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. 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.

Online Community Coordinator Opportunity Finance Network (OFN)
Washington, DC
Job Function: Community Outreach
Posted: July 18, 2019

Background:

pportunity Finance Network (OFN) is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of our mission to align capital with social, economic, and political justice, OFN supports its 270+ member CDFIs with money, strength, and voice to drive transformational change in underserved rural, urban, and Native communities nationwide. 

OFN builds the strength of its membership and other CDFIs through financial products and services, events, training, research, policy advocacy, and visibility. CDFIs deliver responsible, affordable finance to markets that mainstream banks do not serve

Position Summary:

The Online Community Coordinator will drive the adoption and engagement in OFN’s online community – CDFI Connect.  Our ideal candidate will be a relationship builder, have familiarity with the CDFI industry, understand the potential of a robust online community, and able to develop engaging content and build relationships with OFN members. 

Responsibilities:

  • Drive adoption and engagement in OFN’s online community – CDFI Connect-- coordinating with managers and stakeholders across the organization to ensure its effectiveness and providing superior quality of customer service and support to members.
  • Oversee all technical aspects of the online community, including working with vendor (Higher Logic) to address, resolve, and communicate issues related to the features and functionality of the platform.
  • Develop community-wide communications and engagement strategy and content programming plan. 
  • Engage with the CDFI Connect community by programming posts that will drive conversation, connect members with shared interests, identify and recognize top contributors. 
  • Ensure that the user experience on CDFI Connect is simple, clear, and engaging.
  • Work closely with colleagues in program management business lines to develop tactical plans to build and support community among their constituents. 
  • Monitor discussions, resource postings, and trends within CDFI Connect. 
  • Identify and report trends in usage and advise on potential opportunities.
  • Create, develop, and maintain community training resources, guidelines and policies.
  • Train OFN staff on how to participate and engage in the community.
  • Grow the size and impact of CDFI Connect.

Requirements:

  • Bachelor’s degree. In lieu of a Bachelor’s degree, 5-7 years of direct professional communications experience. 
  • 3-5 years of professional communications experience preferably within a national membership association or developing and growing large-scale online communities.
  • Experience working with digital platforms and website content management systems.  
  • Experience working with professional social media, email marketing and management software experience.  
  • Exceptional communication skills in public and private settings both in presentation and written formats.  
  • Ability to think strategically, creatively, and tactically to analyze results and assist in implementing plans.
  • Good interpersonal skills and ability to collaborate across all levels and departments of the organization. 
  • Ability to assist with online publishing and ability to assist senior staff with adapting content for social media, blog posts, and forums as well as a diverse audience.
  • Strong project planning skills, keen attention to details, and ability to manage multiple projects with ease.
  • Ability to set priorities and follow through on challenging situations with a supervisor, and effectively manage time under moderate supervision.
  • A strong appreciation for, understanding of, and commitment to OFN’s mission, vision and values. Familiarity with the CDFI industry strongly preferred.
  • Light to moderate travel required (5-15% of time).
  • No extraordinary physical requirements beyond ability to travel.
  • Knowledge of Higher Logic community platform a plus.

 

Compensation:

Commensurate with experience.

How to Apply:
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Investment Associate, Business Development Opportunity Finance Network (OFN)
Washington, DC
Job Function: Business Development
Posted: June 20, 2019

Background:

Opportunity Finance Network (OFN) is a leading national network of CDFIs (community development financial institutions) headquartered in Washington D.C. In pursuit of a mission to align capital with social, economic, and political justice, OFN supports its member CDFIs with money, strength, and voice to drive transformational change in underserved communities nationwide. 

Position Summary:

Reporting to the Chief Lending and Investment Officer (CLIO), the Investment Associate position provides project level support for the design and development of capital strategies and products. The Investment Associate leads or supports interdepartmental projects utilizing a collaborate design approach that leverages the organization’s full capacity. The position supports the outreach and development of relationships with OFN’s CDFI members, allies and investors in OFN. As a member of the Financial Services team, the Investment Associate also maintains underwriting and portfolio management responsibilities.

