Background:
Aeris guides capital to good. As the rating and information service for impact investing, our flagship ratings and performance database have contributed to robust risk management standards and impact measurement and management practices for community development loan funds (CDFIs). By providing information, analysis, assessments, ratings, and consulting services, Aeris brings accountability and transparency to impact investing.
Aeris was established in 2004, focusing first on analyzing and rating private community loan funds (CDFIs). These loan funds invest in real estate, women and minority-owned small businesses, and community facilities in socially and economically challenged communities throughout the United States. More recently, we began applying our knowledge, expertise, and tools to the broader impact investment world.
In 2013, Aeris built a cloud-based platform to collect and manage the impact and financial information that supports our deep due diligence and monitoring activities.
Position Summary:
Aeris seeks a summer intern to play a key role in a critical project to enhance the data on our proprietary web platform, the Aeris Cloud. This is an opportunity to learn about how CDFIs and investors approach impact measurement and alignment, as well as financial and portfolio management. The position will work closely with Aeris’ senior management team, and will be responsible for communicating directly with CDFIs in support of this effort.
Responsibilities:
Requirements:
The intern will analyze the information contained in Aeris’ rating reports and conduct research through interviews with loan funds. Specific responsibilities will include:
• Interviewing CDFIs and updating critical information on the Aeris Cloud, such as CDFIs’ mission, sustainable development goals, geographic service area and impact focus areas.
• Working with Aeris staff to analyze information in Aeris Rating Reports and add CDFI capitalization information to the Aeris Cloud.
• Working with Aeris staff on follow-up communications with CDFIs about updating additional impact information on the Aeris Cloud.
Compensation:
How to Apply:
Interested candidates must submit a cover letter stating their interest and availability, as well as a resume, to careers@aerisinsight.com, ATTN: Impact Internship. Aeris will be interviewing promising candidates in March and April.
Background:
The Life Initiative (TLI), located in Boston, is a private, community development fund with a social mission to invest in projects that benefit low-moderate income people and communities throughout Massachusetts. We seek to preserve and expand affordable and mixed income housing opportunities which allow access for lower income households to a high-quality environment. We seek to strengthen and build healthy communities through investments in key services including healthcare, education and childcare, support services and employment opportunities.
TLI takes a comprehensive approach to lending and investment, and believes providing flexible and creative capital to our borrowers is an important component in revitalizing communities and alleviating poverty. TLI has been in business for 21 years, and has successfully invested more than $550,000,000, providing both a financial and social return to our investors in the life insurance industry.
Position Summary:
TLI is seeking a Vice President and Loan Officer responsible for marketing, sourcing, underwriting and closing community development investments throughout Massachusetts. Loan products include predevelopment lines of credit, acquisition, construction, and bridge loans as well as small business lending.
Responsibilities:
Originating, analyzing, structuring, closing and monitoring community development loan transactions
Underwriting and analyzing organizations and project feasibility
Meeting clients and prospective borrowers
Developing new business
Addressing customer’s needs with creative, flexible financing with the ability to evolve products as the marketplace shifts
Ensuring that TLI’s mission is met by achieving loan volume and social impact goals
Ongoing familiarity with and interest in policy and maintaining an active presence in community development field
Requirements:
Bachelor’s degree required, master’s degree preferred
Ability to work with potential borrowers from a wide range of backgrounds and communities
Minimum of five years of lending and/or community development experience
Experience sourcing, negotiating, structuring, closing and monitoring transactions is a plus
Ability to collaborate with public and private sector lending partners and with diverse constituencies
Ability to build and maintain relationships with borrowers
Strong presentation skills to present proposals to Investment Committee
Strong analytical and credit skills
Commitment to the mission of community development and knowledge of the field
Compensation:
Highly competitive salary based on experience. Excellent benefit package includes health, dental, vision, life and disability insurance, defined benefit pension plan and flexible spending accounts.
How to Apply:
Apply by emailing a cover letter and resume to Kharol@masscapital.com
Background:
Position Summary:
As a member of the CornerStone Partners Investment Operations Team, the Investment Operations Associate will utilize their exceptional accounting and client service skills to provide support to non-profit clients in pursuit of their missions. The successful candidate is accountable, unselfish, precise, and an agile learner. As a member of the collaborative, highly skilled Investment Operations team, the Associate will have a clear path to hone and develop their skills in accounting and financial analysis.
