Business & Housing Associate

Overview

San Pablo EDC (San Pablo EDC) is a dynamic nonprofit whose mission is to act as a catalyst for equitable economic opportunity. It facilitates a wealth of education and training for workforce, businesses, and first-time homebuyers. San Pablo EDC is a member-based, professional services organization, which partners widely in the East Bay Region.

The Business & Housing Program Associate (Associate) leads housing programs and coordinates and supports event logistics, marketing, outreach, and data for the Business & Housing Team. The Associate brings organization, curiosity, creativity, organization, and data capture discipline.

The ideal candidate is an avid learner who thrives as part of a team and is committed to steady growth of technical and soft skills. They are passionate about equity and the community. The Associate is a full-time, non-exempt, benefited position reporting to the Business & Housing Manager (Manager), and is an integral part of, the San Pablo EDC team.

Responsibilities

The Associate will be responsible for the following, which are representative of the role.

Housing

• Field all initial housing inquiries (see Data for additional detail)
• Assist with outreach to regional residents about first-time homebuyer programs San Pablo EDC administers and maintain resources and events on the website
• Assist manager with annual schedule of housing events and recommended partners
• Schedule, prepare marketing and facilitate bilingual educational housing events
• Regularly update a list of, and actively maintain relationships with, real estate, lending and nonprofit professionals who understand FTHB programs
• Assist the Manager by identifying ways to further engage program participants while improving participant experience
• Qualify applicants through the WISH and SPLASH application processes. For successful applications, manage the process through funding; set up annual compliance follow-up for each SPLASH funded applicant in Salesforce.
• Actively research new first-time homebuyer and rehabilitation loan programs and present new programs to Manager.

Logistics, Outreach, Communication

• For Housing Programs, lead the development of marketing collateral, eblasts and social media posts; work with the Manager to ensure engaging, accurate content is prepared for the PR & social media firm for business and housing services on Notion
• This includes events, campaigns, initiatives and technical assistance/education events, webinars, etc., using appropriate technology
  • As needed, assist Business Team with marketing, outreach and day-of event coordination
• Design ad share and submit to printer
• Create resources, templates, tools or information for housing clients
• Keep event-related website content, including the calendar, up to date
• Assist with the creation of content for San Pablo EDC-City of San Pablo collaborative El Portal quarterly newsletter

Data

• Conduct outreach to housing clients to gather information and enter data into Salesforce
• Work with Salesforce Administrator to ensure data is captured in a form that allows for reporting and clarity of data, and that any JotForm or fillable forms imported are formatted correctly to ensure fidelity of data during import.
• Create, update and manage fillable forms (i.e., Jotform, Adobe)
• Lead the capture of all housing program activities (i.e., emails, calls, meetings, service delivery, participation in programs, etc.) in the Salesforce database

General

• Assist with the creation of marketing collaterals and outreach for all services and major campaigns, e.g., Restaurant Week, Where’s Pablo?, Small Business of the Year, WISH, SPLASH, and more.
• Help greet the public, answer phones, and provide information on programs and services, as well as checks mail daily and scans items, as requested
• Perform regular content editing of website and email marketing platforms; maintain website calendar for business and housing events
• Maintain the eblast contacts database; resolve bounces and incomplete records
• Provide general administrative support on an as-needed basis to the Executive Director.
• Grow industry and sector knowledge by attending events and developing strong working relationships with clients and partners
• Complete peripheral duties and tasks as assigned by the Executive Director and the Business and Housing Manager

Requirements

Skills

• Highly proficient in MS Office Suite (e.g., Word, Excel, PowerPoint), online POS systems (e.g., Square) and has a strong aptitude for learning new software programs quickly
• Salesforce competency required
• Canva and MailChimp proficiency required; Notion proficiency desired
• Jotform proficiency required
• Excellent phone engagement etiquette with consistent follow-through
• Marketing and/or public outreach skills required
• Adobe InDesign and Acrobat Pro basic proficiency required; must be proficient in fillable forms and marketing materials
• Strong communication skills both written and verbal
• Proficient with logistics and basic program management
• Ability to update web content, as needed, and maintain event calendars
• Bilingual Spanish/English desired

Experience

• General administrative experience handling calls, logistics, and support required
• Must have experience supporting logistics and delivery of services or events
• Basic data-related experience is required
• Has experience “smiling and dialing,” and capturing and reporting the data
• Has marketing experience on multiple platforms, including collateral creation and in-person outreach
• Has experience with managing and reviewing application processes
• Has some experience assessing qualifications for program eligibility, and/or notifying applicants of their eligibility
• Has organized, scheduled and supported webinars, public events and other programs
• Experience conducting general research on a topic and providing a summary with analysis required; experience with housing and first-time homebuyer program research desired

Education and Certifications

• An Associate Degree and two years of directly related experience in an economic development, business attraction and/or health equity, social, racial and/or economic justice field is required
• Bachelor's Degree from an accredited college or university with course work in urban planning, economic development, public or business administration, finance, or health equity, social, racial and/or economic justice with relevant work experience preferred
• Membership and participation in related professional organizations are desirable
• Experience with Adobe InDesign and Acrobat Pro, Salesforce, and/or economic development preferred

Basic Requirements

• California Driver’s License
• Right to work in the United States of America

Attributes

• Is professional in conduct, listens well and practices curiosity
• Has a strong work ethic, and values quality, timeliness and the opportunity to work as part of a team
• Is engaging, positive and brings a solutions-oriented attitude
• Is community-minded and vested in social, racial and economic justice
• Possesses a natural service orientation
• Has an aptitude to learn and is comfortable learning on-the-job and continuously evolving programs and protocols to be more responsive to clients and efficient
• Is attentive to details
• Manages competing priorities and dynamic work flow effectively
• Proactively communicates questions, potential issues and deadline challenges
• Self-starter willing to take initiative and ask questions; let’s their manager know what they don’t know and is willing to learn new skills