Background:
Rural Community Assistance Corporation (RCAC) provides training, technical and financial resources and advocacy so rural communities can realize their goals and visions, and become vibrant, healthy and enduring places. RCAC works in rural and Native communities across 13 western states. We deliver a broad range of community development services, including support to rural water and wastewater utilities, rural housing development and program assistance, and support in leadership and economic development. In addition, the RCAC loan fund finances community and economic development efforts.
Position Summary:
Provide overall leadership, vision and supervision for RCAC affordable housing programs; oversee and direct RCAC’s Loan Fund in its mission to provide low-cost financing for rural development projects; develop new products and help to secure funding for program operations and loan fund capitalization; participate on RCAC’s Senior Leadership Team, work with the assistant directors and managers to lead and support their work and ensure that strategic plan outcomes are met. Represent the organization to borrowers, local partners, funders, investors and the communities we serve.
Responsibilities:
Major responsibilities include, but are not limited to: management of lending and housing programs, activities and staff; develop new lending and other financing products or programs; serve as the CEO's liaison to the Board and its loan committee and new initiatives committee; participate in strategic planning, program development and marketing of RCAC programs, products and services; participate in establishing major economic objectives and policies for RCAC.
Requirements:
Experience:
- Eight (8) years of applicable experience in loan fund development, design, operation, management and/or financial management of a nonprofit corporation (education may be substituted for experience).
Preferred Education:
- Master's degree (experience may be substituted for education).
Compensation:
Starting monthly salary range: $10,000 - $12,000; medical, dental and vision insurance, paid holidays, PTO, 403(b) retirement plan
How to Apply:
Learn more about this position and apply at www.rcac.org/careers
Background:
Community Health Center Capital Fund is a nonprofit organization located in Boston, which supports the growth and development of community-based health centers serving low-income and uninsured populations by providing capital structured to meet health centers’ needs. Capital Fund provides direct loans and New Markets Tax Credit financing to health centers primarily for facility construction and expansion.
Position Summary:
We are seeking a person with the right experience and outlook to join our lending team in order to increase our impact and grow our portfolio. The successful candidate will focus primarily on sourcing and underwriting new commercial real estate loans and New Markets Tax Credit transactions to community health centers. The Loan Officer will also assist in portfolio and program management. The position reports to the Director of Loan Programs.
Responsibilities:
The Loan Officer will have significant responsibility in the following areas:
- Source loans from new and existing clients via marketing activities, organizational web site, referrals, and professional conferences;
- Underwrite and present credit opportunities to Investment Review Committee for approval;
- Monitor outstanding loans and participate in risk mitigation strategies as necessary;
- Maintain strong relationships with borrowers, other lenders, funding sources and colleagues;
- Assist in portfolio and management reporting.
Requirements:
Qualifications:
- Positive, outgoing, self-directed attitude with the ability to multi-task, meet deadlines and remain flexible;
- Experience in commercial real estate and construction loan underwriting (2 years minimum);
- Familiarity with the New Markets Tax Credit financing program;
- Prior experience in assisting mission driven organizations;
- Experience in underwriting health centers or similar organizations a plus;
- Strong communication and interpersonal skills are required, attention to detail a must;
- A bachelor’s degree is required, preferably in business, accounting, health care management or a related field. An advanced degree is preferred;
- Excellent MS office skills (Word/Excel/PowerPoint).
The position involves some travel (up to 10% of time) to industry conferences, events and client meetings.
Compensation:
As a growing entrepreneurial non-profit organization, Capital Fund provides exceptional opportunities to its staff members. The position offers a competitive salary and benefits package.
How to Apply:
A complete job description is available at http://chc-capitalfund.org/. Interested candidates should send a cover letter, resume, salary history, and salary requirements to Kathryn Graves, graveskatl@gmail.com.
No phone calls, recruiters, or staffing firms please!!
Capital Fund is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, age, sex, sexual orientation, religion, veteran’s status, military status, creed, physical or mental handicap/disability or national origin.