Upon completion of training, the Operations Associate will have a wide-range of responsibilities, including:
* Review of accounting and performance data provided by the custodians
* Preparation of monthly and quarterly client portfolio reports
* Maintenance of investment performance and analytical platforms
* Calculation and/or review client performance returns and related metrics, such as:
* Private equity investment account reconciliations and performance measures
* Portfolio-level risk and exposure analysis
* Performance attribution analysis
* Portfolio liquidity tracking and cash flow analysis
* Investment-related client audit and tax support
* Investment transaction processing and other portfolio administration functions
* Special projects
CORNERSTONE PARTNERS
CornerStone Partners is an outsourced investment office (OCIO) in Charlottesville, Virginia. Our clients rely on the returns generated by their investment portfolios to fund their missions in health, education, conservation, and building and improving communities. They hire CornerStone to manage their investment program, including full-scale back office operational and administrative support. The firm has 24 employees including 8 operations professionals. CornerStone is a dynamic, growth oriented firm committed to developing a diverse and equitable workforce.
TO APPLY, please submit a cover letter and resume.
* Experienced, career-minded professional with exceptional accounting and client service skills
* Aptitude and preference to thrive in a collaborative, team-oriented environment
* Superior interpersonal skills and the ability to communicate effectively on paper and in person
* Attention to detail and the ability to spot errors and work with extreme precision
* Ability to deal with high volumes of diverse information flows and to assimilate these into formats that are accurate, relevant and meaningful
* Ability to work independently and adhere to strict deadlines
* Minimum BA, BS or equivalent, CPA or advanced degree helpful
* Understanding of non-profit accounting and taxation helpful, along with experience and/or interest in the investment industry and financial analysis
* Proficiency in Microsoft Office, including Excel, PowerPoint and Word
Apply Here : https://www.click2apply.net/r7pQODC8p6YOcPKgCrgA6
PI131547939
Responsibilities:
Background:
Rapoza Associates is a nonpartisan, lobbying and government relations firm with over four decades of experience providing comprehensive legislative and support services to community development and housing organizations, associations, and public agencies. Rapoza Associates staff work closely with clients to find effective and creative ways to reach their legislative goals, including policy research and drafting new legislative initiatives. Our clients are active in the New Markets Tax Credit and Community Development Financial Institutions programs at Treasury, rural development and housing programs at the Department of Agriculture (USDA) and Housing and Urban Development (HUD), as well as programs at the Small Business Administration (SBA).
website: www.rapoza.org
Position Summary:
The firm is seeking a Policy Associate with experience working with coalitions and a strong grasp of membership development and management. The ideal candidate will also have an understanding of housing policy and appropriations. In this role, the Policy Associate will support the development and implementation of legislative strategies, as well as help cultivate and maintain relationships with federal agencies and Congress.
Responsibilities:
Responsibilities
• Prepare grassroots communications, including social media posts and legislative updates to clients.
• Help provide day-to-day coalition building and management, including organizing meetings and conferences.
• Prepare policy materials, including fact sheets, reports, letters, testimony, talking points, and briefings.
• Attend hearings, mark-ups, and conference committees to report on and evaluate Congressional actions.
• Track and analyze federal legislation, regulations, and appropriations.
Requirements:
Qualifications
• At least 3 years of government relations, legislative, policy, advocacy, or lobbying experience.
• Knowledge of housing policy and/or appropriations is required, and familiarity with rural development is a plus.
• Excellent verbal and written communications skills are essential.
• Sound judgment, professional manner, and ability to perform when faced with tight deadlines and multiple priorities.
• Well-organized and detail-oriented.
Compensation:
Rapoza Associates provides paid annual and sick leave and federal holidays, as well as health and dental benefits. Salary commensurate with experience.
How to Apply:
Application Instructions
Please submit a resume and cover letter to Lana Chapman at Lana@Rapoza.org. No phone calls please.
Background:
City First Enterprises (CFE) is a financial institution working at the intersection of financial innovation and impact investment, in the quest for a more equitable economy. We are risk entrepreneurs investing in underserved communities, centering our focus on the people and places historically overlooked by mainstream finance.
CFE’s lending vehicle is the Equitable Growth Fund, a loan fund designed to provide accessible debt capital to entrepreneurs, innovators and change-makers working in affordable housing, renewable energy, small businesses, education, community facilities, and commercial real estate in the Washington, DC, Maryland, and Virginia area.
