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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.

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Director of Loan Originations Corporation for Supportive Housing
New York, NY
Job Function: Lending/Loan Operations
Posted: January 16, 2017

Background:

CSH transforms how communities use housing solutions to improve the lives of the most vulnerable people. We offer capital, expertise, information and innovation that allow our partners to use supportive housing to achieve stability, strength and success for the people in most need. CSH blends over 20 years of experience and dedication with a practical and entrepreneurial spirit, making us the source for housing solutions. CSH is an industry leader with national influence and deep connections in a growing number of local communities. We are headquartered in New York City with staff based in more than 20 locations around the country.  For more information about CSH, visit our website at http://www.csh.org.

 

Position Summary:

The Corporation for Supportive Housing is seeking an energetic, results-oriented individual for the position of Director of Loan Originations on the national Community Investment team. Reporting to the Chief Lending Officer, the DLO will be responsible for overseeing CSH’s loan originations staff and process. CSH’s national lending team is comprised of staff that cover specific geographic markets, most of whom are based in a local CSH office. In this role, the DLO will work with CSH’s management staff, lenders, local program staff, nonprofit and for-profit sponsors of supportive housing projects, government funders and other partners.

In addition, the Director of Loan Originations will work with CSH lenders and program staff to provide assistance to government in shaping policies and funding programs to create supportive housing production programs to better serve the needs of the extremely low income individuals and families who are homeless and those who face significant barriers to accessing and retaining housing. The DLO will also provide technical assistance to nonprofit, for-profit and public organizations around the financing, creation and operation of supportive housing. A moderate amount of travel is required. Travel includes attendance at conferences, supervising staff and occasionally joining meetings and site visits. A candidate based in CSH’s office in New York City, Washington DC or Chicago is preferred, though other locations will be considered.

The position will be of particular interest to mid-career affordable housing lenders who aspire to further develop their managerial and leadership skills in a significant role in a national CDFI, with both internal supervisory responsibilities working with a strong loan originations staff and extensive external relationships to manage.  All of this as part of an excellent, strongly mission-oriented team.

Responsibilities:

The Director of Loan Originations will:

  • Provide supervision, coaching and development of lending staff located throughout the country, most of whom are based in a local CSH office. Ensures expectations and goals are clearly communicated and understood by staff.
  • Manage CSH’s loan approval process including the staff- and board-level credit committees.
  • Help establish and monitor CSH’s annual lending goals.
  • Work with lenders as they structure loans to ensure compliance with CSH’s credit policies and underwriting practices.
  • Lead new product initiatives as needed.
  • Assist loan officers in originating loans from on-balance sheet and off-balance sheet funds to mitigate risk to the extent possible while meeting borrower needs.
  • Work closely with CSH finance and asset management staff to help manage lending portfolio and maintain risk rating tools.
  • Assist with capital fundraising initiatives as needed, including NMTC and other CDFI Fund applications.
  • Negotiate CSH’s role in off-balance sheet lending facilities as strategic opportunities arise.
  • Maintain/update credit manual, pricing policies, and policy exceptions report.
  • Work with legal counsel, director of loan closings, and loan officers to resolve issues on loans pre- and post-closing.
  • Ensure coordination between lending and program staff through regular pipeline meetings and other venues; directly assist program/managing directors as needed on supportive housing finance and development/systems change issues.
  • Ensure adequacy of and refine underwriting templates and marketing materials.
  • Assist with the hiring of new lending staff as needed; Oversee orientation and training of new lenders.
  • Help manage CI administrative responsibilities.
  • Develop and maintain effective partnerships/relationships with supportive housing providers, government agencies, banks and other external partners. Promote increased visibility in market, including through attendance at conferences and other regional events. Build referral networks. Provide high quality external relationship management.

