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Impact Investment Manager Alterna
Guatemala City,
Job Function: Investment
Posted: October 21, 2021

Background:

Alterna is developing Guatemala’s next generation of dynamic social entrepreneurs. Enabling ordinary people to build successful social enterprises and achieve extraordinary positive impact.
We do it through three complementary programs:

We cultivate social entrepreneurship – providing hands-on mentoring to social entrepreneurs creating social and environmental value.

We create and launch social ventures – We practice what we preach by launching sustainable business models that attend critical environmental and social local problems.

We bridge the support gap between local social entrepreneurs and the organizations with the resources to help them by creating local entrepreneurial communities and building an inclusive ecosystem.

Position Summary:

Mission of the role: You will lead the investment process with excellence and demonstrating passion for impact projects by motivating its growth and expansion. To achieve it, you will have to put into practice all your experience and entrepreneurial thinking by:

Responsibilities:

- Managing the investment portfolio and supervising the process in all stages, including pre-selection (pipeline generation), business analysis, Due Diligence, and exit management.
- Designing the fundraising strategy and executing the necessary activities to grow Alterna´s Investment Fund, alongside the Board of Directors and General Management.
- Promoting synergies and building strong relations with key stakeholders.
- Leading the financial management and back-office department.
- Developing capabilities of the team in charge to ensure their good performance in the creation and implementation of services of the department.

Requirements:

- You have bachelor´s degree in any field and Master´s Degree in Business or related fields
- You have at least 4 years of work experience in financial management, investment banking, social impact investing, and corporate fund management.
- You have strong skills in business plan analysis, financial modeling, and financial risk analysis.
- You have effective communication and able to generate interpersonal relationships at all levels and with diverse cultures.
- You have experience in people management and the ability to develop teamwork and create workspaces that generate synergy and collaboration.
- You are independent and have professional maturity, strategic thinking, and the attitude of an entrepreneur, charismatic and determined.
- You have initiative and business vision in the short, medium, and long term, always with creativity.
- You have CFA certification (ideally).
- You speak fluent English and Spanish.

Compensation:

How to Apply:

Send your resume with references to info@alterna.pro

Policy Assistant Local Initiatives Support Corporation (LISC)
Washington, DC, DC
Job Function: Advocacy/Policy
Posted: October 21, 2021

Background:

THE ORGANIZATION:
What We Do
With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business, and raise families.
Strategies We Pursue
• Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
• Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
• Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places.
• Develop leadership and the capacity of partners to advance our work together
• Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being.
Over the last 40 years, LISC and its affiliates have invested approximately $24 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment, and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 38 markets with offices extending from Buffalo to San Francisco and in 2,400 rural counties across 49 states and Puerto Rico. Visit us at www.lisc.org.
LISC’s Policy Office is in Washington, D.C. It is responsible for developing LISC’s federal policy agenda; communicating this agenda to LISC employees, board members, funders, and other stakeholders; and pursuing this agenda through engagement with federal policymakers in Congress and federal agencies. LISC Policy will also be engaging in state and local advocacy efforts.

Job Specifications:
This position will be in Washington, D.C. and working remotely through 2021. Some travel (less than 10 percent estimated annually) may be required when restrictions are lifted in the future. LISC provides a competitive salary and excellent fringe benefits.

LISC IS AN EQUAL OPPORTUNITY EMPLOYER
COMMITED TO DIVERSITY, EQUITY, INCLUSION AND JUSTICE

Position Summary:

LISC Policy is seeking a creative and organized person to support the team’s efforts to promote its policy and advocacy strategies.

Responsibilities:

Working with senior members of the Policy Team to support policy development, advocacy, communications, and outreach efforts to the field.
• Conducting research on legislative and regulatory issues and helping senior staff in the development of issue papers, policy briefs and other outreach materials.
• Developing and maintaining databases relevant to our work with Congress and our local partners.
• Scheduling meetings with Hill staff and preparing supporting documents for those visits.
• Tracking relevant appropriations and authorization legislative issues.
• Attending coalition meetings and congressional hearings as needed.
• Coordinating LISC Policy’s social media efforts, including creating content; and
• Providing administrative support, including but not limited to:
o Organizing advocacy email campaigns.
o Drafting and distributing a monthly e-newsletter.
o Maintaining an online library of internal policy resources; and
o Ensuring logistical support for briefings, forums and other events organized by LISC Policy or its partners.

