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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. If you need to edit or remove a posting, please contact info@ofn.orgSubmissions will be reviewed to ensure relevancy to the industry, and posted within 2 business days.

Executive Administrative Assistant Reinvestment Fund, Inc.
Philadelphia, PA
Job Function: Administrative/Operations/IT
Posted: January 24, 2020

Background:

Reinvestment Fund is a catalyst for change in low-income communities. We integrate data, policy and strategic investments to improve the quality of life in low-income neighborhoods. Using analytical and financial tools, we bring high-quality grocery stores, affordable housing, schools and health centers to the communities that need better access – creating anchors that attract investment over the long term and help families lead healthier, more productive lives.

Position Summary:

The Executive Assistant (EA) provides executive-level administrative support to the Chief Executive Officer, senior executive leaders, and Board and Committee members. The EA serves as the primary point of contact for internal and external constituencies on all matters pertaining to the Executive Office. The EA will work collaboratively and demonstrate a high level of professionalism and confidentiality as they effectively interact with senior staff, Board members, external constituents and all levels in the organization. The EA must be confidential, exercise good judgment and remain composed in a variety of pressure-filled situations.

This role will also serve as a professional role model and resource to other administrative assistants as they perform their jobs and manage multiple priorities in a fast-paced, results-oriented environment.

The EA must possess respectful verbal and strong written communication skills and have the ability to work independently. The EA will leverage systems-oriented thinking skills and the use of technology to continuously improve processes and build efficiencies.

Responsibilities:

• Performs a broad variety of administrative tasks for the Chief Executive Officer, such as managing all scheduling and details related to the calendar of appointments, preparing agendas, arranging detailed travel plans and itineraries. Compile all documents in preparation for meetings and travel-related meetings.
• Hospitality: Organize catering and room set up/break down for a variety of recurring meetings/ events held across the organization.
• Support coordination of Board events, including:
o Assist in travel and meeting logistics for Board members, their Committees and other advisory panels, including hotel and restaurant reservations.
o Answer questions related to and help process any expense reimbursements for Board members.
o Organization of, and reservations for Board dinners.
o May assist with dissemination of materials (i.e. Board packets, Committee Agenda & Materials, Conflict of Interest statements, etc.), recording of Conflict of Interest statements and taking meeting minutes as needed by the Corporate Secretary.
• Maintain discretion and confidentiality in relation to Board members and business matters of the Reinvestment Fund.
• Take minutes of departmental meetings and working groups across the organization as requested.
• Provide administrative support, scheduling and calendar management to senior executive leaders.
• Collect expense documentation and process expense reports from senior leaders as requested.
• Support HR in scheduling events such as quarterly all-staff meetings, and issue area meetings.

Requirements:

To perform this job successfully, an individual must be able to perform each essential duty. The requirements below are representative of the minimum range of knowledge, skill level, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience
• Minimum of seven (7) years administrative experience supporting C-suite executives preferably in an entrepreneurial organization.
• Bachelor’s degree in related field and/or combination of education and experience preferred.
• Experience with board level interaction and support required.

Skills
• Proficient in Microsoft Word (Word, Excel, PowerPoint), Outlook, social media web platforms.
• Experience with meeting scheduling software and SharePoint required.
• Excellent organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
• Proven ability to handle confidential information with discretion, be adaptable to various competing demands and demonstrate highest level of customer/client service and response.
• Strong interpersonal skills and ability to build relationships with stakeholders including staff, Board members, external partners and customers.
• Effective written and verbal communications skills.
• Demonstrated proactive approaches to problem-solving with strong decision-making capability.
• Resourceful and mature team player with ability to work independently and jump in as needed with other team members.

Core Competencies
The EA provides support for the Executive team acting with minimal supervision, anticipating needs while managing the day-to-day workflow and prioritizing various projects.
• Verbal & Written Communication
• Organizational Skills
• Time Management
• Detail-Oriented
• Anticipates Need

EXPECTATIONS FOR ALL EMPLOYEES
Supports Reinvestment Fund’s mission, vision, and values by exhibiting the following competencies: Commitment to Reinvestment Fund, ethical behavior/integrity, and respect for coworkers, Reinvestment Fund boards and committees, investors and borrowers, and clients.

Compensation:

Reinvestment Fund offers a competitive salary based on experience and skills, including participation in the Company’s performance plan 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. As part of its professional development program, the company pays for CPE credits and time off to attend classes as required by its professional staff.

How to Apply:

Complete the online employment application available on our website at www.reinvestment.com. Please attach your resume and a cover letter which includes your salary requirement.

