrepreneurs. 
  • Thrives in a collaborative, fast-paced, mission-driven environment. 

 

Compensation & Benefits 

  • Compensation: $65,000 - $85,000 
  • Travel: 40% travel within the Dallas-Fort Worth Metroplex 
  • Location: Hybrid, Fridays eligible for WFH, in-office in Dallas 4 days a week 
  • Benefits. Eligible for healthcare benefits after 90 days. Company pays 50% 
  • Paid holidays, vacation days, and sick days