Industry Job Bank

  • Make an impact and join the opportunity finance field.

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. To edit or remove a posting please contact info@ofn.orgSubmissions will be reviewed and posted within 1 business day to ensure relevancy to the industry.

If you are looking for internships please visit our CDFI Industry Internship Bank.

Associate, Loan Administrator Opportunity Finance Network
Washington, DC
Job Function: Financial Services
Posted: April 19, 2018

Background:

OFN is a leading national network of CDFIs (community development financial institutions) with offices in Philadelphia and 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:

This position is primarily responsible for assisting the Vice President, Loan Operations in the administration of OFN’s Bond Guarantee Loans. Such assistance will include collateral management, compliance management, database management, loan servicing monitoring and recordkeeping. Responsibilities also include assistance with OFN’s existing loan portfolio.

Responsibilities:

  • Support the preparation and submission of the Bond Guarantee Program application via collection, organization and remittal of financial documents.
  • Review and coordinate documents associated with borrowers requisition of Bond funds for completeness and compliance with the Bond Guarantee Program requirements.
  • Provide payment oversight of Bond Loans, management of Bond Loan collateral. Ensure proper administration of all Secondary Loan documents by the borrower including the creation and perfection of required security interests and liens on Secondary Loans.
  • Perform first level review of the performance, replacement and removal of Bond Loan Collateral and ensure non-performing collateral is replaced in a timely fashion.
  • Ensure borrowers maintain the required amount of collateral per Bond Loan legal documents.
  • Monitor escrow agent activities and the custody of Secondary and Tertiary Loan documents held by the escrow agent.
  • Review, coordinate and test for compliance with covenants of the borrower.
  • Track and submit monthly, quarterly and annual reports to the CDFI Fund to support compliance with the terms and conditions of the Bond documents via database management systems.
  • Process documentation as needed to declare Events of Default under the Bond Guarantee Program and initiate remedies when necessary.
  • Assist with administration of OFN’s existing loan portfolio including collection and coordination of loan documentation, on-boarding and modifications to existing loans, ensure closing conditions are met, and initiate the funding for each loan closing.
  • Prepare timely submissions of internal and external departmental reports.
  • Prepare and review invoices for loans and asset management.
  • Preserve, maintain and update borrower files and legal documents as needed.
  • Assist other financial services team members on projects or deliverables, as requested by the VP, Loan Operations.

Requirements:

Education and Experience:

  • Bachelor’s Degree or 5+ years direct work experience required.
  • 1-3 years of experience in lending markets that have similar characteristics to the loans of OFN, and/or title or mortgage industry experienced required.
  • Experience in loan operations with a financial and /or nonprofit institutions preferred.
  • Experience in multi-party lending structures, with borrowers, lenders, banks and servicers and backup servicers preferred.
  • Experience preparing loan documents utilizing a Loan Servicing Software or standard templates as well as CRM system experience desirable.
  • Experience or knowledge of the CDFI Industry a plus.
  • Experience in nonprofit or small office environment a plus.

Knowledge, Skills, Abilities, and Physical Requirements:

  • Knowledge of accounting or lending practices required.
  • Superior analytical and organizational skills required.
  • Superior written and verbal communication skills required with emphasis on clarity, conciseness and relevance.
  • Ability to understand and modify financial statements is preferred.
  • Ability to understand loan documentation is required.
  • Ability to review the work of other partners/subcontractors is required.
  • Superior interpersonal skills and ability to work well with diverse constituents is required.
  • Knowledge of and commitment to community development preferred.
  • Proficiency with MS Office and database software is required.
  • Ability to work independently or in team environment as required.
  • Ability to manage multiple tasks effectively and efficiently under moderate supervision.
  • Some travel required (<10% of time).
  • No extraordinary physical requirements beyond ability to travel. 
  • Job involves normal physical requirements for an office position.  

Compensation:

Commensurate with experience

How to Apply:

To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF134

Credit Analyst Opportunity Finance Network
Washington, DC
Job Function: Financial Services
Posted: April 19, 2018

Background:

OFN is a leading national network of CDFIs (community development financial institutions) with offices in Philadelphia and 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:

The Credit Analyst supports senior Financial Services staff with servicing of the CDFI Fund Bond Guarantee Program, performing annual borrower reviews, and analytical support of loan underwritings. Responsibilities also include financial statement analysis, borrower credit reviews, loan requests, loan covenant compliance, and portfolio management duties. Assistance mainly involves gathering and compiling data, analyzing and preparing reports, composing written summaries, spreading financial statements, maintaining borrower and loan production files, communicating with borrowers, and preparing information for internal and external reviews. 