CFE is a Community Development Financial Institution (CDFI), a designation by the United States Treasury to organizations expanding economic opportunity in low-income communities by providing access to financial products and services for residents and businesses. CFE is part of the City First Family of organizations, which includes City First Bank.
To learn more about our organization, please visit our website at: https://cfenterprises.org/
Position Summary:
THE POSITION
The ideal person for the position knows how to work in a dynamic collaborative environment and has strong financial analysis and writing skills. He or she seeks to play a pivotal role in a growing community loan fund that is committed to mission-oriented lending across the region.
Under guidance and supervision, the Loan Officer is responsible for performing financial underwriting tasks. This includes assessment of credit and business risks of loans under consideration using qualitative and quantitative tools. He or she will perform financial analyses and provide credit recommendations based on a review of CFE’s underwriting criteria. As part of a compact team, the position’s responsibilities expand beyond core credit analysis. The Loan Officer is also expected to lead business development efforts aimed at growing our loan portfolio. Working on reaching underserved corners of the credit markets is central to the role. Versatility and flexibility across a wide spectrum of business tasks are key to the success of the role.
Additional responsibilities include providing competent, thorough, courteous, and efficient customer service to both internal and external customers with a minimal level of direction, guidance, and oversight.
Responsibilities:
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
1.Performs financial statement spreads analysis and independently interprets them, delivering written reviews of financial information.
2. Handles loan originations from beginning to end under the supervision of senior staff.
Day to day functions may include:
1.Creating financial statements with the use of Excel
2. Identifying information needed to complete an analysis by reviewing a credit file
3. Conducting sectoral and business model research relevant to loan applications under review
4. Performing interim and annual financial covenant compliance (loan monitoring), in close collaboration with Portfolio Manager
5. Contacting borrowers to solicit updated financial information as required.
6. Works with Data Administrator on analyzing figures around economic development metrics, including designing and implementing client-focused surveys.
7. Participates, in close collaboration with other members of the team, in the preparation of proposals and periodic reports to funders.
8. Collaborates with Loan Closing Specialist in preparing loan documentation.
9. Works in partnership with other members of the team on business development activities, including participating in client and/or prospect calls and representing the organization in meetings with potential business partners.
Performs other duties as may be deemed necessary and appropriate.
Requirements:
2.Ideal candidate has a minimum of 2-5 years of commercial or small business lending and/or 1-5 years of credit analysis for commercial loan underwriting, with 2-4 years’ experience in mission-oriented financial analysis, deal structuring, and relationship and loan processing management preferred
3. Strong writing and composition skills.
4. Experience or interest in working with diverse low-income communities.
5. Proven ability to build relationships with potential clients and business partners.
6. Experience with a CRM platform, definitely a plus.
7. Advanced knowledge and experience in Excel.
8. Strong interpersonal communication skills
9. Knowledge of and/or interest in community development, economic equity and inclusion.
In short, we are looking for an individual who would help us improve how we work day-to-day, and maximize the growth and impact of our organization in the long term.
The right fit would be someone intellectually ambitious, willing to work hard, and always holding him or herself accountable to a high bar of performance. Sounds like you, or someone you know? Please reach out!
Compensation:
Competitive nonprofit salary, commensurate with experience, plus a generous benefits package that includes employee-sponsored health and dental, life insurance, health savings account with annual employer contributions, retirement plan with employer matching, paid parental leave and a generous paid time off program.
Our office is a unique work environment that is open, innovative and collaborative. We are conveniently located at Thomas Circle in the District. CFE provides generous transportation benefits up to the IRS minimum for qualified work travel.
Due to the national health emergency the CFE team is currently working remotely. We anticipate returning to the office sometime later this year. It is important for our employees to live in the DC, Maryland or Virginia area. The ability to work remotely and collaboratively is an important aspect of this opportunity.
How to Apply:
Selected candidates will be contacted for an initial phone screen on a rolling basis. The position is expected to start by early April 2021.
TO APPLY
Please email resume and cover letter to Jobs@cfenterprises.org. No phone calls, please.
City First Enterprises is committed to serving the communities in which we work and live. The City First family is dedicated to promoting diversity, multiculturalism, and inclusion in our work and hiring practices. City First Enterprises is fully focused on equality and economic inclusion and believes that diversity in opinion and background only helps further that mission.