Responsibilities:

  • Lead cross-departmental customer focused design processes to develop effective new products and programs that increase CDFIs’ financing and development services both nationally and in target markets. Coordinate across departments; engage end-users and other key stakeholders.

  • Document and synthesize research outcomes to develop recommendations for financial product or service offerings. Work with the Knowledge Sharing team to determine if there are training or technical assistance opportunities that arise from the recommendations. Work with CLIO and Senior Vice President of Financial Services to integrate these recommendations into Financial Services Business strategy.

  • Assist CLIO and the Treasurer to determine key investor OFN Investment targets.

  • Prepare and review materials used for investor outreach including financial models, investment proposal memoranda, management presentations and investor presentation materials.

  • Develop relationships with new and existing CDFIs to identify new trends and sector opportunities.

  • Prepare and present credit and financial risk analyses reports to OFN senior leadership and respective investment committees.

  • Analyze CDFIs’ financial statements, loan portfolios, lending and investment policies and procedures, and strategies to determine the degree of risk involved in extending credit, as well as recommend risk mitigation strategies.  

Requirements:

  • Bachelor’s Degree or 7-10 years of direct work experience in lieu of degree.

  • 3-5 years professional experience in financial services, strategic consulting or community development finance preferred, including experience in financial advisory, investment management or product development.

  • Ability to distill problems/opportunities into understandable actionable strategies.

  • Demonstrated experience writing and presenting detailed investment recommendations with emphasis on clarity, conciseness, and relevance.

  • Solid understanding of accounting principles with ability to apply knowledge to assessing risk and performing financial underwriting.

  • Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents.

  • Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality.

  • Advanced knowledge of MS Excel and financial modeling skills.

  • Commitment to community and economic development.

  • Ability to work both independently and collaboratively with teams across OFN.

  • Some travel required (25% of time).

Compensation:

Commesurate with experience.

How to Apply:

To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF154

Program Officer, Financial Services Opportunity Finance Network (OFN)
Washington, DC
Job Function: Financial Services
Posted: June 12, 2019

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 Program Officer, with support from senior Financial Services staff, coordinates the servicing and administration of the Bond Guarantee Program at OFN.  Primary job responsibilities entail relationship management with both the borrowers and the CDFI Fund Bond Guarantee Program staff, borrower credit reviews, supervising timely delivery of borrower reporting, loan covenant compliance, and other operational and administrative duties. The position is responsible for coordinating timely delivery of borrower responses, reviewing and editing loan requests, reviewing and editing borrower reports, Other duties include analytical support of loan underwritings, performing annual borrower reviews, and financial statement analysis.

Responsibilities:

  • Coordinate the CDFI Bond application process including supervising the timely and accurate delivery of borrower reporting requirements and loan requests.
  • Review and edit borrower loan requests to adhere to specific framework; work with financial services staff to troubleshoot issues.
  • Coordinate loan covenant compliance, including supervising financial statement collection, verifying compliance with loan agreement, and coordinating resolution of any covenant violations.
  • Spread borrowers’ financial statements into template and complete accuracy checks.  
  • Analyze and prepare annual loan portfolio reviews of Bond Guarantee Program borrowers.
  • Oversee third-party annual credit reviews of borrowers.
  • Coordinate ongoing compliance reporting, including monthly secondary loan reviews, quarterly financial statements and compliance checks, annual compliance submissions, and other intermittent reporting requirements. 
  • Manage the timely processing of intermittent requisition packages from borrowers. 
  • Draft and update written procedures for program administration. 
  • Oversee maintenance of accurate, complete and up-to-date data files and records 
  • 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:

  • Bachelor’s Degree or 5-7 years of work experience in lieu of a degree
  • 1-3 years of experience working with Federal, state or municipal government programs, in delivering government contracted non-profit programs, or consulting organizations participating in government sponsored type of programs required.
  • 1-3 years of experience in financial statement analysis highly desirable
  • Excellent written and verbal communication skills required with emphasis on clarity, conciseness and relevance 
  • Excellent interpersonal skills and ability to work constructively with diverse constituents is required
  • Ability to assist multiple parties through complex reporting requirements
  • Ability to analyze non-profit financial institutions’ financial statements required
  • 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
  • Experience or knowledge of the CDFI Industry a plus
  • Experience or volunteer work in nonprofit or small office environment a plus 
  • Job involves normal physical requirements for an office position.  
  • Some travel required (15% of time)

Compensation:

Commensurate with experience.