Responsibilities:

  • Assist senior Financial Services staff with the management of the CDFI Bond application process including support in servicing and managing assets under the CDFI Bond program.
  • Manage loan covenant compliance, including financial statement collection, borrowing base compliance with loan agreement, and following up with borrowers in the case of covenant violations
  • Spread borrowers’ financial statements into template
  • Assist Financial Services team in loan underwritings, including various analyses, calculations, summaries and other tasks as required by the underwriter
  • Assist in analysis and preparation of annual loan portfolio review
  • With support from senior staff, perform annual credit reviews of borrowers
  • Communicate status of receipt of quarterly financial statements, quarterly compliance checks and reporting, portfolio reports, spreads and scheduling of annual reviews
  • Assist in drafting and updating written procedures for credit administration
  • Analyze portfolio trends and identify portfolio vulnerabilities by interpreting data on payment trends, borrower financial ratios, pricing, economic influences, and other factors affecting the portfolio
  • Oversee maintenance of accurate, complete and up-to-date files and records
  • Schedule Investment Committee meetings, compile/distribute investment committee packages and follow-up with committee members needs/requests for information as well as take meeting minutes
  • Provide quality customer service at all points of contact with OFN borrowers and prospects as well as answer questions and advise customers regarding loans and transactions with OFN borrowers and prospects

Requirements:

Education and Experience

  • Bachelor’s Degree or 5-7 years of work experience in lieu of a degree
  • 1-3 years of experience in financial statement analysis and credit underwriting in a commercial lending environment desirable
  • Experience preparing loan documents utilizing a Loan Servicing Software or standard templates as well as CRM system experience desirable
  • Experience or knowledge of the CDFI Industry a plus
  • Experience or volunteer work in nonprofit or small office environment a plus

Knowledge, Skills, Abilities and Physical Requirements

  • Superior written and verbal communication skills required with emphasis on clarity, conciseness and relevance
  • Superior interpersonal skills and ability to work constructively with diverse constituents is required
  • Ability to analyze non-profit financial institutions’ financial statements required
  • Ability to understand loan documentation
  • Strong organizational skills and ability to manage multiple tasks under moderate supervision in and effective and efficient manner required
  • Ability to work independently or in team environment as required
  • Understanding of and commitment to opportunity finance required
  • Proficient with MS Office Products/Internet
  • Job involves normal physical requirements for an office position.
  • Some travel required (10% of time)

Compensation:

Commensurate with experience

How to Apply:

To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF135.

Data/Research Analyst Senior Associate Opportunity Finance Network
Washington, DC
Job Function: Research and Analytics
Posted: May 29, 2018

Background:

OFN is a leading national network of CDFIs (community development financial institutions) with offices in Philadelphia and 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:

This position’s primary responsibilities are to assist Knowledge Sharing team members in conducting quantitative and qualitative research on community development financial institutions (CDFI). The position’s essential functions are assisting with the following: implementing online surveys and cleaning survey data; developing data cleaning processes; building and maintaining databases; producing tables, charts, and figures for OFN publications; producing OFN Member Peer Comparisons; responding to information requests from OFN staff, as well as external parties; processing transaction-level data for GIS mapping; improving OFN’s data visualization efforts; and researching topics requested by Knowledge Sharing team members.

Responsibilities:

  • Implements online surveys, including OFN’s annual Member Survey; drafts communications with CDFIs.
  • Oversees the Annual Member Survey process and continuously improves its efficiency, including but not limited to: programming the survey software, conducting the survey, providing assistance to respondents and extensive cleaning of survey data.
  • Conducts survey data validation by reviewing Members’ audited financial statements and tracking survey responses; develops data validation processes.
  • Interacts with OFN Members to ensure high quality survey responses and seeks input on survey designs and processes.
  • Develops and maintains the historical annual Member survey database using MS Access; creates queries in response to internal and external data requests.
  • Coordinates layouts for tables, charts, and figures used in publishable reports including the annual Side by Side publication, OFN Member Peer Comparisons, Inside the Membership, and Member Reviews.
  • Collects and validates transaction-level data for OFN’s CDFI Coverage Map website (a web-based GIS platform); drafts communication to increase Coverage Map participation.
  • Uses data visualization software (e.g., Tableau, GIS) to disseminate OFN’s research to internal and external audiences.
  • Responds independently to information requests from OFN staff as well as external parties and participates on projects as a Knowledge Sharing representative.
  • Researches topics requested by Knowledge Sharing team members.
  • Writes blog posts and other materials related to OFN’s research.
  • Performs other activities as requested by Knowledge Sharing team members.

Requirements:

Education and Experience

  • Bachelor’s Degree or 5-7 years of work experience in lieu of a degree; Master’s Degree a plus
  • 3+ years experience in data analysis using Excel experience with Access or another database software are required
  • 3+ years direct experience in quantitative research required; experience in qualitative research is highly beneficial
  • Experience with statistical software is required (e.g., R, SPSS); experience with Wincross is a plus
  • Experience with ArcGIS software is required
  • Experience with online survey software such as Survey Monkey, Qualtrics and/or similar software a plus
  • Experience with data visualization software (e.g., Tableau) is preferred
  • Experience or volunteer work in nonprofit or small office environment a plus

Knowledge, Skills, Abilities, and Physical Requirements

  • Extensive knowledge of financial statements is essential, understanding of non-profit financial institutions’ financial statements is a plus. 
  • Proficient with MS Office Products; advanced Excel and beginner Access required
  • Strong organizational skills, patience, and attention to detail required
  • Strong analytical skills as well as written and verbal communication skills required
  • Superior interpersonal skills and ability to work well with diverse constituents is required
  • Ability to work independently or in team environment is required
  • Ability to manage multiple tasks in effective and efficient manner required
  • Knowledge of and commitment to community development is highly beneficial; interest in learning about the community development finance field is required
  • Limited travel required (<10%)
  • No extraordinary physical requirements beyond ability to travel
  • Job involves normal physical requirements for an office position  

Compensation:

TBD on experience

How to Apply:

To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF137

SVP, Financial Services (Bond) Opportunity Finance Network
Washington, DC
Job Function: Financial Services
Posted: April 19, 2018

Background:

OFN is a leading national network of CDFIs (community development financial institutions) with offices in Philadelphia and 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:

The SVP, Financial Services contributes to the growth in influence and impact of OFN’s Financial Services through working to increase responsible and affordable capital for the CDFI industry.