 

Requirements:

  • Bachelor’s degree; Master’s degree preferred. Additional experience may substitute for education.
  • Experience in the CDFI sector is strongly preferred; Solid track record in supportive and/or affordable housing lending strong desired.
  • Relevant experience in supportive/affordable housing development and/or housing operations, housing-based supportive services, underwriting and financial analysis, funding of low-income and affordable housing programs, or community development activities; experience in the supportive housing field is preferred. Experience as a developer is a plus.
  • Extensive knowledge of the Low Income Housing Tax Credit program and other federally funded affordable housing financing programs. Experience with state/local funding programs in one or more states highly desired.
  • Demonstrated experienced managing staff in person and remotely desired; building high quality teams; building trusted relationships; setting and managing performance expectations; and a proven ability to present/train in the areas of real estate development and housing finance issues.
  • Demonstrated experience at managing multiple assignments effectively.
  • Candidates must be able to take initiative and pursue program goals with minimal supervision.
  • Familiarity with and/or interest in issues related to supportive housing including homelessness, low-income housing, finance, state and local policies, social service delivery, community development, mental illness, AIDS, harm reduction, etc.
  • Excellent verbal and written communication skills; Strong analytical, interpersonal, communication and presentation skills.
  • Demonstrated skills using Microsoft Office Suite (Word, Excel, Access, Outlook and other development feasibility tools).

 

Compensation:

CSH offers a competitive salary and benefit package.

How to Apply:

Candidates should apply online at CSH website.  All candidates should attach their resume, cover letter and writing sample, preferably a credit memo or similar document, as one Microsoft Word or PDF document.  

Please direct questions to our search consultant, David Erickson-Pearson at 303-703-6165 or epdavid@earthlink.net.

REGIONAL VICE PRESIDENT, NORTHEAST REGION NEIGHBORWORKS AMERICA
New York, NY
Job Function: Relationship Management
Posted: January 12, 2017

Background:

NeighborWorks America seeks a highly collaborative, facilitative leader, with a drive for decisive results to serve as its Northeast Regional Vice President (RVP). NeighborWorks America's primary mission is to create opportunities for people to live in affordable homes, improve their lives, and strengthen urban, suburban, and rural communities across America. This mission is achieved through its network of local NeighborWorks organizations (NWOs). The RVP sets the standard for a regional staff whose charge is to strategically provide technical assistance and financial resources to member NeighborWorks Organizations in order to advance the NWOs' capacity for positive impact within the communities being served.

Now more than ever, NeighborWorks America and its network of more than 240 NeighborWorks organizations across the country are needed and operate to provide on-the-ground support to families and communities in every state, the District of Columbia, and Puerto Rico. This critical work is realized through the resourcefulness that is the hallmark of NeighborWorks America and its network of the finest community development nonprofits in the industry – the ability to deliver both proven and innovative solutions efficiently and effectively; to be nimble and responsive to local needs; and to leverage public and private sector resources.

Position Summary:

Collaborating with and accountable to the Senior Vice President of Field Operations, the RVP provides senior level management and leadership for the region and is primarily responsible for developing and maintaining strong working relationships between NeighborWorks and the network organizations in the Northeast region. Based in either the Boston or New York City offices, the RVP will lead a dynamic and geographically dispersed team of 14 to ensure positive outcomes among the approximately 70 NWOs in the region. The role of RVP offers an exceptional opportunity for an accomplished professional with a passionate commitment to social and economic justice and demonstrated success in management to advance an organization that occupies a uniquely important position in the field of community development.

Responsibilities:

The ideal candidate will bring experience in affordable housing, community development or related areas, cultural competency, and have a strong appreciation for the values and mission of NeighborWorks America. The most successful candidates will possess organizational and political savvy, and the energy, enthusiasm, drive, and gravitas necessary to achieve ambitious goals. NeighborWorks America has retained Isaacson, Miller, a national executive search firm, to assist in this search.

Requirements:

-

Compensation:

-

How to Apply:

Apply Here.

All applicants, nominations, and inquires can be directed to Donna Cramer or Andarla Hodge at Isaacson, Miller online at www.imsearch.com/6025 or by phone at 617-262-6500.

NeighborWorks America is an equal opportunity employer

Portfolio and Research Coordinator Invest Atlanta
Atlanta, GA
Job Function: Research and Analytics
Posted: January 11, 2017

Background:

Invest Atlanta is the official economic development authority for the City of Atlanta. Its purpose is to strengthen Atlanta’s economy and global competitiveness in order to create increased opportunity and prosperity for the people of Atlanta.

Position Summary:

Under the joint direction of the Senior Vice President, Economic Development and Vice President, Investment Services – the Portfolio and Research Coordinator will support Invest Atlanta’s Investment Services and Economic Development teams with portfolio management, compliance and research tasks.

