Industry Job Bank

  • Make an impact and join the opportunity finance field.

The track record of today’s opportunity finance industry is impressive. All financing directly benefits low-income and low-wealth people to increase access to homeownership opportunities, affordable rental housing, thriving small businesses, and critical services such as childcare, healthcare, and education.

Do you want to develop innovative strategies? Combine your business acumen with an unwavering dedication to making a difference in people’s lives? Change the rules of financing? Make your impact and join the opportunity finance field.

To submit a job listing, please use our online form. To edit or remove a posting please contact info@ofn.org.

If you are looking for internships please visit our CDFI Industry Internship Bank.

Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".
Leave blank for all. Otherwise, the first selected term will be the default instead of "Any".

Community Lending Underwriter U.S. Bank Community Development Corporation
San Diego, CA
Job Function: Lending/Loan Operations
Posted: March 31, 2017

Background:

U.S. Bancorp Community Development Corporation is a leading community development investor, lender and tax credit syndicator. Like our parent company U.S. Bank, we are not your typical bankers.  Our employees bring their whole selves to work every day to help make our communities better places to live, work and play. 

We facilitate and manage loans and investments in economic development, renewable energy, historic renovation and affordable housing, contributing to a society in which all people can participate, prosper, and reach their full potential.

Position Summary:

The Community Lending Underwriter position is part of the Specialty Finance team within the Community Lending Division of U.S. Bancorp Community Development Corporation. Specialty Finance provides lending and banking services to Community Development Financial Institutions (CDFIs), Low-Income Housing Tax Credit Syndicators, affordable housing consortiums, structured funds, and to New Markets Tax Credit and Historic Tax Credit real estate projects. The Community Lending Underwriter will report to the Assistant Director of Specialty Finance, and will work closely with the team’s relationship managers and senior management.

The Community Lending Underwriter position represents an exciting opportunity to be an early member of a growing team and expanding line of business within U.S. Bancorp Community Development Corporation. Candidates will be able to combine their experience in banking and finance with a passion for economic development activities across the country. 

Other Locations include: Missouri-MO-Saint Louis, Minnesota-MN-Minneapolis, New York-NY-New York, IL-IL-Chicago, CA-CA-San Francisco

Responsibilities:

Key responsibilities will include: 

  • Underwrite borrower’s financial performance, including spreading and analyzing financial statements and projections, and assessing the credit quality of borrower’s loan portfolio. 
  • Prepare comprehensive written credit memos and presentations, for review and approval of Specialty Finance senior management and credit officers. 
  • Perform portfolio management responsibilities, including financial covenant and reporting compliance, and completion of annual reviews. 
  • Lead the team’s periodic portfolio reviews, and assist on other internal reporting requirements.

 

Requirements:

Basic Qualifications 

  •  Bachelor's degree, or equivalent work experience 
  • Seven or more years of credit and sales experience in the financial services industry 

 Preferred Qualifications   

  • Strong financial analysis and problem-solving skills 
  • Excellent written, verbal, and presentation communication skills 
  • Knowledge of the community development industry, including CDFIs, LIHTC Syndicators, and the New Markets Tax Credit program. 
  • MBA, CFA, or CPA 

Compensation:

Competitive compensation offered, based on experience and location.

How to Apply:

Apply here.

Rural Development Specialist - Environmental Rural Community Assistance Corporation (RCAC
Las Cruces, NM
Job Function: Project Management
Posted: March 23, 2017

Background:

Founded in 1978, RCAC is a 501(c)(3) non-profit that provides training, technical and financial resources and advocacy so low-income rural communities can achieve their goals and visions. Our dedicated staff and active board is working to make our vision of vibrant, healthy and enduring rural communities a reality across the West.

RCAC’s environmental staff works with rural water, wastewater and solid waste systems to make them sustainable. Staff works with the volunteer boards of directors and staff of the small systems to make sure they comply with state and federal regulations and understand the finances and operations of the systems. The outcomes of staff work will bring systems into compliance with state and federal regulations, complete development projects, enhance sustainability and train boards and staff on accepted management practices.

Position Summary:

The Rural Development Specialist (RDS) will provide technical, managerial, and financial (TMF) assistance to small disadvantaged community water and wastewater systems, and colonias, so that they can operate sustainably and deliver quality services to the communities served. This position will focus primarily on providing financial management assistance to develop infrastructure projects and sustainable utility practices. The RDS will also facilitate discussions for utilities considering partnerships and consolidations with other systems. 