The position is responsible for the expansion and implementation of OFN’s participation in the U.S. Treasury CDFI Bond Guarantee Program as a Qualified Issuer. Helps OFN successfully play its role as a "go between" financier to the broader CDFI community by offering long-term credit at below-market interest rates. Works with the CDFI Fund and other parties to expand access to more CDFIs and provide training to Eligible CDFIs.   Insures that more CDFIs have access to this program that incentivizes and empowers CDFIs to execute high impact projects including real estate, housing, daycare or healthcare centers, and municipal infrastructure.

Essential functions for the position include managing a team that helps CDFIs through the phases of application, underwriting, closing and bond disbursement, and in servicing, compliance and reporting to the US Treasury CDFI Fund. The SVP works closely with VP, Operations to contribute to the success of the overall OFN Financial Services team.

Responsibilities:

  • Manage all aspects of OFN participation as Qualified Issuer in the CDFI Bond Guarantee Program.
  • Build upon established practices for guiding CDFIs in the application, closing, disbursement, compliance and reporting phases of the CDFI Bond Guarantee Program.
  • Source Eligible CDFIs and structure high quality multi-party bond issuances.
  • Collaborate with senior leadership of OFN on relationship management with OFN borrowers
  • Collaborative member of the Financial Services Strategies Team in the development of new financial programs at OFN
  • Work in partnership with the CDFI Fund to expand access and eligibility to the CDFI Bond Guarantee Program
  • Assist on enterprise-wide initiatives as required
  • Manage the following activities with subordinate assistance:
    • Ensure compliance with government regulations, OFN policies and procedures and provides correction of inconsistencies and monitors error resolution
    • Oversee loan closing, documentation and processing duties

Requirements:

Education and Experience:

  • Bachelor’s Degree and 12 years work experience required; Master’s Degree preferred
  • 7+ years of direct experience in the financial services field; direct lending experience required
  • 5+ years supervisory experience required
  • Experience in financial statements analysis and credit underwriting required
  • Experience in lending required; experience in lending to financial and/or non-profit institutions will be an advantage
  • Exposure to complex financial transactions and deal structures a plus
  • Experience in nonprofit or small office environment a plus

Knowledge, Skills, Abilities, and Physical Requirements:

  • Superior analytical, problem solving, and organizational skills required
  • Superior written and verbal communication skills required with emphasis on clarity, conciseness and relevance
  • Management, leadership and motivational ability required
  • Ability to understand and modify financial statements in order to perform credit and financial underwriting is required
  • Ability to perform and recommend best practice approaches to loan documentation is required
  • Superior interpersonal skills and ability to work well with diverse constituents is required Knowledge of and commitment to community development preferred
  • Ability to work independently or in team environment as required
  • Ability to independently manage multiple tasks effectively and efficiently
  • Modest travel required (25% of time)
  • No extraordinary physical requirements beyond ability to travel. 

Job involves normal physical requirements for an office position.  

Compensation:

TBD

How to Apply:

To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF136

Loan Portfolio Administrator Florida Community Loan Fund
Orlando, FL
Job Function: Lending/Loan Operations
Posted: July 19, 2018

Background:

The Florida Community Loan Fund (FCLF) is a non-profit lending institution providing capital and expertise to make projects successful and help organizations improve lives and low-income communities throughout the Sunshine State. Established in 1994, FCLF operates statewide from a network of offices in Orlando, Jacksonville, Tampa, Sarasota, Fort Lauderdale, and Miami. FCLF financing has helped more than 160 organizations succeed in their projects, providing over 325,000 Floridians annually with housing or social services through 300+ lending transactions to projects totaling over $941 million. FCLF became Florida’s first certified statewide Community Development Financial Institution in 1996 and has been certified as a Community Development Entity since 2004.

Position Summary:

FCLF is seeking an experienced Loan Portfolio Administrator to facilitate loan closings, administer draws, and assist in the management of a growing commercial loan portfolio of community development loans originated throughout the state of Florida.