Reinvestment Fund uses E-Verify to validate all new hires’ ability to legally work in the United States. Reinvestment Fund is an Equal Opportunity Employer. Reinvestment Fund 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 disabilities, or status as a veteran. Reinvestment Fund is committed to diversity, equity and inclusion (DEI) throughout our Organization and in our external investment practices.

Reinvestment Fund, Inc. has an affiliate, RF Impact Advisers, Inc. (“RFIA”) that is a state-registered investment adviser. In order to advance compliance with and prevent violations of federal and state securities laws and to avoid even the appearance of a conflict of interest, RFIA has adopted a Code of Ethics to govern certain conduct of its staff, including certain staff of Reinvestment Fund because Reinvestment Fund is an advisory affiliate of RFIA. As part of this Code of Ethics, there are specific personal reporting and other requirements and disclosures of personal financial and/or securities transactions information. For certain individuals this reporting will extend to your household members. You may be subject to a background check.

Senior Loan Officer Enterprise Community Loan Fund (ECLF)
Los Angeles , CA
Job Function: Lending/Loan Operations
Posted: January 24, 2020

Background:

Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.The Enterprise Community Loan Fund has an immediate opening for a Senior Loan Officer position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.

Position Summary:

Reporting to the Chief Lending Officer, the Senior Loan Officer is responsible for underwriting loan requests in support of community development projects with particular emphasis on affordable housing and community facilities, including both interim/bridge, New Market Tax Credits leverage loans and permanent term loans. The position will support ECLF’s lending activities across its national footprint. The responsibilities also include managing a defined portfolio of loans from origination through repayment. The Senior Loan Officer is also expected to be the staff lead for ECLF’s local lending initiatives working collaboratively with local staff of Enterprise Community Partners.

The Senior Loan Officer is expected to develop and maintain relationships with community development organizations and other relevant groups for the regions in which he/she works, as well as field representatives of Enterprise. The position requires an experienced professional with strong analytical, financial and relationship management skills.

Responsibilities:

Specific responsibilities include:

Contribute to production goals by identifying lending opportunities, and originating new loans upon referral through the Enterprise system and external partners.
Structure and negotiate financing proposals/commitments and prepare comprehensive written loan packages for review and approval by management or Loan Committee for both direct financing by ECLF and financing through various off-balance sheet funds.
Review and interpret third party due diligence reports, including appraisals, market assessments, entitlement/zoning classifications, and environmental reports to determine transaction viability and appropriate loan structure.
Coordinate the preparation of commitment letters and loan documents with attorneys.
Manage the closing process, including internal and external closing counsel, and the collection, review, approval and execution of all closing items.
Manage an existing portfolio of loans, including annual site visits, timely review of financial statements, review and approval of disbursement/funding requests, monitoring for covenant compliance and processing modification and extension requests.
Maintain loan files in audit-ready condition to ensure accuracy and completeness.
Work cooperatively with local and regional staff from Enterprise Community Partners, Enterprise Community Investment and Bellwether Enterprise to coordinate and leverage Enterprise resources ?grants, loans and equity? in project development and advancement of the Enterprise strategic plan.
Assist with other projects as needed.

Requirements:

Undergraduate degree required; advanced degree in business, finance or related field preferred.
Seven years of commercial real estate lending experience with three ?3? years of multi-family affordable housing and/or community facilities. Community development underwriting and knowledge of various housing programs and the broader community development field is a plus.
Demonstrated experience in preparing and negotiating complex, multi-layered transactions and balancing the programmatic needs of community based organizations with sound underwriting judgment and risk mitigation.
Ability to prioritize and manage multiple projects and assignments, meet tight deadlines, and coordinate and communicate effectively across all levels of an organization.
Strong business development, analytical, communication, and problem solving skills, with working knowledge of spreadsheet programs.
Detailed analytical skills with database management and spreadsheet knowledge.
Familiarity with federal, state and local community development programs, particularly programs that finance charter schools, federally-qualified health centers and affordable housing.
Ability to travel up to 30% of the time.

Compensation:

Commensurate with experience

How to Apply:

https://careers.enterprisecommunity.com/Careers.aspx?adata=EKOZn3aehrrNs...

Loan Officer Enterprise Community Loan Fund (ECLF)
Los Angeles , CA
Job Function: Lending/Loan Operations
Posted: January 24, 2020

Background:

Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.The Enterprise Community Loan Fund has an immediate opening for a Loan Officer position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.

Position Summary:

Reporting to the Chief Lending Officer, the Loan Officer is responsible for underwriting loan requests in support of community development projects with particular emphasis on affordable housing and community facilities, including both interim/bridge, New Market Tax Credits leverage loans and permanent term loans. The position will support ECLF’s lending activities across its national footprint. The responsibilities also include managing a defined portfolio of loans from origination through repayment. The Loan Officer is also expected to be the staff lead for ECLF’s local lending initiatives working collaboratively with local staff of Enterprise Community Partners.

