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  • Make an impact and join the opportunity finance field.

The track record of today’s opportunity finance industry is impressive. All financing directly benefits low-income and low-wealth people to increase access to homeownership opportunities, affordable rental housing, thriving small businesses, and critical services such as childcare, healthcare, and education.

Do you want to develop innovative strategies? Combine your business acumen with an unwavering dedication to making a difference in people’s lives? Change the rules of financing? Make your impact and join the opportunity finance field.

To submit a job listing, please use our online form. To edit or remove a posting please contact info@ofn.orgSubmissions will be reviewed and posted within 1 business day to ensure relevancy to the industry.

If you are looking for internships please visit our CDFI Industry Internship Bank.

MHCD Community Organizer/TA Provider CASA of Oregon
Sherwood, OR
Job Function: Community Outreach
Posted: September 18, 2018

Background:

CASA of Oregon’s Manufactured Housing Cooperative Development (MHCD) Center is one of nine Certified Technical Assistance Providers (CTAPs) under the national ROC USA™ network. ROC USA and its affiliate, the New Hampshire Community Loan Fund, are non-profits with over 25 years of experience combining expert technical assistance with specialized purchase financing for resident cooperative corporations.

As a member of the ROC USA network, CASA of Oregon delivers pre-and post-purchase technical assistance and helps manufactured homeowners secure the financing needed to buy their communities and shape their economic futures through resident ownership. Participation in this network gives CASA of Oregon access to financial products, technical assistance trainings, and resources developed by experts from ROC USA and the New Hampshire Community Loan Fund.

Position Summary:

Equity Diversity and Inclusion are the guiding principles of CASA and are part of every interaction we have. With that in mind, the principal tasks of the Manufactured Housing Cooperative Development (MHCD) Community Organizer/Technical Assistance Provider are to organize the tenants of manufactured housing communities, to train them to operate a business (resident- owned cooperative) and to help residents understand the responsibilities and duties required to own and operate their community. This position requires extensive travel throughout the state to meetings both during the day and the evening.

Responsibilities:

Work with members of the RECD team to convert communities to cooperative resident ownership.

Introduce residents to the idea of cooperative resident ownership.

Identify leaders within the community.

Provide direct support to residents in forming a non-profit cooperative and cooperative development, including:

-Electing an interim board of directors

-Forming various park committees

-In cooperation with committees, board members and legal counsel, facilitate the production of interim and permanent bylaws, community rules, membership agreements, space leases and other
corporate documents

Developing and conducting resident surveys

Assist the board of directors in the selection of an attorney, property management company and other service providers.

Provide training and support to board in their governance role including, but not limited to, parliamentary procedure, working with outside vendors, financial analysis and monitoring, developing policies and procedures, forming and using committees, resolving inter-community conflict, capital improvement and funding plan, effective communications, legal and regulatory compliance, bylaws and community rule development and contract negotiations.

Provide training to members in areas such as creating a shared vision for the community, members’ rights and responsibilities and corporate structure.

Collaborate with national partners to develop strategies and share lessons learned.

Develop or adapt the education curriculum, and supporting handouts for cooperative members, non-members and the board of directors.

In coordination with Communications Manager, prepare marketing materials and press releases

Provide direct, ongoing support to the Cooperative, post-purchase, including:

-Assist in the election of a permanent board of directors.

-Deliver management and operations training for the board of directors.

-Periodic evaluations of Cooperative operations.

-Provide appropriate training and direction to the cooperative’s property management company.

Ensure compliance with regulatory requirements.

Facilitates and manages ongoing board member leadership development and training by attending monthly cooperative board meetings.

Oversees asset management of the cooperative through monitoring compliance with lender requirements, financing documents, regulatory agreements and other sources of financial, statutory and
regulatory reporting requirements, including submittal of compliance reporting to investors, lenders, monitoring agencies and other stakeholders.

Liaises with the cooperative attorney to ensure cooperative adherence to Oregon nonprofit cooperative law.