Primary duties will be to coordinate the portfolio management, compliance, and loan servicing tasks of financing programs funded by private investors.  In addition, this position will support Economic Development team members who work to attract, expand and retain businesses and jobs in the City of Atlanta, prepare regular reports on key performance metrics, as well as provide project management support.

Must be able to perform most duties with a high level of independence with minimal supervision.

Responsibilities:

  • Review, track and monitor all transactions funded by private investors
  • Monitor status of business loans and real estate development transactions
  • Analyze community revitalization and economic growth impacts of investments
  • Handle compliance documentation, including regular reports to investors
  • Assist to coordinate with investors and partners in the New Markets Tax Credit (NMTC) program, Property Assessed Clean Energy (PACE) program, and EB5 Foreign Investment program.
  • Draft and review documents, such as correspondence, memoranda, and reports
  • Review loan packages submitted to Invest Atlanta for completeness
  • Monitor bank accounts, audits, tax returns and other financial records
  • Review term sheets and partnership agreements for potential investments
  • Communication with attorneys, consultants and investors on regular basis
  • Monitor development project financial performance with respect to credit underwriting
  • Review and analyze all project applications, specifically with respect to loan underwriting criteria and credit evaluation
  • Effectively represent organization at various public and private events
  • Deliver research and information requests to team members who work to attract, expand and retain businesses
  • Respond to Requests for Information (RFI’s) by prospective relocating/expanding companies and site consultants
  • Maintain job and investment data for Invest Atlanta supported projects

Requirements:

  • Bachelor’s degree in Business Administration, Economics, Finance, Public Policy, Law, City Planning, Economic Development, Political Science, or a related field
  • Prior work experience in commercial real estate/economic development research, compliance, portfolio management position or economic development preferred

Compensation:

Negotiable, commensurate with experience.

How to Apply:

More information here.

Apply by submitting a resume and cover letter to jobs@investatlanta.com.

Senior Loan Officer – Detroit IFF
Detroit, MI
Job Function: Financial Services
Posted: January 9, 2017

Background:

IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive by creating opportunities for low-income communities and people with disabilities. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Social return can coincide with financial return.

Across the Midwest, we help clients from every sector, including human service agencies, health centers, schools, housing developers, and grocery stores. Our staff of nearly 90 professionals works from our Chicago headquarters, and we also serve the Midwest from six regional offices: Indianapolis, Indiana; Detroit, Michigan; Minneapolis, Minnesota; St. Louis, Missouri; Columbus, Ohio; and Milwaukee, Wisconsin. We are a U.S. Department of the Treasury-certified community development financial institution (CDFI), a member of the Federal Home Loan Bank of Chicago and the Opportunity Finance Network, and a past recipient of the $5.5 million Wells Fargo NEXT award for Opportunity Finance.

IFF is the largest nonprofit CDFI in the Midwest and one of only a few nationally to earn the CARS AAA+1 rating. Since 1988, we have made over $620 million in loans, leveraged $1.7 billion in community investments, and grown our total managed assets to $498 million.

Position Summary:

The Organization

IFF improves the world by strengthening nonprofits and the communities they serve. As a mission-driven lender, real estate consultant, and developer, IFF helps communities thrive by creating opportunities for low-income communities and persons with disabilities. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest, we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and grocery stores.

Staff contributes its extensive business experience with an unrivaled connection to the mission of IFF and the nonprofit clients it serves.  IFF is looking for candidates with a commitment to the work it does and can demonstrate their creativity, detail-orientation, diligence, efficiency, enthusiasm, flexibility, organization, thoughtfulness, and sense of humor.

Basic Job Function

Responsible for loan production in Michigan and Northern Ohio including business development, networking, relationship management, loan approval and closing.  Identify new business and relationship opportunities.  Work with colleagues to implement sales and networking activities. Analyze and evaluate loan applications and make appropriate recommendations regarding loan approval. Participate in overall portfolio monitoring.

