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Capital Access Coach

  • Full Time
  • Denver/Aurora/Hybrid
  • $65,000-$75,000 annually USD / Year
  • Salary: $65,000-$75,000 annually

Website Rocky Mountain Microfinance Institute

Title: Capital Access Coach
Status: Full-time, exempt
Hours: 9am-5pm Monday through Friday, with a few evening requirements per quarter according to the program calendar for the sites assigned. Ability to take flex time within the pay period to accommodate.
Pay Range: $65,000-$75,000 annually (based on experience and skill set)
Benefits: PTO (personal & sick leave), Medical (50% employer contribution), Dental & Vision (employer paid), FAMLI Family and Medical Leave Insurance, 401k plan with 3% match, potential annual bonus, paid volunteer time, and an annual Professional Development & DEIA contribution
Language: English. Bilingual abilities in Spanish are a plus, but not required.
Reports to: Director of Lending and Capital Systems
Location: Denver, CO/Hybrid

Rocky Mountain MicroFinance Institute (RMMFI) is a business incubator and financing program focused on reimagining social and economic mobility. RMMFI relentlessly focuses on its North Star – People are unstoppable forces. Life circumstances are real and sometimes overwhelming, yet they should not determine what we can do in the present or be in the future. We believe everyone should be free to make choices to activate the possible. RMMFI creates the space for communities and people of all backgrounds to realize their unique potential through the power of entrepreneurship. More information about RMMFI can be found at

Description: The Capital Access Coach is responsible for ensuring that entrepreneurs have a positive and productive experience with RMMFI’s Capital Program by facilitating access to microloans and grants that help entrepreneurs test, launch, and grow their businesses. This position will have an initial focus on working with entrepreneurs engaged in business education programs through RMMFI’s Rural Colorado Region, along with supporting entrepreneurs in the Denver Metro Region. Primarily an entrepreneur-facing role but with crucial back-office responsibilities, the Capital Access Coach will work closely with the Capital, Programs, and Education teams to responsibly originate new and impactful loans and grants, provide excellent customer service, provide technical assistance and education to entrepreneurs to support their business development and asset-building journeys, maintain accurate files, and steward RMMFI’s portfolio and impact through maintaining strong relationships with borrowers. RMMFI is always evolving and growing, and positions experience growth concurrent with the organization.

Core Competencies

  • Prior experience in lending, community, and economic development, public benefits or nonprofit resource navigation, banking, financial services, accounting, business administration, impact investing, entrepreneurship, or another related field preferred.
  • Strong people skills with ability to facilitate 1-on-1 business conversations and group workshops with entrepreneurs, support them through the application process, and provide coaching and feedback on business development plans and loan proposals.
  • Highly organized & detail-oriented, with an ability to multitask and prioritize workloads.
  • Comfortable and experienced with CRMs, data entry, document applications (Word, Excel, Google Suite, PDF tools), and filing systems. Prior experience with financial or project management systems a plus.
  • Ability to review and analyze complex information including financial statements, budgets, and credit reports, and translate concepts in ways that are relevant and meaningful to diverse audiences and members of various stakeholder groups.
  • A passion for helping individuals from historically marginalized or underserved communities to overcome barriers.
  • Knowledge of key business concepts.
  • Strong people skills, with an ability to connect and build trust with various stakeholder groups, cultivate close working relationships, drive accountability with compassion and integrity, and motivate others as they pursue their goals.
  • A strong moral compass to Do The Right Thing, both for the entrepreneur (building impact) and the organization (risk management and sustainability)
  • Ability to speak, listen and write in a clear, thorough, and timely manner
  • Ability to process diverse and multiple perspectives when working
  • Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
  • Entrepreneurial experience, knowledge of credit and asset-building principles, bookkeeping or financial modeling experience, and group facilitation and/or 1-on-1 coaching experience are all a plus
  • Bilingual (Spanish and English) speaking and writing skills are a plus, but not required.