The Loan Officer is expected to develop and maintain relationships with community development organizations and other relevant groups for the regions in which he/she works, as well as field representatives of Enterprise. The position requires an experienced professional with strong analytical, financial and relationship management skills.

Responsibilities:

Specific responsibilities include:

Contribute to production goals by identifying lending opportunities, and originating new loans upon referral through the Enterprise system and external partners.
Structure and negotiate financing proposals/commitments and prepare comprehensive written loan packages for review and approval by management or Loan Committee for both direct financing by ECLF and financing through various off-balance sheet funds.
Review and interpret third party due diligence reports, including appraisals, market assessments, entitlement/zoning classifications, and environmental reports to determine transaction viability and appropriate loan structure.
Coordinate the preparation of commitment letters and loan documents with attorneys.
Manage the closing process, including internal and external closing counsel, and the collection, review, approval and execution of all closing items.
Manage an existing portfolio of loans, including annual site visits, timely review of financial statements, review and approval of disbursement/funding requests, monitoring for covenant compliance and processing modification and extension requests.
Maintain loan files in audit-ready condition to ensure accuracy and completeness.
Work cooperatively with local and regional staff from Enterprise Community Partners, Enterprise Community Investment and Bellwether Enterprise to coordinate and leverage Enterprise resources ?grants, loans and equity? in project development and advancement of the Enterprise strategic plan.
Assist with other projects as needed.

Requirements:

Undergraduate degree required; advanced degree in business, finance or related field preferred.
Three years of commercial real estate lending experience with preference for experience in multi-family affordable housing and/or community facilities. Community development underwriting and knowledge of various housing programs and the broader community development field is a plus.
Demonstrated experience in preparing and negotiating complex, multi-layered transactions and balancing the programmatic needs of community based organizations with sound underwriting judgment and risk mitigation.
Ability to prioritize and manage multiple projects and assignments, meet tight deadlines, and coordinate and communicate effectively across all levels of an organization.
Strong business development, analytical, communication, and problem solving skills, with working knowledge of spreadsheet programs.
Detailed analytical skills with database management and spreadsheet knowledge.
Familiarity with federal, state and local community development programs, particularly programs that finance charter schools, federally-qualified health centers and affordable housing.
Ability to travel up to 30% of the time.

Compensation:

Commensurate with experience

How to Apply:

https://careers.enterprisecommunity.com/Careers.aspx?adata=EH9mJVfS7oX3a...

Credit Analyst Enterprise Community Loan Fund (ECLF)
Columbia, MD
Job Function: Credit
Posted: January 24, 2020

Background:

Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org. The Enterprise Community Loan Fund has an immediate opening for a Credit Analyst position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.

***We have 2 openings which can be located in either Columbia, MD; Denver, CO and Seattle, WA

Position Summary:

Reporting to the Director of Lending, the Credit Analyst is responsible for a variety of tasks associated with supporting ECLF’s Loan Officers, Director of Lending, Chief Lending Officer (CLO) and Chief Credit Officer (CCO) in underwriting, closing, and asset management of community development loans with particular emphasis on affordable housing and community facilities. In particular, the Credit Analyst will support the Loan Officers by performing financial analyses, third party review assessments, site visits, and various asset management tasks including but not limited to covenant compliance, financial reporting, loan modifications and annual reviews.

Responsibilities:

Specific responsibilities include:

Produce financial analysis of both for- and non-profit sponsors and/or guarantors.
Support Loan Officers by conducting thorough due diligence review and evaluation of various aspects of loan underwriting such as evaluating feasibility and likelihood of repayment sources, appraisal reviews, construction cost reviews, property condition reports, environmental reports and site inspections.
Participate in the loan closing process by reviewing loan documents and/or due diligence items required to close a loan.
Support the portfolio management function by providing financial analysis of existing sponsors, completing portfolio reviews, completing recommendations for modifications, drafting simple modifications, assisting with workout plans for troubled loans, reviewing loans for covenant compliance and performing site visits.
Assist with other projects as needed.

Requirements:

Undergraduate degree in business, finance, real estate, urban planning or related field is required; advanced degree in business, finance or related field preferred.
Three years of work experience.An advanced degree in business, finance, real estate, urban planning o related field can substitute for 2 of the 3 years of required work experience.
Experience in real estate-based or business lending, including credit analysis.
Proficiency in analyzing financials of nonprofit and for-profit organizations and real estate operations (in particular, rental housing and community facilities).
Experience with reviewing due diligence items required to close real estate transactions including but not limited to appraisals, environmental, and construction cost review reports.
Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
Experience working with both private sector financial institutions and public agencies.
Excellent written and verbal communication skills are required.
Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
Excellent skills in managing multiple tasks requiring strong attention to detail
Ability to work effectively in a team environment.
Ability to travel.

