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
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:
Accountant – Part-time (San Francisco)
Capital Access Group is a leading Certified Development Company providing long-term, fixed-rate financing through the SBA 504 loan program. We are seeking an Accountant for an immediate part-time opening at our San Francisco office. The Accountant works closely with upper management and owns the month-end close. The successful Accountant will have prior experience in non-profit accounting, at least three years of relevant industry experience, and a bachelor’s degree in accounting. We are looking for someone who has clear and concise communication skills, both written and verbal, and is detail-oriented, versatile, and flexible. This opportunity plays an integral role in the company’s success.
DUTIES:
- Daily Functions – Manage vendor payments by check, credit card, and ACH; analyze, code, and book all transactions relating to borrower deposits
- Month End Close – Bank and Credit Card reconciliations, Journal Entries, monthly Financial Statements including Balance Sheet, Income Statement, Projections
- Year-End Close and Tax Filing – Generate all accounting entries (accruals, AJEs, payroll, cash, and allocations); prepare audit schedules and reports for CPA, including data analysis, integrity validation, and reconciliation processes
- Quarterly reconciliation of Loan Loss Reserve, adhering to Federal regulations
- Payroll – semi-monthly submission with Paychex, time off balance management
- H/R – Process onboarding for new hires and terminations, oversee compliance with city/state/federal agencies, file required paperwork with SBA; manage benefit administration
- Insurance – oversee insurance tracking and collection for 650+ active loans, corresponding daily with agents and borrowers
- Contracts – communication with vendors or company insurance brokers on contract extensions, lease abatement, policy audits, or terminations
- Filings – Support tax/compliance filings, ensuring compliance for 1099/W-3, sales and use tax, Statement of Information, Business License, etc.
- Job Creation – Oversee monthly communications and records management for the job creation program according to SBA guidelines
- Bank Accounts – balance and transfer oversight
- Audits – Compile and validate information relating to the Company’s financial position, job creation, economic development, and loan insurance
- Depreciation schedule – Update and maintain as necessary
- File & Records Management – Maintain files per SBA regulations; manage off-site file storage tracking
- Other duties and projects as assigned by management
QUALIFICATIONS:
- Bachelor’s degree in Accounting, Finance, Business or equivalent degree and/or experience
- Minimum 3 years of recent relevant financial experience
- Exceptional communication skills that provide the ability to interact with all levels of the organization with a high level of discretion
- Ability to think independently, maintain tight deadlines, and solve problems proactively
- Strong attention to detail, accuracy, and data integrity; excellent reconciliation skills
- Strong knowledge of Generally Accepted Accounting Principles
- Background check and fingerprinting required
- Experience with Quickbooks Desktop required
- Strong experience with Excel and cloud-based software preferred
COMPENSATION:
- Rate of Pay – commensurate with experience
- Part-time, flexible hours up to 20 hours per week; after 60 days, some work-from-home possible
Team Leaders
Meet Our 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
Jenny Tice
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 40 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.
Commercial Real Estate Brokers
We know that timing is everything in real estate transactions.
Bankers or Lending Partners
We know that the best outcomes are achieved by working together.
Commercial Real Estate Brokers
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.
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.