Primary Responsibilities

Support the Entrepreneur and Deployment of New Loans and Grants in Alignment with RMMFI’s Capital-Meets-Capacity Philosophy
Activities include:

  • RMMFI Entrepreneur Capital Needs Identification: Coordinate with the Capital team and Site/Program Coordinators to support entrepreneurs’ capital needs and planning across all programming phases. Support entrepreneurs in identifying the appropriate capital amount to support the defined business needs.
  • Entrepreneur Support and Education: Facilitate loan education workshops, serve on launch committees, provide credit-building education, provide coaching on business capital needs and planning, and lead or participate in other group or 1-on-1 sessions as needed.
  • Cultivate and Process Loan and Grant Applications: Assess entrepreneurs for RMMFI loan eligibility and fit, provide training on completing loan and grant applications as needed, and track applicant information and progress. Manage assigned pipeline of loans and grants. Work with entrepreneurs to collect and organize required application documents, provide an initial assessment of loan readiness and the use of funds in the context of entrepreneur business plans, and package proposals for review.
  • Underwriting: Support the Capital team in making loan approval decisions by providing recommendations on loan and business readiness, including proposing appropriate loan conditions and structures. Organize loan information, review applications for thoroughness and accuracy, determine additional information needed, and perform the necessary due diligence. Analyze and score the loan package in terms of business viability, credit/character, collateral, owner’s equity, and skill to operate the business. Coordinate with internal and external resources to support the above activities.
  • Closings: Meet with entrepreneurs to review and sign loan closing documents. Ensure entrepreneurs understand the key terms and conditions of their loans and grants. Ensure files are complete, organized, and ready for funding.


Support Loan Funding, Servicing, Portfolio Management, Administration, and Operational Systems
Activities may include:

  • Account Management: Provide excellent customer service by keeping a pulse on personal and business development needs, promoting successful loan repayment and positive credit-building practices, and identifying opportunities for further support and growth.
  • Process, Workflow, and Tech Systems Management: Work with Capital Team to ensure lending and grantmaking processes and procedures are up to date, documented, and implemented correctly, including accurate data entry in relevant software (DownHome Solutions, LenderFit, Zoho CRM, and other internal tracking tools). Help update, design, and implement new products, processes, or systems as needed.
  • Collections: Collect with compassion. Work with entrepreneurs who miss a payment to understand why they are late, problem-solve how they might get back on track, and recommend or provide additional technical assistance or mentorship as needed.
  • Loan and Grant Processing: Coordinate with the Capital and Finance/Ops teams to ensure timely and accurate processing of approved loans and grants.
  • Payments, Billing, Credit Reporting, and Administrative Tasks: As needed, collaborate with Capital and Operations Teams to ensure accurate receipt and processing of payments, accounting of loan balances, billing, credit reporting, loan file management, portfolio management, and other tasks.
  • Report Preparation & Submission: Ensure proper documentation and organization of transactions and files. As needed, support the preparation of required internal and external reports to funders, management, and RMMFI’s Bookkeeper. Provide support during RMMFI’s annual audit and year-end close as required.


Other Duties and Special Projects: Perform other duties as assigned. Work with the Capital team on special organizational projects as the need arises. Be a supportive team member of other departments in the organization.

RMMFI’s Equity Commitment

RMMFI recognizes that in order to pursue our organizational mission and North Star we must approach our work by acknowledging the gaps and inequities that exist around us. We intentionally take part in conversations about structural racism as well as engage diverse voices in problem-solving and decision-making. We seek candidates that have similar mindsets and actively work towards equitable ways of thinking and working. We are committed to supporting our entrepreneurs in an equitable way.

To uphold our commitment to equity during the hiring process, RMMFI does not negotiate salaries. We decide candidates’ salaries based on their unique skills and experience and the capabilities they bring to the organization. We acknowledge that some people are better at negotiations than others, and salary negotiation rewards those who are good negotiators. Not taking part in salary negotiations allows for a just and equitable hiring process for all RMMFI employees.


If interested, please send a culture letter and resume to with the subject line “Capital Access Coach.” The culture letter speaks to your connection to RMMFI’s North Star and Guiding Principles. Please keep your culture letter to a maximum of 1 page and share some examples of how you would demonstrate these values as a potential employee at RMMFI.

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