Background:
Opportunity Finance Network (OFN) is the leading membership organization for community banks, credit unions and loan funds that invest in low-income, low-wealth, and other disinvested communities across America. OFN Members provide affordable, responsible credit that finances community businesses, sparks job growth in the areas that need it most, and delivers both sound financial returns and real changes for people and communities.
To learn more about OFN, visit: www.ofn.org
Women, People of Color, and LGBTQ candidates are encouraged to apply.
Position Summary:
The Credit Analyst supports senior Financial Services staff in financial statement analysis, borrower credit reviews, loan requests, and portfolio management duties. Such assistance will include 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 also include performing annual loan reviews and analytical support of loan underwritings.
Responsibilities:
- 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
- Spread borrowers’ financial statements into OFN statement template
- Manage loan covenant compliance, including financial statement collection, and borrowing base compliance with loan agreement, performing quarterly covenant compliance checks, and following up with borrowers in the case of covenant violations
- Communicate to Financial Services Team 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 the credit administration and portfolio management functions
- 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
- Evaluate and compare relative quality of various loans and investments.
- Preparation and presentation of oral or written reports on portfolio trends, general economic trends, and sector indicators (e.g., real estate, small business, etc.)
- Oversee maintenance of accurate, complete and up-to-date 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
- Confer with CDFIs and other business representatives to exchange credit information as needed as well as conduct research for new program or project developments
- 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
- Schedule meetings and conference calls by coordinating and confirming attendance, arranging for the meeting place, equipment/advance materials, etc.
Requirements:
- 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 Laser Pro or standard templates as well as Salesforce or CRM system experience desirable
- Experience or volunteer work in nonprofit or small office environment a plus
- 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 and understand loan documentation 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
- Understanding of and commitment to opportunity finance required
- Some travel required (10% of time)
Compensation:
TBD
EOE/V/D/AA Compliant
How to Apply:
<p>Interested parties should complete an application and submit their resume and letter of interest at: <a href="https://theapplicantmanager.com/jobs?pos=OF125" target="_blank">https://theapplicantmanager.com/jobs?pos=OF125</a></p>
<p><strong>Application deadline: July 31, 2017</strong></p>
<p>Or Mail:</p>
<p><strong>Search: Credit Analyst</strong><br />
Opportunity Finance Network<br />
620 Chestnut Street Suite 572<br />
Philadelphia, PA 19106</p>
Background:
Opportunity Finance Network (OFN) is the leading membership organization for community banks, credit unions and loan funds that invest in low-income, low-wealth, and other disinvested communities across America. OFN Members provide affordable, responsible credit that finances community businesses, sparks job growth in the areas that need it most, and delivers both sound financial returns and real changes for people and communities.
To learn more about OFN, visit: www.ofn.org
Women, People of Color, and LGBTQ candidates are encouraged to apply.
Position Summary:
The Senior Credit Portfolio Manager supports the Financial Services team in credit portfolio management activities that include borrower credit reviews, loan renewal requests, financial statement analysis, covenant compliance, data management, and report development. Such responsibilities will include gathering and compiling data, analyzing and preparing reports, composing written summaries and recommendations for modifications and loan renewals, spreading financial statements, maintaining borrower and loan production files, communicating with borrowers, and preparing information for internal and external reviews. Responsibilities also include performing annual loan reviews, performing loan renewals, analytical support of loan underwritings, and analytical support of OFN’s annual portfolio review.
Responsibilities:
- Manage loan covenant compliance for Financing Fund and Bond Guarantee Program, including financial statement collection, and borrowing base compliance with loan agreement, perform quarterly covenant compliance checks, and follow up with borrowers as needed for corrections and clarification related to the reporting as well as in the event of covenant violations.
- Perform annual reviews of borrowers.
- Perform analysis on loan modifications and waivers and prepare related memos and documents.
- Conduct loan renewals including various analyses, calculations, and prepare credit memos.
- Assist Financial Services team in new loan underwritings, as needed. Spread borrowers’ financial statements into OFN statement template.