 

How to Apply:

Interested Candidates Apply: https://theapplicantmanager.com/jobs?pos=OF153 

Loan Officer, Health Care Community Development Lending Primary Care Development Corporation
New York, NY
Job Function: Lending/Loan Operations
Posted: July 19, 2019

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 and community development financial institution (CDFI), 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 2,800 practices in 40 states and has leveraged more than $1.1 billion to improve care in low-income communities.

PCDC’s Capital Investment Practice invests in communities by providing advisory services and flexible, affordable capital to create lasting and sustainable impact for the organizations and the communities they serve. PCDC is uniquely positioned to provide financing that is tailored to transforming and expanding primary care, including, wherever possible, the integration of comprehensive medical, dental, and behavioral health services. PCDC provides strategic advice to help organizations that are planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support those capital projects as well as other business and service expansions. PCDC’s Capital Investment staff understand primary care business models and monitor policy changes and regulations that affect primary care practices and revenue streams and serve as trusted advisors to clients on what it takes to successfully finance capital projects in a changing health care environment. To fund our loans, we raise impact-focused capital from government, banks, and foundations. We also partner with other community lenders and advocates who are also dedicated to catalyzing excellence in primary care to ensure we can meet all borrowers’ needs, regardless of project size.

PCDC’s Performance Improvement Practice (PI) partners with health care organizations, helping them understand their challenges, develop customized plans for change, define and achieve measurable outcomes and create lasting and sustainable impact for their organizations and those they serve. Areas of expertise include service integration, practice operations, capacity building, and population health management. PI’s team offers individualized coaching, facilitates learning collaboratives, provides consulting, leads quality improvement projects, develops curriculum and delivers training programs designed for our client’s needs. Our team works with health care organizations, including federally qualified health centers, hospital ambulatory care departments, private practices and care teams to implement strategies, processes and workflows to provide patient-centered care that is person-focused, continuous, comprehensive and coordinated. Our goal is to transform primary care organizations by building their capacity to integrate key services and activities so that they are better able to provide high quality care, thereby improving the health of their population, and reducing total cost of care.

Position Summary:

PCDC is seeking a full-time Loan Officer for its Capital Investment program. The Loan Officer is passionate about providing access to capital to build and strengthen a high quality, affordable, accessible primary care sector, which in turn supports healthy and thriving communities and health equity. The Loan Officer plays a central role in the growth and expansion of PCDC’s lending business, with primary responsibility for identifying investment opportunities, managing transaction due diligence, underwriting, and structuring financing products and portfolios in designated geographic markets of the U.S. In accordance with PCDC policies and guidelines, the Loan Officer works with borrowers through all stages of the financing process: assisting with applications, assessing the viability of borrowers and projects, conducting financial analyses, underwriting and structuring loans, preparing credit memos, presenting proposals to loan committees, and negotiating terms and documents for loan closing. The Loan Officer is responsible for marketing and sourcing business, and for relationship management of clients and partners. The position partners internally, working with the Capital Investment team to support the achievement of lending goals.

Responsibilities:

Business Development
- Support efforts to research, identify, develop, and secure new lending opportunities to achieve business goals. Cultivate and maintain strong relationships with current and future borrowers, partners and other market principals.
- Develop and apply knowledge of clients and local, regional and national markets to identify evolving trends, and risks, and opportunities
- Disseminate knowledge to inform Capital Investment practice and PCDC broadly, including working with staff across the organization. Support the process of bringing new products to market.