Responsibilities:

Job Duties and Responsibilities

  1. Primary borrower relationship manager for assigned region’s lending activities.  Responsible for sourcing, underwriting, seeking approval, and facilitating the closing and monitoring of loans, including those requiring complex structuring.  (60%)
    • Responsible for guiding prospective borrowers through the loan application, approval and closing process.
    • Screen projects for alignment with IFF and department goals. Evaluate loan requests, including the agency's financial condition and projections, site analysis and building plans, operating plans, potential risks and other relevant data to support a recommendation of whether or not to make a loan. Follow up as necessary with agency and others to obtain additional information. 
    • Coordinate as necessary with the Managing Director of Lending and Portfolio Management, underwrite, structure, package and present loan recommendations for approval to loan committees. Document terms and conditions and issues commitment letter.
    • Provide technical assistance on financing and financial systems to improve capacity of applicants and borrowers.  
    • Support IFF’s Customer Relationship Management database with data input to ensure accurate and comprehensive information on all aspects of loan program are readily available, from initial contact through project closing and long-term monitoring. Contribute quantitative and narrative materials for fund raising applications and required reporting.  
    • Establish closing requirements and work with IFF Closing and Portfolio Management team, borrower, attorneys, and others to facilitate closing process in timely and efficient manner.
    • Work with the Closing and Portfolio Management team to support post-close monitoring including customer check-ins or site visits as required. Coordinate customer relationship management with Closing and Portfolio Management and support effective relationship communications. Identify potential issues and support Closing and Portfolio Management work with borrowing agency to minimize late payments and foreclosures. As needed, works with Closing and Portfolio Management to negotiate and follow up on restructures or workouts.   
  2. Lead loan business development efforts in Michigan and Northern Ohio to build and maintain a strong loan pipeline. Work with Corporate Communications and Public Affairs department (CCPA) to implement appropriate marketing, business development and sales activities. (25%)
    • Develop and pursue business leads from existing network of customers, contact with agencies and market influencers, community leaders and funders and follows up with generated leads.
    • Respond in a timely manner to inquiries from prospective borrowers, providing information regarding IFF lending programs, assessing loan readiness, and assisting as necessary to prepare loan submissions and related paperwork.  
    • Follow up in a timely manner with leads provided by CCPA through telephone calls or meetings.
    • Conduct presentations or workshops for customers and prospective borrowers as arranged and scheduled with MBD or in coordination with other partners. 
    • Cross sell other IFF products and services as appropriate
  3. Participate with other Capital Solutions staff to research, develop, and improve lending programs, policies and procedures, marketing materials, application forms, tracking procedures, program goals, and general communications. (5%)
  4. Provide guidance and mentorship to junior Capital Solutions staff. (5%)
  5. Maintain required job knowledge, skills and core professional competencies. Attend and participate in required educational programs and staff meetings. (2.5%)
  6. Perform other duties as assigned. (2.5%)

Performance Measures

  1. Achievement of lending and program goals.  Long term quality of closed loans. 
  2. High level of customer satisfaction with IFF products and services. 
  3. Complete, accurate, and thoughtful analysis and communication of lending risks and mitigants for loan applications. 
  4. Achievement of portfolio outreach and monitoring goals and increasing the profile and visibility of IFF across the region. 
  5. Solutions to identified issues and challenges relating to loan program implementation.

Requirements:

 

Education: BA required, preferably in business, accounting or finance. 

Previous Experience: Minimum of seven years experience in banking, finance, or real estate finance required.  Demonstrated competence in commercial lending terminology and credit and financial statement analysis.  Experience with marketing loan products. 

Special Knowledge & Skills: Familiarity with the nonprofit sector strongly preferred; familiarity with construction and lending practices and terminology; strong interpersonal skills; comfortable in presentation and workshop situations; proficient computer software user, including spreadsheets (Excel) and databases.

Unusual Requirements: Some travel within the Midwest including occasional overnight travel; occasional evening and weekend work; able to inspect active construction project sites. 

 

Compensation:

See How to Apply Section

How to Apply:

Application Process:  Please send a cover letter, resume and salary requirements to jkraemer@iff.org with “Senior Loan Officer – Detroit” in the subject line.

IFF is an equal opportunity employer.

Credit Analyst Amalgamated Bank
New York, NY
Job Function: Underwriting
Posted: January 9, 2017

Background:

Amalgamated Bank was founded on April 14, 1923 by the Amalgamated Clothing Workers of America and has approximately $4 billion in assets and oversees approximately $40MM in investment advisory and custodial services.  Headquartered in New York City, Amalgamated Bank has branches in NYC boroughs, Washington DC, New Jersey and California. Amalgamated Bank provides affordable and accessible banking to its customers, advocates for workers’ rights, and promotes high standards of environmental, social and corporate governance practices. Amalgamated Bank clients include progressive individuals and organizations like political campaigns, labor unions and nonprofits.