Responsibilities:

  • Conduct assessments of community systems’ TMF capacities
  • Provide a wide range of utility financial management services (development of budgets, capital improvement plans, rate studies, financial reports to funders).
  • Provide technical assistance to rural utilities to address TMF capacity issues
  • Develop work plans to address system needs and coordinate RCAC work in communities
  • Provide guidance and advice to rural utilities that are undertaking infrastructure capital improvement projects, with an emphasis on wastewater improvement projects
  • Provide board training and guide local utility boards through the requirements or conditions associated with any grant or loan funds they receive
  • Promote community partnerships to maximize limited resources, where applicable
  • Plan, prepare, and deliver group and one-on-one adult trainings and workshops
  • Perform other duties as assigned

 

Requirements:

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   
  • Work performed in an office requires ability to operate computers and various pieces of office equipment, including telephone. Use may be moderate (average 2 hours per day) to heavy (4 or more hours per day)
  • While performing the duties of this position, the employee is frequently required to stand and/or sit for prolonged periods of time; walk; talk; hear; use hand to finger; handle; feel or operate objects, tools or controls; and reach with hands and arms.  The employee is occasionally required to climb or balance; stoop, kneel, crouch or crawl.
  • The employee may occasionally lift and or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
  • This position also requires moderate (up to 2 days per month) to heavy (up to 10 days per month) automobile and airline travel, including overnight travel. 

Preferred Education and Experience:

  • A combination of experience and education is required to qualify for the position. 
  • A typical qualifying combination would be:

Experience: 

  • Five (5) years of any combination of applicable experience in environmental project management, water or wastewater facilities management or related environmental fields (if a higher level of related education is possessed than is required, this education may be substituted for the experience requirement up to a maximum of one year). 

Compensation:

The starting monthly salary range is $4,425 to $5,200 depending on qualifications.

How to Apply:

Visit www.rcac.org/careers for the complete job description, job application and application instructions.

Evaluation, Compliance, & Policy Associate Northern California Community Loan Fund
San Francisco , CA
Job Function: Other
Posted: March 22, 2017

Background:

The Northern California Community Loan Fund works to promote economic justice and alleviate poverty by increasing the financial resilience and sustainability of community-based nonprofits and enterprises. Through flexible financial products and sound advice, we create opportunities to make socially responsible investments that revitalize Northern and Central California communities.

Position Summary:

The Northern California Community Loan Fund works with myriad programs, initiatives, and projects. Many of these require ongoing tracking, monitoring, and reporting. While these efforts are distributed across a number of departments in the organization, the Compliance and Evaluation Associate will be responsible for coordinating and supporting a substantial portion of this work. The Compliance, Evaluation, & Policy Associate holds the primary responsibility for maintaining the organization’s impact data. He/she will provide compliance support for loans and investments, government awards, and the New Markets Tax Credit (NMTC) program, among others. He/she will support the organization’s policy activities. The Compliance, Evaluation, & Policy Associate will report to the Director of Finance & Administration. He/she will work directly with and support other staff member as required on various programs, initiatives and priorities.

Responsibilities:

Outcome/Impact Tracking and Analysis (40%)

  • Ongoing collection, aggregation and analysis of program impact data.
  • Participate in continuous quality improvement efforts with all departments on impact/outcome reporting.
  • Maintain data quality by running regular reports, detecting and correcting errors.
  • Conduct regular structured interviews with borrowers, clients, investors, and other stakeholders.
  • Data preparation for periodic and annual reports
  • Update and refresh data dictionary and methodology manual as appropriate.
  • Provide ad hoc data to staff upon request
  • Assist departments with ongoing monitoring of actual performance to plan goals

Compliance (40%)

  • Review loan and grant agreements for reporting requirements and enter relevant deadlines and other dates into Salesforce.
  • Monitor financial statement ratios
  • Prepare and provide periodic and annual reporting to investors and funders that conforms to the terns of loan and grant agreements.
  • Serve as administrative lead for reporting to various government agencies.
  • Serve as administrative lead for other special projects, including review by ratings agencies.
  • Collaborate with other staff in the design and implementation of the organization’s internal controls, programs, policies and practices to ensure compliance with grant and investment requirements as well as federal, state and other regulations.
  • Participate in Tax Credit compliance activities
  • Provide support for audits, tax forms, and other documents as necessary.
  • Support reporting to federal, state or local agencies as needed. 
  • Cultivate the organization’s online presence in federal grants management systems and investor compliance and reporting portals.
  • Other duties as assigned.