Requirements:

Bachelor’s degree from an accredited college or university in political science, communications, social work, city and regional planning or other similar field.
• Professional work experience in a federal or state legislative affairs-based administrative/project-support position.
• Excellent writing, research, and analytical skills.
• Precise attention to detail.
• Strong interpersonal skills.
• Ability to adapt to a changing environment and to handle multiple priorities.
• Collaborative spirit and willingness to work with a team.
• Commitment to affordable housing and community development issues.
• Proficiency in using web-based congressional tracking tools, such as Congressional Quarterly (CQ)’s Fiscal Note or Bloomberg Government, is a plus.
• Familiarity with Excel, HTML or Adobe InDesign is a plus.

Compensation:

LISC provides a competitive salary and excellent fringe benefits.

How to Apply:

Qualified applicants should send a cover letter and resume as a single attached file (e.g., Word or PDF) to: policy@lisc.org. Please put your last name, first initial and “Policy Assistant Vacancy” in the subject line of the email (e.g., “SmithJ Policy Assistant Vacancy”).

Program Specialist and Office Manager Pennsylvania Assistive Technology Foundation
King of Prussia, PA
Job Function: Administrative/Operations/IT
Posted: October 20, 2021

Background:

PATF’s mission is to provide education, advocacy, and financing opportunities for people with disabilities and older Pennsylvanians of all cultural backgrounds, helping them to acquire assistive technology devices and services that improve the quality of their lives. PATF is Pennsylvania’s Alternative Financing Program (AFP) as designated by the federal Assistive Technology Act. PATF is also a state accredited and federally certified Community Development Financial Institution (CDFI). PATF helps Pennsylvanians of all ages, all income levels, and all disability diagnoses and health conditions, including Black, Indigenous, and People of Color (BIPOC) and LGBTQ+. Since 1998, PATF has helped more 4,200 Pennsylvanians finance the assistive technology they need through low-interest or no-interest loans worth more than $43 million. PATF’s office is in King of Prussia, Pennsylvania.

Position Summary:

The Program Specialist and Office Manager will be responsible for providing information about PATF’s programs and possible funding resources to people who contact PATF. They will also be responsible for providing administrative support for the successful operations of the organization. The Program Specialist and Office Manager must carry out their role with a clear and consistent sense of organizational purpose, mission and values around equity and equality, and a strong commitment to integrity and accountability to those we assist.

This full-time executive position includes a competitive compensation and a comprehensive benefits package, including health insurance, 403(b) retirement plan, paid time off as well as other benefits.

PATF is an Equal Opportunity Employer (EOE).

Responsibilities:

Major Job Responsibilities and Duties:
• Answer telephone and e-mail requests for information and forward messages, as needed, to the appropriate staff person;
• Answer loan inquiries and provide comprehensive information and referral services, including identifying other possible sources of funding in a timely manner;
• Collect required documentation from applicants and follow-up on missing items;
• Identify and assess callers’ needs to achieve satisfaction;
• Go the extra mile to engage customers and support differentiated cultural needs;
• Process, sort, and route incoming and outgoing mail;
• Provide general administrative support, including assisting with mailings, scanning, faxing, and copying;
• Ensure applicant files are complete and well organized prior to filing;
• Collect data, scan documents and input information into loan servicing software as well as PATF’s data system;
• Maintain client confidentially and maintain files and data in a secured manner;
• Distribute by mail and e-mail the consumer satisfaction surveys and compile information from returned surveys;
• Monitor and manage inventory of office supplies; order and distribute office supplies, as needed;
• Carry out other such duties as may be assigned or requested.

Requirements:

Required Skills:
• Well-developed interpersonal skills and the ability to collaborate with BIPOC populations, including persons with disabilities;
• Ability to communicate effectively, both orally and in writing;
• Ability to work as part of a team;
• Ability to provide an exceptional level of customer service: in-person, email, and on the phone;
• Ability to exercise a high degree of discretion and independent judgment;
• Have strong organizational skills;
• Be detail-oriented and able to meet multiple pressing deadlines;
• Ability to handle multiple tasks and frequent interruptions;
• Excellent records and file management skills;
• Proficient in Microsoft Office Suite (Word and Excel);
• Ability to learn database management systems.

Required Education and Experience:
• College degree, preferred;
• Experience in providing customer service;
• Experience, openness, and acceptance in working with BIPOC communities.

Preferred Qualifications
• Knowledge and experience of the disability community;
• Knowledge of assistive technology;
• Working knowledge and skill in business software, including word processing, spreadsheet, and database tracking systems.

Physical Requirements and Work Environment:
• Primarily works in standard office conditions and climate;
• May work at desk and on the computer for extended periods of time;
• Travel may be required, primarily in Pennsylvania;
• Supportive environment that works to create equality and equity for our stakeholders.