Position Summary:

We are seeking a highly motivated professional to support the underwriting and portfolio management of our mission driven loans to non-profit institutions, foundations, unions, political campaigns and progressive companies. This position will work out of our Washington DC office. The junior underwriter will work closely with the origination team and credit risk management in reviewing and analyzing financial statement reports, conducting due diligence, helping structure the transaction, assessing credit risk ratings, preparing deal screen presentations, writing credit approval memorandums, presenting recommendations to credit committee and monitoring and managing the credit portfolio.

Responsibilities:

  • Analyze borrower’s financial position by interpreting, evaluating, and spreading financial statements, tax returns, aging of receivables and payables, and projections.
  • Determine the proper risk rating for all facilities in accordance with credit policy guidelines. 
  • Attend meetings and/or conference calls on new transactions and work with relationship managers and members of credit risk management in developing deal indicative term sheets and deal screen presentations.
  • Prepare comprehensive credit memorandums that provide opinions and recommendations regarding proposed loans and potential risk and mitigants and ways out discussions.
  • Conduct periodic credit annual review, including spreading of annual and interim financial statements, and credit analysis. 
  • Perform covenant(s) compliance and manage the portfolio
  • Assist in early identification, classification and management of impaired credits.
  • Assist in presentation of transactions to credit committee in support of approval.
  • Perform other transaction related and administrative duties as required.

Requirements:

  • Bachelor’s degree in accounting, finance, or related field with proven academic excellence
  • Excellent organizational skills and attention to detail
  • Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines
  • Strong analytical and problem solving ability
  • Strong communication and interpersonal skills
  • Excellent team player
  • Proficient in Microsoft Office, including Excel and Word
  • Previous credit underwriting and/or banking experience a plus
  • An MBA a plus

Compensation:

Competitive

How to Apply:

Please contact www.amalgamatedbank.com/careers to complete an application.

Vice President of Financial Services Civic Builders
New York, NY
Job Function: Finance
Posted: January 6, 2017

Background:

Dedicated to giving every child the chance to attend a great school, Civic Builders partners with the nation's best educators to create public charter school buildings. Our model for school development has earned numerous accolades and has been adopted by other development entities across the country. We are an experienced team of real estate, finance, and development professionals dedicated to delivering inspirational educational facilities at affordable rates. 
 
We are an entrepreneurial organization that is growing quickly.  Since our founding we have developed 22 schools, serving over 11,000 students in under-resourced communities such as East Harlem, the South Bronx, Bedford-Stuyvesant, and Newark, NJ.  We have developed a million square feet of real estate and invested more than $600M into low-income communities. 

To learn more about Civic Builders, please visit www.civicbuilders.org

Position Summary:

Civic Builders is seeking an experienced Vice President of Financial Services to lead the organization’s financing activities, including the deployment of New Markets Tax Credits, management of federal credit enhancement, and implementation of a new lending platform. In addition to leading these activities, the Vice President of Financial Services will be dedicated to continuous and strategic improvement, bringing new and creative solutions for borrowing and lending that will ultimately lead to more affordable school facilities for communities in need. The Vice President of Financial Services will be committed to business development and will be responsible for building and maintaining relationships with funders, financing partners and other external stakeholders to grow business and improve borrowing costs. Reporting to Civic Builders’ CEO and Co-Founder, David Umansky, the Vice President of Financial Services will join a collaborative leadership team and will directly supervise one team member.

This is an exciting opportunity for an entrepreneurial finance professional to join a growing, mission-driven organization that is making a tangible impact for students and families in under-resourced communities.

Responsibilities:

  • Strategically and operationally manage Civic Builders’ financing work, including day-to-day financial services activities as well as longer term planning to improve efficiency, offer competitive solutions and grow business
  • Build and maintain relationships with CDFI lenders, commercial banks, and other capital market partners and relevant stakeholders to grow business and improve borrowing costs
  • Develop Civic Builders' financial services business, including the building and management of client pipeline and implementation of new lending platform, for which capital has already been allocated 
  • Execute upon numerous financial products including New Markets Tax Credits, foundation PRI, CDFI Bond Guarantee Program, and tax-exempt bonds
  • Recommend investments to the Civic Preliminary Investment Committee, its Board of Directors, and its NMTC Advisory Board
  • Structure financing for new projects and refinancing of Civic Builders’ existing real estate assets
  • Lead credit and underwriting processes, including further development of credit policies and procedures; review and analyze tenant and prospective tenant financials
  • Directly supervise one team member