Assists cooperative board members with annual renewals and business requirements including taxes, insurance, and state business registration.

Works closely with cooperative board members and the property manager in the creation of annual operating budgets and short and long-term capital improvement plans, the use of replacement reserves and facilitates the reserve fund transfer requests.

Requirements:

Education: AA or BA/BS in communications, sociology, social work, community organizing or related field preferred. Experience in community building and organizing may be substituted for education.

Experience: Three years demonstrated success in community building and resident organizing required. Knowledge of cooperative formations and functions preferred.

Is a team player who can work with other members of the department to successfully convert manufactured parks to resident ownership

Demonstrated communication, consensus-building, facilitation and analytical skills.

Demonstrated success in creative problem-solving with small and large groups.

Experience in developing and delivering a comprehensive education program.

Ability to develop timelines, goals and benchmarks.

Ability to develop tools in order to assess, monitor and measure success, including the dissemination and application of lessons learned.

Ability to write clearly and concisely.

Ability to work with diverse groups of residents, as well as town and state officials, attorneys, engineers, and other professionals.

Working understanding of budgeting and real estate financing.

Knowledge of Robert’s Rules of Order.

Proficient in Microsoft Office and Excel.

Comfortable speaking in front of large groups.

Calm demeanor; able to think on one’s feet and perform under pressure during difficult interpersonal conflict.

Plans ahead, able to complete tasks and meet tight deadlines.

Attention to detail.

Able to understand and manage multiple complex tasks, including adaptation of training materials as necessary.

Works collaboratively & professionally, self-motivated, flexible, enthusiastic.

WORK ENVIRONMENT
Work is in an indoor, office setting and driving to sites at manufactured home parks and meeting areas throughout the state.

This position requires extensive travel both in state and to trainings out of state including day and evening work.

PHYSICAL AND SENSORY CAPABILITY REQUIREMENTS
The following capabilities are required in order to perform the essential functions of this position. Reasonable accommodations that do not create an undue burden on the company are available to address the following requirements:

Ability to: stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl;

Lift, carry, and place items of up to 25 pounds;

Maintain sustained concentration on computer screens;

Use keyboards and a variety of computer peripherals;

Must have a valid driver’s license with consistent access to reliable transportation.

Must be able to drive both day and night and travel to rural areas.

Compensation:

This is a full time exempt position and requires extensive travel throughout the state to meetings both during the day and the evening. This position’s salary range is $48,728 - $74,635 depending on experience. Benefits include medical, dental and vision insurance after 60 days, generous 401(k) contribution after one year, and 12 days of vacation/sick earned per year.

How to Apply:

Please follow this link to learn more and apply: https://bit.ly/2piFSfy

Controller Way Finders, Inc.
Springfield, MA
Job Function: Accounting
Posted: September 18, 2018

Background:

Way Finders lights pathways and opens doors to homes and communities where people thrive. So that all people have safe, secure places to live, we work to eliminate homelessness, increase the supply of stable, affordable housing and help people buy their first homes. We provide access to an array of housing services that help people find ways to live where they choose, regardless of income or background. The housing developments we build and manage are high quality and sustain the character of each community. Our work in the community energizes neighborhoods and helps people recognize their potential to thrive.

Position Summary:

Way Finders is a mission-oriented, nonprofit organization offering a fast-paced, professional work environment focused on achievement. We employ individuals with a strong commitment to excellence, a collaborative nature and the desire to make a difference. Way Finders currently has an exciting opportunity for a Controller. Reporting to the Chief Financial Officer, the Controller will be responsible for accurate, timely and relevant financial reporting and analysis for the organization, including Way Finders’ two affiliated organizations, Common Capital, Inc., a community development financial institution, and MBL Housing and Development LLC, a consulting firm working with developers of affordable housing.

