Background:
Position Summary:
NeighborWorks Capital is looking to engage an organization or individual to provide consulting services to advance our marketing and general communications to our customers, partners and other interested audiences. These consulting services will include the development and implementation, working closely with NC management and staff, of a marketing communications strategy that will result in increased engagement with NC’s customers and stakeholders. The expected duration of the consulting engagement is six months. We strongly encourage women and minority vendors to apply.
Responsibilities:
-- Research and drafting a marketing [communication] strategy to engage and inform NC’s customers and stakeholders
-- Determine appropriate segmentation of NC’s existing and future MailChimp audience based on location, business lines, customer-defined needs, depth of relationship, new business potential, etc.
-- Develop messaging strategies/tactics to engage with different segments; track and analyze responses to varied Calls to Action
-- Create a comprehensive Content Production Calendar that encompasses both broad and narrow-cast communications
-- Review NC’s website and print collateral materials to ensure continuity and cohesion with marketing strategy
-- Train NC staff on processes for posting News items to LinkedIn and other useful social media platforms
-- Oversee design of templates to be used for both scheduled and opportunistic/rapid-response email “advertising”, presentations, and collateral materials
-- Participate in regular meetings with NC staff during the implementation process to determine and produce appropriate content (newsletters, advertising pieces, annual reports, borrower impact stories, e.g.) and analyze responses and feedback.
Requirements:
-- Strong, versatile story-telling, writing, copyediting, and proofreading skills
-- At least five (5) years’ experience developing marketing communication strategies for a range of organization sizes and types.
-- Accountability with strong organizational, client oriented and time-management skills
-- Ability to work enthusiastically and productively within a collaborative team as well as independently with minimal supervision
-- Proficiency in Salesforce, Microsoft Office, WordPress and other Content Management Systems
-- Experience with MailChimp and other email marketing applications
DELIVERABLES
-- Written strategic plan for communications including customer segmentation recommendations; content types and distribution channels to use; analytical elements to be examined; and assistance in developing feedback methods for assessing the success of communication activities.
-- Comprehensive Content Production Calendar
Compensation:
How to Apply:
In order to facilitate the selection process, NeighborWorks Capital requires that proposals be structured in the following manner:
A. Title Page – Show the RFP subject, the name of the proposer’s firm, local address, telephone, email address, name of contact person and the date.
B. Letter of Transmittal (Limit to one or two pages):
1. Briefly state the proposer’s understanding of work to be done and make positive commitment to perform work.
2. State the all-inclusive maximum fee for which work will be performed for each of the five years.
3. State the names of the persons who will be authorized to make representations for the proposer, their titles, addresses and phone numbers.
4. State that the persons signing the letter will be authorized to bind the proposer.
C. Summary of the Proposer’s Qualifications:
1. Identify the individual or employee(s) that will manage and/or be responsible for this consulting contract. Provide resume(s), including relevant experience and continuing education.
2. Describe any relevant current or previous consulting experience similar to services requested. Provide related client list and sample work product. List the most significant contracts (maximum of five) performed in the last three years that are similar to the scope of work described in this request for proposals.
3. Indicate the scope of work, date, total hours, and the name and telephone number of the principal client contact.
D. Fees & Compensation:
State the proposed fee breakdown based on the Scope of Work described. Provide total estimated hours and hourly rate for services on a monthly basis.
Please submit the requested information by email no later than January 22, 2021 to speelor@neighborworkscapital.org.
All information provided under this RFP remains the property of NeighborWorks Capital Corporation.
Background:
Greater Minnesota Housing Fund (GMHF) is a 501(c)(3) non-profit financial intermediary established 1996 by The McKnight Foundation and Blandin Foundation to address affordable housing financing needs in Minnesota. To date, GMHF has conducted lending of over $350M and equity investments of over $200M. GMHF operates a $80M real estate development loan fund for affordable housing pre-development, acquisition, construction, bridge and longer-term amortizing permanent loans, tax increment bond financing, and first mortgage financing. The loan fund typically provides financing of $20M-$25M per year using this base of capital and raises $5M -$10M per year to grow the loan fund asset base.
GMHF operates the Minnesota Equity Fund (MEF), a low-income housing tax credit equity financing vehicle for socially motivated investors to finance affordable housing. Minnesota Equity Fund must raise and deploy $25M-$35M in equity capital per year to address current demand.
GMHF also operates the NOAH Impact Fund, a new equity investment fund capitalized with $32.5M from banks, foundations, and public agencies for the acquisition and preservation of naturally occurring affordable housing in the Twin Cities metro area. The NOAH Impact Fund provides financing of $10M -$15M per year. Based on Fund I’s success, GMHF is working to capitalize NOAH Fund II at 33.5M.
GMHF is certified by the Department of Treasury as Community Development Financial Institution (CDFI), holds an Aeris Rating of “4-Stars, AA, Policy Plus”, and is a member of the Federal Home Loan Bank of Des Moines. GMHF seeks to utilize and access FHLB capital more effectively as it grows. GMHF is constantly evolving and expanding in innovative ways into new lines of community development finance, planning and technical assistance programs, and research and development activities.
Greater Minnesota Housing Fund values an organizational culture built on collaboration, mutual accountability, and working creatively and in partnership and inclusion of all others in the field.
Position Summary:
Greater Minnesota Housing Fund’s (GMHF) Director of Strategic Initiatives is responsible for developing and implementing strategic initiatives to increase organizational effectiveness and community impact. Strategic initiatives include the creation of new products and services, development of new capitalization sources and methods, and leadership of interagency initiatives and stakeholder engagement to identify and respond to emerging needs and opportunities. This work will be done in collaboration with other members of the GMHF leadership team and through active engagement with external partners. The Director of Strategic Initiatives oversees the coordination and planning for new fund development efforts. The Director of Strategic Initiatives reports directly to the President/CEO and is a member of the GMHF management team.