Policy Support (20%)

  • Track relevant policy initiatives on the local, state, and federal levels.
  • Prepare communications such as letters, information packages, supporting materials for both internal and external audiences
  • Track staff lobbying hours and expenses for reporting purposes and follow changes in lobbying compliance laws at federal, state, and local levels to make sure NCCLF stays within guidelines.
  • Coordinate, track, and participate in NCCLF’s work with outside policy organizations
  • Maintain policy database

Requirements:

Required Qualifications:

  • Two years of successful experience in policy, compliance, service, administration, or development; more than two years experience highly preferred.
  • Strong attention to detail and accuracy. 
  • Ability to hold self accountable for high-quality, timely, and professional work product
  • Ability to manage multiple tasks simultaneously.  
  • Excellent grammatical and writing skills
  • Excellent verbal communication skills; ability to clearly and comfortably communicate with diverse public and internal contacts.
  • Ability to be flexible and solve problems
  • Knowledge of MS Office word processing, spreadsheet, and presentation software. Experience with database or CRM systems.
  • Ability to prioritize and reprioritize projects as required. 
  • Ability to preserve confidentiality of sensitive information professionally and with integrity
  • Ability to  respond to the challenges of a changing environment and diverse job requirements
  • Ability to work in a team environment and interact professionally with all levels of the organization. 
  • Professional demeanor and appearance.
  • Regular attendance and punctuality.

Desired Qualifications:

  • AA, BA or BS Degree
  • Enthusiasm and commitment to work in community development field or nonprofit sector
  • Interest in Community Development Finance 
  • Familiarity and experience with Salesforce.com
  • Experience with GIS or other mapping systems
  • Experience with accounting and/or financial analysis

Compensation:

Salary $55,000 - $63,000 plus an excellent benefits package including health, dental, retirement plan and three weeks of vacation.  

Position open until filled

How to Apply:

Send résumé and cover letter: hr@ncclf.org or via mail to:

Northern California Community Loan Fund
Attn: HR
870 Market Street, Suite 677
San Francisco, California 94102

Applications received without a cover letter will not be considered

Community Investment Consultant II Federal Home Loan Bank of San Francisco
San Francisco, CA
Job Function: Other
Posted: March 21, 2017

Background:

The Federal Home Loan Bank of San Francisco is a cooperative, wholesale bank that helps meet community credit needs by providing readily available, competitively priced credit products and services to member financial institutions through all phases of the economic cycle. Our members include commercial banks, credit unions, industrial loan companies, savings institutions, insurance companies, and community development financial institutions headquartered in Arizona, California, and Nevada.

For most financial institutions, especially small community lenders, direct borrowing from the global capital markets is not an option. As part of a network of 11 regional Federal Home Loan Banks across the country, we are able to raise funds in the global capital markets at favorable rates and terms. This allows us to provide our members with prompt, reliable access to low-cost loans (we call them “advances”) and financial risk management tools that help them meet the housing finance and economic development needs of the regions they serve.

Members use our products and services to help them lower their funding costs, reduce interest rate risk, manage liquidity, offer a wider range of credit products to their customers, and access lower-cost funding for affordable housing and economic development.

The credit we make available enables community lenders to make home mortgage, commercial real estate, small business, and other loans. Working with our members, community nonprofits, and cities and towns across our region, we also support affordable housing and economic development through targeted grant and loan programs. As part of this effort, we set aside 10% of our income each year to fund Affordable Housing Program grants for lower-income households.

Position Summary:

Consults with and provides expertise on community investment products and compliance issues to Bank management, the Bank’s members, prospective members, the FHLBank System, and community partners in support of the Affordable Housing Program (“AHP”) and the Community Lending Plan.

Responsibilities:

  • AHP Project Support
    • Handles all matters related to approved AHP projects including pre-disbursement reviews, modifications, determination of ongoing viability, and other responsibilities as needed. By providing knowledgeable assistance, supports members and project sponsors in their efforts to use the program to the best advantage of their projects.
    • Scores, evaluates, determines eligibility, financial feasibility and need for subsidy of applications submitted in the competitive rounds.
  • Technical Assistance and Outreach
    • Provides knowledgeable assistance to members and project sponsors. Actively represents the Bank at meetings, public speaking engagements, and community-sponsored events. Assists in planning and participates in Bank-sponsored workshops, webinars, conferences, or other events.
    • Assists in the production of various Bank publications such as brochures related to training workshops, product profiles for AHP products, the Affordable Housing Advisory Council’s annual report, and the Bank’s newsletter on community investment.
  • Special Projects
    • Assists the Bank in achieving its mission-related goals, including research into potential community investment programs, program design, and work related to fulfilling the Bank’s Community Lending Plan initiatives. Coordinates and prioritizes the steps needed to achieve specified results. Presents and recommends program ideas and research findings to senior management and/or the Advisory Counsel of the Board of Directors.

