Background:
Opportunity Finance Network (OFN) is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of our mission to align capital with social, economic, and political justice, OFN supports its 270+ member CDFIs with money, strength, and voice to drive transformational change in underserved rural, urban, and Native communities nationwide.
OFN builds the strength of its membership and other CDFIs through financial products and services, events, training, research, policy advocacy, and visibility. CDFIs deliver responsible, affordable finance to markets that mainstream banks do not serve.
To learn more, visit www.ofn.org
People who work at OFN come from a variety of professional and academic backgrounds. Be a part of our growing diverse, highly committed, skilled and collaborative staff who are guided by the following values:
• Passion for the mission and true believer in our core purpose.
• Courage to be a fearless advocate who is confident and resilient in our fight to drive capital into low-income communities.
• Smart, quick seekers of knowledge who thrive on creating and developing new strategies, products, and programs for increasing capital to communities we serve.
• Desire to be a collaborative team player who possesses humility and a willingness to lean in all areas of our work.
Position Summary:
The Communications Associate supports and participates in OFN’s communication outreach to key audiences including OFN members, funders, investors, the CDFI industry at large, policy makers and the media. The Associate will publish and send scheduled web and blog content utilizing a content management system, email marketing software, advocacy software, and social media platforms.
Responsibilities:
• Proficient use and maintenance of OFN’s communications infrastructure including multiple platforms to engage OFN target audiences.
• Coordinate Strategic Communications and Public Policy metric tracking via monitoring platforms to produce performance reports for investors, House and Senate ethics offices, and other key audiences.
• Develop and maintain strong relationships with all levels of the organization to facilitate cross-functional collaboration regarding marketing events, OFN programs and public relations initiatives.
• Provide tactical support for OFN’s editorial and outreach calendar.
• Publish and send scheduled web and blog content utilizing a content management system, email marketing software, advocacy software, and social media platforms.
• Prepare routine correspondence and blog posts. Includes regular Public Policy communications such as CDFI Fund award announcements, invitations to join sign-on letters, and factual blog posts to highlight industry press announcements.
• Schedule appointments with policy makers for President and Chief External Affairs Officer. Contact schedulers or legislative assistants on Capitol Hill to arrange meetings with Members of Congress.
• Conduct fact checking and secure permissions from CDFIs and borrowers regarding CDFI projects, photos, and quotes used for borrower stories and member profiles.
• Manage inventory of marketing collateral, booth, and banner properties.
• Support video production and presentation graphics, for example by reviewing b-roll footage or an image library of borrower photos to nominate candidate content.
• Document best practices and assist with ongoing storage of digital assets for ease of retrieval.
• Monitor key issues impacting the CDFI industry.
Requirements:
• Bachelor’s degree in Journalism, English, Communications, or 5-7 years of equivalent experience in lieu of a degree.
• 1-3 years of demonstrated communications work experience.
• 1-3 year of professional experience working at a national membership association desired.
• A strong passion for, understanding of, and commitment to OFN’s mission, vision and values; familiarity with the CDFI industry strongly preferred where one can be a fearless advocate, who is confident and resilient in OFN’s fight to drive capital into low-income communities.
• Strong communication skills in public and private settings both in verbal and written formats.
• A collaborative team player who possess good interpersonal skills to work across all levels of the organization, humility, and a willingness to learn in all areas of our work.
• Smart, quick seeker of knowledge with the ability to think creatively and have the ability to adapt content for social media, blog posts, and forums.
• Adept at online content publishing.
• Tight organization, project planning skills, and a close attention to detail is required as the Associate supports time-critical content publishing across many platforms and maintains records for the department.
• Empathy to understand diverse perspectives.
• Familiarity with a range of marketing technology including: Salesforce, Pardot, Drupal, Wordpress, CQ Engage, CVENT, Vimeo, Google Analytics, Hootsuite, and Hashtracker.
• Ability to set priorities, follow through on challenging situations and effectively manage time under moderate supervision.
• Light to moderate travel required (5-15% of time).
• No extraordinary physical requirements beyond ability to travel.
Compensation:
Commensurate with experience.
How to Apply:
https://theapplicantmanager.com/jobs?pos=of158&fs=15px
Background:
Opportunity Finance Network (OFN) is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of our mission to align capital with social, economic, and political justice, OFN supports its 270+ member CDFIs with money, strength, and voice to drive transformational change in underserved rural, urban, and Native communities nationwide.
OFN builds the strength of its membership and other CDFIs through financial products and services, events, training, research, policy advocacy, and visibility. CDFIs deliver responsible, affordable finance to markets that mainstream banks do not serve.
To learn more, visit www.ofn.org
Position Summary:
The Associate, Development works in close collaboration with the Development Team and with other OFN staff to support and leverage strong relationships with new and existing philanthropic, bank and corporate funders and impact investors.
