CDFI Connect Community Discussions

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Updated: 8 min 51 sec ago

RE: Next Week: Expert Webinar on CDFI Fund Certification

Mon, 2019-09-16 21:02
From : Communities>>Open Forum
I am all set! Thanks Jason. Richard ------------------------------ Richard Pallay Director, Loan Services Vermont Slauson Economic Development Corporation Los Angeles CA 3237532335 ------------------------------

RE: establishing a community development fund

Mon, 2019-09-16 20:40
From : Communities>>Open Forum
Hi Rick, Are you and the local credit union interested in partnering with another CDFI to establish the fund? If so, I'd love the opportunity to discuss this further. You are welcome to phone me to explore potential synergies. Thanks, SD 843-580-1588 ------------------------------ Sheree Darien Community Development Loan Officer Small Business Assistance Corporation Savannah GA (912) 721-6321 ------------------------------

RE: Next Week: Expert Webinar on CDFI Fund Certification

Mon, 2019-09-16 11:11
From : Communities>>Open Forum
Hi Richard - it should be working now - click here. Thanks! ------------------------------ Jason Friedman Principal Friedman Associates 319-341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

RE: Next Week: Expert Webinar on CDFI Fund Certification

Fri, 2019-09-13 10:22
From : Communities>>Open Forum
Hi Jason, The drop down does not display the 9/26 date. Please advise when registration opens for this date. Thanks Let's Make a Difference Together! Best, Richard Pallay Jr. Director, Loan Services Vermont Slauson Economic Development Corporation 1130 W Slauson Ave Los Angeles Ca. 90044 323-753-2335 phone 323-753-6710 fax www.vsedc.org

Next Week: Expert Webinar on CDFI Fund Certification

Thu, 2019-09-12 13:37
From : Communities>>Open Forum
Dear Colleagues - If your mission to create inclusive economic opportunity in your community, then your strategic imperative is to obtain official designation by the Department of the Treasury as a Community Development Financial Institution (CDFI). CDFIs are specialized financial institutions created to meet the credit needs of economically distressed people and places. Join us for a free webinar on one of the two following dates: Dates: Thursday, September 19th or Thursday, September 26th Time: [More]

COMMERCIAL LOAN SERVICING MANAGER - POSITION AVAILABLE

Wed, 2019-09-11 13:13
From : Communities>>Open Forum
Hi all, Self-Help Credit Union has an opening for a Commercial Loan Servicing Manager located in Durham, NC. If you or someone you know is a dynamic, people-focused person with servicing and supervisory experience, let us know! https://www.self-help.org/careers/job-openings/1978-commercial-loan-servicing-manager Thanks, Ashley ------------------------------ Ashley M. Pinkard VP, Commercial Lending Asset Quality Self-Help| 301 W. Main Street | Durham, NC 27701 Mailing | PO Box 3619 | Durham, NC 27702 [More]

RE: Loan Accounting / Servicing Software - Recommendations?

Mon, 2019-09-09 15:50
From : Communities>>Open Forum
Hi Caprice, I'm just reading this post now and was wondering what you found in your research for a new system and  if you ever got around putting together that excel sheet comparing systems. We are currently in the search of a system that can talk to Quickbooks and ideally can allow us to do servicing and loan origination in one place.  Any information you can share would be appreciated!  Thank you,  Lissette ------------------------------ Lissette Paukert Program Administrator MCCI Lawrence MA (978) [More]

Invest Detroit is seeking a Senior Loan Officer!

Mon, 2019-09-09 10:03
From : Communities>>Open Forum
Are you (or someone you know) a commercial lending professional who wants to play a big role in growing Detroit's economy? Apply for our newly created Senior Loan Officer position and join our growing team of people passionate about our city and our mission. Visit our careers page for more information. https://investdetroit.com/resources/careers/ ------------------------------ Amber Gladney Vice President, Administration Invest Detroit Detroit MI ------------------------------

RE: Low/Moderate Income Data Recording Automation

Mon, 2019-09-09 09:49
From : Communities>>Open Forum
I have never heard of there being an easy HUD income level lookup, that would be nice! I only know different systems have integrated the table for automatic calculation. ------------------------------ Lissette Paukert Program Administrator MCCI Lawrence MA (978) 258-2772 ------------------------------

Austin, Texas in September

Fri, 2019-09-06 14:00
From : Communities>>Open Forum
Howdy CDFI Friends and Family, Wanted to alert you and your staff to a few events taking place in Austin, Texas later this month.  First, we are hosting a  1 ½ day workshop September 24-25 that can help accelerate financial inclusion in your community by participating in interactive activities to learn how to engage diverse populations and implement two impactful programs to grow business and membership for the organization: ITIN Lending and a Small Business Lending Referral Program. We are holding [More]

