CDFI Connect Community Discussions

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Updated: 5 min 51 sec ago

RE: Loan Document Processing

Thu, 2019-10-31 09:34
From : Communities>>Open Forum
Hello Waldo: We close between 80 and 90 loans per year and use Laser Pro for our loan documents.  It is an annual fee, not per loan. But it ensures we have all the loan documentation required and that it is up to date with State laws.   Another option for your small volume is to have an attorney prepare the loan documents as needed.   Best, Kathy ------------------------------ Kathy Leone Northern Initiatives Marquette MI ------------------------------

Quickbooks

Wed, 2019-10-30 18:54
From : Communities>>Open Forum
We are going to be purchasing Quickbooks for our CDFI. We have an option of an cloud online version for $120 or a desktop version (Amazon). I would love to know the thoughts and what differences you feel there are about choosing one over the other! The online version would also come with free technical support and help, which seems to be a huge bonus. They said the online version however is missing some things the desktop version has. Not familiar enough with QB to know if the differences really [More]

Loan Document Processing

Wed, 2019-10-30 16:07
From : Communities>>Open Forum
We are a Women's Business Center with a micro loan program.  I have been looking for a software program that would prepare loan documents; however, everyone I have visited with have a minimum of something like 500 loans per year.  We typically don't close more that the SBA required 10 loans per year.  Does anyone have a program you use that charges on a per loan basis?  I have heard of one company but cannot get through to their rep and don't know what the company name is to contact them online. [More]

SEO and Search Marketing for CDFIs - Would training or resources be helpful?

Wed, 2019-10-30 14:19
From : Communities>>Open Forum
Hi Everyone, I was wondering if anyone here would be interested in free training about SEO and how they can improve their organization's search presence online? My name is Mike and the company I work for, CNote , is working to be an innovative and flexible capital source for CDFIs across the country. I believe CDFIs do amazing work and I want to help support their mission of economic inclusion however I can. I'm not looking for freelance work (CNote keeps me plenty busy), I'm just looking to help [More]

Senior Policy Manager Job Posting

Wed, 2019-10-30 09:50
From : Communities>>Open Forum
Commonwealth is looking for a new team member. The Senior Policy Manager and lead our work with regulatory agencies, legislators, financial firms, employers and advocacy organizations to identify policy opportunities to support scaling innovative solutions to the financial challenges faced by millions of Americans. This position is right for you if you have: expertise in policy-driven innovation, amazing project management and relationship building skills; and have a proven track record of developing [More]

RE: CFO for Small Business CDFI

Tue, 2019-10-29 11:49
From : Communities>>Open Forum
@Jamie Strayer ​ ------------------------------ Crystal Martin Executive Assistant CU Strategic Planning Tacoma wA 253-200-0418 ------------------------------

CFO for Small Business CDFI

Mon, 2019-10-28 18:20
From : Communities>>Open Forum
AmPac is looking for a contracted CFO for our SBA Micro loan and CDFI loan program. We are looking to onboard someone before year end. The office is in Grand Terrace, CA but some work can be done remotely. Please contact me to learn more. Inspired regards, Hilda Kennedy Founder/President AmPac Business Capital The dba of AmPac Tri-State CDC, Inc. 22365 Barton Road, suite 304 Grand Terrace, CA 92313 909-915-1706 Office 310-901-4831 Direct 909-752-3140 Fax Hkennedy@ampac.com Email [More]

11/5/19: BEA Deposits Webinar- Resources for Growth and CDFI Impact

Mon, 2019-10-28 18:00
From : Communities>>Open Forum
Inclusion is a successful growth strategy and CDFI credit unions continue to outpace the mainstream industry in their lending and other activities. How can your credit union manage growth, maximize impact, and opportunities to leverage its CDFI designation? The CDFI Fund's Bank Enterprise Award (BEA) Program can be a resource for non-member deposits for CDFI credit unions serving distressed communities. Join us for a   November 5th webinar   to learn more about Bank Enterprise Award Deposits and [More]

Job Opportunity: Director of Small Business Advisory Services

Fri, 2019-10-25 12:11
From : Communities>>Open Forum
TITLE: Director of Small Business Advisory Services POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks to fill the full-time position of Director of Small Business Advisory Services, which will be responsible for ensuring organizational impact by providing leadership for Wacif's small business & entrepreneurship advisory services and technical assistance initiatives. As part of the executive leadership, the Director will be a hands-on and participative leader supervised [More]

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Advancing Equity: Diversity and Inclusion at CDFIs

Fri, 2019-10-25 09:49
From : Communities>>Open Forum
FUND Community Institute released its most recent report, Advancing Equity: Diversity and Inclusion at CDFIs this week. We have had many questions about where to access the report, so I wanted to provide the link here. Thanks to all who participated in the research and the OFN Conference session. We sincerely hope the findings are useful to organizations in furthering efforts to foster diversity, equity, and inclusion throughout the industry. http://www.fundconsulting.com/wp-content/uploads/2019/10/FUNDCI-Advancing_Equity.pdf [More]