Compensation:

How to Apply:

PATF is an Equal Opportunity Employer (EOE).

To apply, please send your resume and cover letter to Susan Tachau at stachau@patf.us

Membership Manager US SIF
Washington, DC
Job Function: Relationship Management
Posted: October 19, 2021

Background:

Position Summary:

US SIF’s Membership Manager is responsible for engaging with member prospects, recruiting new members and managing the relationships with our existing members. Additionally, the Membership Manager will play a role in executing member programs and events. This position reports to the Chief Operating Officer (COO) and will work closely with the Operations and Events Associate.

Responsibilities:

The Membership Manager is responsible for duties which include, but are not limited to:

With the COO, define annual membership growth and retainment goals in alignment with organizational strategy.
Manage a pipeline of potential members and create an ongoing engagement plan to inform prospective members about US SIF and recruit new members. Liaise with staff and board members who can play a role with specific recruitment targets.
Understand the full extent of US SIF’s offerings and member benefits and be able to communicate this to potential and existing members.
Manage relationships with existing members in order to address member needs and help drive strong retention rates. Hold annual check-ins with current members and reach out to new members within six months of joining US SIF.
Where needed, attend events to raise the profile of US SIF and to engage with potential members.
Play a role in executing member programs and events.
Report on membership statistics and member feedback in internal discussions and for board materials.
Make updates to member related webpages and recruitment materials.
Assist in other projects as needed.
Competencies and Requirements:

Understanding of and experience in the financial services industry. Candidate must have familiarity with asset managers, asset owners and service providers including research and data institutions, advisors, and consultants.
Commitment to sustainability and experience with the field of sustainable investing.
Experience with relationship management and business development, including ability to present a strong case for joining US SIF to mid and senior level managers.
Excellent written and verbal communication skills.
Ability to work effectively with members and staff including responding to member and staff needs quickly and professionally.
Ability to work independently and as part of team; a sense of humor is welcomed!
Minimum of bachelor’s degree or equivalent work experience.
Proficiency with Microsoft Office. Experience with a CRM or AMS software system preferred.
Benefits:

Paid vacation and sick leave
11 holidays and 2 personal floating days
401k plan with employer contributions
Employer-subsidized health and dental insurance
FSA and commuter benefit programs for employees

Responsibilities:

Requirements:

Compensation:

How to Apply:

Application Process:

Please send a cover letter and resume to info@ussif.org, using the subject line “Membership Manager.”

Final candidates will need to take a writing test. No phone calls, please.

Deadline:

Applications must be received by November 15, 2021, and will be reviewed as they are received.

Application Specialist United Fund Advisors
,
Job Function: Investment
Posted: October 19, 2021

Background:

United Fund Advisors, LLC (UFA), a certified B corporation, is a fund manager and financial services company that provides tax advantaged investment capital and advisory services for community development projects throughout the country. UFA has been involved in the New Markets Tax Credits (NMTC) program since its inception. UFA is recognized as an industry leader, having closed NMTC financings across the country, with loans and investments ranging from $5,000 to $72.5 million. Through UFA’s Community Development Entity (CDE), UFA has secured $857 million of allocation across 16 rounds. In addition, through UFA’s CDE advisory services, UFA has submitted 56 successful applications resulting in $2.7 billion of allocation for UFA’s CDE clients. In total, UFA has secured $3.6 billion of allocation.

Position Summary:

Job Title: Application Specialist
Department: Investments
Location: Portland, OR, or remote from anywhere in the US except Colorado.

The Application Specialist works on NMTC allocation applications for UFA and its CDE clients. This position reports to the Principals.

Responsibilities:

Drafting and reviewing NMTC allocation applications, including:

Identifying pipeline opportunities
Managing track record and pipeline data related to financings and community outcomes
Securing commitments, evidence of support and/or letters of interest
Geocoding project locations

Drafting and reviewing proposals for new CDE client engagements
Supporting Investment Team with:

Documenting and tracking project and investment data
Drafting and reviewing community benefit agreements
Undertaking special projects

Requirements:

Qualifications

Education and Experience:

3-5 years of professional/industry experience in grant writing, community development finance, or tax credit finance
Bachelor’s degree, preferably in English, journalism, business, finance or related field

Skills, Abilities, and Desired Traits:

Knowledge of the NMTC program (preferred)
Ability to prioritize conflicting demands and deadlines
Good organizational and project management skills
Strong verbal and written communication skills
Attention to detail
Willingness to work odd or long hours to complete special projects
Strong skills in Microsoft Excel and Word

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation:

Competitive salary commensurate with experience.