Responsibilities:

Responsibilities Include:
  1. Preparing or reviewing drafts of loan commitment letters with the Community Development Loan Officers.
  2. Preparing commercial real estate loan documents (Promissory Note, Mortgage, Loan Agreement, etc.), and ensuring all required due diligence items, including but not limited to, title and survey issues, ESAs, property condition reports and appraisals, are reviewed and satisfactory prior to loan closing and disbursement of funds.  
  3. Coordinating loan closings with borrower, title company, attorneys, other lenders, municipalities, etc. Maintaining ongoing communication with the Loan Fund’s attorneys to ensure adequate legal assistance with loan closings, when necessary.
  4. Reviewing borrower and third party information (draw requests, AIA forms, inspection reports and other due diligence items) and recommending advances on construction loans and other line of credit facilities.
  5. Ongoing tracking of construction loan agreement and loan agreement covenants. Identification of borrowers that are not in compliance with loan agreements. 
  6. For each loan file, consistently maintain borrower contact information, insurance information, financial statements, UCC-1 financing statements and any other time-sensitive documentation.
  7. Consistently confirm complete and accurate database of borrowers and loans within loan portfolio software.
  8. Responsible for follow-up with delinquent borrowers, or coordination with lender for contact. 
  9. Perform periodic site visits to borrower’s project sites to monitor construction and/or the ongoing viability of the project/collateral, as well as for ongoing customer relations.
  10. Close interaction with FCLF Finance Department for reporting, funding, payment, audit issues. 
  11. Assist with collection and reporting of data and measurement of social impact of loans made.
  12. Other related duties as assigned including utilizing computer systems to track loan activity, generate reports,, assist in loan servicing process including invoices, payments, etc.

Requirements:

Qualifications
  1. Minimum 3 years of experience administering a commercial real estate loan portfolio.
  2. Minimum 5 years of experience closing commercial loans including ability to create or review legal documentation (notes, mortgages or security agreements, loan agreements, etc.). Proficiency in the review of title insurance commitments/policies, surveys, collateral, lien filings, appraisals, hazard and general liability insurance evidences, environmental reports or other third party information.
  3. An undergraduate degree or equivalent work experience.
  4. Experience in, or knowledge of, affordable housing, community development finance and the nonprofit industry is preferred.
  5. Extraordinary record keeping abilities and attention to detail, and a proven capacity to produce consistently accurate and high quality work. 
  6. Knowledge of MS Office Suite with emphasis on Excel experience, including, but not limited to downloading and integrating raw data from other sources and creating reports and other spreadsheets. Experience working with one or more commercial loan portfolio management software programs.
Other Requirements
  • Maturity, initiative, flexibility, and ability to work independently and cooperatively with others located across the state are essential qualities, as are strong organizational skills and ability to handle multiple tasks under tight time constraints. Some ability to travel and own transportation may be required.
The position is part of the organization’s lending team and works closely with the finance department. Candidates must have a commitment to social and economic justice and a strong interest in community development.
 
Location: The position is based in Orlando.

Compensation:

Compensation & Benefits: 
This position offers the unique opportunity to join an innovative organization with the vision and expertise to make a difference in disadvantaged communities throughout Florida.
A competitive compensation package 
Very generous paid time off benefits program 
403(b) plan with employer-paid contributions 
Opportunities to work with a dedicated team who are driven to aid distressed communities

How to Apply:

Application Instructions:
Please submit your resume via e-mail to vltorres@torresandassociate.com along with a cover letter which specifically outlines your experience in the following:
your experience in COMMERCIAL real estate loan administration; number of years and position(s) held;
Experience in closing commercial loans including ability to create or review legal documentation; number of years and positions held.
In the e-mail subject line, please note you are responding to the Portfolio Administrator position.
Applications without a cover letter containing the above information will not be considered. No phone calls please.
The Florida Community Loan Fund, Inc. is an equal opportunity employer.

Senior Manager of Operations & Organizational Development Capital for Change
New Haven, CT
Job Function: Administrative/Operations/IT
Posted: July 19, 2018

Background:

Founded in 2016, our nonprofit is the direct result of the merger of three established community development financial institutions (CDFI’s) with decades of combined experience. Capital for Change (C4C) has grown to be the largest full-service CDFI in Connecticut. With support from our community-minded investors and partners, we create high impact lending programs and products that help develop affordable housing, increase energy efficiency, and nurture small businesses and nonprofits.

Position Summary:

Capital for Change (C4C) is seeking an experienced leader to build our organizational capacity, strengthen staff competencies, and drive a culture of continuous learning and improvement. This is an opportunity to help define an emerging org-wide priority in a rapidly growing and fast-paced nonprofit while working with staff who are committed to an inclusive and sustainable economy. If you are a creative problem-solver with rock solid planning skills, a knack for systems-thinking, and experience with change management, we would like to hear from you!

The Senior Manager of Operations & Organizational Development provides strategic and visionary leadership to develop and implement planned interventions that increase organizational effectiveness. The position drives organizational culture and effectiveness through the management of diverse systems, including talent management/HR, strategic planning and evaluation, and programmatic and administrative operations.

Serving on the senior leadership team, the Senior Manager of Operations & Organizational Development reports to the CEO but serves all departments and staff of C4C. Initially, the position will be based in New Haven, with some travel to Hartford, and then relocate to Wallingford, CT this winter.