Responsibilities:
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Support Development team in grant proposal development and submissions process.
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Produce quality written assignments that culminate in concept papers, funding proposals, and other communication to funders/investors.
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Prepare and organize materials for grant proposals; submit and monitor grant applications.
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Execute and coordinate related department external correspondence and ensure acknowledgment of funders/investors in OFN’s external communications
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Support grant compliance including coordination of funder and investor reporting, tracking deliverables and monitoring grant budgets with high standards of effectiveness, timeliness, and completeness.
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Manage the timely completion and submission of all funder and investor reports.
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Monitor and maintain the funder and investor reporting schedules and requirements, including records on enterprise-wide CRM (Salesforce) platform.
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Draft compelling progress and final reports to funders that fully capture programmatic success, collaborating with OFN staff across business lines.
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Participate in and assist in coordinating meetings and conference calls with funders/investors.
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Collaborate with the SVP, Development to coordinate the systems, data, and research that drive funder/investor relationship planning and execution, including contact information, communications logs, pipeline, etc. using Salesforce.
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Contribute to the team’s planning and strategy development with quality research and analysis from external and internal sources to provide synthesized, thoughtful research that feeds funder prospecting and concept papers.
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Support OFN’s sponsorship activities, assisting in the relationship management and logistical planning for the OFN Conference and other sector events as assigned.
Requirements:
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Bachelor’s degree or 5-7 years work experience in lieu of a degree; graduate degree a plus
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1-3 years experience in fundraising, grant writing, and/or grants management required
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Demonstrated formal writing experience required; preferably analytical or persuasive in nature.
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Experience working with CRM databases is highly beneficial; experience with Salesforce a plus
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A strong passion for, understanding of, and commitment to OFN’s mission, vision and values. Familiarity with the CDFI industry strongly preferred where one can be a fearless advocate, who is confident and resilient in OFN’s fight to drive capital into low-income communities.
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Excellent customer service, collaboration, and relationship management skills, with internal and external partners. Ability to collaborate with other teams within OFN.
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Must possess strong analytical and persuasive writing skills as well as superior editing skills, including ability to convey complex information in a clear manner to diverse audiences with a high attention to detail required.
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Self-motivated with the ability to set priorities and manage multiple tasks, projects, and deadlines concurrently, and at times, under pressure without sacrificing quality. Must be able to work under minimal supervision in an effective and efficient manner in a fluid environment.
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Smart, quick seeker of knowledge with the ability to think strategically, creatively, and tactically to analyze results and serve as an adaptable problem-solver.
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Strong work ethic, a high level of integrity, ability to exercise strict confidentiality in all work, and a commitment to organizational success.
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Advanced skills in Microsoft Office (specifically Word, Excel and PowerPoint)
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Moderate travel required (<15% of time).
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Job involves normal physical requirements for an office position.
Compensation:
Commesurate with experience.
How to Apply:
Background:
Opportunity Finance Network (OFN) is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of our mission to align capital with social, economic, and political justice, OFN supports its 270+ member CDFIs with money, strength, and voice to drive transformational change in underserved rural, urban, and Native communities nationwide.
OFN builds the strength of its membership and other CDFIs through financial products and services, events, training, research, policy advocacy, and visibility. CDFIs deliver responsible, affordable finance to markets that mainstream banks do not serve
Position Summary:
The Member Engagement Associate will drive the adoption and engagement in OFN’s online community – CDFI Connect. Our ideal candidate will be a relationship builder, have familiarity with the CDFI industry, understand the potential of a robust online community, and able to develop engaging content and build relationships with OFN members.
Responsibilities:
- Drive adoption and engagement in OFN’s online community – CDFI Connect-- coordinating with managers and stakeholders across the organization to ensure its effectiveness and providing superior quality of customer service and support to members.
- Oversee all technical aspects of the online community, including working with vendor (Higher Logic) to address, resolve, and communicate issues related to the features and functionality of the platform.
- Develop community-wide communications and engagement strategy and content programming plan.
- Engage with the CDFI Connect community by programming posts that will drive conversation, connect members with shared interests, identify and recognize top contributors.
- Ensure that the user experience on CDFI Connect is simple, clear, and engaging.
- Work closely with colleagues in program management business lines to develop tactical plans to build and support community among their constituents.
- Monitor discussions, resource postings, and trends within CDFI Connect.
- Identify and report trends in usage and advise on potential opportunities.
- Create, develop, and maintain community training resources, guidelines and policies.
- Train OFN staff on how to participate and engage in the community.
- Grow the size and impact of CDFI Connect.
Requirements:
- Bachelor’s degree. In lieu of a Bachelor’s degree, 5-7 years of direct professional communications experience.
- 3-5 years of professional communications experience preferably within a national membership association or developing and growing large-scale online communities.
- Experience working with digital platforms and website content management systems.