We provide equal employment opportunities to all people regardless of ethnicity, age, religion (and lack thereof), disability that can reasonably be accommodated, marital status (including domestic partner status), ancestry, nationality, national origin, family status, sex (including pregnancy, childbirth, and related medical conditions), other medical condition (physical or mental), AIDS/HIV status, genetic information, sexual identity, gender identification (including transgender status), sexual orientation, and veteran status.
CFE is an equal opportunity employer.
Background:
City First Enterprises (CFE) is a financial institution working at the intersection of financial innovation and impact investment, in the quest for a more equitable economy. We are risk entrepreneurs investing in underserved communities, centering our focus on the people and places historically overlooked by mainstream finance.
CFE’s lending vehicle is the Equitable Growth Fund, a loan fund designed to provide accessible debt capital to entrepreneurs, innovators and change-makers working in affordable housing, renewable energy, small businesses, education, community facilities, and commercial real estate in the Washington, DC, Maryland, and Virginia area.
CFE is a Community Development Financial Institution (CDFI), a designation by the United States Treasury to organizations expanding economic opportunity in low-income communities by providing access to financial products and services for residents and businesses. CFE is part of the City First Family of organizations, which includes City First Bank.
To learn more about our organization, please visit our website at https://www.cfenterprises.org/.
Position Summary:
THE POSITION
The ideal person for the position knows how to work in a dynamic collaborative environment and has strong financial analysis and writing skills. He or she seeks to play a pivotal role in a growing community loan fund that is committed to mission-oriented lending across the region. Under guidance and supervision, the Loan Officer is responsible for performing financial underwriting tasks. This includes assessment of credit and business risks of loans under consideration using qualitative and quantitative tools. He or she will perform financial analyses and provide credit recommendations based on a review of CFE’s underwriting criteria. As part of a compact team, the position’s responsibilities expand beyond core credit analysis. The Loan Officer is also expected to lead business development efforts aimed at growing our loan portfolio. Working on reaching underserved corners of the credit markets is central to the role. Versatility and flexibility across a wide spectrum of business tasks are key to the success of the role. Additional responsibilities include providing competent, thorough, courteous, and efficient customer service to both internal and external customers with a minimal level of direction, guidance, and oversight.
Responsibilities:
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
1. Performs financial statement spreads analysis and independently interprets them, delivering written reviews of financial information.
2. Handles loan originations from beginning to end under the supervision of senior staff.
3. Day to day functions may include:
a. Creating financial statements with the use of Excel
b. Identifying information needed to complete an analysis by reviewing a credit file
c. Conducting sectoral and business model research relevant to loan applications under review
d. Performing interim and annual financial covenant compliance (loan monitoring), in close collaboration with Portfolio Manager
e. Contacting borrowers to solicit updated financial information as required.
4. Works with Data Administrator on analyzing figures around economic development metrics, including designing, and implementing client-focused surveys.
5. Participates, in close collaboration with other members of the team, in the preparation of proposals and periodic reports to funders.
6. Collaborates with Loan Closing Specialist in preparing loan documentation.
7. Works in partnership with other members of the team on business development activities, including participating in client and/or prospect calls and representing the organization in meetings with potential business partners.
8. Performs other duties as may be deemed necessary and appropriate.
Requirements:
QUALIFICATIONS, EXPERIENCE, AND EDUCATION
● Ideal candidate has a minimum of 2-5 years of commercial or small business lending and/or 1-5 years of credit analysis for commercial loan underwriting, with 2-4 years’ experience in mission-oriented financial analysis, deal structuring, and relationship and loan processing management preferred
● Strong writing and composition skills.
● Experience or interest in working with diverse low-income communities.
● Proven ability to build relationships with potential clients and business partners.
● Spanish is a plus.
● Experience with a CRM platform, definitely a plus.
● Advanced knowledge and experience in Excel.
● Strong interpersonal communication skills
● Knowledge of and/or interest in community development, racial equity and inclusion.
In short, we are looking for an individual who would help us improve how we work day-to-day, and maximize the growth and impact of our organization in the long term.
The right fit would be someone intellectually ambitious, willing to work hard, and always holding him or herself accountable to a high bar of performance. Sounds like you, or someone you know? Please reach out!