How to Apply:

Please submit a resume and cover letter to UFAadmin@unitedfundadvisors.com.

UFA is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Director Catholic Impact Investing Collaborative
Chicago, IL
Job Function: Relationship Management
Posted: October 19, 2021

Background:

The Catholic Impact Investing Collaborative (CIIC – pronounced “seek”) works to actively promote Impact Investing in Catholic institutions through community building, sharing experiences, and learning from each other. Our mission is to accelerate and expand the stewardship of financial resources in service to people and planet.

Position Summary:

The CIIC Director will act as a central collaborator and driver of CIIC’s programs and partnerships. The role will be responsible for building out existing CIIC activities and leading new initiatives, building relationships with and engaging stakeholders across the organization and partners in the field, and representing CIIC in forums within the Catholic, faith-based and secular investment community. The role is best-suited for someone who has experience working and building relationships in the investment industry and who is energized by the mission of moving the impact investing space forward in a faith-based community. Familiarity with Catholic Social Teaching as well as the structure of the Church and landscape of Catholic institutions is highly valued.

Responsibilities:

Membership Recruitment and Retention
● Identify, conduct outreach, recruit and respond to interest from new member prospects.
● Conduct member due diligence, process applications and payments, oversee the
onboarding of new members and the membership renewal process.
● Lead the development of new member and member retention strategies and manage
overall recruitment and retention strategies to meet annual goals and targets.
● Work with the Advisory Board and Associate Director to determine long-term strategies
and strategies targeting specific groups within the CIIC constituency.
● Steward relationships with current members and other participants in the broader CIIC
Community (i.e., pledge signatories) in partnership with the Associate Director
Membership Programming
● In collaboration with the Associate Director, provide day-to-day management and support
to the CIIC Member Community Platform.
● Plan and manage members-only events in coordination with the Associate Director and
CIIC’s Impact Investing and Participation and Outreach Committees, including virtual and
in-person gatherings, impact investing manager forums, workshops, trainings and special
events.
● Collect and analyze data to track member and non-member engagement and quantify
contributions to CIIC programmatic outcomes and impact.
Establishing and Enhancing Partnerships with Aligned Organizations
● Develop partner strategies and partnership protocols.
● Deepen relationships and advance partnerships with established CIIC collaborators.
● Identify potential partners to grow CIIC’s presence abroad and build communities of
Catholic investors supporting Catholic Impact Investing.
Building the CIIC Community & Catholic Impact Investing Movement
● Manage the Catholic Impact Investing Pledge, recruiting and tracking pledge signatories,
and providing support to signatories and linkages to other CIIC programs and
participants.
● Collaborate with CIIC’s Associate Director to curate and contribute to CIIC web content.
● Assist the Associate Director and CIIC’s Participation & Outreach Committee in planning
and hosting CIIC’s quarterly Community Forums.
● Collaborate with CIIC’s Advisory Board, Associate Director and CIIC’s Working
Committees to organize, fund and celebrate CIIC’s inaugural flagship event, the Global
Catholic Impact Investing Summit.
● Increase CIIC’s visibility and awareness of Catholic Impact Investing at industry forums
and other events for Catholic, faith-based and impact investors.
Administrative & Fundraising Support
● Draft and track CIIC’s annual operating budget in coordination with CIIC’s Treasurer.
● Coordinate the development of CIIC financial reporting with our fiscal sponsor and
support our fiscal sponsor’s information and reporting needs.
● Manage CIIC grant requirements and reporting, including revenue and expense tracking
for grant budget, crafting grant progress reports and leading progress calls with grantor.
● Work with the Advisory Board and Associate Director to formulate and implement an
annual fundraising plan for CIIC, being responsible for identifying potential
donors/grantors, coordinating donor and grant solicitation, stewarding relationships with
funders and maintaining records.

Requirements:

Strong finance and investment acumen with experience in the impact investing field
preferred
● Passion for advancing issues of social justice, equity, and integral ecology through the
lens of Catholic Social Teaching and Impact Investing and a strong commitment to CIIC’s
mission
● Exceptional written and verbal communication, presentation and meeting facilitation skills
● Self-motivated, possessing an entrepreneurial spirit, strong service orientation and
comfortable working independently
● Strong team player and collaborator
● Bachelor’s degree from an accredited university - Master’s degree preferred
● High integrity, maturity, and honesty, including the ability to maintain confidentiality and
to observe high standards of professional conduct
● Strong personal qualities, “people skills”, highly valued
● 10+ years of relevant work or post-graduate experience

Compensation:

Competitive salary commensurate with experience and a benefits package which
includes medical, dental and long-term disability insurance, paid holidays, vacation and
sick leave

How to Apply:

To submit your application, please complete this brief form: https://airtable.com/shrOdLRcolt06Vb8c. In your cover letter, please
share with us why you are interested in the position, what you know about Catholic
Impact Investing and what aspect of the role you are most excited about.
The deadline to apply for this position is Friday, November 12th, 2021. Thank you for your
interest in this position.