Requirements:

  • Bachelor’s Degree in Business Administration, Finance, a related field or equivalent education required.
  • Minimum four years experience in community investment lending, affordable housing finance, or loan processing within a financial institution or affordable housing nonprofit preferred. Familiarity with AHP regulations, established guidelines, policies and procedures desired.
  • Demonstrated project management skills including the ability to take initiative in a fast paced work environment, work effectively under pressure, either independently or as a member of a team and able to interface with all levels of customers both internal and external.
  • Demonstrated knowledge of Affordable Housing and Community Investment regulations and policy; public and private financing sources available, the Low-income Housing Tax Credit Program, mortgage revenue bond programs, Section 8 Certificates, other public grant programs, the Community Reinvestment Act, and the Home Mortgage Disclosure Act preferred.
  • Knowledge of Finance and financing structures preferred.
  • Understanding of how member banks use advances to support affordable housing preferred.
  • Familiarity with loan documentation required.
  • Ability to analyze sources and use tables, operating and development budgets, statements of cash flow required.
  • Understanding of the basics of retention and recapture mechanisms (subordination arrangements, silent second notes, and lien positions) required.
  • Ability to operate PC-based software and/or automated database systems required.
  • Excellent presentation, verbal and written communication skills and strong analytical and problem solving skills desired.
  • Ability to analyze, apply, interpret, and communicate policies, procedures and regulations effectively preferred.
  • Demonstrated ability to take initiative in a fast-paced work environment, work effectively under pressure, either independently or as a member of a team, and to interface with all levels of customers, both internal and external.

Compensation:

  • Competitive salary and discretionary bonus
  • Excellent health benefits including medical, dental, vision, wellness reimbursement, FSA & transportation tax savings, technology device incentives, 401K
  • Vacation, sick and bank holidays paid time off
  • Convenient location in the heart of downtown SF, close to public transportation
  • Excellent work environment, friendly & professional culture.

How to Apply:

Apply here.

Loan Officer WWBIC
Racine/Kenosha, WI
Job Function: Lending/Loan Operations
Posted: March 17, 2017

Background:

The Wisconsin Women’s Business Initiative Corporation (WWBIC) has provided quality business and financial education coupled with access to fair capital and financial products to entrepreneurs for 30 years. Since WWBIC was incorporated as a 501(c)(3) in 1987, it has loaned $46 million to small business owners, helped entrepreneurs create and retain 8,900 jobs, assisted over 55,000 clients, including more than 3,900 businesses, and assisted 152 individuals and families in purchasing their own homes through its asset-building program. Each year, WWBIC increases its impact across the state through the hard work of our staff and dedicated volunteers. For more information, visit www.wwbic.com.

Position Summary:

The Loan Officer has responsibility to produce approved, closed and disbursed microloans for expansion of WWBIC's micro lending programs.

Responsibilities:

Core responsibilities include: identify, analyze, underwrite and close loan applications, develop and foster key relationships to ensure collaborative partnerships with area financial institutions and other sources for loan referrals, maintain a presence in the Racine and Kenosha community to facilitate loan production.

Requirements:

This position requires a desire to work with business owners of diverse ethnic and socio-economic backgrounds. Bachelor's degree and at least 5 years solid work experience in commercial banking, underwriting or accounting, strong analytical and organizational skills are needed.

Compensation:

Based on experience

How to Apply:

email resume, cover letter and salary requirements to: patricia.lohmann@wwbic.com

Impact Investment Associate John D. and Catherine T. MacArthur Foundation
Chicago, IL
Job Function: Investment
Posted: March 15, 2017

Background:

The John D. and Catherine T. MacArthur Foundation supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur is placing a few big bets that truly significant progress is possible on some of the world’s most pressing social challenges, including over-incarceration, global climate change, nuclear risk, and significantly increasing financial capital for the social sector. In addition to the MacArthur Fellows Program, the Foundation continues its historic commitments to the role of journalism in a responsible and responsive democracy, as well as the strength and vitality of our headquarters city, Chicago.

MacArthur is one of the nation's largest independent foundations. Organizations supported by the Foundation work in about 50 countries. In addition to Chicago, MacArthur has offices in India, Mexico, and Nigeria.