Compensation:
Competitive nonprofit salary, commensurate with experience, plus a generous benefits package that includes employee-sponsored health and dental, life insurance, health savings account with annual employer contributions, retirement plan with employer matching, paid parental leave and a generous paid time off program.
Our office is a unique work environment that is open, innovative and collaborative. We are conveniently located at Thomas Circle in the District. CFE provides generous transportation benefits up to the IRS minimum for qualified work travel.
Due to the national health emergency the CFE team is currently working remotely. We anticipate returning to the office sometime later this year. It is important for our employees to live in the DC Maryland and Virginia area. The ability to work remotely and collaboratively is an important aspect of this opportunity.
How to Apply:
Please email resume and cover letter to Jobs@cfenterprises.org. No phone calls, please.
Background:
Global Partnerships (GP) is an impact-first investor dedicated to expanding opportunity for people living in poverty. Impact-first investing means investing in a way that seeks the greatest possible social impact, while seeking to preserve capital with a modest financial return for investors. GP believes that impact-first investing has an essential role to play in advancing sustainable solutions to poverty for millions of people worldwide.
GP creates and manages impact-first investment funds that make loans and early stage investments in social enterprises serving people living in poverty in less developed countries, primarily in Latin America and Africa. The GP team is comprised of mission-driven, dedicated, high-performing colleagues working primarily from offices in Seattle, WA, Bogotá, Colombia, and Nairobi, Kenya. To learn more about Global Partnerships, please visit our website at www.globalpartnerships.org.
Position Summary:
Responsibilities:
ROLE AND RESPONSIBILITIES
The Research and Impact function is a small, strategic function within GP’s Capital and Impact Team (CIT). The purpose of the function is to help the organization aim its investments to achieve clear, compelling levels of social impact and follow through to be sure its investments are delivering the desired outcomes. The Research and Impact Officer will play a critical role in delivering on this mandate within GP’s portfolio in Sub-Saharan Africa (SSA), as well as GP’s Global (multi-country) portfolio and potential expansion into Asia.
The Research and Impact Officer will work out of the SSA regional office in Nairobi (though in the near-term the team is largely working from home amidst the pandemic) and will report to the Director of Investment Research and Impact based in Seattle, WA. The Research and Impact Officer will work closely with both the CIT and the Social Investment Team (SIT), which leads business development, loan origination, credit analysis, and capital recovery for GP’s debt funds.
This role will be responsible for the following:
• Managing GP’s impact-first partner screening and selection in the SSA region and Global portfolio:
o Working with the regional SIT to identify high potential leads within GP’s investment initiatives; conducting early impact data collection, responsible lending screening, and analysis of credit worthiness, credible use, and alignment
o Authoring investment briefs, summarizing the investment opportunity, key performance indicators, and the impact case for investment
o Managing the regional pipeline (process, communication, and deliverables) to ensure timely, high-quality, impact-first recommendations
o Supporting Portfolio Directors in pre-due diligence impact data collection, analysis, and field visit preparation; identifying key impact risks and pending questions, and areas/methods for investigation during diligence
o Participating as needed in screening and due diligence visits (or remote sessions) and preparing updates to the investment brief
o Developing and maintaining highly professional, trust-based relationships with partners, in collaboration with Portfolio Directors and other colleagues
• Executing impact monitoring, targeted analysis, and strategic research:
o Developing analytical frameworks at the product/service, enterprise, initiative, fund, and/or portfolio level
o Conducting ongoing and targeted data collection, monitoring, and analysis of partner impact data; working with Excel databases and the iLevel data collection platform
o Identifying emerging, material patterns in the data and conducting targeted, action-oriented analysis to strengthen GP’s impact-first investment strategy
o Conducting new market assessments and delivering concise, structured reports
o Conducting initiative, market, and thematic research to support GP’s continuous improvement of our impact-first investment strategy, with an emphasis on sustainable, scalable business models that create impact at the household level
o Supporting impact management in GP’s Social Venture Fund as needed
o In addition, the Research and Impact Officer should be ready and able to contribute to any other investment strategy, analysis, and research activities as needed
Requirements:
SELECTION CRITERIA