Business Coach CommunityWorks
Greenville, SC
Job Function: Other
Posted: October 19, 2021

Background:

CommunityWorks is a non-profit certified Community Development Financial Institution (CDFI) and an SBA micro lender committed to building financial equity by providing resources that support small business growth, entrepreneurship, and homeownership. Collectively, our programs, expertise and partnerships help build stronger and more just communities.

For over 12 years, CW has created opportunities for people, communities and entrepreneurs in the Upstate community and throughout South Carolina, with a focus on people and communities of color. Our programs focus on equitable access to financial coaching, connections with one-on-one business coaching, access to loans to build small business, develop affordable housing, and building credit and assets. Since its inception, CW served over 6044 and has generated over $291 million in local economic impact.

Diversity, justice, and inclusion are key values within CommunityWorks. We are committed to building and sustaining an inclusive, equitable working environment for our staff. We believe every member of our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and discover, design, and deliver solutions.

Position Summary:

This position is responsible for providing effective business coaching (also called “technical assistance”) to potential and existing CommunityWorks’ clients. The Business Coach will provide high-quality business coaching to entrepreneurs to help them grow their business by assessing their strengths and weaknesses, helping them refine their goals and action plan, providing support and guidance on a range of business topics, connecting them with external partners and resources that can support their success, and maintaining engagement to assess their progress over time. This position may include coaching clients in setting up financial documents such as cashflow or income statements, reviewing operations for increased profitability, and devising marketing strategies for a variety of business sectors. Business Coaches are provided with tools and templates to use with clients and are also encouraged to bring their unique set of skills and resources to their work, while following CommunityWorks policies and protocols.

A successful candidate will have a deep understanding of the unique needs of small business owners through a variety of work and life experiences, possess strong financial acumen for personal household budgeting and business financial statements, and be solutions oriented in researching and finding tools to support the diverse needs of the entrepreneurs they’re coaching.

An ideal candidate will have previous professional experience in business coaching, enjoy building relationships and engaging with people from widely varied backgrounds, thrive in a fast-pace, collaborative environment, understand the unique challenges of start-up businesses, and have a commitment to racial justice.

Responsibilities:

• Build strong, long-term relationships with assigned CW clients. Follow-up with borrowers previously advised. As significant business needs may be discovered, provide additional services.
• Provide solutions to borrowers in response to identified needs including research, advising, training, and education in specific, functional areas of small business development such as business formation, business planning, marketing, sales, financing, and other small business issues and challenges
• Develop and deliver engaging educational content for webinars and workshops, including written materials and presentations for CW lending and coaching programs
• Coordinate and assist with the development of small-group training program content
• Help develop and market digital coaching resources
• Facilitate networking opportunities for loan holders
• Recommend to potential clients, clients, and borrowers, as appropriate, business tools and resources to increase access to resources for business success
• Assist clients in preparing loan documents for CW loan programs with a focus on business income statements and projections, real estate pro formas, business plan narratives, project budgets, and personal financial statements
• Work with borrowers to develop action plans to meet their goals and assist them in managing their cash flow and making effective business management decisions
• Conduct outreach to promote opportunities for technical assistance, including one-on-one support and support via webinars, workshops, and partners.
• Provide coaching via virtual platforms and, when necessary, meet with clients in person. This is not a requirement during the pandemic.
• Document services provided, and time utilized, according to policies and procedures of CW.
• Collect, track, and enter client impact data in CW’s tracking database
• Support CPO in improving processes for business coaching services
• Attend all CW staff meetings and Program team meetings as requested.
• Assist fellow team members in performing their duties, when asked.
• Perform other duties as assigned.