Compensation:

Commensurate with experience

How to Apply:

https://careers.enterprisecommunity.com/Careers.aspx?adata=EIXITXK7jap%2...

Credit Analyst Enterprise Community Loan Fund (ECLF)
Denver , CO
Job Function: Credit
Posted: January 24, 2020

Background:

Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org. The Enterprise Community Loan Fund has an immediate opening for a Credit Analyst position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.

***We have 2 openings which can be located in either Columbia, MD; Denver, CO and Seattle, WA

Position Summary:

Reporting to the Director of Lending, the Credit Analyst is responsible for a variety of tasks associated with supporting ECLF’s Loan Officers, Director of Lending, Chief Lending Officer (CLO) and Chief Credit Officer (CCO) in underwriting, closing, and asset management of community development loans with particular emphasis on affordable housing and community facilities. In particular, the Credit Analyst will support the Loan Officers by performing financial analyses, third party review assessments, site visits, and various asset management tasks including but not limited to covenant compliance, financial reporting, loan modifications and annual reviews.

Responsibilities:

Specific responsibilities include:

Produce financial analysis of both for- and non-profit sponsors and/or guarantors.
Support Loan Officers by conducting thorough due diligence review and evaluation of various aspects of loan underwriting such as evaluating feasibility and likelihood of repayment sources, appraisal reviews, construction cost reviews, property condition reports, environmental reports and site inspections.
Participate in the loan closing process by reviewing loan documents and/or due diligence items required to close a loan.
Support the portfolio management function by providing financial analysis of existing sponsors, completing portfolio reviews, completing recommendations for modifications, drafting simple modifications, assisting with workout plans for troubled loans, reviewing loans for covenant compliance and performing site visits.
Assist with other projects as needed.

Requirements:

Undergraduate degree in business, finance, real estate, urban planning or related field is required; advanced degree in business, finance or related field preferred.
Three years of work experience.An advanced degree in business, finance, real estate, urban planning o related field can substitute for 2 of the 3 years of required work experience.
Experience in real estate-based or business lending, including credit analysis.
Proficiency in analyzing financials of nonprofit and for-profit organizations and real estate operations (in particular, rental housing and community facilities).
Experience with reviewing due diligence items required to close real estate transactions including but not limited to appraisals, environmental, and construction cost review reports.
Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
Experience working with both private sector financial institutions and public agencies.
Excellent written and verbal communication skills are required.
Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
Excellent skills in managing multiple tasks requiring strong attention to detail
Ability to work effectively in a team environment.
Ability to travel.

Compensation:

Commensurate with experience

How to Apply:

https://careers.enterprisecommunity.com/Careers.aspx?adata=EEO2GWBagP8iU...

Credit Analyst Enterprise Community Loan Fund (ECLF)
Seattle, WA
Job Function: Credit
Posted: January 24, 2020

Background:

Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org. The Enterprise Community Loan Fund has an immediate opening for a Credit Analyst position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.

***We have 2 openings which can be located in either Columbia, MD; Denver, CO and Seattle, WA

Position Summary:

Reporting to the Director of Lending, the Credit Analyst is responsible for a variety of tasks associated with supporting ECLF’s Loan Officers, Director of Lending, Chief Lending Officer (CLO) and Chief Credit Officer (CCO) in underwriting, closing, and asset management of community development loans with particular emphasis on affordable housing and community facilities. In particular, the Credit Analyst will support the Loan Officers by performing financial analyses, third party review assessments, site visits, and various asset management tasks including but not limited to covenant compliance, financial reporting, loan modifications and annual reviews.

Responsibilities:

Specific responsibilities include:

Produce financial analysis of both for- and non-profit sponsors and/or guarantors.
Support Loan Officers by conducting thorough due diligence review and evaluation of various aspects of loan underwriting such as evaluating feasibility and likelihood of repayment sources, appraisal reviews, construction cost reviews, property condition reports, environmental reports and site inspections.
Participate in the loan closing process by reviewing loan documents and/or due diligence items required to close a loan.
Support the portfolio management function by providing financial analysis of existing sponsors, completing portfolio reviews, completing recommendations for modifications, drafting simple modifications, assisting with workout plans for troubled loans, reviewing loans for covenant compliance and performing site visits.
Assist with other projects as needed.