Core Capabilities
• Strong analytical and strategic thinking skills, with the ability to cut through complex issues, design analytical frameworks, identify key takeaways, and deliver actionable insights
• Demonstrated ability to collaborate both within and across teams, and flexibility to work across various projects and functions
• Excellent oral and written communication skills, capable of highly professional engagement with colleagues and partners
• Capacity to build trust-based relationships across cultural, language, and socio-economic differences, including within remote global teams
• Self-motivated work ethic, with track record of proactive engagement and ability to see tasks through to completion independently
• Highly organized and capable of balancing multiple priorities, with excellent attention to detail and thoughtful knowledge management
• Has a passion for GP’s mission to expand opportunity for people living in poverty
• Embodies GP’s culture: Dedicated, Strategic, Collaborative, Aspirational, Learning, and Excellence
Qualifications
• 2-5 years of relevant professional experience in business analysis, strategy development, investment or market research, program management, management consulting, finance, or other relevant fields
• 1-3 years of work experience in Sub-Saharan Africa required, along with desire to continue working in the region for 3+ years; experience working in remote global teams preferred
• Experience in social enterprise work, impact investing, and/or ESG risk assessment and underwriting preferred
• Proficiency in Excel and PowerPoint required
• Undergraduate degree required with strong academic track record; MBA, MPA or other relevant master’s degree preferred
• Willingness to travel within the region at least once per quarter (though near-term travel will be minimal amidst the pandemic)
• Business language fluency in English required; French business fluency strongly preferred (minimum intermediate French required)
• Ability to reside and work legally in Kenya
Compensation:
How to Apply:
If interested, please follow the below link to apply.
https://recruiting.paylocity.com/recruiting/jobs/Details/480827/Global-P...
Failure to do so may cause a delay in reviewing your application. Interviews with final candidates are required.
Required Application Documents:
• Brief cover letter
• Resumé
Global Partnerships is an equal opportunity employer. Diverse candidates are encouraged to apply. Global Partnerships will not discriminate based on ethnic origin/race, color, religion, age, sex, national origin, disability, marital status, genetics, protected veteran status, sexual orientation, gender identify, or any other characteristic protected by applicable law.
Applications will be accepted and reviewed on a rolling basis. For priority consideration, please apply by April 3rd, 2021.
Due to the volume of applications, we will contact only those candidates selected for interviews – no follow-ups, please.
Finalists will be asked to submit references, including name, email, and phone number, of at least two former supervisors. All offers will be contingent upon reference checks as well as a background check.
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) community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity.
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 preparing for growth and an expansion of services or planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support 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 investment capital to enable is to deliver flexible, affordable capital solutions to our clients. We also partner with other community development lenders and advocates dedicated to catalyzing excellence in primary care to ensure we can meet a client’s needs, regardless of project size.
Position Summary:
Position Overview
The Capital Investment Underwriter will play a central role in the growth and expansion of PCDCs lending business nationally. The Underwriter will be responsible for overseeing the underwriting and closing process for loans and New Markets Tax Credit (NMTC) transactions, providing technical assistance to Capital Investment staff and underwriting specific transactions, working closely with the Chief Credit Officer and Chief Lending Officer. The Underwriter will partner internally to support the achievement of budgeted goals, contribute to process improvements, and ensure transactions conform with PCDC’s impact and credit standards. The Underwriter will report to the Chief Credit Officer.
Responsibilities:
Job Responsibilities:
The Underwriter is accountable for leading and overseeing the underwriting and closing of loan and NMTC transactions.
Work with borrowers through the underwriting and closing processes, assessing the viability of potential borrowers and projects, performing financial analyses and due diligence, structuring loans and NMTC, preparing and presenting credit proposals, and negotiating financing terms in accordance with credit policy and guidelines.
Maintain knowledge of PCDC target geographic markets, particularly New York State and Los Angeles County, and trends in these markets and the national footprint. Disseminate knowledge to colleagues to inform Capital Investment practice.