Responsibilities:
The Director of Strategic Initiatives core duties encompass six main areas of responsibilities:
New Financial Products and Community Development Program Services (50%)
• Lead collaboration with the CEO, GMHF business line leaders, and external partners to identify new product and service needs
• Develop, and implement new product, program and initiative plans outlining the objectives, resources needed, project milestones, and timeline to drive key growth strategies
• Direct and perform research needed to develop new products and services responsive to emerging needs and opportunities
• Manage consultants, vendors, and contract employees as needed to carry out required research and development tasks
• Report on new initiatives and present for approval by the Board
• Plan and implement product launch for new initiatives
Capital Formation (20%)
• Collaborate with the Director of Capital Development to produce compelling grant applications and secure program related investments and other fund development investments
• Collaborate with the CFO and Management team to develop multi-year and annual capitalization plans that identify and quantify grants, loans (equity-equivalent debt investments (EQ2s) and program related investments (PRIs)) and other capital sources for the organization
• Lead the effort to identify and assemble new resources and capital to carry out business activities of the organization and to support new business lines and initiatives
Strategic Program Investments and Grant Making (10%)
• Develop and implement grant making priorities in close collaboration with the CEO and business line leaders
• Develop and implement business opportunities and strategies, nurture an entrepreneurial approach to program investments, and facilitate quality decisions and internal processes
• Oversee strategic grant making activities in support of GMHFs mission as Chair of the GMHF Staff/CEO Policy and Program Review Committee and provide staff support to the Board and its Policy and Program Committee
Public Policy & Government Relations (5%)
• Lead public policy and government relations initiatives as directed by the CEO
• Identify emerging policy issues, prepare and present position papers and policy briefings as needed for review or action by the Board
Interagency Collaboration and Coordination (5%)
• Collaborate with other community organizations on local and state housing policy issues, challenges and solutions
• Identify opportunities or areas of need where GMHF and other organizations may partner to achieve common goals
• Coordinate joint programs to which GMHF is formally engaged, has shared responsibility, or has a common interest
• Identify opportunities to strengthen critical support organizations operating statewide that increase the capacity of local public, private, and non-profit partners to address housing needs of individual communities, increase public awareness and will to address critical housing needs, and advance specific housing projects that serve as catalysts for other investments
Joint Responsibilities with Other Key Staff Leadership (5%)
• Strategic Planning and Organizational Work Plan Development
• Assist with federal and other contractual or legal compliance and reporting and work in concert with the CFO, COO, Director of Capital Development, Director of Lending, and Loan Portfolio & Data Analyst
• Coordinate impact/outcomes metric analysis in concert with CFO, Director of Lending, and Loan Portfolio & Data Analyst
Other duties as assigned (5%)
Requirements:
This position is an integral part of GMHF’s team.
The ideal candidate:
• Is a seasoned leader with a passion for social investing, community development, and public finance with a minimum of 10 years progressive experience with the community-based planning, community engagement, and community relations.
• Possesses proven skills in multifamily real estate finance and developer/investor relations. The position requires strong interpersonal and organizational skills, and the ability to work in a fast-paced environment with multiple priorities while meeting firm deadlines.
• Is extremely well-organized and self-directed, able to work in a high energy team environment with extensive interactions, and able to work independently.
• Is able to plan, schedule, and prioritize responsibilities, and work productively under strict time constraints, and organize and schedule tasks in support of multiple projects with a wide range of production and monitoring requirements.
• Is able to deal effectively with other dynamic internal staff, and external parties, including developers, owner-operators, investors, funders, government agencies, and the general public.
Additional qualifications include:
• Expertise in affordable housing development and/or real estate development.
• Strong working knowledge of affordable housing financing programs and products.
• Knowledge of the community development financial institution (CDFI) industry.
• Excellent verbal communication skills, writing and publication skills.
• High tolerance for ambiguity and able to navigate uncertain situations.
• Ability to work on a variety of programs and projects simultaneously.
• Strong computer skills required in MS Office, high proficiency in Excel and Word.
• Master’s degree in business, finance, multifamily real estate development, planning or equivalent employment experience.
Compensation:
GMHF offers a competative benefits package including medical, dental, 401K, and PTO.
How to Apply:
To apply for this position, please email resume and cover letter to Alexis Lancaster alancaster@gmhf.com
Background:
Now more than ever, you can make a difference in the small business community in Maine.
Are you passionate about being part of an organization that is helping Maine’s small businesses start, grow, and thrive? Are you looking for an impactful way to use your keen eye for detail and organization, database management and professional administrative skills? Are you looking to be part of a team who shares your vision of the importance of developing a strong Maine economy and creating opportunities for all people in the state?
Then we want to hear from you…
CEI is a non-profit community development financial institution (“CDFI”) headquartered in Brunswick, Maine who is a national leader in rural economic and business development. CEI’s mission is to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and in rural regions across the country by integrating financing, business and industry expertise, and policy solutions.
Position Summary:
We are seeking a Loan Services Administrator to support the needs of CEI’s Lending and Investment Department. In this role, the Loan Services Administrator performs a variety of loan servicing functions in connection with commercial loans, including processing of documents, initial input of new loans/updates to loan system such as modifications, insurance renewals, and UCC continuations, and full servicing functions for CEI’s loan portfolio from loan inception through payoff. This is an excellent opportunity for someone who is in the early stages of their career and seeking a meaningful, impactful and mission focused employment experience.
Responsibilities:
Responsibilities and Duties
The Loan Services Administrator will help CEI ensure we are meeting our mission and strategic plan goals of supporting good jobs, environmental sustainability, and shared prosperity by providing high quality support to our borrowers and the lending team. The Loan Services Administrator will also provide support to the team by assisting with essential processes and providing back up when needed.
