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RE: contract underwriters

Thu, 2019-08-01 11:51
From : Communities>>Open Forum
Michael, Dana Moore and Mike Devlin at Compass Advisors (you may remember them from our Fannie Mae days) Brian Nagendra (formerly of Living Cities and CityFirst) Kevin McQueen at BWB Eileen ------------------------------ Eileen Neely Director of Lending Housing Assistance Council Washington DC 202-842-8600 x119 ------------------------------

5 Step Project Approach - Lessons Learned in Technology Implementations

Thu, 2019-08-01 11:27
From : Communities>>Open Forum
Hi Everyone, Hope you are all enjoying your summer!  I am including a link to my latest blog: 5 Step Project Approach - Lessons Learned in Technology Implementations .  I hope you find this post useful.  Please let me know if you have any follow-up questions. Best, Lily ------------------------------ Lily Leavitt Community Development Practice Lead Craftsman Technology Group Boston MA lily@craftsmantech.com 857 289-2472 ------------------------------

RE: contract underwriters

Thu, 2019-08-01 10:59
From : Communities>>Open Forum
Thanks Nathaniel.  I know Elizabeth well and she is on my list.  Appreciate the response ------------------------------ Michael Carroll Director of Lending Rural LISC Sacramento CA 9168025990 ------------------------------

RE: CDFI Headhunter

Wed, 2019-07-31 19:20
From : Communities>>Open Forum
I want to thank everyone who responded to my request either in the forum or directly.   Thank You Very Much! ------------------------------ Jerry Rioux, Executive Director San Luis Obispo County Housing Trust Fund San Luis Obispo, CA jerry@slochtf.org ------------------------------

RE: contract underwriters

Wed, 2019-07-31 19:18
From : Communities>>Open Forum
Small world.  Elizabeth Moore crossed my mind, too. ------------------------------ Jerry Rioux, Executive Director San Luis Obispo County Housing Trust Fund San Luis Obispo, CA jerry@slochtf.org ------------------------------

RE: contract underwriters

Wed, 2019-07-31 19:13
From : Communities>>Open Forum
Here at MEDA in San Francisco, we contract with Elizabeth Moore (based in Reno) to underwrite affordable housing loans. I highly recommend her. She's extremely knowledgeable about the industry and has decades of underwriting experience. She can be reached at emoore3654@gmail.com. ------------------------------ Nathaniel Owen Community Loan Fund Director Mission Economic Development Agency San Francisco CA (415) 282-3334 ------------------------------

RE: CDFI Headhunter

Wed, 2019-07-31 14:50
From : Communities>>Open Forum
Hi Jerry, We are a $110 MM Community Development Credit Union that's been around for 40 years.  We went through a search for our 3rd CEO last year and our Board turned to David Erickson-Pearson.​ He was great for the Board to work with and grweat for the candidates to work through also.  I would highly recommend contacting David. David Erickson-Pearson 8801 Creekside Way, #1321 Highlands Ranch, CO  80129 303-703-6165 720-244-3943 – cell epdavid@earthlink.net Kevin M Mietlicki CFO, CUDE [More]

RE: CDFI Research

Wed, 2019-07-31 13:25
From : Communities>>Open Forum
I would be happy share information on our $1 Million Dollar Challenge Program which is a nationwide program providing patient capital/equity investments to minority owned enterprises (MBEs) - recognizing the disparity in available patient capital/equity for MBEs. This evening 22 MBEs, that were selected from over 400 applicants nationwide, will be presenting to become one of 10 finalists that will then be provided target technical assistance to enhance their "shark-tank" presentations. Later this [More]

RE: CDFI Headhunter

Wed, 2019-07-31 12:06
From : Communities>>Open Forum
Please feel free to be in touch with me. I am a former CDFI founding board member who has done roughly 100 CDFI searches over the past 25 years. David Erickson-Pearson 8801 Creekside Way, #1321 Highlands Ranch, CO 80129 303-703-6165 720-244-3943 cell epdavid@earthlink.net Erickson-Pearson Search .............finding mission-driven leaders

RE: Loan Policies for a Microlender

Wed, 2019-07-31 07:15
From : Communities>>Open Forum
Hi Sarah,  There is a discussion thread in the Small Business Finance Community where a few CDFIs have shared loan policies.  Thread is below: Loan Policies Thread   In addition, OFN created summaries of key loan policy elements.  The summaries include:  Loan Approval Portfolio and Risk Management Troubled Loan Management Undewriting.   You can view the summaries here . Hope this helps! ------------------------------ Seth Julyan Executive Vice President, Membership Opportunity Finance Network [More]