RE: Low/Moderate Income Data Recording Automation

Fri, 2019-09-06 13:39
From : Communities>>Open Forum
Hi Jamie, We are a software provider for local and state housing agencies, developers, investors, and CDFI's.  We automate and provide this data so you can easily confirm regulatory compliance.  Feel free to contact me for more information.  Debra L. Starbuck, dstarbuck@Prolinksolutions.com 720-833-3737 ------------------------------ Debra Starbuck Sr. Product Marketing Manager ProLink Solutions 530-878-8075 ------------------------------

RE: Quarterly Interest Accrual Reporting / Downhome

Thu, 2019-09-05 19:16
From : Communities>>Open Forum
Hi everyone! Now that autumn is just around the corner and summer vacations are drawing to an end, we're reaching out again in case we missed someone...   @Laurel Stark and I work together​ at Spruce Root, Inc.  and are hoping that some of our fellow small business CDFIs has a solution for quarterly reporting for irregular payment schedules using DownHome​ Loan Manager cloud software.  (We have some loans with repayment schedules exceeding the traditional reporting quarters, so the accrual amounts [More]

RE: establishing a community development fund

Thu, 2019-09-05 18:50
From : Communities>>Open Forum
Hi @Rick Schloemer , I seem to remember meeting some fellow OFN members at one of the national conferences in either DC or Chicago who had similar programs.  Unfortunately I cannot remember a specific name.   Hoping my reply puts this back at the top of everyone's inbox​ to get it circulating again....Best of luck to you and your efforts! p.s. - I will also let you know if I find any leads. ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., [More]

RE: 5 Step Project Approach - Lessons Learned in Technology Implementations

Thu, 2019-09-05 18:46
From : Communities>>Open Forum
Nice job @Lily Leavitt - Thanks for sharing!​ ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------

RE: Seeking Sample Photo/Video Release Form

Thu, 2019-09-05 13:36
From : Communities>>Open Forum
One more thing... I'd also suggest adding a field to collect the signer's preferred social accounts, so if you're posting stories or other promo, you can expand your network by tagging theirs. ------------------------------ Megan Crook Community Engagement & Outreach Manager AltCap Kansas City MO 816.216.1851 ------------------------------

RE: NCRC CRA white paper on community development financing and assessment areas

Thu, 2019-09-05 12:30
From : Communities>>Open Forum
@Josh Silver I just got to reviewing my prior CDFI Connect updates and saw your link.  Thanks for taking the time to share your findings with everyone!  I will be keeping it for reference.  (If it hasn't already, perhaps it should be added to the reference library here as well.  @Seth Julyan ?)​ ------------------------------ Caprice Pratt Small Business Lending Outreach / Underwriter Spruce Root, Inc., Southeast Alaska ------------------------------

RE: CDFIs Response to NYT Reporting on Opp Zones?

Thu, 2019-09-05 11:39
From : Communities>>Open Forum
OFN applauds and supports those CDFIs that are using (or attempting to use) the opportunity zone tax incentive to support impactful projects in their communities. At our upcoming annual conference in DC, we are offering a session to highlight these examples. (October 23 10:45 – 12: 15) At the same time, we recognize the serious limitations in the current law. Increasingly, our thoughts are turning to possible reforms to this tax incentive and whether there are changes OFN could promote in an "Ozones [More]

Low/Moderate Income Data Recording Automation

Thu, 2019-09-05 11:30
From : Communities>>Open Forum
Is anyone willing to share how you record low/moderate income status for your clients? Our compliance person is working on some items related to this and we are trying to see if we can automate the process. I know for example many people use the HUD income tables to determine this - but this is a lot of manual data lookup. I feel like there should be some sort of way to automate this - for example, using an API to look up the HUD income table values based on what clients enter as their income information [More]

RE: Seeking Sample Photo/Video Release Form

Wed, 2019-09-04 14:18
From : Communities>>Open Forum
Thank you to everyone who took the time to share with me the media release/waiver tools that your organizations currently use. As promised, I have attached a copy of what our organization decided to use for now. As the use of social media continues to evolve, I suspect our release form will too. Until then, we have incorporated the language in the attached form into our loan documents for ease of use and will use this stand-alone form for existing clients.  Best Regards to All,  Barbara Anne ------------------------------ [More]

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RE: Seeking Sample Photo/Video Release Form

CDFIs Response to NYT Reporting on Opp Zones?

Tue, 2019-09-03 11:54
From : Communities>>Open Forum
Good morning Connect Community - initial observations/reporting on OZones is confirming the suspicions of many that these projects will do little to achieve the goal of fostering a more inclusive economy.  I know that several CDFIs are venturing into the breach; it would be great to hear about their perspective and learning so far.  Thanks. https://www.nytimes.com/2019/08/31/business/tax-opportunity-zones.html ------------------------------ Jason Friedman Principal Friedman Associates 319-341-3556 [More]

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