Maintain good working knowledge of the PCDC’s lending policies and procedures and identify exceptions to credit policy
Structure transactions appropriately that meet client’s needs and PCDC credit standards and program requirements
Prepare commitment letters and loan and NMTC documentation in accordance with policy and committee approvals
Lead the closing process for approved loans and NMTC financing including the negotiation and drafting of legal documents and coordination of closing due diligence from loan officers, borrowers, counsel, and deal team partners and professionals
Prepare comprehensive, thorough, and in-depth written analysis of loan and NMTC financing and present written and oral recommendations to the Chief Credit Officer and loan committees
Provide technical assistance to Capital Investment team members including structuring assistance, underwriting and closing support, and guidance to ensure compliance with PCDC’s underwriting criteria and NMTC program requirements
Perform comprehensive underwriting of loan and NMTC transactions, including structuring, conducting due diligence and financial analyses, and preparing credit recommendation memos
Ensure effective and productive communication and coordination with Capital Investment staff to ensure efficient processes and sound risk and asset management practices
Requirements:
Qualifications:
Minimum of five years lending experience in community development and/or community facility financing, including underwriting and administration of construction loans, preferably with a CDFI or other community development lender
Experience in real estate development or health care financing preferred
Bachelor’s degree in Business or Finance (Master’s Degree in Business, Finance or related field preferred)
In-depth knowledge of credit and lending products and services, as well as analysis of financial indicators related to credit risk management
Knowledge of, or commitment to, the healthcare industry and primary healthcare
Strong oral and written communication skills, including experience speaking publicly
Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in culturally and ethnically diverse environments
Self-motivated, have a positive attitude, and be enthusiastic to work in a start-up and entrepreneurial environment
Ability to travel throughout the U.S., including a valid driver’s license
Knowledge of New Markets Tax Credits (NMTC) and Community Development Financial Institutions (CDFIs) is preferred
Strong financial analysis skills, particularly with nonprofit accounting
Strong communicator and relationship builder with the ability to forge deep community relationships
Outstanding interpersonal and oral/written communication skills, ability to produce exceptional quality work as part of an interdisciplinary team of professionals
High degree of self-motivation, creativity, and flexibility
Excellent teamwork and strong time management skills are essential.
Compensation:
How to Apply:
https://primarycaredevelopmentcorporation.applytojob.com/apply/iA5073cQB...
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) community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity.
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 preparing for growth and an expansion of services or planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support 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 investment capital to enable is to deliver flexible, affordable capital solutions to our clients. We also partner with other community development lenders and advocates dedicated to catalyzing excellence in primary care to ensure we can meet a client’s needs, regardless of project size.
Position Summary:
Position Overview
The Capital Investment Loan Officer, Business Development will play a central role in the growth and expansion of PCDCs lending business nationally. The Loan, Officer, Business Development will be responsible for cultivating relationships, building pipeline, and structuring loans and New Markets Tax Credit (NMTC) transactions, working closely with colleagues in the Capital Investment team. Primary responsibilities include: identifying viable opportunities, developing capital solutions, structuring terms, coordinating due diligence; analyzing financial statements; performing the initial analysis; preparing and presenting proposals to the Chief Lending Officer and Chief Credit Officer. The Loan Officer, Business Development will partner internally to support the achievement of budgeted goals, contribute to process improvements, develop networks, and ensure transactions conform with PCDC’s impact and credit standards. The Loan Officer, Business Development will report to the Chief Lending Officer.
Responsibilities:
Job Responsibilities:
The Loan Officer, Business Development is accountable for loan origination activities, including sourcing, cultivating, structuring, and analyzing transactions.
Identify opportunities and cultivate relationships across the spectrum of community health practices supported by PCDC’s lending program through the U.S. with emphasis on PCDC’s target geographic markets
Engage with clients to understand needs and develop effective financing solutions to meet those needs and conform to PCDC impact and credit standards.
Develop prospects and build pipeline of viable financing opportunities that meet short-term and long-term team and enterprise goals and strategy.
Work with borrowers through all stages of the financing process, from sourcing new clients and projects, assessing the viability of potential borrowers and projects, conducting financial analyses, and structuring loans and NMTC, preparing and presenting credit proposals, and negotiating financing solutions in accordance with credit policy and guidelines.
Develop and maintain knowledge of PCDC target geographic markets and identify evolving trends, risks and opportunities. Disseminate knowledge to colleagues to inform Capital Investment practice.
Cultivate and maintain strong relationships with current and future borrowers, key stakeholders, and partners.
Ensure efficient and productive communication and coordination with the Chief Credit Officer and the portfolio management staff to ensure sound risk and asset management practices.