CAMEL Analysis for Emerging CDFI

Tue, 2019-10-22 12:46
From : Communities>>Open Forum
I would like to find others who are emerging CDFI's that have completed a CAMEL analysis. Sydni D. Hair CDFI Development Specialist P.O. Box 306 Fort Hall, ID 83202 208-478-3914 "No voice is too soft when that voice speaks for others." -Janna Cachola

Finance/Accounting/Admin Discussion Group

Tue, 2019-10-22 08:47
From : Communities>>Open Forum
Hello Everyone, I'm new to CDFI Connect and to my Finance/Admin role at Neighborhood Housing Services of Baltimore.  I'd like to join any discussion groups around Finance/Admin/CFO/Accounting.  Can anyone recommend good groups? Thanks, ------------------------------ John Godwin Deputy Director for Finance and Administration Neighborhood Housing Services of Baltimore Baltimore MD 410-327-1200 Ext. 147 ------------------------------

RE: FA CDFI Application Consultant

Mon, 2019-10-21 21:10
From : Communities>>Open Forum
We've used Julie Gould (who's based on out VA). She's fantastic....we'd be happy to furnish her contact info. Creating thriving communities through strategic investments and knowledge. Watch "Fighting for Equity: 30 Years of Transformative Impact " Jorge Cruz | Chief External Affairs Officer P: 732.640.2061 x412| E: jscruz@njclf.com | C: 732.979.8274 New Jersey Community Capital | 108 Church Street | New Brunswick, NJ 08901 www.newjerseycommunitycapital.org | Facebook | Twitter (@NJCLF) [More]

RE: CDFI Climate Crisis Working Group - kickoff meeting and brief survey

Mon, 2019-10-21 17:12
From : Communities>>Open Forum
Please add me to email group. Thanks. Jeff Merkowitz Senior Advisor Community Development Financial Institutions Fund U.S. Department of the Treasury 202-653-0329 www.cdfifund.gov

RE: FA CDFI Application Consultant

Mon, 2019-10-21 14:55
From : Communities>>Open Forum
Hi Victoria: My firm only writes applications for credit unions, as a result, my guidance is non-biased. The following firms/writers are exceptional in the loan fund grant writing space: @Manjima Bose  of The Fund Consulting @Barbara Eckblad of The Eckblad Group @Alice Veenstra of Veenstra Consulting  @Leslie Hoffman of LEH Consulting Group @Vikki Frank of Lanier Place Consulting They are dedicated to their practice, have award-winning track records and collaborate with other experts in the industry. [More]

RE: FA CDFI Application Consultant

Mon, 2019-10-21 12:55
From : Communities>>Open Forum
@Jamie Strayer ​ ------------------------------ Crystal Martin Executive Assistant CU Strategic Planning Tacoma wA 253-200-0418 ------------------------------

FA CDFI Application Consultant

Fri, 2019-10-18 17:16
From : Communities>>Open Forum
Hello CDFI Community – Have you worked with a consultant on your FA application to the CDFI Fund in the past that you would recommend? We are exploring engaging an individual/firm in the coming year, and would welcome suggestions of folks you've worked with to successfully submit a competitive application to the CDFI Fund.  Victoria ------------------------------ Victoria Richardson Director of Development & Communications Accion East, Inc New York NY ------------------------------

RE: CDFI Climate Crisis Working Group - kickoff meeting and brief survey

Fri, 2019-10-18 11:38
From : Communities>>Open Forum
I would like to be part of the OFN Connect Community. Environmental justice is on our radar as an equity issue but we have not yet determined what that means for our lending. I would be very interested in following and contributing to the discussion as we figure it out. ------------------------------ Sarah Greenberg Regional Director, Southeast Wisconsin Forward Community Investments Madison WI sarahg@forwardci.org ------------------------------

RE: CDFI Climate Crisis Working Group - kickoff meeting and brief survey

Fri, 2019-10-18 11:26
From : Communities>>Open Forum
Melissa We're very interested. We've added resiliency to our project underwriting review, and now we're working on defining what this means for our markets. Cal Calvin B. Vinal President & CEO Capital for Change (C4C): NMLS# 276717 10 Alexander Drive, Wallingford, CT 06492 O 860.586.2028 C 203.910.0130 T 800.992-3665 F 860.920.2022 E cvinal@capitalforchange.org www.capitalforchange.org This institution is an equal opportunity provider. Please consider the environment [More]

RE: CDFI Climate Crisis Working Group - kickoff meeting and brief survey

Fri, 2019-10-18 11:15
From : Communities>>Open Forum
Those working on this topic or just learning about it are invited to join the brand new OFN Connect Community "Lenders for a Resilient Future".  Drop me a note or reply to this thread and I'll send you an invitation to join! I'm excited about what we can do together. Melissa ------------------------------ Melissa Malkin-Weber Sustainability Director Self-Help Credit Union & Ventures Fund Melissama@self-help.org www.self-help.org/green ------------------------------

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