- Assist in analysis and preparation of OFN’s annual portfolio review memo.
- Prepare Investment Committee minutes, as required.
- Oversee maintenance of accurate, complete and up-to-date borrower files and records.
- Serve as team expert on The Exceptional Assistant (TEA) Loan Management System (LMS) software.
- Provide customer service at all points of contact with OFN borrowers and prospects, answering questions and advising customers regarding loans and transactions with OFN.
- Confer with CDFIs and other business representatives to exchange credit information as needed as well as conduct research for new program or project developments.
- Schedule meetings and conference calls as necessary
- Other tasks as assigned by supervisor.
Requirements:
- Bachelor’s Degree or 5-7 years of work experience in lieu of degree.
- 3-5 years of experience in financial statement analysis and credit underwriting in a commercial lending environment desirable.
- Experience with Salesforce or CRM system experience and a loan management system preferred.
- Experience in nonprofit or small office environment desirable.
- 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 understand financial statements in order to perform credit and financial underwriting is required
- Ability to understand accounting and financial statement presentation
- Ability to understand loan documentation and ability to uncover and ascertain prospective borrowers’ needs
- Strong organizational skills and ability to manage multiple tasks under minimal 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.
- Advanced knowledge of MS Excel and file sharing programs.
- Job involves normal physical requirements for an office position.
- Some travel required (10% of time).
Compensation:
TBD
EOE/V/D/AA Compliant
How to Apply:
Interested parties should complete an application and submit their resume and letter of interest at: https://theapplicantmanager.com/jobs?pos=OF126
Application deadline: July 31, 2017
Or Mail:
Search: Senior Credit Portfolio Manager
Opportunity Finance Network
620 Chestnut Street Suite 572
Philadelphia, PA 19106
Background:
Reinvestment Fund is a national leader in rebuilding America’s distressed towns and cities, through the innovative use of capital and information. Reinvestment Fund has invested $1.8 billion into community revitalizing and job-creating projects and enterprises over our 35-year history. We bring together individual investors, banks, government officials, private foundations and faith-based and community organizations to invest in projects that transform communities. Through strategic investment, leadership in public policy, and data analysis, we put resources in the communities of greatest need in the manner that achieves the greatest good. A community development finance institution (CDFI), Reinvestment Fund finances housing, community facilities, schools, community health centers, healthy food access, commercial real estate and energy efficiency projects. It also provides public policy expertise by helping clients create actionable solutions and by sharing data and analyses via www.PolicyMap.com. The company maintains a AA issuer rating from S&P, as well as a four star with Policy Plus, AAA by AERIS (highest rating available from industry rating agency).
Position Summary:
Reinvestment Fund provides financing to high quality K-12 schools serving low income communities to support their facility needs. Based in Philadelphia, Reinvestment Fund has provided over $355 million of financing and $117 million in New Markets Tax Credit allocation to support school facility projects, primarily in the Mid-Atlantic region. The significant majority of this financing has supported public charter schools, but some has also gone to specialized private schools serving low income children and other models. Reinvestment Fund recently opened an office in Atlanta, GA, and is seeking a Director of K-12 Education to expand Reinvestment Fund’s school financing and support other lending activities. As noted above, in addition to financing schools, Reinvestment Fund also finances a range of other facilities and services, including housing, grocery stores and other food businesses, and health care facilities. This position may be called on to provide underwriting assistance for these kinds of projects as well, in conjunction with subject matter experts from the central office in Philadelphia. This position represents an excellent opportunity for a skilled professional to use his/her transactional skills, creativity, and experience to create partnerships and originate high impact transactions to create, expand, and improve school facilities.
Responsibilities:
- Expand Reinvestment Fund’s school financing work by identifying strategic partnerships that will lead to new business development opportunities in the Southeast.
- Develop a pipeline of projects and transactions that meet Reinvestment Fund’s lending goals and objectives.
- Underwrite school financing requests including analyzing historical and projected financials, academic performance and management capacity, organizational structure, and project feasibility.
- Collaborate with lending partners, including banks and other Community Development Financial Institutions (CDFIs), to structure financings.