Responsibilities:

Drive Organizational Planning and Operations:

  • Work with the Senior Management Team to build and manage the administrative systems of the organization, including IT, legal, compliance, contracting, and program operations support
  • Design and establish benchmarks that measure the impact and effectiveness of interventions on C4C’s overall performance
  • Be the primary source for identifying and strategizing operational improvements at all levels of the organization
  • Develop strategies and programs to build organizational capacity, strengthen programs, and drive a culture of excellence and continuous learning among all staff
  • Support the CEO and CSO in organization-wide strategic/business planning efforts, including facilitation, goal development, coordination, alignment, and dashboard management/progress tracking
  • Support implementation of annual strategic and business planning goals and work closely with the CEO to monitor annual goal achievement for departments
  • Perform ongoing evaluation of organizational performance and team capacity by analyzing and interpreting both external and internal business trends and data, implementing the necessary operational and systems improvements
  • Support the CSO in managing C4C’s marketing, communications, and development functions
  • Experiment often and transition quickly from pilot to global programs; ensure that the programs offered align with and support the continued performance of stakeholders and C4C as a whole

Build the C4C Workforce and Support Staff Effectiveness:

  • Serve as the point person for all things human capital at C4C
  • Develop, implement, and improve upon C4C’s performance and talent management infrastructure, including hiring, evaluation, supervision, professional development, incentive/benefit programs, advancement, individual performance improvement, and termination
  • Establish and embed your approach to talent planning and management
  • Communicate changes, guidance, and rollouts of relevant policies
  • Manage direct reports (including the HR & Operations Manager, Executive Assistant, and Office Manager) and oversee their work in administration of HR systems/procedures, senior leadership support, and facilities operations
  • Manage and improve any IT/software related to HR and talent management
  • Address escalated HR, performance, and compliance issues

Build a Culture of Leadership and Operationalize C4C’s Core Values:

  • Build trust-based relationships with staff and leaders across the organization
  • Assess, model, and proactively build a healthy, shared organizational culture
  • Lead the operationalization of diversity, equity, and inclusion principles
  • Manage the creation and implementation of ongoing organizational culture initiatives, including engagement surveys, issue-based advisory councils, and other feedback systems
  • Support managers and staff in the process of defining and operationalizing organizational core values; lead ongoing efforts to leverage those values in day-to-day operations
  • Update, design and/or implement as appropriate, any policies, internal controls, data tracking standards, and programmatic procedures to ensure they reflect, reinforce, and protect core values and healthy culture
  • Establish a global approach for leadership development; champion employee learning and development in a way that allows them to own their futures as leaders

Requirements:

Required:

  • A commitment to the mission, vision, and core values of C4C
  • Nonprofit change management skills and proven success in managing organizational culture
  • Experience in varied talent management/HR frameworks and general compliance knowledge
  • Strong working knowledge in IT systems and general technology acumen, including extensive experience with Microsoft Office Suite and at least some database/CRM exposure
  • Strong public speaking, presentation, and group facilitation skills
  • Knowledge of business/strategic planning principles
  • Seven (7) years’ professional experience in relevant roles, e.g., operations; organizational learning and development, talent development/human resources; nonprofit administration; etc…
  • Three (3) years’ leadership experience in HR, human capital, or talent management roles, including hands-on experience with one or more HR applications
  • Three (3) years’ direct supervisory experience
  • Undergraduate degree required with preferred degree focus in leadership, organization development, organizational psychology, training and development, human resources management, or similar

A Big Plus (but not required):

  • Experience in organizational development
  • Strong adaptive leadership skills with exceptional emotional intelligence, interpersonal communication skills, and a continuous learning approach
  • A collaborative approach and ability to provide meaningful service leadership
  • Experience working in CDFI, lending, or community development-focused organizations
  • Experience/formal training in program planning, Salesforce CRM, and group facilitation
  • Five (5) years’ experience in organizations with more than 50 employees
  • Master’s or similar advanced degree or certification (e.g. CCMP, SHRM, PHR, SPHR, or CPID)

Compensation:

Capital for Change believes in providing employees with benefits to support self-care, wellness, and financial stability. C4C provides exceptional employee benefits, including medical and dental insurance, 403(b) retirement plan with employer contribution, and paid time off. The Senior Manager of Operations & Organizational Development role is an exempt position with a targeted hiring range of $65,000-$85,000, depending on qualifications and how they affect the structure, focus, and track of the position.

How to Apply:

Applications must be received by Sunday, July 29th and should include a resume and thoughtful answers to the application questions (see below). Applications reviewed and interviews scheduled on a rolling basis, so the earlier you get your materials in, the better.

Apply at www.capitalforchange.org/careers or directly at the job posting: www.ziprecruiter.com/job/a2b61a65

C4C is an Equal Opportunity Employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, sexual orientation, gender identity or any other characteristic protected by law. People with disabilities, people of color, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. C4C is committed to developing a diverse, inclusive and talented staff team. If you are excited about this role, but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply.

Application Questions
Please do not submit a cover letter. We ask that you instead submit thoughtful but brief (5 sentence max) answers to the following questions.
1. Describe a key element of your approach/strategy for influencing organizational culture?
2. How do you ensure that the HR/Talent Management team’s work is aligned with the organization’s strategic goals?
3. Describe your familiarity with planning/implementation/evaluation cycles, at a departmental or organizational level.
4. We'd like to know about the variety of IT systems you've had exposure to. Describe some of the more specialized or role-specific/specialized software you’ve used in the past (i.e., not MS Word).
5. What is the earliest date you’re available to start?