Requirements:

Undergraduate degree in business, finance, real estate, urban planning or related field is required; advanced degree in business, finance or related field preferred.
Three years of work experience.An advanced degree in business, finance, real estate, urban planning o related field can substitute for 2 of the 3 years of required work experience.
Experience in real estate-based or business lending, including credit analysis.
Proficiency in analyzing financials of nonprofit and for-profit organizations and real estate operations (in particular, rental housing and community facilities).
Experience with reviewing due diligence items required to close real estate transactions including but not limited to appraisals, environmental, and construction cost review reports.
Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
Experience working with both private sector financial institutions and public agencies.
Excellent written and verbal communication skills are required.
Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
Excellent skills in managing multiple tasks requiring strong attention to detail
Ability to work effectively in a team environment.
Ability to travel.

Compensation:

Commensurate with experience

How to Apply:

https://careers.enterprisecommunity.com/Careers.aspx?adata=EPDzguDFmh9eY...

Vice President, Philanthropic Planning Community Foundation Sonoma County
Santa Rosa, CA
Job Function: Fundraising
Posted: January 22, 2020

Background:

ABOUT COMMUNITY FOUNDATION SONOMA COUNTY (CFSC)

Based in Santa Rosa, CA, CFSC has, for the last 35 years, leveraged its local knowledge and love of place to bring together community-minded donors and diverse nonprofit grantees to catalyze change in health and human services, emergency response, education, environment, arts and culture, and animal welfare. In 2018, CFSC held assets at $178 million, received contributions totaling $18.3 million, and awarded $13.5 million in grants to the community. CFSC is today recognized as the only Sonoma County organization poised to both harness the generosity of those who have been fortunate enough to have philanthropic resources, and to serve as their partners in making catalytic charitable investments.

Now, both the community and the Foundation stand at an inflection point, and the next five years will mark an exciting period of growth for CFSC as its new business model will provide a menu of opportunities for donors to better leverage their funds for local community investment. To this end, CFSC has charted a course with bold growth strategies through 2023, projecting to increase its assets by 35%, its contributions by more than 50%, and its grants made into the community by more than 75%. Building on its legacy of community partnership and on the momentum of having raised a $15M Resilience Fund for disaster recovery, CFSC is moving toward a new philanthropic model focused on impact and characterized by transformational relationships with donors that are inspired to “invest with” rather than simply “giving through” the Foundation.

Position Summary:

Vice President, Philanthropic Planning - Community Foundation Sonoma County

Responsibilities:

Vice President, Philanthropic Planning - Community Foundation Sonoma County

Requirements:

ABOUT THE OPPORTUNITY

In this period of extraordinary growth, this is an opportunity to lead work that really matters with a staff that genuinely cares; to have a seat at the table in a generous community that takes note of, appreciates and fuels your work; to support a community in need and to see the fruits of your labors daily in the news.

Reporting to the CEO, the Vice President, Philanthropic Planning (VP) will form an integral part of the executive team at CFSC, and in turn lead a team of six passionate, high performing colleagues in executing CFSC’s business plan and delivering on its growth goals.

The VP will draw on expertise in individual giving to lead an enterprise development operation, implement CFSC’s new impact-focused business plan, and drive significant growth of philanthropic revenue. The VP will serve as a key ambassador for CFSC in Sonoma County, developing and stewarding relationships that help donors find meaning, within a context of both deep community service orientation and quickly changing demographics.

PRIMARY DUTIES AND RESPONSIBILITIES

Financial Resilience and Philanthropic Advising

-Designs, implements and institutionalizes strategies to substantially increase assets, contributions, and grants over a 5-year horizon, consistent with the Foundation’s business model

-Builds CFSC’s fundraising capacity to support organization’s endowment, donor advised funds, fields of interests, and other initiatives through thought partnership with senior leadership, board of directors, and advisory boards

-Serves as principal contact for potential donors as “face of the Foundation”, with emphasis on individual major giving and planned giving

-Leads development of fundraising skills among executives and board; supports a culture of philanthropy at the Foundation

-Educates and engages professional advisors about Foundation services that could help meet their clients’ philanthropic objectives

Department Oversight

-Sets and monitors department goals and objectives, including meeting or exceeding targets and areas including donor identification, cultivation, and development

-Provides direct oversight of four employees in the Philanthropic Planning Department including performance evaluation, role designation, mentoring, and coaching

-Recommends hires and conducts interviews and training, as relevant

Operational Excellence

-Strengthens the Foundation’s individual giving program by reinforcing and introducing formalized moves management methodologies and systems; establishes a culture of active fundraising through strategic management of the donor pipeline

-Establishes KPIs and relevant metrics to track philanthropic fundraising against growth goals while inspiring the Philanthropic Planning Department staff to reach targets; communicates progress to Foundation senior leadership team and Board of Directors, as relevant

-Leads the creation and implementation of internal philanthropic reports and external fundraising collateral to augment currently available materials and best practices in development; oversees communications and branding efforts