Underwriting
- Engage with clients to understand needs and develop financing solutions to meet those needs.
- Conduct due diligence and analysis, underwrite, structure, and negotiate financing requests for loan, bond, and NMTC transactions, and third party delegated underwriting within appropriate and relevant credit policy guidelines. Work with borrowers through all stages of the financing process.
- Prepare and present proposals to loan committees. Prepare commitment letters and coordinate the loan closing process, including the preparation of loan documentation, in accordance with committee approvals.
- Develop and maintain knowledge of markets, maintaining relationships with key stakeholders.
- Maintain a culture of quality customer service at all points of contact.

Additional duties as assigned

Reporting: The Loan Officer reports directly to the Chief Lending Officer. The position also works closely with the Chief Credit Officer, and partners internally with the Capital Investment team to support the achievement of team and enterprise goals and deliver high quality customer service to PCDC’s clients.

Requirements:

• Minimum of three years lending experience in community development and/or community facility financing, including underwriting and management of construction and permanent commercial loans, preferably with a CDFI or other community development lender
• Bachelor’s degree in Business or Finance
• Knowledge of credit and lending products and services, as well as analysis of financial indicators related to credit management
• Knowledge of, or commitment to, the healthcare industry and primary healthcare
• Strong financial analysis skills, particularly with nonprofit accounting
• Strong oral and written communication skills
• Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments
• Strong relationship builder with the ability to forge deep community relationships
• Experience in building, managing, and deepening client relationships
• Collegial, positive attitude - able to work well in a team environment
• High degree of self-motivation, creativity, and flexibility
• Outstanding interpersonal and oral/written communication skills, ability to produce exceptional quality work as part of an interdisciplinary team of professionals
• Strong time management skills are essential
• Ability and willingness to travel throughout the United States
• Knowledge of New Markets Tax Credits (NMTC) and Community Development Financial Institutions (CDFIs) is preferred

Compensation:

We offer a competitive salary and comprehensive benefits package.

How to Apply:

For immediate consideration, please email your cover letter, resume and salary requirements to: employment@pcdc.org with "Loan Officer, Capital Investment" in the subject line.

Accountant Craft3
Port Angeles, WA
Job Function: Accounting
Posted: July 18, 2019

Background:

Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections and other advocacy for our clients. Learn more at www.craft3.org

Position Summary:

Craft3 is currently seeking an Accountant to join our team of mission focused bean-counters! This position contributes to a wide variety of accounting functions and assists in creating financial records for the organization. The ideal candidate will work collaboratively with our team to continually improve and streamline processes. This position has excellent learning potential, with strong opportunities to advance within the organization.

Responsibilities:

• Process Accounts Payable for both checks and electronic disbursements; collect required documentation including W-9 forms, necessary approvals and apply appropriate coding
• Maintain compliance with laws and regulations such as Washington Use Tax
• Manage loan groups & portfolios in NLS
• Process daily imports from NLS to NAV
• Process daily imports from third party (utilities) to NLS via Staging Management Application.
• NLS loan reconciliation for Consumer and Commercial loans.
• Create daily & periodic ACH batch initiation.
• Initiate wire transactions following established protocols.
• PPO Interest Statements and Amortization Schedule reporting to Individual Investors
• Initiate periodic disbursements and/or reports for leases, rent, contracts, loans serviced, and others.
• Complete monthly general ledger account reconciliations as assigned by the Controller.
• Update monthly financial reports.
• Compile information and create ad-hoc reports.
• Assist and/or lead in the preparation of information required by auditors/examiners or others
• Assist and/or lead in the preparation of information reporting to the IRS
• Maintain Craft3's financial records and books of accounts in accordance with GAAP

Requirements:

Associate of Arts or higher degree preferred, with business or accounting concentration; or 2-4 years related experience and/or training; or equivalent combination of education and experience.

Compensation:

Craft3 offers a competitive salary $38,000 - $52,000/annually plus an excellent benefits package: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, flexible schedule, and 403B Retirement savings plan with employer match.