Background:
Building Hope, established in 2003, is a national non-profit organization headquartered in Washington, DC that believes investments in the growth of quality charter schools will increase under-served children’s chances of success in life. We have offices in South Florida, Texas, and Idaho. Building Hope partners with individual and institutional investors, and philanthropic and government organizations to provide facilities financing; property development and project management services; technical assistance; and back-office business services that supports the growth of high quality public charter schools.
We have grown from 15 to 30 employees over the past two years and expect to see similar growth moving forward. We have a familial culture of a small organization with many long-term employees.
Position Summary:
This position reports to the CEO and is responsible for setting the strategic direction for talent management function. This person will oversee building, strengthening, and aligning our team. They will also manage our benefits programs and ensure we comply with all regulations.
This is a new dedicated position with the organization.
Responsibilities:
Getting the Right People on the Bus
- Oversee the recruitment and onboarding activity for all team members, including working with hiring managers to recruit from a diverse pool of applicants.
- Manage salary recommendations and reviews.
- Manage voluntary and involuntary terminations and exit interviews
Organizational Culture
- Facilitate teambuilding and information sharing
- Design and manage knowledge management and communication systems
- Work directly with department managers and employees regarding personnel issues.
- Oversee employee feedback.
Performance Management
- Measure Corporate Performance Management Goals and align with staff goals
- Design and implement a staff performance management process.
- Formalize organizational processes and align roles and responsibilities with organizational goals
- Assist managers with recommendations for staff development programs.
Benefits Administration & Compliance
- Oversee all company sponsored benefit plans and all employee leave programs.
- Work with General Counsel to ensure the organization complies with all laws relating to employment, terminations, benefits, policies and procedures.
- Maintain and implement personnel policies and procedures in the employee handbook.
- Work with accounting and payroll staff to ensure the successful completion of retirement plan audits and non-discrimination testing.
- Work with ERISA attorney to ensure compliance with employee benefits.
- Work with the CEO to establish compensation for all staff based on market analysis
Requirements:
- Bachelor’s Degree required.
- Minimum of five years of relevant human resources or organizational behavior experience.
- Excellent communication skills in a proactive manner.
- Ability to maintain a high degree of confidentiality.
- Must be detail oriented and well organized.
- Ability to work well in different scenarios and understands that fair is not the same as equal.
- Must be familiar with local and federal laws that impact employment issues.
Compensation:
Salary commensurate with experience. Building Hope offers a competitive benefits package which includes: paid holidays, vacation and sick leave; 100% subsidized medical, dental, and vision coverage; tax deferred retirement with a company match of up to 6% annually; direct deposit; life insurance/AD&D; short and long-term disability; and flexible spending accounts.
How to Apply:
Qualified candidates please submit your cover letter and resume to: info@bhope.org.
Background:
CSH transforms how communities use housing solutions to improve the lives of the most vulnerable people. We offer capital, expertise, information and innovation that allow our partners to use supportive housing to achieve stability, strength and success for the people in most need. CSH blends over 25 years of experience and dedication with a practical and entrepreneurial spirit, making us the source for housing solutions. CSH is an industry leader with national influence and deep connections in a growing number of communities throughout the country.
Position Summary:
We are seeking an enthusiastic, detailed-oriented individual to join CSH’s Finance Team to support the administration of CSH’s New Market Tax Credit (NMTC) Portfolio.
The NMTC Portfolio currently consists of seven projects, but will soon grow to approximately twelve over the next year. Reporting to the Chief Financial Officer, the NMTC Portfolio Manager will manage the administration and compliance of closed projects; assist with the preparation of CSH’s annual NMTC application to the CDFI Fund; prepare required financial reporting; and assist with general New Market Tax Credit loan compliance. A successful candidate must be a self-starter and able to take initiative to successfully manage investments with minimal day-to-day supervision, and work well independently and as part of a team that includes accountants, attorneys, program and compliance consultants, program staff, co-lenders, and government agencies.
Responsibilities:
- Assist the organization’s NMTC application and related allocation agreements
- Manage project closing, including establishment and management of sub-CDE general ledgers and bank accounts, reviewing key documents and preparing closing documents with external auditors
- Service NMTC Loans, including loan data management, interest, fee and tax payments, and draws
- Prepare all required accounting and financial reporting; coordinate and prepare work papers for annual financial audits, tax department and annual tax filings; and oversee investor reporting
- Ensure compliance with CDFI Fund requirements including entry of community impact reporting, the annual CBA report and the asset management report regarding closed projects for the NMTC Advisory Board, Internal Management and the Board of Directors.