QUALIFICATIONS

-Mission-driven and connected to CFSC’s values; passion and commitment to supporting work that both promotes equity and helps to build a thriving community

-Experience with fund development in foundation, non-profit, or wealth-management setting; demonstrated experience raising and stewarding 7+-figure gifts (including major and/or planned gifts), and managing an 8+-figure portfolio

-Minimum of 7 years of development or related experience working with high net worth families, with strong knowledge of charitable tax laws, foundation funding, philanthropy, and nonprofits

-Ability to favorably represent the organization to external audiences; capable facilitator with quality written, oral, and presentation skills

-Charisma and gravitas to advocate for the Philanthropic Planning Department among a highly sophisticated executive team

-Relationship-based, team-oriented, emotionally intelligent senior leader; strong internal and external customer service ethos including, personal warmth, humility, and sincerity

-Advanced organizational and management skills, as well as strategic thinking ability

-Ability to manage several projects simultaneously and meet deadlines, while adhering to high standards of personal and professional integrity

-Appetite for working within a context of exceptional growth

-Familiarity with and experience fundraising within the Bay Area giving landscape (especially in the North Bay) is preferred

Compensation:

Please refrain from contacting CFSC directly; all inquiries should be directed to Schaffer&Combs at CFSC-VPPhilanthropy@schaffercombs.com

How to Apply:

HOW TO APPLY

CFSC has retained Schaffer&Combs, a certified B Corporation, to support this search. In order to apply, please submit a current résumé and thoughtful cover letter that explains your interest and outlines your relevant skills and experience to the following link: https://schaffercombs.com/executive-search/current-searches/?gh_jid=4533....

All qualified applicants will receive consideration without discrimination on the basis of race, color, religion, gender, national origin, ancestry, age, marital status, pregnancy, medical condition, disability, or sexual orientation. As an equal opportunity employer, CFSC is committed to identifying and developing the skills and leadership of people from diverse backgrounds. People of color, differently-abled people, and LGBT persons are strongly encouraged to apply.

Please refrain from contacting CFSC directly; all inquiries should be directed to Schaffer&Combs at CFSC-VPPhilanthropy@schaffercombs.com.

Applications will be accepted on a rolling basis until the position is filled.

Mortgage Loan Officer, Construction and Accessory Dwelling Units Housing Trust Silicon Valley
San Jose, CA
Job Function: Lending/Loan Operations
Posted: January 17, 2020

Background:

Housing Trust is leading the effort to create a strong affordable housing market the in the greater Bay Area as one of the region’s highest-volume nonprofit housing lenders. Serving people experiencing homelessness to renters to first-time homebuyers, we assist a wide range of residents with programs across the entire spectrum of housing issues. Since 2000, Housing Trust has invested $257 million – creating nearly 19,000 affordable housing opportunities serving over 34,000 of our neighbors. Housing Trust is the first nonprofit Community Development Financial Institution (CDFI) to receive a Standard & Poor’s rating (AA-) because of its strong capacity to meet financial commitments.

Position Summary:

Are you a creative real estate or lending professional looking to have a positive impact on the biggest challenge facing our region? Are you dedicated and mission driven? And, do you take pride in your work and thrive in a collaborative environment with people who also exhibit these qualities? If so, Housing Trust Silicon Valley is the place for you.

Providing alternative tools for increasing affordable housing supply is a high priority for the Housing Trust. As Mortgage Loan Officer - Construction and Accessory Dwelling Units, you will report to the Chief Lending Officer and originate construction, predevelopment and bridge financing to homeowners to cover the cost of constructing an accessory dwelling unit (“ADU”) on their property. ADUs are going to be a critical tool in alleviating the state’s housing crisis – they can be built at a relatively low cost and with little impact on neighborhood character.

This is an ideal opportunity for someone who is interested in effecting meaningful change on one of the most pressing issues facing our region – creation and preservation of housing for low- to middle-income people. Who will be successful in this role? A mortgage lender who enjoys innovating creative housing finance solutions that have real world use. Someone who has experience administering residential lending products for construction or renovation to homeowners. Someone who has experience driving a project through from the beginning research stages to successful execution. Someone who likes working with stakeholders to gather research and feedback, ultimately resulting in more effective outcomes. Someone who works independently and thrives in a fast-paced environment. Perhaps, someone like you?