RE: Social Impact Measurement System

Tue, 2019-07-30 19:19
From : Communities>>Open Forum
Hello All,  I just came across this Social Impact Measurement and Management thread and would like to bring couple of free resources in light. I am happy to see we are talking about the assessing the impact of our work and learning from it at the same time it can help our capacity building.  These guidebooks are free and has easy to follow step by step process for organizations trying to embark on impact management journey.  ACTIONABLE IMPACT MANAGEMENT GUIDEBOOKS.  WEBINAR: An Impact Management [More]

Loan Policies for a Microlender

Tue, 2019-07-30 18:16
From : Communities>>Open Forum
Hello, We are a new microlender focused on women based in Oakland, CA. We are currently working on our loan policies and was wondering if anyone would be willing to share your loan policies with us. It would be great to learn from an experienced peer! Thanks Sarah Bennett Deputy Director TMC Community Capital 1720 Broadway, 3 rd Floor Oakland, CA 94612 415-655-5419

RE: Succession Planning

Tue, 2019-07-30 15:39
From : Communities>>Open Forum
I honestly don't think it is all that different if the business has a Board of Directors. If not, some adjustments would need to be made and it would be more of a document for the owner and their management team. ------------------------------ Adina Abramowitz President Consulting for Change Philadelphia PA 215-247-1544 ------------------------------

RE: Succession Planning

Tue, 2019-07-30 15:27
From : Communities>>Open Forum
Are there similar tool kits for small businesses/ for-profit business models? Thanks! ​ ------------------------------ Andria Martinez Loan Officer NDC Grow America Fund, Inc. ------------------------------

contract underwriters

Tue, 2019-07-30 12:08
From : Communities>>Open Forum
We are exploring the use of contract underwriters to absorb peak workload on an as needed basis. I have a few leads but would like recommendations on contract underwriters able to underwrite affordable housing, community facilities , economic development and small businesses. Would also like to know the market pricing for such services. Thank you Michael D. Carroll Lending Director Sacramento, CA 916.802.5990 www.lisc.org/rural Email disclaimer The information transmitted in this e-mail [More]

RE: CDFI Headhunter

Tue, 2019-07-30 11:03
From : Communities>>Open Forum
Hi, Jerry - these folks/this contact may be able to help.  https://www.smithandwilkinson.com/team/jen-campanaro/  Good luck!  Perry ------------------------------ Perry Newman Chief Executive Officer Dorchester Bay Neighborhood Loan Fund Dorchester MA (617) 825-4200 ------------------------------

RE: CDFI Headhunter

Tue, 2019-07-30 10:33
From : Communities>>Open Forum
Koya Partners - www.koyapartners.com Erin Reedy/Molly Brennan ( ereedy@koyaconsulting.com ) ZRG Partners - www.zrgpartners.com Jerry Bratkovich ( jbratkovich@zrgpartners.com Both have done extensive work in the CDFI field. Fran ________________________________ Make a Difference for Eternity! 10 Glen Oak Drive Landenberg, PA 19350 Email: franlutz@me.com

CDFI Research

Tue, 2019-07-30 10:29
From : Communities>>Open Forum
My name is Katherine Donovan and I am an AmeriCorps VISTA at the Washington Area Community Investment Fund (Wacif) in DC. As part of my VISTA service, I am conducting research on CDFI small business initiatives. I am particularly interested in initiatives that CDFIs in the business lending space have introduced which address inequality, boost place-based resilience, and/or promote legacy businesses. My definition of "initiatives" are activities that fall outside of "typical" CDFI lending/TA activities [More]

RE: Social Impact Measurement System

Tue, 2019-07-30 10:05
From : Communities>>Open Forum
Hi Tameka: Thanks for raising this issue.  It's actually one we've been working on for many years (actually decades) with microenterprise and small business programs and CDFIs.  Working with practitioners, we've developed our EntrepreneurTracker client outcomes survey and process, in which we work with organizations that want to survey their clients  (usually a year or so after they've received a loan or other significant service) to gather some basic outcomes data -- whether they are in business, [More]

RE: CDFI Headhunter

Tue, 2019-07-30 09:56
From : Communities>>Open Forum
We used Find Great People for our local housing fund CEO search. Jennifer Derryberry Chief Financial Officer Community Works 100 W. Antrim Drive | Greenville, SC 29607 ( : 864-235-6331 | 7 : 864-235-6326 | * : jderryberry@cwcarolina.org Connect with me on LinkedIn CommunityWorksCarolina.org Facebook | Twitter | LinkedIn

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