Requirements:

JOB QUALIFICATIONS:
• A commitment to CommunityWorks’ mission of serving a diverse population of South Carolina business owners.
• Excellent time management and organizational skills, including an ability to engage in consistent, detailed documentation of work performed.
• Deep knowledge of small business best practices and potential challenges and hazards faced by entrepreneurs.
• Ability to listen empathetically and constructively to business needs expressed by small business owners and staff.
• Ability to convert business needs expressed into action steps in order to achieve business goals
• Excellent communication and customer services skills, both verbally and written
• Professional history of working with people from diverse backgrounds, especially women, Black, and/or Latinx communities
TRAINING, EDUCATION & EXPERIENCE:
• Minimum of five years of experience as a small business owner, small business coach, or other relevant entrepreneurial experience.
• Proficiency in using business software applications including but not limited to Microsoft Office Suite, Customer Relationship Management (CRM) Systems, Digital Phone and Video Conferencing Systems, and QuickBooks/other account platforms commonly used by small business owners.
• Strong financial background, including the ability to understand, interpret, and analyze income statements, balance sheets, and statements of cash flow
• Degrees related to business or accounting are preferred but not required.
• Experience working in a commercial lending institution is a plus.

Compensation:

How to Apply:

Please e-mail your cover letter and resume to careers@cwcarolina.org

Loan Officer CommunityWorks
Greenville, SC
Job Function: Lending/Loan Operations
Posted: October 19, 2021

Background:

Position Summary:

The Loan Officer is responsible for identifying, acquiring, and expanding community development lending opportunities in target markets with a focus on providing loan financing and technical assistance to small businesses and nonprofit organizations. The Loan Officer will work closely with borrowers and key stakeholders to find solutions, and effectively manages the loan process from origination through booking, and will continue to actively manage the borrower relationship throughout the term of the loan. The Loan Officer will analyze, structure, and negotiate credit requests.

Responsibilities:

Marketing/Outreach
• Conduct proactive outreach to target underserved markets and communities to cultivate new lending opportunities.
• Respond to referrals (internal and external) in a timely, professional manner.
• Promote CommunityWorks loan services and products and business services resources to prospective borrowers, community organizations, and other community partners.
• Represent CommunityWorks in public forums, facilitate community outreach efforts, and other activities that promote lending activities.

Loan Origination
• Gathers personal information about clients and businesses to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment.
• Analyzes and verifies borrower loan application to determine his or her creditworthiness.
• Provides guidance to prospective borrowers who have problems qualifying for traditional loans.
• Determines the most appropriate type of loan for a particular borrower, and explains specific requirements and restrictions associated with the loan.

Underwriting
• Reviews submitted loan application file to analyze, interpret and evaluate financial information and loan documentation to assess borrower capacity, cash flows, character, collateral and condition to honor his or her obligations.
• Conducts a comprehensive industry and financial analysis and risk assessment and to determine appropriate loan terms and repayment schedule.
• Insure loan requests comply with loan underwriting, product and program policies and procedures.
• Prepare and submit credit memorandums to Director of Lending and/or loan committee for approval.
• Assist with loan closing functions, including preparation of loan documents in consultation with appropriate staff members and legal counsel.

Client Relationship Management
• Guides borrowers through the application process by proactively reaching out to the prospective borrower, obtain basic information about the purpose of the loan and explain the different types of loans and credit terms that are available to the applicant.
• Answers questions about the process and assist borrowers in filling out the application if necessary.
• Works closely with technical assistance staff to guide business owners around best business practices to include: business and strategic planning, capital structures and financing options, marketing, sales, and human resource management to grow and expand funded businesses.
• Work closely with loan collections staff to contact borrowers with delinquent loan accounts to help them find a method of repayment in order to avoid their defaulting on the loan.
• Maintain accurate files of current borrower.
• Understands, adopts, and adheres to organizational policies, procedures and guidelines.

Requirements:

Professional Qualifications:
• Bachelor’s Degree or equivalent combination of education and experience in office and business management or related field.
• Intermediate financial skills and ability to develop and interpret financial statements
• Working knowledge of loan documentation terminology and methodology.
• Analytical, math, and auditing skills with willingness to use qualitative and quantitative data in decision making
• Knowledge and proficiency working with MS Office Applications such as word processing, spreadsheets, databases and other office software applications.
• Strong spreadsheet and data skills.
• Excellent oral communication skill & writing skills.
• Self-starter who can work independently and in a collegial and collaborative team environment.
• Ability to thrive in an entrepreneurial, team-oriented, and mission driven environment.
• Physical ability to perform essential job functions.