- Creatively support the NMTC program by identifying solutions, offer ideas for improved systems, assist in the preparation of program budget and expenses, and complete special projects as needed and assigned.
Requirements:
- Successful candidates will be adaptive, entrepreneurial problem solvers with a demonstrated commitment to social justice. CSH seeks candidates driven by strategic thinking, executed with creativity and flexibility, and with an ability to adapt approach, strategy, and tactics rapidly in response to changing information or program needs. It is important to help articulate and strategically pursue new visions and ideas for supportive housing and the role it can play in solving complex problems.
- Minimum of 5 years of experience in real estate finance, asset/portfolio management, project development, and/or non-profit lending. Experience in loan servicing or compliance a plus.
- Strong interest in economic and community development, affordable housing, addressing chronic homelessness, and meeting the service needs of low income, vulnerable populations, including seniors, veterans, transition-aged youth, LGBT populations, and/or those with substance use, mental illness, or criminal histories, is required.
- Past experience in reading legal documents and managing compliance and community impact reporting related to public funding sources is desired. Familiarity with community and economic development programs is a plus. Prior experience with New Market Tax Credits is a plus, but not required.
- Must be organized, analytic, detail-oriented, and comfortable working with numbers/data; have excellent written and verbal communication skills; and demonstrated experience managing multiple assignments and meeting deadlines.
- Prior experience using Microsoft Office programs and database management (Word, Excel, Power Point, Outlook) required.
- Knowledge of Quick Books desirable
- Bachelor’s degree preferred. Experience may substitute for education.
Compensation:
Commensurate with Experience
How to Apply:
Interested in joining our team as a leader in the national supportive housing movement?
To Apply: Candidates should apply by clicking on the link below. All candidates should attach their Resume, Cover Letter and Salary Expectations as one Microsoft Word or PDF document.
https://csh.csod.com/ats/careersite/jobdetails.aspx?site=1&c=csh&id=46&source=3
CSH is proud that it always has been and always will be an Equal Opportunity Employer.
Background:
ECDI, a rapidly growing nonprofit small business lender and entrepreneurial support organization based in Columbus, OH, is seeking a new Chief Financial Officer (CFO) to oversee the organization’s finances, its operations and its high-volume lending program and portfolio. This is a great opportunity for a strong finance professional who has worked in a mission-driven lending environment, especially for a CDFI (community development financial institution), to guide the continued growth of what is now the third largest SBA micro-lender in the nation. Starting in Columbus in 2004 before expanding to Cleveland in 2012 and Akron in 2014, ECDI has assisted over 10,000 individuals and made more than 1800 loans totaling more than $39 million. With total assets of over $20 million and a staff of 45, ECDI supports the success of small businesses, the prosperity of local communities and the growth of Ohio's diverse economy. More information about the organization can be found at www.ecdi.org.
Position Summary:
The Chief Financial Officer CFO) has primary responsibility for ECDI’s financial management and administrative operations, with direction from the Chief Executive Officer (CEO) and President. The CFO works closely with other senior managers and with the Board Treasurer. The CFO’s responsibilities can be grouped in three major areas: internal operational and portfolio management, financial and strategic planning, and lending program oversight.
Responsibilities:
The Chief Financial Officer CFO) has primary responsibility for ECDI’s financial management and administrative operations, with direction from the Chief Executive Officer (CEO) and President. The CFO works closely with other senior managers and with the Board Treasurer. The CFO’s responsibilities can be grouped in three major areas: internal operational and portfolio management, financial and strategic planning, and lending program oversight.
Requirements:
- Five to seven years of experience as a CFO, controller, other senior financial officer, with at least some of that experience in a community development financial institution, and one year of public accounting experience required;
- Demonstrated effectiveness as a manager of staff and organizational finances;
- At least three years of experience supervising employees with accounting functions;
- Demonstrated knowledge of accepted FASB guidelines and practices;
- Experience overseeing or accounting for lending activities is highly beneficial, as is experience analyzing and managing portfolio risk;
- Demonstrated competence in the preparation and analysis of proposals and budgets, and in reporting outcomes with governmental and private funders;
- Demonstrated computer and financial forecasting skills;
- Bachelor’s degree in accounting or finance; CPA desired.