- Experience working with professional social media, email marketing and management software experience.
- Exceptional communication skills in public and private settings both in presentation and written formats.
- Ability to think strategically, creatively, and tactically to analyze results and assist in implementing plans.
- Good interpersonal skills and ability to collaborate across all levels and departments of the organization.
- Ability to assist with online publishing and ability to assist senior staff with adapting content for social media, blog posts, and forums as well as a diverse audience.
- Strong project planning skills, keen attention to details, and ability to manage multiple projects with ease.
- Ability to set priorities and follow through on challenging situations with a supervisor, and effectively manage time under moderate supervision.
- A strong appreciation for, understanding of, and commitment to OFN’s mission, vision and values. Familiarity with the CDFI industry strongly preferred.
- Light to moderate travel required (5-15% of time).
- No extraordinary physical requirements beyond ability to travel.
- Knowledge of Higher Logic community platform a plus.
Compensation:
Commensurate with experience.
How to Apply:
Background:
Opportunity Finance Network (OFN) is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of a mission to align capital with social, economic, and political justice, OFN supports its member CDFIs with money, strength, and voice to drive transformational change in underserved communities nationwide.
Position Summary:
Reporting to the Chief Lending and Investment Officer (CLIO), the Investment Associate position provides project level support for the design and development of capital strategies and products. The Investment Associate leads or supports interdepartmental projects utilizing a collaborate design approach that leverages the organization’s full capacity. The position supports the outreach and development of relationships with OFN’s CDFI members, allies and investors in OFN. As a member of the Financial Services team, the Investment Associate also maintains underwriting and portfolio management responsibilities.
Responsibilities:
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Lead cross-departmental customer focused design processes to develop effective new products and programs that increase CDFIs’ financing and development services both nationally and in target markets. Coordinate across departments; engage end-users and other key stakeholders.
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Document and synthesize research outcomes to develop recommendations for financial product or service offerings. Work with the Knowledge Sharing team to determine if there are training or technical assistance opportunities that arise from the recommendations. Work with CLIO and Senior Vice President of Financial Services to integrate these recommendations into Financial Services Business strategy.
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Assist CLIO and the Treasurer to determine key investor OFN Investment targets.
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Prepare and review materials used for investor outreach including financial models, investment proposal memoranda, management presentations and investor presentation materials.
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Develop relationships with new and existing CDFIs to identify new trends and sector opportunities.
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Prepare and present credit and financial risk analyses reports to OFN senior leadership and respective investment committees.
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Analyze CDFIs’ financial statements, loan portfolios, lending and investment policies and procedures, and strategies to determine the degree of risk involved in extending credit, as well as recommend risk mitigation strategies.
Requirements:
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Bachelor’s Degree or 7-10 years of direct work experience in lieu of degree.
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3-5 years professional experience in financial services, strategic consulting or community development finance preferred, including experience in financial advisory, investment management or product development.
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Ability to distill problems/opportunities into understandable actionable strategies.
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Demonstrated experience writing and presenting detailed investment recommendations with emphasis on clarity, conciseness, and relevance.
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Solid understanding of accounting principles with ability to apply knowledge to assessing risk and performing financial underwriting.
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Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents.
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Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality.
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Advanced knowledge of MS Excel and financial modeling skills.
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Commitment to community and economic development.
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Ability to work both independently and collaboratively with teams across OFN.
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Some travel required (25% of time).
Compensation:
Commesurate with experience.
How to Apply:
To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF154
Background:
The Center For Neighborhoods Mission, Vision & Values . . .
For over 45 years, the Center For Neighborhoods (CFN) has supported and empowered neighborhoods to create stronger and more vibrant communities using an asset based community development philosophy. We work in relationship driven neighborhood engagement, leadership development education, and community-based planning and design, with a focus on community development, creating a sense of place, and improving the built environment.
Position Summary:
CFN envisions a Louisville community of unique neighborhoods led by engaged neighbors creating places that provide a high quality of life and equitable access to opportunity for all people. We believe:
• that all communities and individuals have histories, strengths, gifts, abilities, and knowledge to share, and that great neighborhoods are built by connecting and building upon these assets.
• people and relationships are the foundation of great neighborhoods and that each neighborhood is unique, has value, and has a different lived experience.
• great neighborhoods should also provide equitable access to opportunity for all.
• great neighborhoods are built through collaboration and we seek to leverage and connect the strengths of partners and neighbors.
• the long-term wellbeing of neighbors, neighborhoods, our larger community, and its institutions in the context of promoting healthy local environments.
• great neighborhoods are built through trust and we must operate with the highest standards of integrity, ethics, professionalism, service, transparency, and fiduciary responsibility.
The New, Full-time Executive Director will . . .