- Serve as a recognized Reinvestment Fund leader in the charter school lending sector, representing Reinvestment Fund at various business and public sector events.
- Assist with asset management of the K-12 portfolio, as needed.
- Support other lending business lines, particularly in the Southeast.
Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s degree required – Master’s Degree preferred in Business, Development Economics, Urban/Regional Planning, or other relevant field of study.
- 5+ years of lending or community development experience, and familiarity with community facilities lending within a bank or CDFI a plus.
- Alternatively, (i.e. fewer years of lending experience) two to three years of recent experience working in a charter school, charter school management organization, or with a charter school developer, preferred.
- Experience with development pro-forma, cashflow projections, and financial statement analysis required.
- Familiarity with the New Markets Tax Credit program, preferre
- Demonstrated ability to manage multiple, complex transactions at various stages and coordinate with internal and external parties to meet approval and closing deadlines.
- Strong verbal and written communication skills with the ability to effectively interact with executives from the public and private sectors.Ability to collaborate in a team environment as well as manage certain projects independently.
- Well-developed organizational and decision making skills.
- Experience creating and managing external client relationships.
- Proficient in utilizing the MS Office Suite of programs, especially Excel
Compensation:
Reinvestment Fund offers a competitive salary based on experience and skills, as well as an excellent benefits package including employer-paid health, disability and life insurance, 401(k) savings plan with employer match, flexible spending accounts (medical, dependent care and transportation), tuition reimbursement, professional development, paid time off, and EAP program.
How to Apply:
Please complete the online employment application (found at www.reinvestment.com/careers/apply) and attach your resume and a cover letter with your salary requirement.
Reinvestment Fund uses E-Verify to validate all new hires’ ability to legally work in the United States. Reinvestment Fund is an Equal Opportunity Employer. Reinvestment Fund does not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job related disabilities, or status as a veteran.
Background:
Enterprise’s mission is to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities.
We are driven by our mission, fueled by business discipline and sustained by donors and investors. Since 1982, Enterprise has worked with partners in communities nationwide. One of America’s original social enterprises, we bring together the people and resources to create affordable housing in strong neighborhoods. Within Enterprise are entities that lend funds, finance development and manage and build affordable housing.
Position Summary:
Enterprise Community Loan Fund is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $28.9B in equity, grants and loans to support low income people and low income communities including building or preserving 470,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.The Enterprise Community Loan Fund has an immediate opening for a Senior Loan Officer position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint and can be based in Los Angeles, CA or Seattle, WA.
Responsibilities:
Reporting to the Managing Director of Lending, the Senior Loan Officer is responsible for underwriting loan requests in support of community development with particular emphasis on affordable housing and community facilities, including both interim/bridge, New Market Tax Credits and permanent term loans. The position will support Enterprise’s lending activities across its national footprint. The responsibilities also include managing a defined portfolio of loans from origination through repayment.
The Senior Loan Officer is expected to develop and maintain relationships with community development organizations and other relevant groups for the regions in which he/she works, as well as field representatives of Enterprise. The position requires an experienced professional with strong analytical, financial and relationship management skills.
- Contribute to production goals by identifying lending opportunities, and originating new loans upon referral through the Enterprise system and external partners.
- Structure and negotiate financing proposals/commitments, and prepare comprehensive written loan packages for review and approval by management or Loan Committee for both direct financing by Enterprise and financing through various off balance sheet funds.
- Review and interpret third party due diligence reports, including appraisals, market assessments, entitlement/zoning classifications, and environmental reports to determine transaction viability and appropriate loan structure.
- Coordinate the preparation of commitment letters and loan documents with attorneys.
- Manage the closing process, including internal and external closing counsel, and the collection, review, approval and execution of all closing items.
- Manage an existing portfolio of loans, including annual site visits, timely review of financial statements, review and approval of disbursement/funding requests, monitoring for covenant compliance and processing modification and extension requests.
- Maintain loan files in audit-ready condition to ensure accuracy and completeness.