Personal Qualifications:
• Personal maturity, professional discretion, emotional intelligence, strong work ethic, task oriented, highly responsive to the day to day needs of the organization, ability to work effectively with a
range of personnel, including the CEO, the management team, other professional staff.
• Ability to organize multi-faceted & diverse assignments, manage multiple priorities and projects simultaneously.
• Cheerful presence, patience, social and communication skills, enthusiasm, consistently positive attitude.
• High energy, flexibility and drive to work in an entrepreneurial organization. High tolerance for ambiguity, changing demands, and multiple priorities.
• Strong analytical, accuracy, and problem solving capabilities.
• Passion for affordable housing, community development, social justice.
• A commitment and ongoing interest in working in the non-profit field.

Compensation:

How to Apply:

Interested applicants can send a cover letter and resume to careers@cwcarolina.org

Community Development Expert Office of the Comptroller of the Currency
Washington, DC, DC
Job Function: Research and Analytics
Posted: October 19, 2021

Background:

The OCC is among the best places to work in the federal government. Our mission is to ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations. Our culture is flexible, accountable, strategy-based, and data-driven. We promote creative and thoughtful contributions by all employees in an environment that values and encourages diversity. If you are an inquisitive, investigative individual with high standards of your own, consider the OCC.

Come Join the Department of the Treasury and Invest in Tomorrow.

Agency contact information
Sam Reddy
Phone
202-649-5264

Email
Harnet.Reddy@occ.treas.gov

Address
Bank Supervision Policy
400 7th Street SW
Washington, DC 20219
US

Position Summary:

As a Community Development Expert, you will serve as a subject matter expert, conducting analyses, writing technical reports, and news worthy articles, as well as performing outreach on the more complex aspects of the community and economic development performance of the banking system and the effect on banks and other depository institutions, communities and consumers.

This position is located in Bank Supervision Policy / Washington, DC

Responsibilities:

As a Community Development Expert, you will:

* Serve as a technical expert on community and economic development writing and outreach projects. Design and coordinate the preparation of final reports, analyses or outreach strategies, and present results to diverse high-level audiences.

* Provide analysis/advice in areas of expertise to division management team, and research/draft memoranda and position papers in areas of expertise, responding to questions posed by them.

* Organize OCC events, prepare publications, write technical reports and articles and develop or use other tools to assist banks in meeting community development and housing credit needs and fair lending obligations.

* Represent the division on OCC or interagency taskforces that analyze major policy issues affecting the financial system, and analyze/recommend policy options.

* Prepare responses to requests regarding OCC policy positions from the industry, bank customer groups, congressional staff, officials from other government and regulatory agencies and the public.

* Represent the OCC before bank trade associations, national banks, and government agencies to articulate OCC policies and promote community development and reinvestment.

* Provide information/advice to national bank examiners, OCC policy makers and government agencies on community and economic development trends opportunities and programs that affect the banking industry and consumers.

* Review and analyze applications for community development and reinvestment impact and for compliance with federal regulations and policies, such as public welfare investments and the Community Reinvestment Act (CRA).

Travel Required: 25% or less - You may be expected to travel for this position.

Requirements:

You must meet the following requirements by the closing date of this announcement:

You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the NB-V band level or GS-13 grade level in the Federal service. Examples of specialized experience for this position include:

Knowledge of and experience in community and economic development financing programs and banking industry practices; AND

Experience conducting research and analyses to write reports and publish/present papers and articles on community and economic development finance topics.

The experience may have been gained in the public sector, private sector, or through volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure any credit for your work experience, please indicate dates of employment by month/year, and indicate number of hours worked per week, on your resume.

Education - Education cannot be used to qualify for this position.

Compensation:

Salary – $116,844 to $217,118 per year

How to Apply:

When applying, please remember to include all requested required documentation as part of your application.

This job is open to the Public, Competitive Service Employees, Career Transition, Land & Base Management, Military Spouse, Family of Overseas Employees, Peace Corps & AmeriCorps Vista, Veterans, and Special Authorities. Relevant agency contact information, job description and requirements, as well as other related details, may be found within the links below.

Announcement Number – DEU-HQ-HR-22-2629-11263291 Control Number – 61743060
https://www.usajobs.gov/GetJob/ViewDetails/617430600

Announcement Number – MP-HQ-HR-22-2630-11263290 Control Number – 617430800
https://www.usajobs.gov/GetJob/ViewDetails/617430800

Senior Financial Analyst Local Initiatives Support Corporation
New York, NY, USA, NY
Job Function: Finance
Posted: October 18, 2021

Background:

What We Do

With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.