• Champion the Center at public meetings and events; and initiate and strengthen partnerships and external relationships in the private and public sector
• Oversee execution of the strategic plan; research and evaluate program development opportunities;
and develop and oversee needed policies and procedures for governance
• Work with the Development Director and Board Chair to develop and manage a fundraising plan and
assist in cultivating and soliciting gifts and grants while focusing on expansion of unrestricted funding
sources and new revenue opportunities
• Guide the Program staff, contractors and volunteers, develop outcome measures and evaluation
for programs; and provide direct support to program team
• Inspire staff to accomplish goals in a team environment; recruit staff, interns and volunteers to assist in program work; and develop individual work programs, conduct annual staff evaluations and set performance measures for future work
• Develop agendas and fiscal reports for monthly board meetings; provide support to the Board and Committees; and support the recruitment of new Board and Committee Members
• Oversee this $800,000 organization’s fiscal operations, including developing and administrating an annual budget while fostering a culture of fiscal responsibility
Responsibilities:
Ideally, the Executive Director will have experience with
• Building collaborative and relationship driven community development
• Working in or with Community Development Corporations (CDCs)
• Telling the story to funders and cultivating relationships that lead underwriting success
• Staff supervision including leadership, communication and team building skills
• Leading and implementing strategic objectives to grow an organization
Requirements:
And has the Following Qualifications . . .
• Passion and understanding of the nature and purpose of CFN with a strong commitment to the CFN mission;
• Ability to relate empathetically and effectively with diverse groups of people from all social and economic segments of the community; track-record of building authentic, constructive relationships and collaborations
• Bachelors degree (Masters degree preferred); education in Urban Planning, Public or Business Administration, Nonprofit Management, or similar fields a plus
• 5+ years of administrative supervisory experience
• Strong written and verbal communications skills with professional presentation, social media, and philanthropic marketing skills
Compensation:
Commensurate with experience
How to Apply:
We Invite You to Apply to Lead the Center For Neighborhoods . . .
Please submit a resume, cover letter and salary expectations to our search counsel by email only at: HR@ashleyrountree.com
Background:
CEI integrates financing, business and industry expertise, and policy solutions to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and other rural regions. CEI envisions a world in which communities are economically and environmentally healthy, enabling all people, especially those with low incomes, to reach their full potential.
Position Summary:
Are you looking to apply your business and technical skills in a creative and impactful way? Do you want to be part of a team who shares your passion for helping to create a strong Maine economy by supporting small businesses, workforce development, good jobs and environmental sustainability? Are you interested in building a career in small business finance?
Then we want to hear from you…
CEI’s mission is to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and in rural regions across the country by integrating financing, business and industry expertise, and policy solutions. We have an exciting career opportunity with growth potential for someone who is passionate about the intersection of community development, business and finance.
Working with a senior team mentor, the Associate Loan and Investment Officer (“ALO”) reviews and assesses financing requests from a wide variety of companies, cooperatives, developers, and nonprofit organizations in accordance with CEI’s mission-driven lending philosophy. They will have the opportunity to work with borrowers in a comprehensive fashion, from marketing to potential customers and partnering organizations, to evaluating, structuring, and closing loan requests, to managing an existing portfolio of loans. . This result is a dynamic work environment, regular learning opportunities, and tangible support for Maine businesses.
This is a full-time 40 hour per week position with benefits. The position is based in our LEED platinum office in downtown Brunswick but will serve clients and communities throughout the state.
Responsibilities:
Responsibilities and Duties:
1. Business Development - markets CEI and its financing programs to potential customers, bankers, funders and other partners. Speaks to potential customers making inquiries about loan and financing programs. Represents CEI at local, state and national events from time to time.
2. Underwriting and Approval - works with a senior lender and credit analyst to assess, package, and present financing requests. Provides applicants with information on loan structuring, business planning, and delivers limited technical assistance. Works closely with CEI Program and Business Development staff to meet CEI’s social mission and strategic plan objectives.
3. Loan Closing - gathers required documentation in advance of loan closings. Coordinates with customers, other lenders, legal counsel, CEI Loan Services and Accounting. May serve as a Closing Agent for other lenders’ transactions during training.
4. Portfolio Management - manages and monitors existing loan portfolio, including completion of annual reviews. Services existing accounts, handling requests for additional financing, troubleshooting, etc. Supports Director of Loan Quality and Compliance with delinquent accounts.
5. General - participate in training and professional development opportunities. May be appointed to assist or lead special projects and support process, policy, or product innovation, such as conducting research into new loan products or improving data analytics.
Requirements:
Qualified candidates will have a passion for business and community economic development. The individual must be results-driven, curious, and willing to learn. She/he will have the proven ability to work collaboratively and foster strong relationships with clients and colleagues. Excellent time management, critical thinking, and organizational skills are a must. Attention to detail and competence in writing and math are also important.