The candidate will have experience and fluency with Microsoft Office programs specifically Excel and Microsoft Word. The candidate ideally has experience working with with Laser Pro- our loan documentation software. The collaboration tool SharePoint will also be used on a regular basis. Candidates will be open and excited about learning new software and database programs.
Candidates will both self-motivated and able to take direction, prioritize tasks, have a keen eye for detail, be organized and persistent, able to consistently follow a process, and be comfortable asking questions or elevating concerns.
Requirements:
1. High school equivalent plus two years college, business, or technical school coursework.
2. Strong administrative and analytical skills.
3. Acute attention to detail and accuracy.
4. Able to conduct research and analyze information with minimal supervision.
5. Proficient with Microsoft office suite, database administration, and spreadsheet software.
6. Strong organizational and prioritization skills.
7. Effective written and verbal communications and interpersonal skills.
8. Performs well under pressure and in a deadline driven environment.
9. Adheres to a high degree of confidentiality and ethics.
10. Works flexibly and embraces change.
11. Able to work independently and in a team environment.
12. Understanding of basic accounting transactions.
Compensation:
$20-$28 / hour DOE
Monday-Friday
37.5 hours / week
Full time position
How to Apply:
Please use our online applicant portal https://www.ceimaine.org/about/careers/staff-positions/
Click on the position title to begin the application process
Background:
In order to address climate change and limit GHG emissions, we need to significantly shift the financing behind the fossil fuel industry. Nearly $710B has been invested in fossil fuels by U.S. banks alone since the Paris Accord was signed in 2016.
Philanthropic institutions and their advisor firms are important stakeholders in the climate banking conversation. They are well placed to apply quiet, but forceful, pressure to banks to influence shifts in financing away from GHG emitting companies and infrastructure. Philanthropies have long-term, personal relationships with their banks, and they often have multiple banking relationships. With over $1.5T in assets globally, and legacy ties through many philanthropic families, philanthropic institutions are uniquely significant clients to the major banks. If properly organized, philanthropy can send a powerful message to major banks about their culpability in the climate crisis and influence banks to make a meaningful financing shift.
With support from the Hewlett Foundation, Confluence Philanthropy’s Climate Solutions Collaborative (C2C) seeks to hire a corporate engagement consultant. This consultancy is part of C2C’s Decarbonizing Bank Lending Initiative that leverages client engagement to accelerate the banking sector’s compliance with the Paris Accord’s Net Zero Pathway.
The goal of this consultancy is to aid in organizing private dialogues between three targeted banks and C2C members in order to move the banking sector closer to the Paris Agreement. The outcomes and lessons learned will be used to craft a long term strategy that leverages private client engagement.
The successful partner will have expertise in bank practices as it concerns fossil fuel financing and international climate policy targets. S/he will guide a strategy to convene one meeting among small groups of private clients at each of JP Morgan Chase, Bank of America, and Wells Fargo (three meeting total). The consultant will build from the C2C members’ privileged banking client relationships and a Toolkit that C2C crafted to prepare our members to engage their banks in these ways.
C2C staff will coordinate and organize the clients, meeting preparation, and advance materials.
The scope below details the expectations of the consultant.
Position Summary:
Scope of work for consultant:
• Budget- $30,000
• Timeline: January 15 – September 15, 2021
• Design an engagement strategy for a small group of clients at JP Morgan Chase, Bank of America, and Wells Fargo
• Provide strategic consultation to C2C staffing to secure these meetings (i.e, timing, meeting invite framing, client composition)
• Participate in pre-meeting client preparation in a planning meeting format organized by C2C staff
• Lead client meetings with the Banks
• Provide a closing memo of recommendations and next steps
Deliverables:
• Design engagement strategy and timeline
• Assist in securing meetings with the appropriate bank executives at:
- JP Morgan Chase
- Wells Fargo
- Bank of America
- Embelish existing C2C Toolkit with supplemental information as would be helpful to a successful outcome.
• Facilitate the meetings for C2C clients of the three banks. Likely virtual meetings;
in person if possbile.
• Debrief the meetings with clients that seems appropriate or with C2C staff - TBD
• Provide a closing memo with recommendations for next steps
RFP requirements:
Kindly submit your 2-3 page proposal covering the following:
• Your understanding of the project;
• Your expertise in the industries relevant for the project.
• Proposed execution plan.
• Proposed deliverables.
• Your availability and timeline. Please indicate any timing constraints that you might face.
• Fee schedule.
• Please note that the Consultant will be requested to provide a client disclosure and conflict of interest form at contract execution.
Responsibilities:
Background:
The secret is out: Denver is the nation's top place to live, work, and play. Being the best place to live isn't easy; maintaining such a reputation means we need the best people working for the residents of Denver. People who want to make a difference; people who want to give back; people who want to be at the heart of this city and have a hand in creating our future. When you join us, you will employ your unique skills to do important and meaningful work critical to the success of both your organization and the city as a whole. Be a part of the city that you love. #WhereDenverWorks
At the Department of Housing Stability, we are committed to support Denver residents as healthy, housed and connected. We invest resources, create policy, and partner with various organizations to help keep residents in the homes that they already live in, quickly resolve an experience of homelessness, and connect residents to new housing opportunities. To support these efforts, the department helps to:
Stabilize residents at risk of involuntary displacement and connect residents to housing resources such as home repairs, rent and utility assistance, and legal support. This work is led by our Homelessness Resolution and Housing Stability Division.
Support persons experiencing homelessness by connecting them to housing, shelter and other services to get stabilized quickly. This work is led by our Homelessness Resolution and Housing Stability Division.
Create and preserve existing affordable housing and connect residents at any income level to new housing opportunities through programs such as downpayment assistance or counseling services. This work is led by our Housing Opportunity Division.