Position Summary:

The Impact Investment Associate is an integral and active part of the team responsible for Impact Investments at the Foundation, participating in the origination and monitoring of investments and grants, site visits, etc. Impact Investments is a core capacity of Foundation, providing expertise and working collaboratively with other teams to advance philanthropic objectives, while also pursuing a major new initiative that seeks to build a more robust and inclusive marketplace for impact investment in the US and globally. In addition to making grants, the team manages a portfolio of loans, equity investments, guarantees and other financial instruments within the Foundation’s $500 million allocation of capital dedicated to charitable and mission-related investments. The Impact Investment Associate works closely with the Associate Directors, Portfolio Manager, Program Officers and other team members, to support efficient workflow and strong stewardship of all financial resources.

 

Responsibilities:

Essential Responsibilities and Duties:

  • Prepare and oversee a grant forecast and budget, along with two administrative forecasts and budgets
  • Prepare and regularly update impact investment projections, working closely with the Associate Directors and Portfolio Manager, along with the Finance and Legal departments
  • Take the lead in formulating pipelines and tracking grants and impact investments for the team to facilitate timely progression of proposals, briefs, reports, payment approvals, closing documents and investment modifications
  • Generate standard and custom portfolio reports, analyses and presentations, including quarterly reports for the Impact Investments Committee and an Annual Report for the Board of Directors
  • Vet, originate and monitor a large number of consultant contracts
  • Contribute to the development, implementation, and continuous improvement of a new impact investments-specific information management system
  • Undertake due diligence and financial analysis of existing and prospective recipients of impact investments and grants to assess credit risk and potential loss exposure
  • Work closely with the Portfolio Manager and Associate Director to track and analyze metrics related to the social and environmental impact of borrowers, investees and grantees
  • Serve as the team point-person regarding Foundation policies and procedures (e.g., expenses, travel, meetings, etc.)
  • Liaise with grants management (GMS), Finance, Legal, and other staff as needed
  • Conduct research and perform special projects as needed

Other Duties and Responsibilities:

  • Serve as back-up to GMS Administrator for Impact Investments; participate in cross-training
  • Work with GMS Administrator to help manage legal documentation, due diligence records and other materials required to originate, close, monitor and modify investments
  • Manage special projects, conduct research and perform other duties as assigned

 

 

Requirements:

Knowledge, Skills, and Experience:

  • Minimum of three years of finance and/or accounting experience and a bachelor’s degree are required; experience or familiarity with nonprofits and impact investing preferred 
  • Must have advanced Microsoft Excel skills and be highly proficient with PowerPoint, Outlook and Word; experience with data analytics tools such as Tableau preferred
  • Facility working with budgets and financial models is required, as is a strong working knowledge of basic financial statements and accounting
  • Must be comfortable working in a team environment; well organized and able to think and work independently with little direct supervision; and able to take initiative and work proactively
  • Strong project management skills are required
  • Excellent interpersonal, written and oral communication, and leadership skills are required
  • Must be a strong quantitative, analytical, and visual/conceptual thinker

 

Compensation:

Commensurate to similar jobs.

How to Apply:

Please apply online at www.macfound.org/jobs

Writer Capital Impact Partners
Arlington, VA
Job Function: Marketing/PR
Posted: March 15, 2017

Background:

Through capital and commitment Capital Impact helps people build communities of opportunity that break barriers to success. A nonprofit Community Development Financial Institution (CDFI), we have a 30-year history delivering strategic financing, social innovation programs, and capacity building that creates social change and delivers financial impact nationwide.

Position Summary:

Reporting to the Senior Director of Communications & Marketing, and in partnership with key stakeholders, the writer position will have responsibility for the development and implementation of strategies and tactics that drive brand awareness, demonstrate thought leadership, and communicate the organization’s position as a financial and social impact innovator across multiple platforms and formats.

Responsibilities:

Communications

  • Content Calendar: Develop and implement institutional content calendar guiding publishing schedule for all editorial activities.
  • Corporate Blog: Serve as managing editor of corporate blog.  Determine topics, write posts and serve as ghost writer and/or editor for key personnel throughout the institution. Build and train         internal team of experts to support content production.
  • eNewsletter: Serve as lead writer and managing editor of quarterly eNewsletter including selection of topics and writing teaser copy; collaborate with web manager to develop  corresponding  landing pages. 
  • Social Media: Manage institutional social media channels (e.g. Twitter, Facebook, LinkedIn, etc.); ghost tweet for senior leadership; contribute to strategy for increasing followership.
  • Third Party Channel Distribution: Lead the development and pitch of thought leadership pieces to third party channels (online and print).
  • General writing & copy edit support: Provide general content and copy edit support to staff; Help maintain an engaging corporate website; support the writing of content for various corporate collateral (e.g. Annual Report, fact sheets, advertisements, etc.).
  • Storytelling: As needed, provide management and support of regional vendors to develop, write, and photograph stories focused on project borrowers and customers as protagonists.