Small Business Counselor Westminster Economic Development Initiative
Buffalo, NY
Job Function: Business Development
Posted: July 19, 2018

Background:

Since 2007, WEDI has served the City of Buffalo by tutoring children, building and rehabbing housing, and developing businesses through training, microlending, and small business incubation/acceleration. We primarily work with refugees, immigrants, and low-income individuals with programs and services tailored to these communities. Each year, we have over 250 people interested in small business consulting and currently service a loan portfolio consisting of over 75 companies.
Websites: www.wedibuffalo.org / www.westsidebazaar.com Phone Number: 716-393-4088

Position Summary:

This position is responsible for overall coordination and delivery of WEDI’s business counseling and technical assistance for clients with a specific focus on those that operate companies with high-growth or operational scaling potential.

The essential functions include:

  1. maintaining strong customer relationship with clients;
  2. supporting clients in building business management skills through the provision of counseling while also developing and managing a business educational program for them to follow;
  3. social impact tracking and reporting. This position reports to the Economic Development Director and works closely with WEDI’s Business Technical Assistance Coordinator to meet overall organizational objectives and serve the needs of disadvantaged entrepreneurs.

Responsibilities:

  • Recruit Buffalo and Western New York-based small business owners interested in accessing business training, technical assistance, and business loans;
  • Assess client needs and provide direct business advice and counseling through site visits;
  • Develop action plans for clients to achieve goals, monitor client progress, and document outcomes;
  • Assist client in creating cash flow projections and empower them to analyze financials in order to provide guidance in making business management decisions;
  • Provide recommendations to the lending and portfolio management team on how loans should be structured to fit the specific needs of the business and the borrower;
  • Coordinate systematic and regular collection of clients’ financial statements and other records to evaluate impact and effectiveness of WEDI’s lending program;
  • Collect, track, and enter data in the organization’s database in a timely fashion, as required by funders and to ensure WEDI meets it mission;
  • Recruit prospective volunteer business mentors and successfully pair clients with mentors who will assist clients in the execution of action plans and other training materials;
  • Connect clients to networking opportunities;
  • Provide Economic Development Director with programmatic adjustment recommendations.

Requirements:

  • Bachelor’s Degree or equivalent experience;
  • Two or more years of demonstrated work experience in small business ownership, business planning, business development, and/or business counseling;
  • Superior strategic, analytical, and organizational skills;
  • Superior written and verbal cross-cultural communication skills with an emphasis on clarity, conciseness, and relevance;
  • Ability to work independently and meet strict deadlines;
  • Ability to communicate effectively and establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels;
  • Ability to maintain confidentiality.

Compensation:

Compensation will be commensurate with education and experience. WEDI includes health insurance with a full-time position.

How to Apply:

Please send a resume, cover letter, and salary requirements to Yanush Sanmugaraja, jobs@wedibuffalo.org.

Portfolio Manager Housing Assistance Council
Washington, DC
Job Function: Lending/Loan Operations
Posted: July 18, 2018

Background:

The Housing Assistance Council (HAC) is a national nonprofit and leading voice for rural prosperity that focuses on building the capacity of nonprofits to develop affordable housing and vibrant communities across rural America. HAC provides affordable lending, technical assistance, training, research and information services to nonprofit, for-profit and public sectors and maintains relationships with Congress and federal agencies as a leading voice on issues that encourage and drive rural development. We believe the diversity of our staff is integral to our core mission of improving housing conditions for the rural poor and seek to employ talent that represent diverse backgrounds. We thrive on professional integrity, a family-oriented environment and rich traditions that demonstrate a commitment to social justice.

Position Summary:

The Portfolio Manager is responsible for the overall asset management and reporting for an assigned portfolio of loans made to entities engaged in affordable housing activities in rural communities throughout the United States. He/she performs a range of lending activities – closing, disbursement, monitoring, and servicing single- and multifamily housing development loans – in HAC’s Loan Fund Division. The position is located in HAC’s Washington, DC office.

Responsibilities:

Asset Management
Loan Closing, Disbursements, and Payments – Prepare and review loan closing documents (e.g., loan agreement, promissory note, deed of trust) and disbursement packages. Ensure compliance with requirements, if applicable, for loans funded with federal grants/contracts (e.g., HUD, USDA, CDFI Fund).  Provide instructions to closing agents/attorneys, borrowers, and third-party entities. Provide repayment and collateral release information, as requested, from borrowers and closing/title agents.
Loan Monitoring – Conduct ongoing asset management of an assigned portfolio of housing and other loans, including developing a relationship with each borrower and conducting regular loan monitoring reviews. Prepare portfolio reviews for each loan on a regular schedule to assess overall asset quality, including performance against original underwriting expectations. Such reviews evaluate information including borrower/sponsor financial statements, rent rolls, project status reports, and overall analysis of the credit condition of the borrower/sponsor.
Site Visits – Conduct regular onsite reviews and prepare site visit reports for loans in his/her portfolio in accordance with HAC Loan Fund policies and procedures. Site visits require domestic travel and overnight stays.
Loan Extensions and Modifications – When a borrower seeks an extension or modification, work closely with the borrower to provide a preliminary assessment of the necessity and feasibility of such extension or modification, and communicate with the Senior Portfolio Manager and/or Loan Fund Director. Conduct an analysis of the credit and project feasibility and make recommendations as to the extension or modification of terms and conditions, if deemed appropriate.
Non-performing Loans – Provide support, as requested, to the Senior Portfolio Manager and/or Loan Fund Director in managing non-performing loans, including but not limited to conducting site inspections, appraisal reviews, and borrower or project financial analysis.
Customer Service – Maintain a positive and professional relationship with borrowers and partners (e.g., third-party lenders, attorneys, and other external parties) by responding promptly to any and all requests in a responsive, consistent, accurate manner. Provide technical assistance and training to local nonprofit organizations.
Policies and Procedures – Understand, comply with, create, and recommend updates to the policies and procedures related to the portfolio management and lending functions.
 