Position Summary:
The Lead Supportive Housing Development Officer will:
Serve as an internal subject matter resource to a team of 1-3 employees analyzing financial feasibility of supportive housing developments, negotiating supportive housing agreements, underwriting supportive service plans, underwriting gap financing for supportive housing projects, and coordinating with partners to connect residents to housing through coordinated entry and street outreach.
Lead the agency’s efforts to drive a strong pipeline of supportive housing developments to help residents transition out of homelessness into a safe, stable home with supportive services such as mental and physical health services, job training, and more.
Evaluate and reevaluate legal and financial loan structures to mitigate agency risk while meeting supportive housing goals
Collaborate with other Lead Housing Development Officer to support the overall rental pipeline and the development of supportive housing with intensive services for residents experiencing homelessness.
Coordinate with federal, state, and local partners to ensure that the pipeline of supportive housing projects meets the city’s strategic plan goal to support residents exiting homelessness.
Analyze service plans for proposed supportive housing developments to ensure that adequate resources are provided and leveraged to meet the city’s services standards, including the use of strategies that focus on Housing First, harm reduction and trauma-informed care
Ensure effective investment, policies, and partnerships to support implementation of OneHome, the region’s coordinated entry system, to connect residents experiencing homelessness to the appropriate housing solution
Oversee capital projects that support rapid rehousing strategies
Responsibilities:
Be responsible for independently building relationships with nonprofit and for-profit borrowers, informally consulting with borrowers on structuring financing to balance the needs of the borrower while mitigating the risk of the City, writing credit memos to capture all salient points of the underwriting process, presenting loans for approval to both the Loan Review Committee and City Council, responding to inquiries from City Council members, closing loans to meet annual loan volume and unit goals and borrower deadlines, and ensuring thorough due diligence documentation.
Support execution of the multi-year strategic plan for the Department of Housing Stability, including implementation steps related to the Division of Housing Opportunity
Coordinate with Division team members to ensure that the city has a coordinated approach to evaluating prospective projects for limited investments according to strategic plan priorities
Originate loans within the context of the overall portfolio, based on knowledge of CCD’s loan products, risk tolerance, and staffing capacity, to determine a preliminary structure that will meet borrower’s needs while adhering to CCD’s term sheet, policies, and protect CCD’s risk.
Analyze financial feasibility of housing development loan requests, including review of proformas and underwriting for projects that use low income housing tax credits, private activity bonds, and other affordable housing financing mechanisms
Negotiate housing loan or grant agreements and coordinate with partners to ensure the development of affordable housing
Make recommendations regarding the use and funding level of federal, state, and local resources for supportive housing and services, including innovative models that bring new investments and partnerships to Denver
Represent City and County of Denver to the public, effectively build relationships with community stakeholders, development partners, and investors, which are the cornerstones of CCD’s public mission, ranging from small local nonprofit organizations to large developers.
Requirements:
Our Ideal Lead Supportive Housing Loan Officer has:
5+ years’ experience in project development and negotiation, underwriting, tax credit financing, and bond financing
Experience with multifamily real estate lending and analysis, and public sector programs critical to community development lending, and experience with supportive housing programs.
Experience with investment with a deep understanding of the pro forma review, underwriting, tax credits and other financing, tasks and partnerships that go into successful housing development and maintenance
Experience developing or preserving affordable housing within a for-profit, non-profit or quasi-governmental organization in a high cost housing market
Familiarity with leasing and management and/or property development for rental housing or supportive housing
Demonstrated experience resolving conflicts through negotiation and maintain borrower relationships during difficult situations.
Working knowledge of federal compliance requirements including HOME, CDBG, HOPWA, Section 3, Davis Bacon, and URA.
Ability to work effectively within a team, including the ability to mentor, train and supervise staff
A strong commitment to public service, with experience working with and serving diverse communities
We recognize your time is valuable, so please do not apply unless you meet the following required minimum qualifications:
Education: Bachelor's Degree in Accounting, Finance, Economics, Business Administration, or a related field.
Experience: Three (3) years of full performance, professional level experience overseeing and administering functional or operational aspects of fiscal business operations.
Education/Experience Equivalency: One (1) year of the appropriate type and level of experience may be substituted for each required year of post high school education. Additional appropriate education may be substituted for the minimum experience requirements.
Compensation:
Position Salary Range
$73,239.00 - $117,182.00
Starting pay based on experience and education
How to Apply:
Apply at Denvergov.org/jobs, click on "External Applicants" and search on "Housing Stability" to see postings for our agency. This position is posted under "Lead Housing Development Officer".
Background:
Financial guarantees are an evolving tool for philanthropies looking to leverage their assets and back mission-aligned projects normally beyond the scope of traditional finance. Now, a cohort of national-level funders is collaboratively leveraging their balance sheets to accelerate community investments. The Community Investment Guarantee Pool (CIGP) is a first of its kind platform allowing guarantors to combine resources and expertise by establishing a single, one-stop-shop for intermediary lenders in the climate, affordable housing, and small business sectors. Together, this group is making more and new types of community development transactions feasible by putting more of their assets to work in service of greater community impact. With management by LOCUS Impact Investing, this pooled commitment of financial guarantees aims to unlock capital and accelerate community investments that would not otherwise be possible across America.
Position Summary:
LOCUS is currently seeking an Executive Director (ED) for the Community Investment Guarantee Pool (CIGP). This is a unique opportunity to lead and shape an innovative approach to investing philanthropic capital in community development. The Executive Director will work closely with the LOCUS President and CIGP Guarantors to shape and execute on the vision for the Pool and lead the team driving the day-to-day operations.