Qualified candidates will have a degree in business or related field. Equivalent combination of education and relevant experience may be considered as a substitute for formal education. Interest in the non-profit sector is important. Exposure to/understanding of finance/lending or community development finance is a plus, though prior lending experience is not required.
Compensation:
DOE
How to Apply:
Please visit our careers page at
https://www.ceimaine.org/about/
Please click on the position title. This will direct you to our online application portal.
Thank you,
Background:
CEI integrates financing, business and industry expertise, and policy solutions to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and other rural regions. CEI envisions a world in which communities are economically and environmentally healthy, enabling all people, especially those with low incomes, to reach their full potential.
Position Summary:
Do you have a background in philanthropic fundraising and grant writing? Are you looking to apply your skills in a creative and impactful way? Want to be part of a team who shares your passion for helping to create a strong Maine economy by supporting small businesses, workforce development, good jobs and environmental sustainability?
Then we want to hear from you…
CEI’s mission is to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and in rural regions across the country by integrating financing, business and industry expertise, and policy solutions.
The Resource Development Manager is a contributing member of the CEI Corporate Development Team, which supports CEI’s fundraising and resource development activities. This position reports to the Chief Executive Officer and works closely also with the President and Operations Leadership Team to identify philanthropic resource opportunities, develop and write grant proposals, maintain and cultivate relationships with funders, engage with broader staff to develop a diverse and stable funding base for CEI’s work consistent with CEI’s strategic plan.
This is a full-time 40 hour per week position with benefits although CEI is open to discussing a 30-32 hour per week schedule for the right candidate. The position is based in our LEED platinum office in downtown Brunswick, Maine.
Responsibilities:
Responsibilities and Duties:
1. Development, Funders, Research and Analysis
• Identifies diverse funding opportunities in alignment with organizational mission and strategy, with a primary focus on philanthropic funding sources (institutions and high net worth individuals).
• Prepares and supports the preparation of funding applications through writing, research, data analysis and communication with grantors and lenders.
• Organizes and delivers closing documentation to grantors.
• Completes external funder reports on grant awards as assigned, in collaboration with program staff.
• In consultation with the CEO, develops the agenda for and supports Grant and Capital Strategy and Systems Team meetings.
• Represents CEI at events relating to CEI’s mission where potential funders are present.
2. Development Support System
• Maintains the CRM Development Pipeline and following award agreement and moves pipeline activities to CRM Funder Compliance.
• Brings ideas for fine-tuning how the new CRM system can further support the development process to the IT team.
• Collaborates with Compliance and Data Analyst and Accounting team to support the award onboarding process.
• Manages Grant and Capital Strategy and Systems Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
3. Marketing strategy
• Collaborates with Chief Communications Officer and Marketing Manager to develop marketing materials for investor due diligence, funder meetings and speaking engagements.
• Collaborates with Chief Communications Officer and Marketing Manager to develop resource development-related announcements and other content for social media outlets and quarterly newsletter.
• Supports CEI’s mission, vision, values and Strategic Plan.
Requirements:
Qualifications and Skills
Qualified candidates will have a passion for writing and excellent verbal communications skills. This includes a keen attention to detail and accuracy coupled with superior initiative and follow through. Additionally, to be successful in this role the individual must be results-driven and a curious, out of the box thinker. She/he will have the proven ability to work collaboratively and foster strong relationships with clients, senior management, department heads, Board members, Board committees and external partners. Excellent time management and meeting deadlines within a part time schedule is critical.
Qualified candidates will have a bachelor’s degree. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education. Experience in the non-profit sector is important. Understanding of marketing strategy is important. Exposure to/understanding of finance or community development finance is a plus.
Compensation:
DOE
How to Apply:
Please visit our careers page at:
https://www.ceimaine.org/about/
Apply by clicking on the job title. You will be routed to our online application portal.
Background:
The Housing Development Fund (HDF) is a woman-led non-profit Community Development Financial Institution (CDFI) with a strong mission-focus on providing access to affordable housing for low-income community members in Connecticut. HDF’s Commercial Lending department does this work by providing financing to developers whom buy, build, renovate, or implement energy efficiency measures in affordable multifamily (commercial) properties in the state of Connecticut.
The Stamford office is conveniently located near I-95; secure on-site garage parking is provided. The office is also within walking distance from the Stamford train-station, major bus-lines, a park, and a vibrant downtown environment with several dining and shopping attractions.
Position Summary:
HDF is seeking an Operations Associate for a part-time (20-30hrs per week) position based in our Stamford office. The role will primarily support operations activities for the Commercial Lending department, with limited support of other organization activities.
Responsibilities:
Primary responsibilities:
Customer Intake:
Timely and professional response to customer inquiries
Provide overview of organization, programs, products, and value proposition
Request initial details to assess initial eligibility for products
Accurately enter loan client data into CRM database (Salesforce), program documents, and dual-filing system (electronic & paper).