 

Requirements:

  • 10+ years of professional experience in finance, with specific experience in lending, bonds, or other financing transactions
  • Experience with community investment and related products such as New Markets Tax Credits, foundation PRI, CDFI Bond Guarantee Program, tax-exempt bonds, and credit enhancement
  • Expert at financial analysis with a high degree of familiarity with accounting and audit principles
  • Demonstrated ability to utilize effective interpersonal skills to build and maintain relationships with a specific focus on business development goals
  • Track record of successfully implementing new programs and products in a financial services environment
  • Ability to think strategically and “out-of-the box” to identify new products and solutions
  • Highly flexible with the versatility to shift between strategic and operational responsibilities frequently 
  • Excellent communication skills and demonstrated ability to collaborate internally and externally to achieve goals
  • Experience working with nonprofit charter public schools preferred, but not required
  • Passion for the mission and work of Civic Builders
  • Bachelor’s degree required; MBA or similar advanced degree preferred

 

Compensation:

Civic Builders offers a competitive salary and benefits, commensurate with experience and skills.

How to Apply:

Please upload a resume and thoughtful cover letter, outlining how your skills and experience meet the qualifications of the position and stating how you heard about this opportunity, both in Word format, addressed to David Umansky here.

Applications will be reviewed on a rolling basis.

 

Civic Builders offers a competitive salary and benefits, commensurate with experience and skills.

Civic Builders is an equal opportunity employer.

 

About Commongood Careers

Civic Builders has partnered with Commongood Careers to conduct the search for a Vice President of Financial Services. Commongood Careers is a mission-driven search firm that supports the hiring needs of high-impact nonprofits. With an approach that leverages robust talent networks, recruitment and search management expertise, and a deep understanding of our clients’ mission and culture, we help organizations secure the talent they need to create greater social impact. Since our founding in 2005, Commongood Careers has led more than 700 searches at 275 organizations in 33 states, making us one of the most experienced and dedicated nonprofit search firms in the country. Learn more about nonprofit job opportunities at Commongood Careers.

Policy Associate Feigahn Team
Washington, DC
Job Function: Advocacy/Policy
Posted: January 6, 2017

Background:

The Feighan Team is a small government affairs and advocacy firm committed to providing community development organizations, mission oriented lenders and investors, educators and social enterprises with the strategic advice, insights and tools needed to launch a successful advocacy campaign.  We work to make sure our clients – the change makers working in urban and rural communities across the country - have a seat at the table and a voice that is heard and considered in Washington. As a firm, we are committed to demystifying the political and legislative process and empowering our clients by showing them when and how they can impact the debate and advance their cause. We work to establish our clients as the trusted advocates who members of Congress and other federal officials can turn to for information and on-the-ground insights.

Position Summary:

The position is an excellent opportunity for an individual eager to demonstrate his or her talent and skills in helping a small firm with a purpose that is poised for expansion. While it is a junior level position, we want mature applicants who are committed to promoting public policies that empower people and underserved communities and appreciate that their professional growth can parallel the firm’s success. We are looking for a highly motivated and resourceful individual who is interested in growing with us and advancing the important work being done by our clients.

Responsibilities:

The Policy Associate provides services to support the work of Feighan Team and advance the interests of its clients, including:

Organizational & Administrative Support:

  • Organize and manage contact lists and client files
  • Schedule meetings, conference calls, webinars, and events for clients and external allies
  • Oversee websites under Feighan Team’s management and coordinate social media efforts
  • Undertake activities that contribute to the efficient and professional operation of the firm

Legislative Support & Advocacy:

  • Keep clients updated on hearings, mark-ups and other legislative actions that affect them;
  • Maintain updated congressional leadership and committee rosters and staff contact lists
  • Stay current on federal agency actions that impact clients
  • Support Feighan Team relationships with key congressional and federal agency staff

Support & Advance the Policy Goals of Clients:

  • Research legislation, regulations and other policy developments quickly and comprehensively
  • Develop and update fact sheets, infographics and other briefing materials
  • Develop creative presentations for clients, congressional staff and other audiences

Requirements:

  • Commitment to the work of Feighan Team and the success of its client organizations;
  • Strong organizational skills and attention to detail are essential as is the ability to work independently in a fast-paced professional environment; 
  • Ability to communicate effectively and professionally, both in writing and verbally, with clients, advocacy partners, congressional staff and federal agency staff;
  • An inquisitive mind, strong problem-solving and analytical skills;
  • Background in federal advocacy and/or community development issues;
  • Ability to multi-task and manage competing deadlines;
  • Ability to effectively use Microsoft Word suite of programs, including presentation and spreadsheet software, knowledge of website software a plus;  
  • Bachelor’s Degree and 2-4 years related policy experience. 