Serving both as the Executive Director of CIGP and a member of the leadership team at LOCUS, the ideal candidate will be a strategic, entrepreneurial leader who is energized about the unique possibilities that CIGP presents. With a growth mindset and a creative approach, the ED will be a visionary leader who can collaborate with internal and external stakeholders, design and execute a sustainable business model, promote the program nationally and grow the program’s size and impact in the coming years. The ideal candidate will have deep experience in the capital markets, structured finance, and risk management across a portfolio of complex transactions. Familiarity with transaction structures in the community development finance sector and relationships with investors is important.
CIGP is a new, emergent approach backed by a group of influential philanthropic investors. As such, the ED role is an exciting opportunity to make a significant difference in how capital flows in community development and to accelerate social impact in communities most in need. Stakeholder management, problem-solving, project management, and people development skills as well as demonstrated success raising capital and grant support are essential as is the ability to be nimble and thrive in a fast-paced, largely as-of-yet undefined environment. Candidates bringing passion for the work, strong transactional experience and exceptional relational and communication skills will be a strong fit.
Responsibilities:
The Executive Director’s responsibilities include:
- Refining the vision for CIGP, in collaboration with the LOCUS President and CIGP Guarantors, to maximize community impact
- Attracting additional participants and increasing investment in the Pool
- Developing and continuously refining a business model that allows CIGP to be financially self-sustaining
- Raising funds to support operations and special projects as needed
- Establishing and cultivating strong relationships with existing and potential CIGP Guarantors, funders, committee members, and other stakeholders
- Developing a communications strategy to increase awareness of CIGP and attract new participants
- Serving as an inspiring and compelling representative for CIGP nationally
- Overseeing transactions including forming relationships with potential guarantee users, screening use cases for viability (both for credit and impact) and leading technical conversations with the credit committee, underwriters and CIGP/VCC staff
- Assembling, coaching, and inspiring a team to effectively deliver on CIGP’s mission, strategic, and growth goals
- Ensuring the team embraces diversity and is equitable and inclusive in its internal practices and external operations
- Evaluating the success of the program on a continuous basis, incorporating findings into program design/management and sharing results with the broader field
- Forecasting budgeting needs and managing the program accordingly
- Contributing to the overall strategic vision for LOCUS
Requirements:
An ideal candidate...
- Has demonstrated passion for the mission of CIGP and LOCUS, including a commitment to diversity, equity, and inclusion
- Possesses a Bachelor’s degree or equivalent required, advanced degree in business, public policy, finance, economic development, or other professional qualifications demonstrating impact investing knowledge is highly preferred
- Can adopt a learning mindset, flexibility and resiliency in the face of uncertainty
- Is flexibile and resilient in the face of uncertainty
- Once conditions normalize, is willing to travel 40%+ of the time (within the US)
Compensation:
LOCUS offers a competitive salary based on experience and skills, as well as an excellent benefits package including health, disability, and life insurance, 401(k) savings plan with employer match, and paid time off.
How to Apply:
Please visit our full posting hosted by Koya Partners at this link.
Background:
The Organization
NeighborWorks Umpqua is a community-focused private, rural nonprofit
organization working to enhance the lives of Oregon residents in Coos, Curry,
Douglas, Jackson and Josephine Counties, with planned expansion into other areas.
NeighborWorks Umpqua has been a dynamic part of people's lives for many years -
working together to build businesses, homes, and affordable housing, helping
government provide needed infrastructure, conserve resources, and develop a
stable local economy.
In their 25+ years, NeighborWorks Umpqua has met all their housing and economic
goals through creating overlapping client services that include:
• Affordable Housing Development
• Education, Training, and Homeowner Assistance
• Lending, Loan Servicing and Other Financial Services
• Economic Development
• Community Development
• Asset and Property Management
As a charter member of NeighborWorks America—a network of more than 240
members, NeighborWorks Umpqua is a dynamic, flexible organization that seizes
opportunities to meet changing local needs. NeighborWorks America provides
technical and support services, competitive grants and other financial assistance,
training institutes, scholarships for training and events, and much more.
As NeighborWorks Umpqua prepares to celebrate its 30th anniversary in 2021 the
organization is poised for further growth and impact with over 800 units in the real
estate development pipeline, the emergence of its CDFI that will also benefit 3 – 4
different counties in Northern California, and the proliferation of more programs for
Southwest Oregonians to participate in the local economy.
Mission Statement
NeighborWorks Umpqua is a rural-focused housing and community development
corporation committed to promoting opportunity for all. We will do this by providing
quality housing, community development, property management, financial services,
education, and advocacy to attain economic, social, and environmental
sustainability, and equity.
Position Summary:
The Opportunity
NeighborWorks Umpqua seeks a forward-thinking and decisive individual who
possesses a big-picture perspective and high ethical standards to be our new Chief
Financial Officer (CFO).
He/She/They will have the opportunity to lead the finance, accounting and related
systems functions of a respected, long-standing rural community development
corporation through a period of critical strategic planning, organizational
assessment, performance and process improvement, and change management.
He/She/They will be an integral part of the executive leadership team which
includes the Chief Executive Officer and Chief Operating Officer. He/she/they
manages the staff of the finance department, including reviews, hiring, discipline,
training, and all other management functions. He/she/they supervises the
Controller, Staff Accountant, Grants Manager, and Bookkeeper.
NeighborWorks Umpqua seeks a strategic visionary with sound technical skills,
analytical ability, good judgment, systems knowledge, and strong operational focus.
The ideal candidate will thrive in the inspiring work environment of beautiful
Southern Oregon, while contributing to a highly sophisticated and collaborative
business culture.