Responsibilities:

Residential Construction Loan Program Management
• Implement Housing Trust’s residential construction and bridge loan program for homeowners interested in building an ADU for rent to low-to-moderate income individuals.
• Underwrite potential borrowers for financial and program requirements
• Work with Housing Trust internal staff members and departments to coordinate workflow, funding of loans, and compliance
• Market loan to potential customers
Strategy and General Management
• Manage all aspects of program, including developing deliverable timeline, meeting deadlines, data collection, reporting, managing relationships with stakeholders, potential clients/borrowers and collaborators
• Assist with development of other ADU financing products, such as Predevelopment Loan programs with local jurisdictions
Marketing and Education
• Oversee design of marketing and education materials that may include a website, email, print, video or other creative platforms

Requirements:

• NMLS license required
• Preferred: Bachelor’s degree in Business, Economics, Urban Planning, Real Estate, or related field
• Preferred: At least 7 years relevant experience managing programs in residential construction or renovation lending, single-family lending, homebuyer education, affordable housing development or other related field
• Working understanding of residential lending requirements, including disclosure rules and CFPB regulations
• Experience managing staff and consultants
• Experience managing projects and designing lending programs
• Strong interpersonal skills
• Experience marketing a program
• Experience preparing and delivering effective and engaging presentations
• Exceptional attention to detail and accuracy
• Experience with database and cloud software (particularly Box and Salesforce)
• Operate with the highest degree of integrity
• Effectively accumulate and present data, verbally and in written form
• Work independently, take initiative and solve problems
• Proficiency in Microsoft Outlook, Word, and PowerPoint; expertise in Excel

Compensation:

Compensation for this position is between $80,000 and $100,000, depending on experience.

How to Apply:

To be considered for this position, please submit a letter of interest and resume to Jobs1@housingtrustsv.org

Loan Officer, Multifamily Housing Trust Silicon Valley
San Jose or Oakland, CA
Job Function: Lending/Loan Operations
Posted: January 17, 2020

Background:

Housing Trust is leading the effort to create a strong affordable housing market the in the greater Bay Area as one of the region’s highest-volume nonprofit housing lenders. Serving people experiencing homelessness to renters to first-time homebuyers, we assist a wide range of residents with programs across the entire spectrum of housing issues. Since 2000, Housing Trust has invested $230 million – creating more than 18,400 affordable housing opportunities serving over 33,500 of our neighbors. Housing Trust is the first nonprofit Community Development Financial Institution (CDFI) to receive a Standard & Poor’s rating (AA-) because of its strong capacity to meet financial commitments.

Position Summary:

Are you committed to making a positive impact on one of the most serious crises facing our region? Are you analytical, dedicated and mission driven? And, do you take pride in your work and thrive in a collaborative environment with people who also exhibit these qualities? If so, Housing Trust Silicon Valley is the place for you. Reporting directly to the Director of Multifamily Lending, you’ll contribute to the Housing Trust’s success by originating and managing loans to housing developers who are creating affordable homes throughout the Bay Area. You will help implement the Housing Trust Loan Funds to create more homes to reduce homelessness, preserve and create multifamily housing in the greater Bay Area. Housing Trust Loan Funds are partnerships with cities, counties, banks, corporations, and community groups. This is an ideal opportunity for someone who is interested in a role requiring extensive financial analysis, research, and writing. Who will be successful in this role? Someone who works independently and thrives in a fast-paced environment. Someone who enjoys working on a variety of projects, taking ownership of coordinating and delivering results including an impact on the bottom line. Someone who is interested in learning about affordable housing and finance.

Responsibilities:

Loan Underwriting
Underwriting predevelopment, acquisition and construction loans for up to 10 transactions / year:
• Collect the essential information needed to underwrite loans and processing loan application submissions;
• Prepare analyses of project and borrower financial information, including analyzing operating statements and pro-forma budgets, and analyzing borrower financial statements for affordable housing loan applications;
Loan Administration & Reporting
• Assist Loan Administration in handling of loan closings;
• Assist in managing relationships with loan servicing banks and external loan capital sources;
• Assist Finance on reporting to bank pool participants, government agencies, and other stakeholders.
• Assist Loan Administration in handling of portfolio management and reporting;

• Support the team in analyzing borrower financial statements for loan monitoring purposes;
• Assist in maintaining risk grading system and quarterly portfolio review.
Strategy & General Management
Work with Multifamily Lending team to:
• Set goals and execute strategies for deployment of multifamily loan pool;
• Assist in managing external relationships.
Marketing
Work with Multifamily Lending team to:
• Cultivate existing relationships with current and former borrowers;
• Work with Development to create and update marketing collateral.

Requirements:

• Bachelor’s degree in Economics, Urban Planning, Real Estate or related field or 2-4 years of related experience in commercial real estate lending or other experience with real estate or financial analysis. Relevant experience greater than 5 years may be substituted for Bachelor’s degree.
• Demonstrated analytical and financial modeling skills
• Exceptional attention to detail and accuracy
• Experience with database software (particularly Salesforce-based), and expertise in Excel
• Proficiency in other standard office software - Outlook, MS Word, and PowerPoint
• Operate with the highest degree of integrity
• Effectively accumulate and present data, verbally and in written form

Compensation:

Compensation for this position will be dependent upon experience.