How to Apply:

Apply online and to view the complete job description, enter this URL into your web browser: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Or go to our website to apply: www.Craft3.org/Careers
Application Deadline: August 9, 2019, with a start date of September 2019, or as soon as you can start! For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits

Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.

Accountant Craft3
Walla Walla, WA
Job Function: Accounting
Posted: July 18, 2019

Background:

Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections and other advocacy for our clients. Learn more at www.craft3.org

Position Summary:

Craft3 is currently seeking an Accountant to join our team of mission focused bean-counters! This position contributes to a wide variety of accounting functions and assists in creating financial records for the organization. The ideal candidate will work collaboratively with our team to continually improve and streamline processes. This position has excellent learning potential, with strong opportunities to advance within the organization.

Responsibilities:

• Process Accounts Payable for both checks and electronic disbursements; collect required documentation including W-9 forms, necessary approvals and apply appropriate coding
• Maintain compliance with laws and regulations such as Washington Use Tax
• Manage loan groups & portfolios in NLS
• Process daily imports from NLS to NAV
• Process daily imports from third party (utilities) to NLS via Staging Management Application.
• NLS loan reconciliation for Consumer and Commercial loans.
• Create daily & periodic ACH batch initiation.
• Initiate wire transactions following established protocols.
• PPO Interest Statements and Amortization Schedule reporting to Individual Investors
• Initiate periodic disbursements and/or reports for leases, rent, contracts, loans serviced, and others.
• Complete monthly general ledger account reconciliations as assigned by the Controller.
• Update monthly financial reports.
• Compile information and create ad-hoc reports.
• Assist and/or lead in the preparation of information required by auditors/examiners or others
• Assist and/or lead in the preparation of information reporting to the IRS
• Maintain Craft3's financial records and books of accounts in accordance with GAAP

Requirements:

Associate of Arts or higher degree preferred, with business or accounting concentration; or 2-4 years related experience and/or training; or equivalent combination of education and experience.

Compensation:

Craft3 offers a competitive salary $38,000 - $52,000/annually plus an excellent benefits package: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, flexible schedule, and 403B Retirement savings plan with employer match.

How to Apply:

Apply online and to view the complete job description, enter this URL into your web browser: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Or go to our website to apply: www.Craft3.org/Careers
Application Deadline: August 9, 2019, with a start date of September 2019, or as soon as you can start! For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits

Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.

Accountant Craft3
Seattle, WA
Job Function: Accounting
Posted: July 18, 2019

Background:

Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections and other advocacy for our clients. Learn more at www.craft3.org

Position Summary:

Craft3 is currently seeking an Accountant to join our team of mission focused bean-counters! This position contributes to a wide variety of accounting functions and assists in creating financial records for the organization. The ideal candidate will work collaboratively with our team to continually improve and streamline processes. This position has excellent learning potential, with strong opportunities to advance within the organization.

Responsibilities:

• Process Accounts Payable for both checks and electronic disbursements; collect required documentation including W-9 forms, necessary approvals and apply appropriate coding
• Maintain compliance with laws and regulations such as Washington Use Tax
• Manage loan groups & portfolios in NLS
• Process daily imports from NLS to NAV
• Process daily imports from third party (utilities) to NLS via Staging Management Application.
• NLS loan reconciliation for Consumer and Commercial loans.
• Create daily & periodic ACH batch initiation.
• Initiate wire transactions following established protocols.
• PPO Interest Statements and Amortization Schedule reporting to Individual Investors
• Initiate periodic disbursements and/or reports for leases, rent, contracts, loans serviced, and others.
• Complete monthly general ledger account reconciliations as assigned by the Controller.
• Update monthly financial reports.
• Compile information and create ad-hoc reports.
• Assist and/or lead in the preparation of information required by auditors/examiners or others
• Assist and/or lead in the preparation of information reporting to the IRS
• Maintain Craft3's financial records and books of accounts in accordance with GAAP

Requirements:

QUALIFICATIONS
Associate of Arts or higher degree preferred, with business or accounting concentration; or 2-4 years related experience and/or training; or equivalent combination of education and experience.