Responsibilities:
Key Responsibilities
• Plan, develop, organize, implement, direct, and evaluate the organization’s
fiscal function and performance
• Develop multiple annual program budgets that roll up into a full
organizational budget and conduct short-term and long-term forecasting of
financial performance and cash needs
• Ensure timely completion of annual external audit and compliance with
grants and funders
• Prepare monthly financial reports for the organization and its programs along
with an analysis; works in partnership with organizational managers to make
sound business decisions
• Develop and implement initiatives to improve contract efficiency, program
quality and a diverse revenue base
• Create and maintain effective GAAP policies and procedures
• Provide technical financial advice and knowledge to staff
• Serve as staff liaison to Board Finance Committee
• Oversee banking activities and actively manage cash flow to ensure it meets
agency needs
• Capital raising
Requirements:
The Candidate Profile
Bachelor’s degree required, with a focus on Accounting and/or Business
Administration, or related field preferred; MBA/CPA strongly preferred. Ideal
candidates will have 10 years of experience leading the finance function, preferably
in non-profits and/or affordable housing/real estate/CDFIs. Finance executives with
LIHTC and HUD financing and related federal housing programs experience, and
prior experience in partnership and property management accounting, preferred.
Strong candidates with a relevant combination of education and experience will be
considered.
The successful candidate will have the requisite skills and experience to manage the
finances, accounting practices and controls of a dynamic, complex and sophisticated
organization with $68M in real estate assets (615 units) and a $6M operating
budget, and the business judgment to be a strategic partner on the senior
leadership team.
He/She/They will be responsible for directing the fiscal functions of the corporation
in accordance with generally accepted accounting principles issued by the Financial
Accounting Standards Board (FASB), other regulatory and advisory organizations,
and in accordance with the financial management techniques and practices
appropriate to the non-profit industry.
Strategic Finance Leadership
He/She/They will provide strategic financial input and leadership on decisionmaking
issues affecting the organization, including evaluation of potential
acquisitions, investments, and pension funds. He/She/They advises on the impact
of long-range planning, introduction of new service offerings (CDFI),
programs/strategies, and regulatory action. He/She/They provides vision,
oversight, and strategic direction over the finance function, and maintains an
organizational infrastructure for long-term sustainability and quality service
delivery. He/She/They will have a demonstrated track record of leading, developing
and mentoring a high-performing staff in the functional areas under his/her/their
purview.
Financial Administration Expertise
He/She/They will develop and build organizational capacity in the financial and
accounting functions to ensure systems perform at a high level and processes are
continually evaluated and improved as necessary, including fund accounting
software systems (Yardi, MIP, Concur or related system experience preferred),
property and asset management accounting systems, as well as existing and
emerging information technology. Strong GAAP/Fund accounting, budgetary,
financial reporting, planning and analysis, operational, and organizational risk
identification, management, and mitigation skills a must.
Collaborative Leadership
He/She/They will develop and manage strong working relationships with
stakeholders, staff and strategic partners with transparency, diplomacy, influence,
and negotiation with the ability to convey complex ideas and concepts to diverse
audiences in verbal and written communications.
Desired Professional Attributes
• The highest level of professionalism, stewardship, and integrity in executing
the CFO role in alignment with NeighborWorks Umpqua values
• Demonstrated leadership skills that inspire and motivate others
• Collaborative style and skill in building teams and developing people
• Balanced processing and respect for differing/disparate perspectives
• Authentic and transparent communicator
• Ability to adapt to NeighborWorks Umpqua culture and effectively integrate
into its organization
• Ability to work at all levels of the organization and develop a close rapport
with other colleagues, partners, constituents, and employees
• Energized, challenged, and inspired by working in communities like rural
southwest Oregon
Measures of First Year Success
• Conduct a comprehensive assessment of the Accounting, Finance and
Systems functions and staff and make appropriate changes and modifications
as needed
• Markedly improve the timeliness, accuracy and consistency of financial
reporting, planning and analysis processes and the transparency of related
communications
• Ensure that NWU has a fully staffed and functioning Finance and Accounting
Department
• Ensure timely completion of annual external and NeighborWorks America
audits as well as compliance with grants and funders
Compensation:
How to Apply:
Candidate Inquiries
NeighborWorks Umpqua has retained HCGA Consulting Partners to lead this search:
Mr. Tracy V. McMillan
Managing Partner
HCGA Consulting Partners LLC
(484) 994-9270
tracymac@hcgacp.com
Background:
The Housing Assistance Council (HAC) is a national nonprofit dedicated to helping local organizations
across rural America build affordable homes and vibrant communities. To accomplish our mission,
HAC provides its partners with technical assistance, training and below-market financing to build
affordable housing. We also maintain a prominent role in developing national housing policy,
informing Congressional action and publishing research. Our emphasis is on helping the poorest of
the poor in the most rural places, particularly regions and populations with high needs: Native
American communities, the Mississippi Delta, farmworkers, the southwest border colonias, and
Appalachia.
Position Summary:
The Community Facilities Housing Specialist helps to enhance the lives of rural residents by increasing access to community facilities (e.g., parks, community centers, public libraries, childcare centers, hospitals, clinic, museums or historic site or other public spaces). The Specialist identifies and engages community stakeholders and provides direct technical assistance to rural organizations that are developing facilities. This includes helping them identify, utilize, and apply for financial resources such as USDA Community Facilities grants and loans. This is a two-year position. Extension of this position is contingent upon continued. The position comes with a competitive salary, generous benefits and the opportunity to work in a fun and mission-focused environment.
Responsibilities:
The Community Facilities Housing Specialist works with nonprofits and local governments on all facets of project development. They identify the capacity of partner organizations, collaborate on project planning, help prepare grant and funding applications, and develop comprehensive project workplans and timelines. Primary responsibilities for this role include (but are not limited to) the following:
• Evaluate project feasibility for grant and debt financing.
• Identify resources to support project development.
• Calculate a project’s ongoing operating costs and sources of operating funds to plan for its long-term viability and sustainability.
• Identify, assess, and clarify the roles of various partners and jurisdictions involved in project development and ongoing administration.
• Identify and prepare reports, surveys, and documents required to complete a USDA Community Facilities application.