Develop and share initial eligibility recommendation with commercial lending manager
Support loan clients during loan package preparation; ensure package completion
Coordinate with underwriter to ensure smooth data and customer-service transition
Portfolio servicing; Commercial Lending:
Annual audit: coordinate and support deployment of annual portfolio audit
Ensure database and filing systems are maintained on a timely and accurate basis
Loan transaction support: collaborate with accounting department
Loan compliance support: Maintain ticklers; ensure customer data request response
Prepare and maintain various monthly, quarterly, and annual reports
Stakeholder engagement:
Primarily support commercial lending department, with limited support of other senior staff
Interact with other key staff, potential and active borrowers, and other stakeholders.
Other responsibilities:
Support marketing and outreach efforts
Support development of loan and executive committee presentations
Coordinate and maintain minutes for loan committee meetings
Support loan closings (due diligence, legal, financial, data, logistics)
Support new initiatives and programs as requested
Requirements:
Primary qualifications:
College level education
Minimum two-years of professional experience in any of the following: commercial loan processing and lending operations, commercial real estate, law, finance; office experience in financial and legal document management
Excellent attention to detail and goal-oriented work-ethic with accountability for high-quality final deliverables
Excellent communication (verbal and proficient) and time management skills
Ability to prepare professional-level deliverables within Microsoft office applications including Word and Excel
Ability to understand, analyze, and modify financial exhibits in Excel
Ability to understand or quickly learn to understand lending verification materials
Ability to work in a digital environment and experience with Salesforce (CRM) is strongly preferred
Ability to travel throughout CT in a limited capacity (to other HDF offices and/or borrower project sites)
Mission-alignment and interest in learning about affordable housing
Professional, honest, and focused demeanor
Stated commitment to 2+ years in role
Compensation:
HDF offers a competitive compensation package commensurate with experience. Relocation or interview travel expenses are not available for this role. We are an Equal Opportunity Employer.
HDF is able to accommodate a family-flex schedule for all employees. Full-time employees are provided with a competitive compensation package inclusive of health insurance and HSA account, retirement plan, and paid time-off.
Dependent on portfolio performance and other factors, this position may provide future opportunities to expand into full-time employment or grow into other roles in the organization. This is an ideal position for someone interested in re-entering the workforce or shifting into community-focused work within the finance industry.
How to Apply:
Application Instructions:
Please submit the following to ARobinson [at] HDFConnects.org
Resume demonstrating your relevant qualifications; include primary contact information
Cover-letter communicating your interest in the organization and role, your values/interest in mission-focused work, and/or any other character or personality details relevant to demonstrating your relevant qualifications
We will confirm receipt of applications, and upon review will follow up with all applicants to communicate eligibility for advancement into interviews. Interviews will be scheduled with the top three applicants, who will meet with at least two HDF staff. The top candidate will likely be required to provide a work sample and references.
If you or anyone you know seems like a great fit for our organization and this role, please apply or spread the work. We hope to fill this position as soon as possible and look forward to hearing from you.
Background:
Who we are:
For over 25 years CSH has been a game-changer for the most vulnerable people in our country
- Helping communities create 300,000 homes for individuals and families who did not have one;
- Bringing hope to thousands who thought they would live on the streets or reside in institutions; and
- Ensuring not only a stable home for each, but access to the services that brought healthcare, recovery and training to their doorsteps.
Not only has CSH proven supportive housing works and changes the lives of individuals, families and communities, we have done so while creating a family of nationally recognized experts who stay committed to our organization and mission throughout their careers. We attract talented professionals, offer competitive salaries with benefits, generous family leave and PTO, and fully embrace the philosophy that a sustainable work-life balance is desirable and achievable. With the aim of attracting good people who possess the confidence and drive to get the job done, CSH is now accepting applications for an Associate Portfolio Manager of our New Market Tax Credit program.
Position Summary:
Why we need you:
CSH is seeking an enthusiastic, detail-oriented individual to join our high-impact New Market Tax Credit team. Our NMTC investments have supported the development of health and social service facilities that serve vulnerable populations and supportive housing projects.
Reporting to the Director of New Market Tax Credits you will work with our NMTC Asset Manager and NMTC Loan and Compliance Officer managing CSH’s NMTC portfolio, which currently consists of fifteen projects but will soon grow to approximately twenty by the end of 2020. You will take the lead role to collect and review project related reporting and compliance documents; review and approve loan disbursements; conduct periodic site visits; monitor project performance against projections; regularly evaluate and help to address project risks; and prepare reports and present portfolio performance to internal staff and external committees. Additionally, this position offers significant opportunity for learning and growth. Successful candidate must be a self-starter and able to take initiative to manage investments with minimal day-to-day supervision, and works well independently and as part of a team that includes accountants, attorneys, program and compliance consultants, co-lenders, and government agencies.