 

Compensation:

competative salary commensurate with experience

How to Apply:

Interested candidates should submit a cover letter, resume and two writing samples to info@Feighan.org by Friday, January 19th. Please specify “Policy Associate” in the subject line.

The Feighan Team is an equal opportunity employer.

 

Administrative/Executive Assistant NCCLF
San Francisco, CA
Job Function: Administrative/Operations/IT
Posted: January 5, 2017

Background:

The Northern California Community Loan Fund (NCCLF) was founded in 1987 as a socially responsible investment vehicle to provide capital and expertise to revitalize low-income communities.  NCCLF has grown into a $65 million nonprofit intermediary that provides loans, technical assistance, and grants to community-based organizations and enterprises that create and sustain affordable housing, community facilities, as well as essential health and human services.  Through these services, we seek to alleviate poverty, promote economic justice, and revitalize distressed communities throughout our 46-county service area.

Position Summary:

The Administrative/Executive Assistant is a full-time position that supports the Office Management function (60%) and provides administrative support to the organization’s President and Board of Directors (40%). This position will report to the Director of Finance and Administration and the Office Manager. This position will provide relief to the Office Manager for the Administrative Responsibilities bulleted below.

 

Responsibilities:

Administrative Responsibilities:

  • Answer phones; greet visitors, respond to inquiries; route calls appropriately; prepare outgoing mail, receive and send envelopes/packages; open all mail and record incoming checks; maintain reception area
  • Under supervision of the Office Manager, assist with maintaining all regular office functions and ongoing vendor relationships; monitor services received; work within approved budgets; order equipment and supplies; insure that office equipment is in good working order; photocopying; faxing; participate in developing and updating office and administrative procedures
  • Record incoming payments; distribute copies as appropriate; prepare and make deposits. Maintain custody of petty cash; prepare expense reimbursement forms
  • Assist with overall office space management; maintain a neat and organized office; ensure operation and regular upkeep of telephone and voice mail systems; coordinate with IT staff and outside vendors as needed
  • Provide administrative support to the individual departments on an as-needed basis.
  • Maintain program and administrative files as well as organizational archives in both paper and electronic form. Oversee and maintain organizational filing system, including all required official corporate records
  • Use CRM program for contact management; ensure that information is current; enter notes and record changes as appropriate
  • Assist with special projects, including producing PowerPoint presentation slides; solicit client feedback, evaluate ongoing systems and office needs; develop estimates of administrative expenses and additional duties as required

Executive-related Responsibilities

  • Meet and greet visitors in a gracious, courteous and professional manner
  • Maintain President’s calendar and schedule; confirm meetings 1-2 days prior to scheduled time; reschedule meetings as necessary 
  • Maintain organizational calendar which includes all yearly meetings and important dates for board, staff and committees
  • Answer and screen telephone calls in a professional and timely manner; take accurate messages with a high degree of professionalism and courtesy; arrange conference calls
  • Exercise considerable judgment and discretion in handling requests for appointments and telephone calls
  • Make arrangements for conferences, travel and meetings
  • Draft routine correspondence and other documents.  Proofread and format correspondence, and other documents drafted by President or prepared by others for the President’s review
  • Assist President and Development staff with the preparation of grant applications, reports to funders and other written materials
  • Prepare PowerPoint slides and other presentation materials for meetings and proposals
  • Gather required data from other staff on behalf of the President, managers, or Board member
  • Utilize Salesforce.com database to maintain contacts, enter notes or other information and to manage relationships
  • Obtain board member and president’s signature on pertinent documents including grants, agreements, MOU’s, contracts, etc. Ensure that documents are signed; all instructions from sender are complete, and that documents are delivered on time 

Board of Directors relations:  