• Assist in the preparation of applications and related documents for USDA Community Facilities and other funding sources.
• Educate recipient of USDA Community Facilities program grants on required project management reporting.
• Improve the financial management and reporting capacity of local project administrators.
Requirements:
Certain education, knowledge, skills, and abilities for this position is required. Other abilities and experience are preferred.
Required
• Undergraduate degree in public administration, business, economics, political science, regional planning, sociology, or other related field or equivalent relevant work experience
• Four years of relevant nonprofit or local municipality work experience
• Knowledge of applicable federal, state, and local laws, rules, and regulations, particularly those related to planning, zoning, and land use
• Demonstrated knowledge of USDA Rural Development and other federal housing and economic development programs, including those focused on Native Americans, Farmworkers, and the Colonias
• Proficient in Microsoft Office, including Word, Excel, Outlook, and PowerPoint
• Excellent writing skills
Preferred
• Experience with USDA programs and the development of Community Facilities such as:
o Health care facilities such as hospitals, medical clinics, dental clinics, nursing homes or
assisted living facilities,
o Public facilities such as town halls, courthouses, or street improvements
o Community support services such as childcare centers, community centers, fairgrounds, or transitional housing
o Public safety services such as fire departments, police stations, emergency shelters and disaster response centers, and public works facilities
o Educational services such as museums, libraries, or other cultural learning centers
o Utility services that support telemedicine or distance learning
o Local food systems such as community gardens, food pantries, community kitchens, food banks, food hubs or greenhouses
• Advanced degree in public administration, business, economics, political science, regional
• planning, sociology, or specific education and or training in architecture or construction science
• Experience with administering contracts, grant administration, and compliance monitoring.
• Bilingual proficiency in English and Spanish
Compensation:
HAC offers competitive wages, benefits, and growth opportunities consistent with industry standards. Flexible benefits packages include health insurance; life and other insurance; financial benefits, to include a retirement plan with partial employer match; time off; and work/life benefits, to include education assistance. Salary range is $50,000 to $65,000 per year, depending on qualifications.
How to Apply:
Please email a resume and brief cover letter to jobs@ruralhome.org with “CF Housing Specialist” in the subject line. Applications considered as received, with interviews starting immediately.
Background:
The Housing Assistance Council (HAC) is a national nonprofit Community Development Financial Institution (CDFI) that strengthens communities across rural America through investment and assistance with affordable housing and community and economic development initiatives. Based in Washington, DC, HAC is actively involved in shaping federal policy and the affordable housing industry with its research, lending and conferences. We also deliver technical assistance, training and affordable loans at the local level to organizations that help rural communities prosper.
Position Summary:
The Loan Officer represents HAC in its lending activities — to include loan underwriting, marketing, and research and product development — and originates new loan transactions in the Loan Fund Division. The Loan Officer makes recommendations for approval of loans and presents the recommendations both in writing and orally. The Loan Officer works closely with Loan Processors and Portfolio Managers who close and service loans.
The position comes with a competitive salary, generous benefits and the opportunity to work in a fun and mission-focused environment. The position is based in HAC’s Washington, DC headquarters.
Responsibilities:
PRIMARY RESPONSIBILITIES
• Contribute to loan production goals by identifying lending opportunities and originating new loans.
• Structure loan transactions in compliance with internal credit and program requirements.
• Prepare and negotiate loan proposals with borrowers and partners (term sheets and commitment letters).
• Underwrite and review loan applications, and review criteria and guidelines to ensure that loan applications are underwritten in accordance with established HAC loan fund policies and procedures. With review from Senior Loan Officer, recommend loans for approval to the Chief Executive Officer or Loan Committee with suggested risk ratings and loan loss reserves.
• Manage the loan approval process from deal screening through due diligence to loan approval.
• Prepare and present loan summary recommendations and commitment modification reports for Chief Executive Officer and Loan Committee review.
• Assist in the loan closing process by working with the Portfolio Managers.
• Attend industry trade conferences and make presentations; and foster and maintain key strategic relationships.
• Assist with the marketing and communication on closed transactions.
• Work closely with all Loan Fund staff to assure excellent customer service.
• Work with partners on loan participations.
• Monitor assigned closed loans and conduct site visits, as needed.
• Participate in strategic planning and innovation process.
• Keep abreast of industry standards, challenges, and changes influencing lending activities.
• Provide technical assistance and training to nonprofit organizations on housing finance, subsidy sources, risk mitigation, and other housing industry-specific topics.
• Formulate and execute strategies for problem loans and at-risk projects.
OTHER DUTIES:
• From time to time have an opportunity or be required to work on miscellaneous projects and initiatives related to either the lending functions or across the organization as needed.
Requirements:
Required
• Bachelor’s degree in relevant field preferred
• Minimum of 3 years’ work experience in real estate finance or real estate development
• Experience with community development underwriting
• Experience in affordable housing, including development processes for single- and multi-family housing, public financing sources, multi-layered deal structuring, and providing technical assistance to affordable housing developers/nonprofit organizations
• Knowledge of Community Development Financial Institutions
• Demonstrated experience in preparing and negotiating complex transactions and balancing the programmatic needs of community-based organizations with sound underwriting judgment and risk mitigation
• Familiarity with federal, state, and local community development programs, particularly programs that finance affordable housing in rural communities, especially USDA Rural Development and Low-Income Housing Tax Credits
• Strong financial, analytical, and communication skills.
• Sufficient credit skills to conduct risk assessment and manage a portfolio
• Excellent organizational skills and ability to prioritize and manage multiple tasks/projects and meet deadlines
• Proficiency with Microsoft Office (particularly Word, Excel, and Power Point); Adobe Acrobat; and -Microsoft Dynamics 365 (or other CRM)
• Entrepreneurial spirit
• Superior analytic and problem-solving skills.