Technical:

  • Place and format final blog and press release content (written and visual) utilizing WordPress content management system (CMS); implementing best practices for keywords, URLs, etc.
  • Place and format final eNewsletter content utilizing Salesforce Content Builder CMS; use other CMS systems as necessary for webinar and event marketing.

Research & Development:

  • Collaborate with key stakeholders to develop appropriate metrics and key performance indicators that demonstrate the efficacy of the content marketing strategy.
  • Complete A/B testing and customer segmentation approaches.
  • Research media coverage and industry trends.

MEASURES OF PERFORMANCE

  • The Communications & Marketing Specialist will be considered to be performing in an acceptable manner when the following have been accomplished:
    • Project management – Develops project plans; coordinates projects; communicates changes and progress; completes projects on time and budget; manages project team activities.
    • Technical skills – Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
    • Interpersonal Skills – Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things.
    • Oral Communication – Speaks clearly and persuasively in positive and negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
    • Written Communication – Writes clearly and informatively; effectively edits work; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
    • Ethics – Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.
    • Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; develops realistic action plans.
    • Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of status or position; accepts responsibility for own actions; follows through on commitments.
    • Adaptability – Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
    • Dependability – Follows instructions; responds to management direction; keeps commitments; completes tasks on time and provides appropriate updates.

COMPETENCIES

  • Communication 
  • Teamwork and Relationships
  • Integrity & Respect
  • Job Excellence
  • Customer Service

SUPERVSISORY RESPONSIBILITIES

  • The position has no supervisory responsibilities

Requirements:

REQUIRED EDUCATION & EXPERIENCE

  • Bachelor’s degree in English, Journalism, Public Relations, or related field.
  • 5-7 years of experience writing for an organization, journalism outlet, or public relations firm.
  • Experience implementing content publishing through content management systems
  • 2-4 years content marketing strategy development experience.
  • Expertise in all major business software applications (e.g. Adobe Creative Suite, Microsoft Office, etc.)
  • Understanding of paid media (e.g. Outbrain, Disqus, Taboola, etc.)
  • Fluency in web analytics tools (e.g. Adobe Omniture, Google Analytics), social media marketing applications (e.g. HootSuite, Tweetdeck), and other social media monitoring platforms.
  • Ability to work independently and maximize results with small budgets and support teams.
  • Expertise in creating long term content and the ability to work well under pressure to address immediate needs or changing priorities.
  • Proven editorial skills with demonstrated examples of multichannel content creation, including experience creating compelling content for target demographics.
  • Demonstrated success in placing content on third party channels.
  • Ability to leverage market data and tools such as Google trends to surface topics and language that maximize SEO and online traffic.

PREFERRED EDUCATION & EXPERIENCE 

  • Experience utilizing HTML in Content Management Systems
  • Master’s degree in English, Journalism, Public Relations, or related field.
  • 3-6 years of experience as a writer for a nonprofit or financial services organization.
  • Passion for mission-driven work and projects that support 

Compensation:

Dependent upon experience.

How to Apply:

Qualified candidates may apply to the posting on our careers page at: http://www.capitalimpact.org/careers

Loan Administrator Calvert Foundation
Bethesda, MD
Job Function: Lending/Loan Operations
Posted: March 10, 2017

Background:

Calvert Foundation is a nonprofit organization that has pioneered a new type of investing; delivering a financial and social return on investments.Through the Community Investment Note, Calvert Foundation has raised $1billion in investment from more than 13,000 investors to invest in hundreds of nonprofits and social enterprises worldwide. Since 1995, our capital has helped build over 17,000 affordable homes, create more than 400,000 jobs, and financed over 20,000 community facilities and social innovations.

Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities. We offer an excellent benefits package that includes a medical and dental, healthcare and transportation subsidy, 401K, subsidized parking or metro, gym membership and more.