Compensation:
TBD
How to Apply:
For further information or to apply, contact:
David Erickson-Pearson
Erickson-Pearson Search
8801 Creekside Way, #1321
Highlands Ranch, CO 80129.
Phone: 303-703-6165.
Email: epdavid@earthlink.net.
Background:
Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices.
Duke University’s World Food Policy Center seeks to enable change agents and policymakers to improve the food system for positive impact on public health, the environment, economic development, and social/cultural traditions, with a focus on low-income, marginalized communities. By utilizing a strategic science approach, we foster a two-way bridge between researchers and change agents such that our work is responsive to real world issues, can influence public discourse, and support policymakers’ ability to make informed decisions.
Position Summary:
Self-Help and Duke University’s World Food Policy Center are seeking a Food System Finance Fellow to join our team in Durham. Under the supervision of Self-Help’s Director of Food System Finance and the World Food Policy Center’s Director of Strategic Initiatives, the Fellow will help lead Self-Help’s new initiative to strengthen opportunities for underserved food entrepreneurs to build economic security for their families and deliver healthy food to their communities. The fellow will provide technical assistance to entrepreneurs who are working to build an equitable food system. The geography of the work will be national with a specific focus on the city of Durham and Eastern North Carolina.
This is a grant-funded fellowship that is expected to last one to two years and will be managed in conjunction with Self-Help’s commercial lending team and Duke University’s World Food Policy Center. This new initiative will leverage Self-Help’s lending experience with Duke’s policy expertise and their collective, knowledge and relationships to create partnerships nationwide, share knowledge, develop new capital sources and explore policy solutions that benefit food systems innovators, with a particular focus on entrepreneurs of color.
This Self-Help/Duke Initiative seeks to partner with local governments and community groups, and help identify effective environmental and economic programs, and practices. In Durham, NC, we will engage local leaders and national experts to support existing local efforts to create a model food systems community. The projects will provide a policy roadmap with impact locally at county and municipal levels that is translatable to other locations.
The work begins with engaging community stakeholders early and often. By bringing citizens, leaders, and policymakers to the table, new potential policies and practices supporting a shared vision will emerge with diverse input and buy-in, while also increasing food systems literacy. Perhaps most critically, we must conduct this work in partnership with designated community liaisons.
Responsibilities:
Help lead the day-to-day work of this new initiative, working closely with the Director of Food System Finance and the Director of Strategic Initiatives. This includes but is not limited to:
- Project management from creating work plans and budgets to scheduling and administration.
- Providing creative ideation on how to leverage program impact in both short and long term.
- Assisting and supporting food system entrepreneurs to create sustainable business plans.
- Representing the Self-Help and World Food Policy Center collaborative at outside functions such as conferences and convenings, as necessary.
- Creating and maintaining web-based information through Self-Help and World Food Policy Center portals
- Coordinating various food system finance policy research efforts between Self-Help and the World Food Policy Center.
- Working with the Healthy Foods Lending Team, as appropriate.
- Researching and producing policy briefs on a variety of topics.
- Facilitating internal meetings to help drive planning and next steps.
- Tracking program activities and accomplishments.
- Performing other duties as may be deemed necessary.
Requirements:
Minimum Qualifications:
- Bachelor’s degree and 4 years related experience such as in business operations, food systems, lending or community development.
- Strong writing and communication skills.
- Finance background (academic and/or applied) including strong analytical and critical thinking skills.
- Strong project management skills, including the ability to set priorities and organize competing priorities.
- Self-motivated and self-directed.
- Ability to work both independently and collaboratively within a team environment.
- Ability to use social media to effectively communicate to key stakeholders.
- Ability to develop, cultivate and nurture relationships with key stakeholders.
- Knowledge of the Food Systems and Community Development Finance fields.
- Proficiency with, Word, Excel and PowerPoint.
