Please note, this is a temp to hire positon.

The Organization

Small businesses uplift communities and anchor local economies while creating opportunities for themselves, their families, their employees, and our neighborhoods. Yet entrepreneurs who are people of color, women, and immigrants often struggle to secure capital and resources, as they are systematically shut out from traditional financing. 

Accion Opportunity Fund is an unparalleled financial support system that provides these small business owners with access to capital, networks, and coaching. We work to build inclusive and accessible options for these determined business owners. For over 25 years we have served a client base that is nearly 90% women, people of color, or immigrants. 

In addition to providing resources and loans to small businesses, we also conduct original research, advocate for policy changes, and finance community construction projects in low-income neighborhoods through our New Markets Tax Credit program.

Together, we are building a diverse, vibrant community where opportunity, knowledge, and access to capital are within reach.

For more information about us, visit

The Role

The position will support the small business lending team in identifying, defining, measuring, tracking, and improving key performance indicators (KPIs). The operations specialist will become a subject matter expert on our department’s processes, then develop the reporting necessary to track task, individual, and team performance. The operations specialist will then convene relevant team members to discuss opportunities for improvement and supervise changes as they are rolled out.


  • Constantly improve current processes including automation for efficiency.
  • Identify, define and implement new processes.
  • Track and stabilize projects, remove roadblocks and anticipate needs to free up team to focus their time and attention on processing loan applications and resolving the problems they are best equipped to solve.
  • Create and implement proactive processes, reports and documentation related to Service Delivery.
  • Act as a liaison between teams.
  • Support with training and onboarding processes.
  • Leverage your skills and experiences in a variety of settings and in front of a variety of stakeholders.
  • Be resourceful and savvy. Meet deadlines and juggle multiple priorities.
  • Able to deal with ambiguity and forge ahead even when the road is unclear and many priorities arise.

The Person

Highly qualified candidates will share Accion Opportunity Fund’s commitment to its mission and will embody the organization’s core values bringing a broad range of skills and experience including, but not limited to:

  • Bachelor’s degree or 4+ years of experience in a fast-paced and challenging work environment, with experience in financial services
  • Passion for process improvement and process documentation
  • Project management skills with strong bias for action and the ability to prioritize competing projects and tasks
  • Problem-solving mindset that with asking the Why and the Who
  • Proven ability to exercise high degree of confidentiality and objectivity
  • Proficiency using Microsoft Word, Excel, Powerpoint and Loan Management System
  • Able to multi-task and communicate effectively with other departments and customer
  • Strong analytical skills
  • Mature minded with a high level of confidentiality

Perks & Benefits

Our mission is what motivates us to come to work each day. We know that happy employees are productive employees, which is why we offer a comprehensive benefits package that includes:

  • Competitive salary commensurate with experience.
  • An environment that values work-life balance.
  • 100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). 90% company-funded dependent coverage (Based upon your plan selection).
  • Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance, Auto/Renters/Homeowners insurance, Pet Insurance, and Legal plans.
  • Tax-deferred & Roth 403(b) Retirement Plan with employer match. Employer match increases with tenure.
  • Paid vacation days (increased with tenure), 12 paid holidays, and 10 Sick days, and family leave days per year.
  • This is a fully remote (work from home) position.