Position Summary:

Calvert Social Investment Foundation, Inc. is seeking to fill a non-officer position of Loan Administrator to perform day-to-day loan administration activities related to the loan and equity portfolios. The individual is responsible for all aspects of loan administration, including supporting the development and implementation of new products. The role requires someone with strong operational, problem-solving and project management skills, a high level of understanding of legal documentation associated with loan and equity products, the ability to be nimble and thrive in a fast paced environment. This individual must also be able to provide a high level of service to internal and external customers. As well as share the commitment to the mission of the organization. 

 

Responsibilities:

Contribute to the success of the strategic goals and objectives of the organization by applying technical skills in the area of Loan Administration.  Specific areas of responsibility include but are not limited to: 

Contributing to Deal Approvals

  • Provide feedback on proposed loan structures. 
  • Review and provide feedback as it relates to Loan Administration on proposed credit transactions 
  • Attend Investment Committee meetings

Loan Closings

  • Maintain Closing Checklist.
  • Review closing documents for alignment with approved teams and conditions. 
  • Coordinate with Borrowers and Internal Teams (Investments Team, Legal Counsel, and Risk Management) to ensure all documents necessary for closing have been received, reviewed, and approved as required. 
  • Provide support to Loan Administration Senior Officer and Director

Disbursement of Funds

  • Review and prepare loan disbursements
  • Coordinate pending disbursements with internal teams. 
  • Provide support to Loan Administration Senior Officer and Director

Monitoring

  • Set-up loans in the loan servicing system, in conformance with closing documentation and approved terms and conditions. 
  • Prepare and send monthly invoices to Borrowers
  • Prepare pay-off statements, as requested
  • Ensure that payments are properly applied. 
  • Track and manage loan maturities.
  • Monitor hedges for foreign currency denominated loans. 
  • Monitor Borrower request and follow up with Borrowers for problem resolution. 

Community Investment Note Administration

  • Provide back-up to the Note Administrator as needed. 

General Responsibilities

  • Work cross-functionally with other departments to identify requirements and manage implementation of new products. 
  • Maintain electronic files
  • Monthly updates to Salesforce
  • Ensure all forms and updates are complete for month-end close

Requirements:

  • 3-5 years loan administration experience in the financial services industry; 
  • Strong operational and project management skills, with excellent attention to detail. 
  • Comfortable with working with technology
  • Familiarity with Nortridge or similar loan servicing system, desired.
  • Strong Microsoft Office experience
  • Strong commitment to quality and superior customer service. 
  • Exceptional interpersonal skills, with the ability to interact with people internally and externally. 
  • Solid team player, with the ability to manage through influence.
  • Undergraduate degree in business administration or equivalent work experience.

 

 

Compensation:

Negotiable

How to Apply:

jobs@calvertfoundation.org

Senior Officer, Loan Administration Calvert Foundation
Bethesda, MD
Job Function: Lending/Loan Operations
Posted: March 10, 2017

Background:

Calvert Foundation is a nonprofit organization that has pioneered a new type of investing; delivering a financial and social return on investments. Through the Community Investment Note, Calvert Foundation has raised $1billion in investment from more than 13,000 investors to invest in hundreds of nonprofits and social enterprises worldwide. Since 1995, our capital has helped build over 17,000 affordable homes, create more than 400,000 jobs, and financed over 20,000 community facilities and social innovations.

Calvert Foundation, an impact investment industry leader based in Bethesda, MD, has been named one of the top organizations changing the world by Fast Company. Our team consists of bright, energetic and talented people who have a passion for making a difference in the world by helping underserved communities. We offer an excellent benefits package that includes a medical and dental, healthcare and transportation subsidy, 401K, subsidized parking or metro, gym membership and more.

Position Summary:

Calvert Social Investment Foundation, Inc. is seeking to fill a Senior Officer position of Loan Administration to perform day-to-day loan administration activities related to the loan and equity portfolios.  The individual is responsible for all aspects of loan administration, including supporting the development and implementation of new products.  The role requires someone with strong operational, problem-solving and project management skills, a high level of understanding of legal documentation associated with loan and equity products, the ability to be nimble and thrive in a fast paced environment.  This individual must also be able to provide a high level of service to internal and external customers.  As well as share the commitment to the mission of the organization.