- Work cooperatively with local and regional staff from Enterprise Community Partners, Enterprise Community Investment and Bellwether Enterprise to coordinate and leverage Enterprise resources ?grants, loans and equity in project development and advancement of the Enterprise strategic plan.
- Assist with other projects as needed.
Requirements:
- Undergraduate degree required; advanced degree in business, finance or related field preferred.
- Seven years of lending experience, with three ?3? years of multi-family affordable housing, real estate, underwriting responsibilities required. Community development underwriting and knowledge of various housing programs and the broader community development field is a plus.
- Demonstrated experience in preparing and negotiating complex, multi-layered transactions and balancing the programmatic needs of community based organizations with sound underwriting judgment and risk mitigation.
- Ability to prioritize and manage multiple projects and assignments, meet tight deadlines, and coordinate and communicate effectively across all levels of an organization.
- Strong business development, analytical, communication, and problem solving skills, with working knowledge of spreadsheet programs.
- Detailed analytical skills with database management and spreadsheet knowledge.
- Familiarity with federal, state and local community development programs, particularly programs that finance charter schools, federally-qualified health centers and affordable housing.
- Ability to travel up to 30% of the time.
Compensation:
DOE
How to Apply:
Please apply online: http://tinyurl.com/y7cvt97w
Background:
Enterprise’s mission is to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities.
We are driven by our mission, fueled by business discipline and sustained by donors and investors. Since 1982, Enterprise has worked with partners in communities nationwide. One of America’s original social enterprises, we bring together the people and resources to create affordable housing in strong neighborhoods. Within Enterprise are entities that lend funds, finance development and manage and build affordable housing.
Position Summary:
Enterprise Community Loan Fund is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $28.9B in equity, grants and loans to support low income people and low income communities including building or preserving 470,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.The Enterprise Community Loan Fund has an immediate opening for a Senior Loan Officer position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint and can be based in Los Angeles, CA or Seattle, WA.
Responsibilities:
Reporting to the Managing Director of Lending, the Senior Loan Officer is responsible for underwriting loan requests in support of community development with particular emphasis on affordable housing and community facilities, including both interim/bridge, New Market Tax Credits and permanent term loans. The position will support Enterprise’s lending activities across its national footprint. The responsibilities also include managing a defined portfolio of loans from origination through repayment.
The Senior Loan Officer is expected to develop and maintain relationships with community development organizations and other relevant groups for the regions in which he/she works, as well as field representatives of Enterprise. The position requires an experienced professional with strong analytical, financial and relationship management skills.
- Contribute to production goals by identifying lending opportunities, and originating new loans upon referral through the Enterprise system and external partners.
- Structure and negotiate financing proposals/commitments, and prepare comprehensive written loan packages for review and approval by management or Loan Committee for both direct financing by Enterprise and financing through various off balance sheet funds.
- Review and interpret third party due diligence reports, including appraisals, market assessments, entitlement/zoning classifications, and environmental reports to determine transaction viability and appropriate loan structure.
- Coordinate the preparation of commitment letters and loan documents with attorneys.
- Manage the closing process, including internal and external closing counsel, and the collection, review, approval and execution of all closing items.
- Manage an existing portfolio of loans, including annual site visits, timely review of financial statements, review and approval of disbursement/funding requests, monitoring for covenant compliance and processing modification and extension requests.
- Maintain loan files in audit-ready condition to ensure accuracy and completeness.
- Work cooperatively with local and regional staff from Enterprise Community Partners, Enterprise Community Investment and Bellwether Enterprise to coordinate and leverage Enterprise resources ?grants, loans and equity in project development and advancement of the Enterprise strategic plan.
- Assist with other projects as needed.
Requirements:
- Undergraduate degree required; advanced degree in business, finance or related field preferred.
- Seven years of lending experience, with three ?3? years of multi-family affordable housing, real estate, underwriting responsibilities required. Community development underwriting and knowledge of various housing programs and the broader community development field is a plus.
- Demonstrated experience in preparing and negotiating complex, multi-layered transactions and balancing the programmatic needs of community based organizations with sound underwriting judgment and risk mitigation.