Strategies We Pursue

Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places.
Develop leadership and the capacity of partners to advance our work together
Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being.
Over the last 42 years, LISC and its affiliates have invested approximately $24 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 38 markets with offices extending from Buffalo to the Bay Area and in 2,400 rural counties across 49 states and Puerto Rico. Visit us at www.lisc.org

LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMMITTED TO DIVERSITY, EQUITY, INCLUSION, & JUSTICE

Position Summary:

Responsibilities:

Budgeting & Forecasting

Leverage Vena, LISC’s budgeting and forecasting tool, to produce annual budget and ongoing forecasts. Analyze trends and produce variance analysis, including a narrative explaining progress towards budget goals.
During the annual budget process, produce trend analysis and develop benchmarks to assess department budget proposals.
Perform business unit sustainability analysis to tell the ‘story’ of LISC’s financial model.
Create slide decks for meetings with senior leadership, CFO, CEO and Board of Directors.
Perform ad hoc analysis as required.

Personnel and Grant Budgets

Analyze all department requests for salary increases and promotions against budget; synthesize data to report on requests by budget center, title, geography, etc.
Analyze historical grant budgets and establish benchmarks to apply to future grant proposals.
Lead finance role at grant intake meetings; evaluate opportunities through a financial and operational lens and work directly with the relevant team leads to formulate grant budget.

Requirements:

Bachelor’s degree from an accredited college or university in business, finance, economics, accounting, or related field is required.
5 years of progressive experience in corporate finance, accounting or FP&A is required.
Fluency in financial statement analysis, consolidating and synthesizing financial information, and financial modeling.
Demonstrated ability to leverage financial accounting systems and reporting platforms.
Ability to synthesize and distill complex financial concepts to an audience of finance and non-finance experts.
Excellent oral and written communication skills, a strong work ethic, and excellent interpersonal skills.
Excellent judgment, integrity, and professionalism.
Fluency in Microsoft Office suite, including Microsoft Excel, PowerPoint, and Word required. Advanced working knowledge of Excel, including pivot tables and other tools to analyze large data sets, is required.

Compensation:

LISC offers a competitive salary and excellent fringe benefits

How to Apply:

Please send resume and coverletter to finance@lisc.org with "Senior Financial Analyst" in the subject line

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Washington D.C. Office

Philadelphia Office

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Industry Job Bank

Impact Investment Manager Alterna Guatemala City, Job Function: Investment Posted: October 21, 2021

Policy Assistant Local Initiatives Support Corporation (LISC) Washington, DC, DC Job Function: Advocacy/Policy Posted: October 21, 2021

Program Specialist and Office Manager Pennsylvania Assistive Technology Foundation King of Prussia, PA Job Function: Administrative/Operations/IT Posted: October 20, 2021

Membership Manager US SIF Washington, DC Job Function: Relationship Management Posted: October 19, 2021

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Director Catholic Impact Investing Collaborative Chicago, IL Job Function: Relationship Management Posted: October 19, 2021

Business Coach CommunityWorks Greenville, SC Job Function: Other Posted: October 19, 2021

Loan Officer CommunityWorks Greenville, SC Job Function: Lending/Loan Operations Posted: October 19, 2021

Community Development Expert Office of the Comptroller of the Currency Washington, DC, DC Job Function: Research and Analytics Posted: October 19, 2021

Senior Financial Analyst Local Initiatives Support Corporation New York, NY, USA, NY Job Function: Finance Posted: October 18, 2021

Pages

Get in touch

Washington D.C. Office

Philadelphia Office

Visit Us

Impact Investment Manager Alterna
Guatemala City,
Job Function: Investment
Posted: October 21, 2021

Policy Assistant Local Initiatives Support Corporation (LISC)
Washington, DC, DC
Job Function: Advocacy/Policy
Posted: October 21, 2021

Program Specialist and Office Manager Pennsylvania Assistive Technology Foundation
King of Prussia, PA
Job Function: Administrative/Operations/IT
Posted: October 20, 2021

Membership Manager US SIF
Washington, DC
Job Function: Relationship Management
Posted: October 19, 2021

Application Specialist United Fund Advisors
,
Job Function: Investment
Posted: October 19, 2021

Director Catholic Impact Investing Collaborative
Chicago, IL
Job Function: Relationship Management
Posted: October 19, 2021

Business Coach CommunityWorks
Greenville, SC
Job Function: Other
Posted: October 19, 2021

Loan Officer CommunityWorks
Greenville, SC
Job Function: Lending/Loan Operations
Posted: October 19, 2021

Community Development Expert Office of the Comptroller of the Currency
Washington, DC, DC
Job Function: Research and Analytics
Posted: October 19, 2021

Senior Financial Analyst Local Initiatives Support Corporation
New York, NY, USA, NY
Job Function: Finance
Posted: October 18, 2021