  • Record and prepare minutes of Board meetings in a timely and accurate manner
  • Coordinate Board and Executive Committee meetings with President and Board Chair
  • Compile, prepare, and distribute materials for Board of Directors, including drafting and editing President’s report to the Board
  • Maintain Board and Board Committee files, bios and contact information
  • Disseminate meeting schedules; maintain attendance records
  • Reserve meeting rooms, arrange food & cleanup
  • Assemble and update Board orientation materials
  • Obtain board member signatures as needed 

Requirements:

Required Qualifications:

  • Possess a minimum of two years of successful experience in executive assistance and/or office administration and management; more than two years’ experience highly preferred
  • Possess an attention to detail and accuracy; and able to manage multiple tasks simultaneously 
  • Able to work with grace under pressure and communicate professionally with Board members, funders, and NCCLF clients
  • Possess excellent grammatical and writing skills and able to compose and edit business correspondence
  • Possess excellent verbal communication skills; ability to clearly and comfortably communicate with diverse public and internal contacts
  • Self-starter and also possess strong follow-through abilities 
  • Able to be flexible and resourceful in solving problems
  • Knowledgeable of MS Office word processing, spreadsheet, and presentation software
  • Experienced with database or CRM systems
  • Able to prioritize and reprioritize projects as required
  • Able to preserve confidentiality of sensitive information professionally and with integrity
  • Able to work in a team environment and interact professionally with all levels of the organization
  • Professional demeanor and appearance
  • Excellent attendance and punctuality

Desired Qualifications:

  • AA, BA or BS Degree
  • Enthusiastic and committed to work in a community development field
  • Interested in the Community Development Finance field
  • Possess prior nonprofit administration experience
  • Possess experience with database and CRM such as Salesforce

Compensation:

Salary $50,000 - $58,000 plus an excellent benefits package including health, dental, retirement plan and three weeks of vacation

 

How to Apply:

Send résumé and cover letter to 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 Analyst II Federal Home Loan Bank of San Francisco
San Francisco, CA
Job Function: Lending/Loan Operations
Posted: December 28, 2016

Background:

The Federal Home Loan Bank of San Francisco helps meet the borrowing needs of communities by providing wholesale credit products and services to member financial institutions. The Bank is privately owned by its members, which include commercial banks, credit unions, industrial loan companies, savings institutions, insurance companies, and community development financial institutions headquartered in Arizona, California, and Nevada. We are part of a network of 11 regional Federal Home Loan Banks chartered by Congress in 1932 to provide low-cost credit to residential housing lenders. 

We make credit available so local financial institutions can make home mortgage, commercial real estate, small business, and other loans. We also support affordable housing and economic development through partnerships with local communities. As part of this effort, we contribute 10% of our income to the Affordable Housing Program, which provides grants to create affordable housing 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:

To apply, please go here.

The Federal Home Loan Bank of San Francisco is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the Bank to comply with all applicable laws concerning the employment of persons with disabilities.

Community Outreach Relationship Manager First Republic Bank
Los Angeles, CA
Job Function: Business Development
Posted: December 28, 2016

Background:

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich, and New York City. First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans.

Furthermore, we are committed to developing deeper partnerships with nonprofits across affordable housing, the arts, education and economic development. 

In supporting our communities, we hope to encourage more dialogue around giving, to spark fresh ideas about how our financial resources and our hours can change people’s lives for the better, and to be more aware of what nonprofits really need. 

We believe that donating time, money and knowledge to those who are best placed to make a difference to the lives of many is the right thing to do. 

It truly is a privilege to serve our communities.

Position Summary:

We are seeking a highly qualified credit-trained Community Outreach Relationship Manager who has a proven track record of CRA-qualified HMDA lending in the Los Angeles market.

Responsibilities:

The Relationship Manager will be responsible for developing client relationships, primarily through the generation of low to moderate income single and multi-family Residential Mortgages. The individual will acquire clients and build relationships by providing superior client service to achieve financial objectives.

Requirements:

Qualifications include a bachelor’s degree plus a minimum of five years CRA-qualified HMDA lending experience with proven credit skills. This is a position for a self-starter motivated by contributing to the community through competitive residential mortgage products with exceptional customer service.

Compensation:

Compensation with this opportunity will be commensurate with experience and structured as base plus bonus

How to Apply:

Please email Sean Curran directly at Scurran@firstrepublic.com

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