- Ability to prioritize and manage multiple projects and assignments, meet tight deadlines, and coordinate and communicate effectively across all levels of an organization.
Strong business development, analytical, communication, and problem solving skills, with working knowledge of spreadsheet programs.
- Detailed analytical skills with database management and spreadsheet knowledge.
- Familiarity with federal, state and local community development programs, particularly programs that finance charter schools, federally-qualified health centers and affordable housing.
- Ability to travel up to 30% of the time.
Compensation:
DOE
How to Apply:
Please apply online: http://tinyurl.com/ybg5d4ug
Background:
Enterprise’s mission is to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities.
We are driven by our mission, fueled by business discipline and sustained by donors and investors. Since 1982, Enterprise has worked with partners in communities nationwide. One of America’s original social enterprises, we bring together the people and resources to create affordable housing in strong neighborhoods. Within Enterprise are entities that lend funds, finance development and manage and build affordable housing.
Position Summary:
The Portfolio Associate is responsible for a variety of tasks associated with the management of the Loan Fund’s lending activities including loan closings and loan servicing of a portfolio with a range of loan types (predevelopment, acquisition, construction and permanent loans) and diverse projects (affordable housing, charter schools, health care facilities and other community development projects). The position involves a combination of loan closing and servicing duties as outlined below.
Responsibilities:
Loan Closing
In collaboration with the Lenders, the Portfolio Associate will participate in the loan closing process from loan approval through closing. The Portfolio Associate is responsible for entering and maintaining loan data systems. The Portfolio Associate will prepare and maintain loan closing checklists along with Legal and ensure all loan closing conditions have been met and approved by the appropriate authorized parties. The Portfolio Associate will review draft loan documents to ensure accurate implementation of key loan terms per the loan approval. The Portfolio Associate will review insurance policies to ensure that they meet Loan Fund’s lending standards and guidelines. The Portfolio Associate will communicate to the Lenders any documentation issues that have the potential to negatively impact loan closings.
The Portfolio Associate will work with the Accounting and Capital Management staff to set-up new loans in the Loan Fund’s lending data bases. The Portfolio Associate is responsible for coordinating funds required at loan closing with Capital Management, Accounting, and third party lenders, as necessary.
Loan Monitoring/Servicing
The Portfolio Associate is responsible for servicing and monitoring a portion of Loan Fund’s “on” and “off balance sheet” loans. Duties related to this activity include, but are not limited to: processing monthly draw requests for construction and non-construction loans; maintaining project budgets; monitoring and/or following up on loan reporting and other milestones required to keep the loan in compliance; ongoing file maintenance; updating loan information in Loan Fund’s lending databases; processing loan payoffs; and archiving records. In addition, the Portfolio Associate will assist the Lenders and Chief Credit Officer with processing loan modifications.
Other Duties as Assigned
From time to time, the Portfolio Associate carries out other responsibilities as assigned including but not limited to assisting with the administration of specific Loan Fund lending programs, developing reports, administering lender pools, selling participation in loans, and implementation of lending databases.
Requirements:
- 3+ years of experience in loan administration and loan monitoring/servicing
- General knowledge of real estate and construction lending is required
- Ability to work well in a team environment is essential.
- Strong written and verbal communication skills
- Excellent customer service skills is required
- Ability to prioritize and manage multiple competing tasks while maintaining a high degree of attention to detail is essential
- Strong computer aptitude, including knowledge of Microsoft Office Suite Programs, Office 365 and other database software.
- The position requires a high degree of self-motivation, dedication, and flexibility with time and willingness to accept a demanding (and personally satisfying) position.
Qualifications/Skills Preferred
- A minimum two year associate’s degree is preferred.
- Knowledge of affordable housing and community development loans is helpful
- General knowledge of corporate and real estate insurance
- Knowledge of SalesForce and Precision LM (LMS) systems is a plus.