Reporting
Report on the assigned portfolio, including but not limited to assessing asset quality, industry and market, asset allocation, loan loss reserves, and non-performing loans.
Communicate orally and make presentations to HAC’s Loan Committee and/or Board of Directors related to asset management responsibilities.
 
Other
Participate in annual audit.
From time to time have an opportunity or be required to work on miscellaneous projects and initiatives related to either the lending functions or across the organization as needed.

Requirements:

Undergraduate degree or two years related work experience in a lending or real estate development entity.
Experience with loan, legal, and collateral documentation.
Excellent organizational skills, strong attention to detail, and ability to prioritize and manage multiple tasks/projects and meet deadlines.
Excellent analytical and problem-solving skills.
Computer aptitude, including knowledge of Office365 and other database software.
Ability to communicate effectively, verbally and in writing, and to function professionally with all levels of HAC personnel, business partners, and constituents.
Willingness and ability to keep abreast of industry standards, challenges, and changes influencing lending activities.
Ability to protect and maintain confidentiality.
Willingness to occasionally work long hours including some weekends and evenings.
Knowledge of and experience with the affordable housing development process, federal, state, and local housing programs, and public and private financing sources for single- and multifamily rural housing (e.g., LIHTC, HOME, CDBG, USDA Section 502).
Knowledge of and experience with standard principles and legal procedures related to real estate transactions, property transfers, and collateral; general understanding of financial transactions, financial statements, and audits.
Commitment to HAC’s mission of improving housing conditions for the rural poor, with an emphasis on the poorest of the poor in the most rural places.

Compensation:

HAC offers competitive pay and an excellent benefits package including health coverage, disability and life insurance, flexible spending accounts, and employee pension contributions.

How to Apply:

Please submit a brief cover letter which includes salary requirements and resume to laverne@ruralhome.org. Be sure to reference “Portfolio Manager” in the subject line. Interested candidates should submit applications by Friday, August 3, 2018. Please, no phone calls.

Data and Digital Strategy Manager Primary Care Development Corporation (PCDC)
New York, NY
Job Function: Marketing/PR
Posted: July 17, 2018

Background:

Primary Care Development Corporation (PCDC):  Catalyzing Excellence in Primary Care. Quality primary care is transformative and a cornerstone of healthy, thriving communities. PCDC, a nationally recognized 501(c)(3) nonprofit organization, catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity. PCDC helps primary care practices improve delivery of care by providing affordable capital as well as a variety of training and technical assistance services. Since its founding in 1993, PCDC has assisted over 1,000 practices in 40 states, and has leveraged more than $1 billion to improve care in low-income communities. Learn more at http://www.pcdc.org

Position Summary:

PCDC seeks a full-time Data and Digital Strategy Manager to join the Advocacy and Communications team. Reporting to the Senior Director of Advocacy and Communications, the Data and Digital Strategy Manager compiles, organizes, analyzes, and employs end-user data to support PCDC’s mission of catalyzing excellence in primary care. This individual is responsible for overseeing PCDC’s Salesforce system to support unit leaders with information and insights that drive organizational growth and planning and helping build an account-based marketing (ABM) strategy for marketing, business development, and fundraising channels. Full job posting at https://www.pcdc.org/about-pcdc/career/data-and-digital-strategy-manager/

Responsibilities:

• Oversee PCDC’s Salesforce system to support unit leaders with information and insights that drive organizational growth. Essential functions include:

  • Promote and support use of Salesforce throughout the organization
  • Collaborate with internal stakeholders (i.e., Capital Investment, Performance Improvement, Development units) to develop a strategy for managing and nurturing interactions with prospects and partners
  • Evaluate potential partners according to their behaviors or stage of the lead-generating process
  • Recommend technology or processes to further organize, automate, and measure behaviors and activities, i.e. email marketing platforms, analytic tools, guidelines, etc.
  • Communicate insights from data and observed trends to improve audience experience and campaign results
  • Educate and train stakeholders on data management, marketing automation, web analytics, and relationship marketing best practices

• Plan and help build an account-based marketing (ABM) strategy for marketing, business development, and fundraising channels. Essential functions include:

  • Lead strategy and approach for ABM implementation
  • Institute vendors/channels to ensure effective measurement of prospect fit, intent, engagement, and relationships
  • Build audience segments to ensure more “predictive” lead generation
  • Support unit leaders in selecting most appropriate candidates for one-to-one marketing
  • Analyze identified portfolio, including prioritizing and grouping prospects according to need, persona, industry, stage of relationship, and propensity to partner
  • Lend insight for ABM campaigns and programs overall
  • Lead ongoing check-ins with unit leaders to ensure key goals, contacts, and activities remain on track

Requirements:

•  Bachelor’s degree in data sciences, marketing, or other relevant fields

• 1-2 years of experience in CRM management & methodology, marketing automation, data management, and/or digital advertising

• Experience in established marketing systems such as Salesforce.com, Qualtrics, Campaign Monitor, Pardot, Marketing Cloud, etc.