How to Apply:

To be considered for this position, please submit a letter of interest and resume to Jobs1@housingtrustsv.org

Investment Associate Self-Help Federal Credit Union
Oakland, CA
Job Function: Fundraising
Posted: January 17, 2020

Background:

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.

Position Summary:

Self-Help is seeking an Investment Associate to join our team in Oakland, CA. The Investment Associate is responsible for raising deposits to support Self-Help Federal Credit Union’s California lending. The Investment Associate will coordinate regional, state, and national campaigns targeting institutions and higher-wealth individuals looking to invest funds in a mission-aligned institution, and will enhance the deposit-raising efforts of our branch staff by providing training, strategic guidance, and implementation support.

The Investment Associate serves an important role in supporting the growth of Self-Help Federal Credit Union by coordinating all of our deposit-raising efforts in California, and connecting the organization to a broad range of socially responsible investors that live outside of our branch areas. This role is primarily focused on raising deposits and plays a key leadership role in coordinating and leading the strategies, communications, and outreach activities that constitute the deposit-raising function within the credit union.

Responsibilities:

Essential Responsibilities:

Develop and execute strategies for raising mission-aligned deposits directly from Socially Responsible and Impact Investors nationally, with particular emphasis on California by creating campaigns, conducting outreach, and leveraging existing relationships to ensure meeting annual deposit raising financial goals.
Work effectively with other Self-Help colleagues on the Development, Policy and Impact team (particularly other Investor Relations Associates and those with deposit-raising responsibilities) to coordinate outreach, membership cultivation, and the development of marketing materials and more generalized messaging to external audiences.
Directly develop, maintain and manage relationships with socially-responsible and mission-oriented investors, firms and their advisors.
Manage Bank Enterprise Award (BEA) and Depository Trust Company (DTC)-eligible CD deposit programs and partnerships
Develop and maintain relationships with high net worth individuals, mutual funds, nonprofit organizations, faith-based organizations, banks, businesses and others interested in community and socially-responsible investment.
Prepare proposals that will answer impact, financial, and insurance-related questions from potential investors.
Maintain dialogue/make regular contact with a selection of key investors to provide enhanced stewardship and gain a better understanding of the reasoning they have for opening or closing large deposits with us.
Work cooperatively with Impact Reporting Manager and the operations teams to prepare reports and assess data regarding the inflow and outflow of deposits, as well as the impact of particular campaigns and outreach efforts
Use team systems (i.e. Salesforce) to input and manage data used to track relevant cultivation targets
Provide support to branch leadership throughout California’s 19 branches in formulating deposit-raising strategies and campaigns.
Assist in training of branch personnel (both leadership and front-line staff) in regards to deposit raising and how best to promote the impact of our work to potential members/investors.
Promote Self-Help and its credit unions in meetings, conferences and to the general public.
Manage the annual deposit/marketing budget and vendor relationships to optimize sponsorship and advertising opportunities that will enhance our community outreach and deposit-raising efforts.
Participate in other team and cross team projects, and perform other duties, as needed.

Requirements:

Credentials, Experience and Skills:

Bachelor’s degree or equivalent and at least 3 to 5 years of experience in community development, fundraising, sales, financial services or other related area with a preference for deposit raising experience. A graduate degree in a related field may be considered in lieu of work experience.
Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
Preference for working in organizations that place priority on teamwork and collaboration
Commitment to social and economic justice.
Sensitivity to issues of low-wealth communities and a desire to work in culturally and socially diverse organization that strongly values collaboration.
Strong verbal and written communication skills.
Ability to develop and maintain strong relationships with potential investors and internal and external partners.
Ability to provide the highest level of customer service and ability to provide detailed follow through.
Knowledge of investment options available to individual and institutional investors.
Ability to use social media to effectively communicate to key stakeholders.
Proficiency with Word, Excel, PowerPoint as well as SalesForce or similar CRM programs.
Sensitivity to low-wealth communities and a desire to work in a racially and socially diverse organization that strongly values collaboration.
Ability and willingness to travel and work overtime as needed.
Desired Qualifications:

Prior experience in financial planning, marketing or community development finance preferred.
Knowledge of investment options available to individual and institutional investors and the SRI/impact investment field preferred.
Experience with CRM platform or SalesForce preferred.

Compensation:

Competitive nonprofit salary with strong benefits package. Compensation dependent on experience.

How to Apply:

Apply through our website www.self-help.org, look for careers, and then scroll down to Investment Associate
Specific link is https://recruiting.ultipro.com/SEL1003SELF/JobBoard/2c3e9120-4a22-4d21-b...

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