- Ability to travel approximately 35% and to work evenings and weekends, when required.
Desired Qualifications:
- Master’s degree in a related field.
Physical Requirements:
- Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 10 pounds.
Compensation:
Competitive nonprofit salary, based on experience, plus a generous benefits package.
How to Apply:
To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. The position will remain posted until filled.
Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.
Background:
Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices.
Position Summary:
Self-Help, a leading Community Development Financial Institution (CDFI) has been expanding rapidly. As the organization grows in both breadth and geography, the Commercial Lending Team is committed to building off of its 37 year history to expand our support for community development in underserved communities and markets. As such, we seek to add experienced professionals to our team at locations across our national footprint.
The Special Projects Manager will provide critical, high-level project support to the Commercial Lending Team, reporting directly to the Director of Commercial Lending. The Team originates loans from $15,000 to $30 million to small business, healthy food systems, charter schools, clean energy, real estate, multi-family, and other economic develop related borrowers. This position provides a unique opportunity to be closely involved in cutting-edge work that impacts the community development lending industry as well as high impact borrower initiatives.
Responsibilities:
- Support for Team Management:
- The Special Projects Manager will assist in management responsibilities for the following areas: team growth and planning, sector development in areas mentioned above, process improvement, and product development and analysis. Work will involve project management; functional, administrative and analytical support to borrower loan originations and marketing; networking; financial analysis; and interaction with other leaders on the team.
- Special Projects:
- The Special Projects Manager will manage special projects deemed critical to advancing team priorities. Examples of projects may include participation in the implementation in a new origination and monitoring platform launch, strategy development in new and growing market geographies such as Chicago, California and Florida expansions and financial modeling relative to product development.
Requirements:
Minimum Requirements:
- Bachelor’s degree and a minimum of 2-5 years’ relevant experience, or an equivalent combination of education and experience which could include finance, public planning, project management, community development, management consulting or business management.
- Proven ability to manage a team project with the ability to initiate, juggle and lead multiple projects to meet goals, objectives and deadlines.
- Excellent oral and written communication skills, including group facilitation.
- Strong financial analysis and/or analytical aptitude.
- High level of skill with Excel.
- Strong attention to detail, task management and problem-solving skills.
- Ability to network and represent the team and organization at external events.
- Sensitivity to issues of low-wealth borrowers and communities and a desire to work in a racially and socially diverse organization.
- Willingness to travel (day trips, occasional overnight).
Desired Qualifications:
- Experience in lending or community development preferred.
- Master’s degree in urban planning, public policy, business administration, law or related field preferred.
- Experience with SalesForce platform preferred.
Physical Requirements:
- Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 10 pounds.
Compensation:
Competitive nonprofit salary, based on experience, plus a generous benefits package.
How to Apply:
To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. The position will remain posted until filled.
Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation
Background:
Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices. Through its credit union network, Self-Help serves over 129,000 people in North Carolina, California, Chicago and Florida and offers a full range of financial products and services. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.
Position Summary:
Self-Help seeks an attorney to join its in-house legal team, with a focus on contract drafting and negotiation, vendor management, litigation management, and other issues depending on interest and experience.
Responsibilities:
- Draft and negotiate commercial contacts on behalf of Self-Help, particularly commercial services agreements with third party vendors.
- Manage agreements with third party vendors to ensure compliance with important terms.
- Manage litigation by coordinating positions with outside counsel, responding to discovery, and developing strategies for successful resolution.
- Provide legal support to other teams within Self-Help as needed and based upon interests and skills.
Requirements:
Minimum Qualifications:
- JD degree from law school accredited by American Bar Association.
- 3+ years of experience in negotiating and drafting commercial contracts, litigation, and/or commercial transactions, preferably in a law firm setting.
- Demonstrated proficiency and interest in negotiation.
- Ability to form and maintain strong relationships with internal clients and external customers.
- Strong intellect and curiosity.
- Excellent communication skills, particularly the ability to listen actively, and to speak and write clearly.
- Ability to develop and implement systems that convert chaos to order.
- Ability to thrive in a diverse and inclusive team environment with both lawyers and non-lawyers.
- Ability to learn from, and to teach, others.