Responsibilities:

Contribute to the success of the strategic goals and objectives of the organization by applying technical skills in the area of Loan Administration.  Specific areas of responsibility include but are not limited to: 

Contributing to Deal Approvals

  • Attend Investment Committee meetings
  • Provide feedback on proposed loan structures. 
  • Review and provide feedback as it relates to Loan Administration on proposed credit transactions 
  • Conduct interviews with various Lenders to ensure alignment with Calvert Foundation strategy and proposed transaction, if applicable

Loan Closings

  • Maintain Closing Checklist.
  • Review closing documents for alignment with approved teams and conditions. 
  • Coordinate with Borrowers and Internal Teams (Investments Team, Legal Counsel, and Risk Management) to ensure all documents necessary for closing have been received, reviewed, and approved as required. 
  • Coordinate closings with multiple Lenders, if applicable

Disbursement of Funds

  • Review and prepare loan disbursements
  • Review and monitor construction loans
  • Review construction consultants reports
  • Coordinate disbursements with internal teams
  • Coordinate disbursements with external lenders. 

Monitoring

  • Set-up loans in the loan servicing system, in conformance with closing documentation and approved terms and conditions. 
  • Prepare and ensure payments are made timely to participating lenders
  • Prepare and send monthly invoices to Borrowers
  • Prepare pay-off statements, as requested
  • Ensure that payments are properly applied. 
  • Track and manage loan maturities.
  • Perform monthly audit of new loan closings to ensure set up accuracy
  • Monitor hedges for foreign currency denominated loans. 
  • Monitor Borrower request and follow up with Borrowers for problem resolution. 

Community Investment Note Administration

  • Provide back-up to the Note Administrator as needed. 

General Responsibilities

  • Work cross-functionally with other departments to identify requirements and manage implementation of new products. 
  • Assist is revising and maintaining current procedures for Loan Administration
  • Provide recommendations for process improvements
  • Provide support as the organization implements new core systems (loan servicing, accounting, portfolio management, etc)

Requirements:

  • 5-7 years loan administration experience in the financial services industry; 
  • Strong operational and project management skills, with excellent attention to detail. 
  • Comfortable with working with technology
  • Construction monitoring experience
  • Familiarity with Nortridge or similar loan servicing system, desired.
  • Strong Microsoft Office experience
  • Strong commitment to quality and superior customer service. 
  • Exceptional interpersonal skills, with the ability to interact with people internally and externally. 
  • Solid team player, with the ability to manage through influence.
  • Undergraduate degree in business administration or equivalent work experience.

 

Compensation:

Negotiable

How to Apply:

jobs@calvertfoundation.org

Community Lending Officer (Bilingual Preferred) Accion
Las Vegas, NV
Job Function: Lending/Loan Operations
Posted: March 10, 2017

Background:

A nonprofit leader in the high-impact fields of community development and microfinance, Accion is dedicated to helping entrepreneurs realize their dreams and fuel increased economic opportunity and mobility through business ownership. Since 1994, Accion has infused more than $102 million in the growth and success of more than 7,000 small businesses across Arizona, Colorado, Nevada, New Mexico, and Texas.

Accion is a member of the Accion U.S. Network, the largest and only nationwide nonprofit micro- and small business lending network in the United States. Since 1991, the members of the Accion U.S. Network have collectively made more than 57,000 loans totaling over $500 million. Globally, Accion (www.accion.org) is a pioneer in microfinance, reaching millions of individuals through its international network of partners.

Position Summary:

We’re looking for a Community Lending Officer to help us pioneer our growth in Las Vegas, NV. A successful Community Lending Officer wears the hat of a banker and has the heart of a social worker. Equal parts analytical and relational, he or she feels at home interacting with people from a variety of backgrounds and cultures, including small business owners, banking partners, public sector leaders, and impact investors, and is equally comfortable analyzing financial documents to understand business needs.

Responsibilities:

  • Support Accion’s strong relationship culture through on-going customer contact, quality customer service, and superior product knowledge;
  • Lead clients through all stages of the lending process from origination to loan closing; 
  • Analyze business owners’ financial history to provide customized credit solutions;
  • Structure and close loans based on monthly goals;
  • Develop referral relationships with community partners such as banks, local chambers and small business development centers; and
  • Develop and maintain a pipeline of new loan applicants.

 

Requirements:

  • Community Lending Officers must have a passion for helping people and a gift for building relationships;
  • Excellent business development and outreach skills;
  • Equally excellent execution skills for closing loans and providing outstanding customer service;
  • One to three years of professional experience and a bachelor’s degree are preferred; 
  • English/Spanish fluency preferred;
  • Ability to travel occasionally is required.

Compensation:

Accion offers an excellent total compensation package, including competitive base salary, the opportunity for exciting incentive pay, health and dental coverage, retirement benefits, and generous paid time off.

How to Apply:

To apply please visit https://careers-accionnm.icims.com/jobs/1037/community-lending-officer/job

Pages

Printer Friendly and PDF