Compensation:

Craft3 offers a competitive salary $38,000 - $52,000/annually plus an excellent benefits package: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, flexible schedule, and 403B Retirement savings plan with employer match.

How to Apply:

Apply online and to view the complete job description, enter this URL into your web browser: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Or go to our website to apply: www.Craft3.org/Careers
Application Deadline: August 9, 2019, with a start date of September 2019, or as soon as you can start! For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits

Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.

Accountant Craft3
Portland, OR
Job Function: Accounting
Posted: July 18, 2019

Background:

Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections and other advocacy for our clients. Learn more at www.craft3.org

Position Summary:

Craft3 is currently seeking an Accountant to join our team of mission focused bean-counters! This position contributes to a wide variety of accounting functions and assists in creating financial records for the organization. The ideal candidate will work collaboratively with our team to continually improve and streamline processes. This position has excellent learning potential, with strong opportunities to advance within the organization.

Responsibilities:

• Process Accounts Payable for both checks and electronic disbursements; collect required documentation including W-9 forms, necessary approvals and apply appropriate coding
• Maintain compliance with laws and regulations such as Washington Use Tax
• Manage loan groups & portfolios in NLS
• Process daily imports from NLS to NAV
• Process daily imports from third party (utilities) to NLS via Staging Management Application.
• NLS loan reconciliation for Consumer and Commercial loans.
• Create daily & periodic ACH batch initiation.
• Initiate wire transactions following established protocols.
• PPO Interest Statements and Amortization Schedule reporting to Individual Investors
• Initiate periodic disbursements and/or reports for leases, rent, contracts, loans serviced, and others.
• Complete monthly general ledger account reconciliations as assigned by the Controller.
• Update monthly financial reports.
• Compile information and create ad-hoc reports.
• Assist and/or lead in the preparation of information required by auditors/examiners or others
• Assist and/or lead in the preparation of information reporting to the IRS
• Maintain Craft3's financial records and books of accounts in accordance with GAAP

Requirements:

QUALIFICATIONS
Associate of Arts or higher degree preferred, with business or accounting concentration; or 2-4 years related experience and/or training; or equivalent combination of education and experience.

Compensation:

Craft3 offers a competitive salary $38,000 - $52,000/annually plus an excellent benefits package: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, flexible schedule, and 403B Retirement savings plan with employer match.

How to Apply:

Apply online and to view the complete job description, enter this URL into your web browser: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Or go to our website to apply: www.Craft3.org/Careers
Application Deadline: August 9, 2019, with a start date of September 2019, or as soon as you can start! For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits

Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.

Accountant Craft3
Astoria, OR
Job Function: Accounting
Posted: July 18, 2019

Background:

Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections and other advocacy for our clients. Learn more at www.craft3.org

Position Summary:

Craft3 is currently seeking an Accountant to join our team of mission focused bean-counters! This position contributes to a wide variety of accounting functions and assists in creating financial records for the organization. The ideal candidate will work collaboratively with our team to continually improve and streamline processes. This position has excellent learning potential, with strong opportunities to advance within the organization.

Responsibilities:

• Process Accounts Payable for both checks and electronic disbursements; collect required documentation including W-9 forms, necessary approvals and apply appropriate coding
• Maintain compliance with laws and regulations such as Washington Use Tax
• Manage loan groups & portfolios in NLS
• Process daily imports from NLS to NAV
• Process daily imports from third party (utilities) to NLS via Staging Management Application.
• NLS loan reconciliation for Consumer and Commercial loans.
• Create daily & periodic ACH batch initiation.
• Initiate wire transactions following established protocols.
• PPO Interest Statements and Amortization Schedule reporting to Individual Investors
• Initiate periodic disbursements and/or reports for leases, rent, contracts, loans serviced, and others.
• Complete monthly general ledger account reconciliations as assigned by the Controller.
• Update monthly financial reports.
• Compile information and create ad-hoc reports.
• Assist and/or lead in the preparation of information required by auditors/examiners or others
• Assist and/or lead in the preparation of information reporting to the IRS
• Maintain Craft3's financial records and books of accounts in accordance with GAAP

Requirements:

QUALIFICATIONS
Associate of Arts or higher degree preferred, with business or accounting concentration; or 2-4 years related experience and/or training; or equivalent combination of education and experience.