- Member in good standing of the Bar of any state.
Desired Qualifications:
- Demonstrated commitment to community economic development or other social justice cause.
Physical Requirements:
- Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 10 pounds.
Compensation:
Competitive nonprofit salary, based on experience, plus a generous benefits package.
How to Apply:
To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. The position will remain posted until filled.
Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.
Background:
Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices.
Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.
Position Summary:
Do you like teamwork, collaboration and the art of the transaction while also making an impact in the community? Come work as a Commercial Loan Officer (LO) to originate and close commercial loans to multi-family, real estate, healthy food systems, charter school, alternative energy and other economic development related borrowers. Critical to this role is the understanding of the value of team work, ability to assess the risk of commercial loans, and the ability to develop strong customer relationships.
Responsibilities:
Do you like teamwork, collaboration and the art of the transaction while also making an impact in the community? Come work as a Commercial Loan Officer (LO) to originate and close commercial loans to multi-family, real estate, healthy food systems, charter school, alternative energy and other economic development related borrowers. Critical to this role is the understanding of the value of team work, ability to assess the risk of commercial loans, and the ability to develop strong customer relationships.
Requirements:
We are looking for an individual with a demonstrated set of strong quantitative skills and an ability to build strong relationships while also providing critical risk assessment. Solid interpersonal and written communications skills along with a 4 year college degree (or equivalent related experience) and 5+ years of experience in lending, finance or community development required. Fluency in English/Spanish strongly preferred. We offer a casual work environment, a comprehensive benefits package and a matching 403b plan.
Compensation:
Competitive nonprofit salary, based on experience, plus a generous benefits package.
How to Apply:
To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. The position will remain posted until filled.
Background:
Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices. Through its credit union network, Self-Help serves over 129,000 people in North Carolina, California, Chicago and Florida and offers a full range of financial products and services. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.
Position Summary:
Self-Help is seeking a Member Services Representative (MSR) to work in our Wilson branch. The MSR will serve as a liaison between the member and the credit union, provide account information by phone or in person, as well as information on the full range of credit union products and services, open accounts for members, resolve issues, and professionally handle the member’s daily needs, and provide a variety of transactional services to members.
Responsibilities:
- Greet and welcome members and visitors to the credit union in a friendly and professional manner. Provide prompt, efficient and accurate service in the processing of transactions.
- Perform account transactions and maintenance as authorized, including processing share deposit payments, loan payments, CD transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals; monitoring receipts, counting cash and performing reconciliations; adding joint owners, completing address changes and competing any other necessary teller functions.
- Provide general and specific service-related information concerning credit union services or policies in-person or by-telephone.
- May respond to email or other electronic requests submitted by members providing professional prompt, efficient, and accurate service and information.
- Respond to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
- Promote credit union products and services based on member’s needs.
- May open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership, including advising and assisting members with new and existing products and services.
- Refer loan product inquiries to Loan Officer.
- May be required to work the call center, periodically handling transactions and responding to member inquiries by phone.
- Provide information on deposit alternatives to members wishing to place funds with the credit union.
- Serve as back-up to MSR II for opening and closing member accounts.
- Open, close and balance cash drawer daily. Maintain drawer cash levels within prescribed amounts.
- Enter night, ATM and mail deposits.
- Research accounts for deposit, withdrawal, and loan-payment discrepancies.
- Assist members with balancing accounts, completing payroll deduction and direct deposit cards.
- Other duties, responsibilities, and projects as assigned.
Requirements:
Minimum Qualifications:
- High school diploma or equivalent and 1 to 2 years of experience in banking or retail.
- Attention to detail.
- Ability to effectively organize and prioritize work.
- Excellent interpersonal skills.
- Ability to form and maintain strong relationships with internal and external customers.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Knowledge of basic economic and accounting principles and practices, the financial markets and banking.
- Analytical and problem solving skills.
- Ability to use keyboard and data entry skills.
- May be required to travel to cover other branches. May be required to travel to cover other branches
- English/Spanish fluency is required
Physical Requirements:
- Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 10 pounds.
Compensation:
Competitive nonprofit salary, based on experience.
How to Apply:
To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. The position will remain posted until filled.
Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.