Compensation:
DOE
How to Apply:
Please apply online here: http://tinyurl.com/y8acmt59
Background:
The Northwest Access Fund is a non-profit Community Development Financial Institution established to promote access to technology and economic opportunity for people with disabilities. Our programs include low-cost loans and IDAs for assistive technology and business equipment for people with disabilities as well as financial capability services. We operate in both Washington and Oregon. Our office is located in Seattle, WA. Visit www.nwaccessfund.org for more information.
Position Summary:
We are seeking a Development Director to develop and operate a strong and diversified fundraising program.
Reporting to the Executive Director, the Development Director will guide and implement the strategy for development activities - including individual giving, donor relations, event management, grant writing, corporate sponsorship, and special fundraising campaigns - and assist in communication activities. The Development Director must have outstanding communications skills. He or she will work closely with the Executive Director and staff on all public relations and outreach activities and provide additional support as necessary.
Responsibilities:
- Develop, implement, and evaluate an annual Development Plan in collaboration with the Executive Director and staff.
- Create and execute the annual development calendar and development strategies to meet organizational goals – including online fundraising strategies.
- Research grant opportunities and solicit corporate and grant funding in conjunction with Executive Director and program staff. Develop grant reporting calendar and work with staff to meet grant reporting obligations.
- Develop and manage individual giving program and build a major gifts program. Maintain and upgrade donor database in conjunction with other staff to ensure adequate data entry related to donor outreach and maintenance.
- Develop and Manage events: Design and schedule events that align with development plan; Perform outreach to event guests; create content for event related materials and work with other staff, contractors and volunteers to ensure the events’ success; Manage post-event donor stewardship; and Oversee special events geared towards major/planned-giving donors.
- Develop major communication pieces for direct mail, including appeal packages, informational pieces, and thank-you letters. Analyze direct mail pieces ROI as well as consistently increasing dollars brought in annually.
- Draft blog posts and e-mail newsletters for distribution to donors and stakeholders. Assist program and executive staff by creating copy as needed to support various initiatives.
- Work with graphic design and other professionals as needed to see projects through.
- Provide support for and participate in offsite conference presentations and tabling events.
- Work with the Chair of the Marketing and Development Committee to develop committee meeting agenda and supporting materials.
- Develop and produce annual report.
Because we are a small organization all staff members are expected to contribute to the overall success of the organization and carry out administrative, program, and development tasks as assigned.
Individuals with disabilities are strongly urged to apply.
Requirements:
3 - 5 years of experience in development work.
Compensation:
$43,000 - $52,000 annually for full time work, depending upon qualifications, with option of health, dental and vision benefits and SIMPLE IRA (matches up to 3% of salary). We will consider part-time work or work on a contract basis.
How to Apply:
Email resume and cover letter to Jack Brummel at jbrummel@nwaccessfund.org. In the cover letter, please specifically address relevant experience and reasons for your interest in this particular position.
Questions: Please contact Jack Brummel, Executive Director, with questions at 206-328-5116 or jbrummel@nwaccessfund.org. For more information about the organization, see www.nwaccessfund.org.
Background:
Baltimore Community Lending (BCL) is a non-profit real estate financing corporation and certified Community Development Financial Institution (CDFI). The BCL mission is to support the revitalization and strengthening of Baltimore neighborhoods through innovative and flexible financing programs. The Company has a 28 year history of providing construction financing to non-profit and for-profit developers of properties in Baltimore City neighborhoods and neighborhood commercial districts. As our business continues to expand we need a well-organized individual who is able to assist our loan officers and learn the lending business.
Position Summary:
Baltimore Community Lending is looking for a dynamic individual driven to work with our lenders to assist them in providing capital to small and mid-sized developers who are acquiring and rehabbing properties to provide affordable housing throughout Baltimore City.
This position provides support to the Real Estate Loan Officers at Baltimore Community Lending. The primary function is to assist with the client services functions and directly coordinate the collection of required documents, the preparation of loan closing packages on approved loans, and follow-up documentation as needed. This position requires a significant amount of customer contact. The primary functions of the position are administrative in nature.
Responsibilities:
- Assisting the Loan Officers with compilation of information during the application, underwriting and approval process for a loan
- Assisting in the collection of all documentations as required by the loan officer and consistent with normal lending practices.