Preferred
• Advanced degree in business, finance or related field
• Knowledge of and experience with standard legal principles and procedures related to real estate transactions, property transfers, and collateral
• Commitment to social justice issues
• Interest in rural, low-income housing.
Compensation:
How to Apply:
Please email a resume and brief cover letter to jobs@ruralhome.org with “Loan Officer” in the subject line.
Background:
Reinvestment Fund is a mission-driven financial institution committed to making communities work for all people. As a federally certified community development financial institution (CDFI), we bring financial and analytical tools to partnerships that work to ensure that everyone has access to essential opportunities: affordable places to live, access to nutritious food and health care, schools where their children can flourish, and strong, local businesses that support jobs. We use data to understand markets, communities, and impediments to opportunity—and how investment and policy decisions can have the most powerful impact. We are part of coalitions that work to shift how entire sectors work to dismantle systems that perpetuate social and economic inequality.
For 35+ years, we have disrupted inequitable investment practices and driven measurable impact. We bring capital into communities by supporting and partnering with businesses and organizations that are motivated by a common mission—to expand opportunities. We work in places and sectors underserved by traditional capital sources. We support entrepreneurs and organizations with big ideas, who struggle to get capital because they cannot access generational wealth, or because their track records or project types don’t match the expectations of traditional lenders.
Since our founding, we have put more than $2.4 billion to work for good — investing in projects that are both targeted and transformative. We have worked with scores of policymakers in cities, states, and federal agencies and helped millions of people nationwide access critical services and amenities. By tailoring financing solutions, fostering local partnerships, building coalitions, and informing strategies for tackling systemic injustices, we are charting paths and forging collaborations that catalyze positive, lasting impact.
Position Summary:
Reporting to the CIO, this position will work with the Company’s users to understand how existing information systems are utilized, identify areas of opportunity for improvements, enhancements, or replacement of systems. The outcome of their work will be short- and long-term plans creating and transforming systems that enable users to do their jobs faster and with better data accuracy. There will be a focus on systems integration and interoperability – developing an architecture that enables simple and secure exchange of data and workflows.
Responsibilities:
Essential Duties and Responsibilities
• Collaborates with staff to understand the scope and requirements of information systems.
• Directs and manages systems delivery team members (contractors, vendor support, internal staff, etc.) through design, testing and implementation of systems. Regularly and effectively communicates with team members on actions, barriers/gaps, project timelines and outcomes.
• Develops and manages implementation project plans, including migration from existing systems, testing, and go-live.
• Performs gap analysis between existing systems capabilities and user’s requirements, detailing and prioritizing system features and functionality.
• Coordinates the build, data load, and testing of new systems with staff and vendors to ensuring systems are successfully deployed and adopted.
• Works closely with Lending staff to quickly understand the limitations of existing systems and identify short- and long-term solutions.
• Partners with staff to understand current processes and explore potential improvements in processes that could be better supported by systems.
• Performs ongoing monitoring of systems to ensure their optimal utilization and implement new features and functionality as they become available.
Requirements:
Education and Experience
• Bachelor’s degree in related field and/or combination of education and experience preferred.
• Minimum of 8-10 years’ experience, preferably with familiarity with financial transaction systems, or loan servicing systems, preferably with Loanware products.
• Experience project managing complex systems such as financial transaction systems or lending information systems, ERPs and CRMs. Certification in project management highly preferred.
• Familiarity with document management and change control.
• Experience with vendor management.
• Experience with directing, managing and communicating with systems delivery teams (contractors, vendor support, internal staff, etc.) through design, testing and implementation of systems.
• managing complex projects or effectively communicating with product team members.
• Experience with Agile system development methodologies.
Skills
• Sound understanding of systems architectures, particularly - SaaS implementations, on-premise applications and ETL products and techniques.
• Aptitude for problem solving, ability to engineer systems and solutions that align with the Company’s business needs.
• Ability to negotiate - gain agreement and consensus with Company staff.
• Insight and creativity to integrate custom enhancements to off the shelf software.
• Ability to do light iterative prototyping to test build plans with users.
• Microsoft SQL, development, and reporting tools.
• Project Management methodologies and rapid delivery.
• Ability to perform structured discovery, determining the strengths and weaknesses of existing systems and processes.
• Ability to translate user requirements into functional system specifications.
• Understanding of user centered design.
Core Competencies
• Project Management
• Problem Solving
• Communications
• Creativity/Innovation
• Attention to detail
• Negotiation Skills
Compensation:
Reinvestment Fund offers a competitive salary based on experience and skills, as well as an excellent benefits package including employer-paid health, disability and life insurance, 401(k) savings plan with employer match, flexible spending accounts (medical, dependent care and transportation), tuition reimbursement, paid time off, and EAP program.
How to Apply:
Please complete the online application form at www.reinvestment.com/careers and attach your resume and a cover letter.
Reinvestment Fund uses E-Verify to validate all new hires' ability to legally work in the United States. Reinvestment Fund is an Equal Opportunity Employer. We do not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job related disability, or status as a veteran. Reinvestment Fund values a diverse and inclusive work environment where employees feel a sense of belonging and strongly encourages women, people of color, people who identify as LGBTQ+, people with disabilities, people from underrepresented communities and people from the communities we serve to apply.
Reinvestment Fund, Inc. has an affiliate, RF Impact Advisers, Inc. (“RFIA”) that is a state-registered investment adviser. In order to advance compliance with and prevent violations of federal and state securities laws and to avoid even the appearance of a conflict of interest, RFIA has adopted a Code of Ethics to govern certain conduct of its staff, including certain staff of Reinvestment Fund because Reinvestment Fund is an advisory affiliate of RFIA. As part of this Code of Ethics, there are specific personal reporting and other requirements and disclosures of personal financial and/or securities transactions information. For certain individuals this reporting will extend to your household members. You may be subject to a background check.