Requirements:
Qualifications:
Minimum of five years lending experience in community development and/or community facility financing, including underwriting and administration of construction loans, preferably with a CDFI or other community development lender
Experience in real estate development or health care financing preferred
Bachelor’s degree in Business or Finance (Master’s Degree in Business, Finance or related field preferred)
In-depth knowledge of credit and lending products and services, as well as analysis of financial indicators related to credit risk management
Knowledge of, or commitment to, the healthcare industry and primary healthcare
Record of successful business development
Strong oral and written communication skills, including experience speaking publicly
Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in culturally and ethnically diverse environments
Self-motivated, have a positive attitude, and be enthusiastic to work in a start-up and entrepreneurial environment
Ability to travel throughout the U.S., including a valid driver’s license
Knowledge of New Markets Tax Credits (NMTC) and Community Development Financial Institutions (CDFIs) is preferred
Strong financial analysis skills, particularly with nonprofit accounting
Strong communicator and relationship builder with the ability to forge deep community relationships
Experience in building, managing, and deepening client relationships.
Outstanding interpersonal and oral/written communication skills, ability to produce exceptional quality work as part of an interdisciplinary team of professionals
High degree of self-motivation, creativity, and flexibility
Excellent teamwork and strong time management skills are essential.
Compensation:
How to Apply:
https://primarycaredevelopmentcorporation.applytojob.com/apply/0rk6G6dN2...
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) community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity.
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 preparing for growth and an expansion of services or planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support 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 investment capital to enable is to deliver flexible, affordable capital solutions to our clients. We also partner with other community development lenders and advocates dedicated to catalyzing excellence in primary care to ensure we can meet a client’s needs, regardless of project size.
Position Summary:
Position Overview
The Capital Investment New Market Tax Credit (NMTC) Manager will play a central role in managing our growing portfolio of NMTC investments in community-based healthcare providers. The NMTC Manager will be responsible for overseeing PCDC’s compliance with the US Department of Treasury’s CDFI Fund NMTC program requirements throughout the sourcing, origination, underwriting, structuring, closing, and asset management of NMTC transactions. The NMTC Manager will report to the Chief Credit Officer.
Responsibilities:
Job Responsibilities:
Oversee all stages of the NMTC financing process and provide compliance guidance to the Capital Investment team staff, from evaluating potential borrowers and projects, conducting initial NMTC eligibility and compliance tests, evaluating NMTC projections, structuring transactions, drafting credit proposals, ensuring ongoing compliance throughout the seven year compliance period and through the unwind in accordance with NMTC program standards
Review and summarize relevant partnership agreements, operating agreements, loan agreements and related documents for compliance and reporting requirements
Manage periodic investor distributions to ensure compliance with partnership agreements and tax credit regulations.
Maintain a thorough and up-to-date understanding of the tax and compliance requirements related to NMTC and monitor developments in the industry related to tax credit compliance. Disseminate knowledge to colleagues to inform Capital Investment practice and PCDC’s NMTC program.
Manage and coordinate the preparation of the NMTC application with Capital Investment and Finance teams and consultants
Identify and recommend process and system improvements as they relate to all aspects of NMTC compliance and reporting
Manage reporting to the CDFI Fund; maintain timely entries in AMIS through all stages of NMTC transactions from closing to unwind and close out, and annual and interim CIIS reporting
Manage the preparation of periodic investor reports
Monitor and coordinate disbursements to ensure program compliance
Maintain a culture of quality customer service at all points of contact with internal and external clients, Capital Investment team, staff, board and committee members, lending partners and professionals.
Cultivate and maintain strong relationships with current and future borrowers, key stakeholders, and partners
Ensure efficient and productive communication and coordination with the Chief Credit Officer, Chief Lending Officer, and the Capital Investment team staff to ensure sound compliance practices
Requirements:
Qualifications:
Minimum of three years lending experience in community development and/or community facility financing, preferably with a CDFI or other community development lender
Demonstrated experience in program management, financial analysis, and compliance monitoring
Bachelor’s degree in Business or Finance (Master’s Degree in Business, Finance or related field preferred)
In-depth knowledge of lending products and services, compliance or monitoring for complex tax credit transactions (ideally NMTC or LIHTC)
Knowledge of, or commitment to, the healthcare industry and primary healthcare
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 culturally and ethnically diverse environments
Self-motivated, with a positive attitude
Experience reading and understanding complex legal documents, nonprofit financial statements, and NMTC projections
Outstanding interpersonal skills, ability to communicate and representing PCDC externally
High degree of self-motivation and ability to work independently
Excellent teamwork and strong time management skills are essential.
Compensation:
How to Apply:
https://primarycaredevelopmentcorporation.applytojob.com/apply/PqRSiGyc7...