- Collect financials from borrower/guarantors.
- Contact customers, when directed, to gather loan application information for review.
- Once the loan is approved, assist the Loan officers’ work with attorneys and Title companies to order loan documents, appraisals, environmental, flood certifications and all other required items needed for settlement.
- Monitoring, collecting and removing items from the documentation exception list.
- Complete all other duties as assigned.
Requirements:
- Experience with commercial real estate or community development collateral and lending a plus
- A minimum of an AA degree is required, with a Finance, Accounting or Real Estate concentration preferred. Experience in these fields can be substituted for a specific degree in these disciplines.
- Must possess ability to work in a fast paced environment and maintain a high degree of accuracy.
- Must have the ability to enter data in a computer with speed and accuracy; and exhibit good mathematical aptitude.
- Must be a confident team member, who is not afraid to offer informed solutions when identified issues and challenges relating to loan program implementation arise.
- Must be able to show experience to organize, and be able to perform timely, accurate and comprehensive analyses and detailed reporting.
- Proficiency in Microsoft Suite of software, including Word, Excel and Outlook, is required.
- Previous Experience: At least five years of experience in the areas of accounting, financial analysis, or credit for commercial, industrial and/or nonprofit organizations. Candidates with loan processing experience are preferred.
Compensation:
Compensation, paid as a salary with benefits, is commensurate with experience and qualifications. The excellent benefits package includes 40lk plan with match, health insurance, life and disability insurance, and paid annual leave.
How to Apply:
Application Instructions: Please submit a cover letter, resume and salary requirements to Resumes@BCLending.org with “Loan Associate” in the subject line.
BCL is an equal opportunity employer. EOE
Background:
Pacific Community Ventures envisions an economy that works for everyone. For almost two decades, our programs have helped people achieve the American Dream by creating quality jobs and stimulating investment in local economies. Our approach is unique. Our Small Business Advising and Lending programs help local economies thrive by connecting entrepreneurs to the expertise and capital they need to grow their businesses. At the macro level, PCV InSight — our impact investing consulting practice — conducts research and evaluation so that investors and policymakers can more effectively deploy large pools of capital to underserved communities in ways that create social good. Our approaches are scalable and create systemic change — yet are implemented in ways that are relevant to particular local economies — a truly “think globally/act locally” philosophy.
Position Summary:
We are seeking a Program Manager to join our team as part of our innovative small business advising program. PCV’s BusinessAdvising.org business accelerator continues to scale and we are looking for a talented individual to help shape the future of this program with a keen eye on flawless execution. We work with business owners and volunteer advisors across America, and partners like Super Bowl, Capital One, Charles Schwab, eBay, PayPal and more to deliver on our brand promise. We combine technology and high touch; leveraging our advanced matching algorithm and SaaS platform along with personal interactions to achieve our mission. 2017 is on pace to become another record year in terms of growth and participant satisfaction, and we are looking to continue building on that success in 2018 and beyond.
Responsibilities:
- Own the program participant experience from initial sign-up and beyond
- Lead the onboarding process for small business owners and pro-bono advisors
- Manage the matching process between advisors and entrepreneurs to meet program benchmarks and maintain program quality
- Work to further develop and scale the program to create sustainable businesses and jobs for economically disadvantaged communities
- Identify capacity building opportunities, increase programmatic efficiencies and processes to help scale all while improving the quality of the participant experience
- Deliver quality programming through matching, events and education for entrepreneurs and advisors that reach a growing national audience and develop community within current program participants
- Lead the execution of signed partnership agreements
- Represent the organization at local events for partners, government, and others
- Opportunity exists to build and manage part-time staff and intern(s)
Requirements:
- Minimum five (5) years of work experience
- Bachelor’s degree
- Familiarity with business terminology
- Outstanding time management and ability to multi-task
- Self-starter willing to take initiative, but also works well in a team
- Solution oriented and embraces working in a dynamic environment
- Spanish language skills a plus
- Interest in economic development, community development and/or entrepreneurship
- Past experience might include: recruiting, inside sales, small business support, volunteer engagement, community building, education/resource development, scaling programs and/or online and offline events
Compensation:
Competitive with excellent benefits for full-time employees including: health and dental insurance, paid time off and holidays.
