Careers Leadership Partners Client Testimonials

Here are our core values.

Passion

We care deeply about our team’s success as well as the success of the small businesses we serve.

Integrity

We hold ourselves to high standards. We do things right and stand behind our work.

Ingenuity

We find solutions. We are problem solvers. We look for creative solutions to help our clients achieve their goals of owning their own buildings.

Efficiency

We know that every day counts in real estate. We also know that financing is not the fastest part of the process. We strive to be nimble and responsive to meet our clients’ timelines.

Teamwork

We know that the best outcomes are achieved when we work together. We believe in collaboration and open communication.

Results

We are focused on results. We are committed to making a difference to small business owners, our real estate and lending partners, and our employees.

Careers

Want to join our team?

We offer incredible benefits

We don’t offer manicures and massages, but we do offer 100% covered health insurance, a matching 401k plan, competitive salaries, and monthly fitness reimbursements. We invest in our employees’ success and wellbeing and want our employees to feel invested in our success.

Current Openings

If you are passionate about helping small businesses grow, check out our open positions:

Business Development Officer, Financial Services

Are you a bright, motivated person looking to expand on your sales & marketing experience within a financial services company? Do you have the drive and ambition to work at an exciting company providing a valuable service to small businesses? Capital Access Group might be the place for you!

Capital Access Group provides commercial real estate financing for small to medium-sized businesses. We have a dedicated team of Business Development Officers and Loan Officers that enable businesses to grow and succeed with financial assistance from the U.S. Small Business Administration’s 504 Loan Program.

The Business Development Officer will work with the Director of Marketing and Business Development Officers in managing projects, communicating with referral sources and borrowers, and in formulating advertising and marketing strategies. The Business Development Officer will also be responsible for generating new commercial real estate business from sources outside of the company, in addition to expanding the Capital Access Group brand and furthering relationships of the company. We are looking for an energetic self-starter who can build upon the marketing strategy already in place and bring new ideas to the Company.

The Business Development Officer MUST be able to multi-task, work without supervision, and be able to handle a multitude of responsibilities including on-the-spot problem solving.

Responsibilities of the Business Development Officer will include:
• Developing new business, including marketing and actively promoting the Company and its services to retain and grow current client base of real estate brokers, bankers and other referral sources through telephone consulting, events, and in-person calling.
• Keeping the contact database current at all times through performing continuous updates.
• Facilitating and monitoring the loan process from application through closing stages including coordinating time- sensitive activities between referral sources of lending partners, vendors, and the client.
• Seeking out press opportunities for the Company and for clients.
• Researching and helping to create marketing initiatives for the Company.
• Meeting with prospective loan applicants to complete loan applications and obtaining preliminary loan documentation.
• Reviewing Pipeline and follow-up with clients and referral sources to ensure satisfaction and strengthen the relationship.
• Attending events to promote business and demonstrate the Company’s presence as a leading SBA lender.

Requirements:
• High level of organizational, tactical and communication skills- MUST be able to multi-task
• Flexible and always willing to help out with whatever comes up
• Microsoft Office working experience
• Knowledge of local real estate market and/or banking industry a plus
• SBA experience a plus

Experience:
• Minimum 2-3 years of sales experience
• Demonstrated record of self-generating sales leads a plus
• Lending experience a plus

Salary:
• Commensurate with experience

Leadership

Jacklyn Jordan

President & CEO

Alan Jung

Senior Vice President,
Chief Credit Officer

David Simmons

Senior Vice President,
Closing & Servicing

Claudia Cohen

Senior Vice President,
Director of Marketing

Cara Rudy

VP, Business Development

Our Partners

We are one of the leading Certified Development Companies (CDCs) in the U.S. and have become one of the most trusted lending partners for a reason. With over 30 years of experience, real estate brokers and bankers turn to us for a partner they can count on. Let us put our expertise to work for you.

For Commercial Real Estate Brokers:

We know that timing is everything in real estate transactions. We understand the importance of timelines and know that a few days can make a big difference. Our approval turnaround time consistently ranks as one of the fastest in the nation, typically more than five days faster than the national average. We coordinate amongst all parties involved in the transaction to help ensure a smooth approval process and a timely close.

If your client is looking into financing options, start with us. A pre-qualification letter from us gives your client an edge over other prospective buyers. By getting pre-qualified when they start looking for a building, they will be ready to move fast as soon as they find the right one. Even if 504 financing does not end up being the best option for them, we can help guide you to other options that might be a better fit.

Want a customized rate sheet to help market your property or a Lease vs. Own comparison? Call us with the details and we will create a custom sheet for you or your buyer. You can also see what monthly payments would look like by using our Loan Calculator.

For Bankers or Lending Partners:

We know that the best outcomes are achieved by working together. We communicate effectively and work efficiently to move our deals from approval to closing smoothly and quickly.

If you are wondering if your client is eligible for 504 financing, start with us. We can prequalify them so they know their options. We can help get you to the right place even if it turns out that 504 financing is not the best fit.

Want to know what monthly payments would look like with a 504 loan? Check out our Loan Calculator. You can even email the results to yourself or your client. We can help get you to the right place, even if it turns out that 504 financing is not the best fit.