Responsibilities:
What you will do:
The Associate Portfolio Manager is responsible for monitoring closed projects and compliance reporting, including:
• Help review NMTC financial model and loan documents to ensure that required reporting, disbursement procedures, closing conditions, and covenants are included and comply with CSH’s requirements.
• Review and approve monthly construction draw requests and work with CSH’s Finance Department to disburse and transfer funds.
• Collect, monitor and review required Borrower compliance reporting to ensure reporting its completed on-time and in accordance with all reporting requirements.
• Help collect, enter, and manage annual community impact reporting for each project;
• Assist with CSH’s annual reporting to the U.S. Department of Treasury’s Community Development Financial Institution Fund (CDFI Fund) in its Award Management Information System (AMIS).
• Conduct site visits, review quarterly financial statements for borrowers and guarantors, monitor overall project performance against projections, and complete risk ratings for closed projects through the NMTC compliance term.
• Identify and address compliance issues, and in coordination with investors and co-lenders, identify strategies and implement procedures to improve project performance and/or mitigate risks.
• Create and maintain reports and data on closed projects for presentation to the NMTC Advisory Board, CSH management/Board of Directors, investors, the CDFI Fund, and/or others as needed.
Other Responsibilities to Support and Build CSH’s NMTC Program:
• Cultivate and maintain positive working relationships with project sponsors/borrowers, investors, co-lenders, and other external NMTC partners, including consultants, attorneys, and tax accounts.
• Keep current of NMTC compliance and reporting requirements.
• Help to prepare project summaries and other marketing materials for website and general distribution, and represent CSH at NMTC conferences, trainings, and other events.
• Help where needed to prepare CSH’s annual NMTC application to the CDFI Fund.
• Support the advancement of CSH’s strategic priorities and goals by applying your time and talent to CSH, including participating in conferences, trainings, and team meetings, and engaging in professional development activities and opportunities.
Requirements:
How we work:
All CSH shares a common competency framework. This guides our approach and in turn, helps us create value. CSH staff are adaptable, entrepreneurial, creative, flexible, and problem solvers. We are strategic thinkers with a sense of humor, persistence, and a commitment to treating others with respect.
• Bachelor’s degree in real estate, planning, business, finance or related field. Additional experience may substitute for degree.
• Experience incorporating the perspectives of multiple communities, including communities of color, in the consideration of impacts and outcomes of a decision-making process.
• An understanding of the concepts of institutional and structural racism and bias and their impact on underserved and underrepresented communities is preferred.
• Prior experience in real estate finance, asset/portfolio management, project development, and/or non-profit lending preferred. Experience in managing loans to community health centers and social service facilities a plus.
• Experience working with the New Market Tax Credit program is a plus but not required, experience with other government / Department of Treasury / compliance focused programs may be a substitute.
• Strong interest in economic and community development, affordable housing, addressing chronic homelessness, and meeting the service needs of low income, vulnerable populations, including seniors, veterans, transition aged youth, LGBT populations, and/or those with substance use, mental illness, or criminal histories, is required.
• Past experience in reading legal documents, and managing compliance and community impact reporting related to public funding sources is desired. Familiarity with community and economic development programs is a plus.
• Must be organized, analytic, detail oriented, and comfortable working with numbers/data; have excellent written and verbal communication skills; and demonstrated experience managing multiple assignments and meeting deadlines.
• Strong interpersonal, presentation, written, and verbal communications skills are needed with the ability to present to diverse audiences, specifically racially, ethnically and socially diverse communities and stakeholders.
• An understanding of the concepts of institutional and structural racism and bias and their impact on underserved and underrepresented communities is a plus.
• Experience using Microsoft Office programs (Word, Excel, Power Point, Outlook) is required.
Compensation:
Commensurate with Experience
How to Apply:
Interested in joining our team as a leader in the national supportive housing movement?
To Apply:
Candidates should apply by clicking on the link below. All candidates should attach their Resume, Cover Letter and Salary Expectations as Microsoft Word or PDF documents.
https://csh.csod.com/ats/careersite/jobdetails.aspx?site=1&c=csh&id=113&...
CSH is proud that it has been and always will be an Equal Opportunity Employer
Background:
PolicyMap is a national online mapping tool and platform that enables government, commercial, non-profit and academic institutions to access data about communities and markets across the US. It is used for research, market studies, business planning, site selection, grant applications and impact analysis. We offer access to the PolicyMap tool through subscriptions and enterprise access, license the underlying data in our platform and help organizations and companies bring interactive mapping to their own websites. Launched in 2008, PolicyMap now has hundreds of customers, including federal, state and local government agencies, major universities, non-profit organizations, and commercial firms spanning real estate, banking and healthcare. PolicyMap is a Benefit Corporation founded on the belief that data has the power to change communities and markets. The problem is that getting that information is not simple or efficient. Data and analytics need to be reliable, consistent, and relevant. They need to be readily accessible. And they need to be responsive to the issues public and civic organizations are trying to understand. Changes in technology and the expansion of online mapping applications are creating new opportunities for the public and civic sectors to increase their ability to use and share good data and analytics to inform decisions.