• Understanding of contemporary B2B and B2C global marketing environments

• Experience in targeted marketing and marketing automation principles

• Strong analytical skills with proven ability to interpret data, provide concise reporting, and make strategic recommendations

• Excellent communication and influencing skills, with demonstrated success of working collaboratively across teams

• Ability to demonstrate past success in meeting project deadlines

• Interest in growing essential leadership skills at a nationally recognized nonprofit

• Desire to achieve Salesforce.com Certification or advance current Salesforce.com Certification

Compensation:

Commensurate with experience.

How to Apply:

We offer a competitive salary and comprehensive benefits package. For immediate consideration, please email your cover letter, resume, salary requirements and available start date to: employment@pcdc.org with “Data & Digital Strategy Manager” in the subject line. 

The Primary Care Development Corporation (PCDC) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, gender identity or expression (including transgender status), sexual orientation, national origin, ancestry, citizenship status, age, disability or handicap, veteran status, marital status, pregnancy, genetic information or any other characteristic protected by applicable law.

Data Analyst and Compliance Specialist Coastal Enterprises, Inc. (CEI)
Brunswick, ME
Job Function: Administrative/Operations/IT
Posted: July 16, 2018

Background:

Coastal Enterprises, Inc. (CEI) helps to 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. 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:

Love ♥ numbers? Passionate about data and how it can be used in the intersection of sophisticated finance and environmental and social impact? Have you been looking for a way to engage in purposeful, meaningful work while making an impact in your communities?

If you are a proactive self-starter, excellent communicator and are looking to use your knowledge and expertise to make Maine and beyond a better place for all people, especially those in low-income and rural communities...

Then we want to hear from you.

Coastal Enterprises, Inc. (CEI) helps to 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. 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.

CEI is looking for the right combination of data analysis know-how, commitment to mission-driven work, superior attention to detail, and ability to communicate complex data information to a variety of audiences within and outside of CEI. This is a full time, benefited position based in our LEED platinum certified headquarters in beautiful downtown Brunswick, Maine.

Coastal Enterprises, Inc. is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

Responsibilities:

The Data Analyst and Compliance Specialist is responsible for:

  • Lead and perform complex analysis in an evolving data environment. Responsible for mining diverse databases to aggregate and analyze data required for multiple programs, using your ability to synthesize data for management, funders and the public.
  • Assist with developing business intelligence dashboards and ad hoc reporting for departments and programs across the organization.
  • Collaborate on the design and maintenance of a best-in-class data pipeline architecture.
  • Assemble complex data sets that meet functional business requirements.
  • Responsible for accurate, on-time completion and submittal of discrete lending and non-accounting compliance reports for the Federal government and other stakeholders in coordination with key staff responsible for lending and non-accounting programs. Provides requisite planning and coordination for the timely submission of compliance reports such as the CDFI Fund, USDA, SBA, EDA, NeighborWorks.
  • Provide portfolio data to needed by the Chief Investment Officer, Chief Financial Officer and Treasurer for financial risk analysis.
  • Supports the Chief Investment Officer, Chief Financial Officer, and Treasurer with portfolio and impact data input.
  • Serve as liaison with departmental staff, funders and other relevant parties for lending and non-accounting compliance reporting and other data requirements
  • Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability.
  • Assist IT team to build the infrastructure required for optimal extraction, transformation, and loading of data from a variety of data sources using SQL and Power-Bi ‘big data’ reporting technologies.
  • Work with internal organizational stakeholders including the Operations Leadership Team and Subsidiary staff to assist with data-related technical issues
  • Work with IT Group to strive for greater functionality in our data systems
  • Provide data analysis services to the Women’s Business Centers and Small Business Development Center at CEI as needed.
  • Attend Loan Group and Fund Identification Committee.

Other projects and duties as necessary.

Requirements:

Qualified candidates will have the following knowledge, skills, and experience:

  • Undergraduate degree in business administration, finance, computer science, information systems or related subject or demonstrable related experience.
  • Requires at least five years of related work experience.
  • Working SQL knowledge and experience working with relational databases, query authoring (SQL) as well as working familiarity with a variety of databases.
  • Report writing experience, working with SSRS, SSIS, and Power-Bi desirable.
  • Experience connecting to external data sources leveraging SOAP or REST technologies desirable.
  • Strong proficiency with Excel.
  • Exposure to building and optimizing data pipelines, architectures and data sets.
  • Strong analytic skills related to working with unstructured datasets.
  • A successful history of manipulating, processing and extracting value from large disconnected datasets.
  • Experience supporting and working with cross-functional teams in a dynamic environment.
  • Excellent writing and verbal communication skills.
  • Financial literacy, especially with financial institutions.
  • Able to adapt and meet multiple, competing deadlines.
  • Self-motivated and self-directed.
  • Commitment to CEI’s mission and values.

Compensation:

Dependent on education, experience and qualifications.

How to Apply:

Please submit a cover letter and resume to: 

employment@ceimaine.org

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