How to Apply:
To apply for this position, send a resume and cover letter to: HR@pcvmail.org. Please include the title of Program Manager, Business Advising in the subject of your email.
We aim to be a diverse and inclusive place to work. We value new perspectives, original ideas and different ways of working. We believe that diverse views and experiences improve the way we do our work. PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.
Background:
Pacific Community Ventures envisions an economy that works for everyone. For almost two decades, our programs have helped people achieve the American Dream by creating quality jobs and stimulating investment in local economies. Our approach is unique. Our Small Business Advising and Lending programs help local economies thrive by connecting entrepreneurs to the expertise and capital they need to grow their businesses. At the macro level, PCV InSight — our impact investing consulting practice — conducts research and evaluation so that investors and policymakers can more effectively deploy large pools of capital to underserved communities in ways that create social good. Our approaches are scalable and create systemic change — yet are implemented in ways that are relevant to particular local economies — a truly “think globally/act locally” philosophy.
Position Summary:
We are seeking a Data and Reporting Analyst to join our team as part of our innovative small business advising program. One of our key differentiators is our ability to collect and report data to funders, partners and clients. We are looking for a talented individual to advance our organizational capabilities, keeping us on the cutting edge of our industry.
PCV’s BusinessAdvising.org business accelerator continues to scale and add depth to the participant experience. We work with business owners and volunteer advisors across America, and partners like Super Bowl, Capital One, Charles Schwab, eBay, PayPal and more to deliver on our brand promise. We combine technology and high touch; leveraging our advanced matching algorithm and SaaS platform along with personal interactions to achieve our mission. 2017 is on pace to become another record year in terms of growth and participant satisfaction, and we are looking to continue building on that success in 2018 and beyond.
The primary responsibilities of the Data and Reporting Analyst are oversight of data reporting systems, report generation for internal and external purposes, and contributing to the overall success of the program.
Responsibilities:
Data and Reporting
- Provides data on a monthly, quarterly, bi-annual, and annual basis for reports to funders, partners and clients
- Generates reports to program leadership for grants management purposes, client proposals and responds to additional data requests from throughout the organization
- Builds dashboards and reporting capabilities in a recently acquired business intelligence toolWorks closely with program leadership to design and develop custom reports for quality assurance and performance management
- Writes regular participant success stories based on interviews and collected data points
- Engages with program leadership, Development, Marketing and other departments to ensure timely and accurate reporting
Programmatic Responsibilities
- Participates in onboarding small business and advisors
- Serves as auxiliary staff for making advising matches during peak times
- Identifies speaking opportunities for program leadership and spearhead local event attendance/tabling
- Supports business development by creating lists of potential clients and participating in initial virtual outreach
- Creates content and build program’s bi-weekly newsletter
- Other duties as assigned
Requirements:
- 2+ years professional experience with databases and data reporting required, preferably in a community-based nonprofit, or program evaluation setting
- Bachelor’s degree
- An outstanding writer and communicator who is comfortable reaching out to funders and organizations as well as representing the program at events
- Advanced MS Excel skills, experience with GROW a plus
- Ability to manage multiple concurrent projects
- Demonstrated ability to learn quickly, be self-directed, and take initiative
- Outstanding time management and ability to multi-task
- Self-starter willing to take initiative, but also works well in a team
- Solution oriented and embraces working in a dynamic environment
- Must maintain a sense of humor
- Interest in economic development, community development and/or entrepreneurship
Compensation:
Competitive with excellent benefits for full-time employees including: health and dental insurance, paid time off and holidays.
How to Apply:
To apply for this position, send a resume and cover letter to: HR@pcvmail.org. Please include the title of Data and Reporting Analyst in the subject of your email.
We aim to be a diverse and inclusive place to work. We value new perspectives, original ideas and different ways of working. We believe that diverse views and experiences improve the way we do our work. PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.