Position Summary:
PolicyMap seeks a tech-savvy Account Representative who is passionate about providing superior customer support and driving customer engagement. The Account Representative will be responsible for managing responses to all customer inquiries that come via email or by phone and will maintain ongoing and regular communication and engagement with existing customers, including regular check-ins, distribution of relevant content, and providing training and demonstrations. The Account Representative will work with and contribute to all divisions within PolicyMap by tracking and providing feedback regarding customer complaints and requests, as well as setting up and analyzing the results of any email campaign efforts. The Account Representative will manage and record all contacts with customers using Salesforce or other CRM tools. The Account Representative will work with the Director of Technical Support and Customer Service to ensure renewal notices are communicated to existing customers in a timely manner. Because PolicyMap customers include government agencies, universities, non-profit organizations, and commercial firms, the Account Representative must have excellent communication skills in both written and oral formats.
The Account Representative prizes attention to detail; enthusiasm for our products and our clients are core values. We work well independently, and we take ownership of our individual workloads, while leveraging the strengths of our team members through collaboration. The PolicyMap team is agile, creative, and uses the best tools and approaches at hand for each task. PolicyMap’s office in Midtown Village provides a casual-dress work environment that matches our creative, collaborative culture.
Responsibilities:
Respond to and Track Incoming Customer Inquiries
· Reply to incoming customer inquiries by phone or email; direct detailed data questions to appropriate data person for a response; refer sales calls to appropriate sales staff and ensure the customer receives an excellent response in an appropriate time
· Record all activity related to communication with a customer in Salesforce or other CRM tool
· In conjunction with the Director of Technical Support and Customer Service, share the responsibility of all incoming calls so that phone and email are staffed by Customer Service during all regular business hours
· Record all customer complaints and suggestions in Salesforce for analysis by the Director of Technical Support and Customer Service
Engage Existing Customers to Ensure High Annual Renewal Rates of Existing Customers
· Work with the Director of Technical Support and Customer Service, CEO, the VP of Data and Content Development in the design of a customer engagement strategy comprised of regular client check-ins, daily outreach to trial users who unknowingly have subscriber access through an enterprise license, and strategic content-based outreach
· Working with the Director of Technical Support and Customer Service, implement the customer engagement strategy and track renewal rates
· Develop ongoing lists of customers who are not logging in regularly as a means for prioritizing outreach
· Provide regular training and online demonstrations for customers as part of the engagement strategy and provide sales with the names and contact information of each person in attendance for follow up
Other
· Brainstorm with PolicyMap team regarding improvements needed to the tool based on customer feedback
· Engage with Sales and Data team to remain connected to new development, data, and promotions in place
· Support the sales team in lists build of prospects for ongoing sales campaigns
Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the minimum levels of knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· 2+ years of sales, marketing, advertising or customer service experience; bachelor’s degree strongly preferred
· Excellent interpersonal, writing, presentation and customer service skills
· Strong organizational and time management skills
· Proficiency and experience required with Salesforce or other CRM platform
· General understanding of email marketing tools like Pardot and HubSpot
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
· Ownership/Accountability – Actively manages work and issues through to completion.
· Customer Service – Understands and manages customer expectations.
· Initiative – Anticipates and communicates challenges and opportunities.
· Commitment – Demonstrates sense of passion and urgency for work, mission and organization.
· Adaptability – Sees opportunity and risk for continuous improvement.
· Efficiency and Productivity – Determines priorities and allocates time and focus accordingly.
· Professional/Technical Expertise – Understands and applies technical/procedural knowledge of job.
Compensation:
PolicyMap, Inc. offers a competitive salary based on experience and skills, as well as an excellent benefits package including employer-paid health, disability and life insurance, 401(k) savings plan with employer match, flexible spending accounts (medical, dependent care, and transportation), tuition reimbursement, generous paid time off, and EAP program.
How to Apply:
Please complete the online employment application available online at www.reinvestment.com, or email your resume with cover letter, salary requirement and research and/or writing sample to:
Phil Vu
Director, Technical Support and Customer Service
PolicyMap, Inc.
1315 Walnut Street, Suite 1500
Philadelphia, PA 19107
phil.vu@policymap.com
PolicyMap, Inc. uses E-Verify to validate all new hires’ ability to legally work in the United States. PolicyMap is an Equal Opportunity Employer. PolicyMap, Inc. does not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job related disability, or status as a veteran. Minority candidates are encouraged to apply. PolicyMap is committed to diversity, equity and inclusion (DEI) throughout our Organization and in our external investment practices.