Compensation:

Craft3 offers a competitive salary $38,000 - $52,000/annually plus an excellent benefits package: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, flexible schedule, and 403B Retirement savings plan with employer match.

How to Apply:

Apply online and to view the complete job description, enter this URL into your web browser: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Or go to our website to apply: www.Craft3.org/Careers
Application Deadline: August 9, 2019, with a start date of September 2019, or as soon as you can start! For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits

Financial and Systems Controller 95113
San Jose, CA
Job Function: Finance
Posted: July 18, 2019

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 $200 million – creating more than 18,600 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 a proven financial analyst with accounting and systems experience looking to broaden your scope in finance and administration while 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 Chief Financial Officer, you’ll contribute to the Housing Trust’s success through providing financial and systems expertise you have gained in your career to improve cohesiveness of accounting, mortgage servicing, and CRM systems as well as policies and procedures and contract and vendor management.
This is an ideal opportunity for someone with at least 10 years related experience who is interested in a broad finance role in a growing mission driven organization. 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 and topics within Finance and Administration, taking ownership of coordinating projects and delivering results including an impact on the bottom line. Someone who is interested in learning about affordable housing and finance. Perhaps, someone like you?

Responsibilities:

Financial Planning and Analysis
• Lead the budgeting process: develop timelines and presentations. Work with the financial analyst to improve models and create appropriate dashboards.
• Translate financial results into reports to Finance Committee and board
• Prepare financial models for special projects including long-term forecasts. Improve the existing forecasting tools.
• Prepare quotes for and analysis of new programs
• Responsible for updating the Offering Memorandum annually and the associated Community Impact Notes. Approve and review interest payments. Help select and implement a system to manage investors and interest payments.
• Lead assessment planning and execution for S&P and Aeris and other regular assessments by outside entities
• Recommend process improvements

Systems and IT
• Lead investigation and implementation of new or upgraded 1) accounting and 2) mortgage servicing systems relying heavily on the Housing Trust subject matter experts in the process. Goal to move to the cloud with servers only for backup. Understand those two systems plus Salesforce and be able to recommend how they can work better together and which system is best suited for specific operations.
• Provide oversight of IT working with the office manager and with specific projects including
o Disaster Recovery plan development and maintenance
o Develop discipline and system to protect from password and system hacking.
o Draft and implement policies and procedures
o Further the implementation of Box including the Governance module and ensure that proper training is completed by new and existing users. Develop mini trainings and tips for all hands meetings.
General Finance and Accounting Support
• Take on specific monthly close review and approvals including investment confirms to provide further segregation of duties
• Assist with preparation of audit schedules as they relate to your area of responsibility
• Suggest process improvement and drive cost savings investigations and roll-outs. Generally be a team member who can bring ideas to help us scale efficiently
Administration
• Manage and track all corporate contracts and ensure that business leader has written an onboarding summary. Include accounting treatment where appropriate. Manage any outside legal reviews of contracts.
• Operational risk management of Finance, Admin, HR, IT including policies and procedures (specific areas include systems above and fraud prevention).
• Maintain and update Finance and IT policies and procedures working closely with rest of team.

Requirements:

• Bachelor’s degree in Economics, Accounting or related field and at least 10 years experience in financial planning and analysis, accounting, and/or financial systems
• Demonstrated analytical and financial modeling skills
• Exceptional attention to detail and accuracy
• Experience with database software, accounting systems 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:

Housing Trust offers a competitive compensation package, including a bonus plan and benefits. This is a full-time, exempt position. Compensation for this position is dependent on experience.

How to Apply:

Resumes will be reviewed and considered on an ongoing basis. To be considered for this position, please submit a letter of interest and resume to Jobs1@housingtrustsv.org.

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