Responsibilities:

-Prepare financial statements, cash flow projections, analyses and reports for internal and external audiences.
-Provide leadership and direction over accounting functions in order to maintain and communicate consistent accounting policies and practices in accordance with GAAP.
-Work with CFO to establish financial benchmarks.
-Work on continuous improvement of all finance and accounting systems.
-Ensure internal controls and promote risk management across the organization.

Requirements:

The Controller must have a passion for the mission of Way Finders. In addition, the Controller must possess a growth mindset and a highly developed customer service ethic. The Controller must be a positive, flexible and creative problem-solver with a good sense of humor and a commitment to treating others with respect.

Specific skills and experience include:
-Bachelor’s degree in accounting and CPA required. Master’s degree in Accounting, Finance or Business Administration preferred.
-5-7 years of prior experience at Controller level in non-profit setting or audit experience with non-profit clients preferred.
-Real estate development accounting, specifically involving Low Income Housing Tax Credits (LIHTC), preferred.
-Accounting for lending institutions preferred.
-Property management accounting preferred.
-Strong interpersonal and communication skills, including experience in effectively communicating financial data to program staff, senior management, Board members and external parties.
-Successful supervision of professional staff.
-Strong sense of initiative to pursue goals with minimal supervision.
-Proficiency with PC-based system hardware and software and experience with Blackbaud Financial Edge and Yardi Voyager preferred.
-Sound business ethics, high level of integrity and ability to preserve sensitive and confidential data.

Compensation:

Wage between $73,000 - $102,000 depending on education and experience.

How to Apply:

Resumes accepted until position is filled. Interested candidates must submit a resume and cover letter, and can apply here: www.wayfindersma.org/careers

President Common Capital, Inc.
Springfield, MA
Job Function: Administrative/Operations/IT
Posted: September 18, 2018

Background:

Founded more than 30 years ago, Common Capital, Inc. (CCI) is a community loan fund and non-profit organization committed to a thriving local economy in order to create positive social and community impacts. As a Community Development Financial Institution (CDFI), we promote community development and provide financial products and services to the communities of Western Massachusetts.

With roots in microenterprise lending, CCI is now a multimillion-dollar lender. From our alignment with Way Finders, Inc., the people we serve now have greater access to small business lending and home financing. Together, we can create more job opportunities and more homeowners, two important factors in building sustainable communities.

Position Summary:

The President must develop, nurture, and lead effective working relationships with a diverse range of community partners, including financial institutions, local, state and federal governments, religious and other nonprofit organizations, foundations and socially minded corporations. The President is responsible for developing the direction and focus of CCI’s short- and long-term strategy and securing the capital and resources to advance the organization and position CCI for continued success. The President is employed by Way Finders, Inc., is a member of Way Finders’ Executive Team, and is accountable to the CCI Board of Directors. The president will continue to work with Way Finders and the CCI Board on the evolving relationship between the organizations.

The successful candidate will be an innovative thinker and have strong leadership, communication and entrepreneurial skills along with a clear understanding of the importance of both public and private sector engagement in community revitalization efforts. This individual recognizes the vital role that CDFI loan funds and the CDFI industry play in changing communities for the better, and is able to identify and recognize those key public and private partners who add value and bring needed resources to aid in our efforts to provide access to capital to region’s underserved markets.

Responsibilities:

Organizational Management and Development

-Develop, motivate and lead an empowered staff to implement CCI’s strategic plan.
-Direct the performance of CCI’s financing, technical assistance, training and organizational development strategies to strengthen performance and impact.
-Identify and implement best practices of successful CDFI and financial institutions worldwide.
-Build and sustain a diverse and inclusive staff and culture
-Maintain and develop working relationship with the Board of Directors and CCI partners.
-Ability to work in a larger setting with larger parent organization

Fundraising and Development
-Identify and cultivate leadership from key corporate, foundation, public sector and other prospective investor sectors who share an interest in community revitalization.
-Lead fundraising efforts with the CCI Board of Directors.
-Seek innovative and creative resource development strategies for CCI and the CDFI loan fund field.

Public Policy Leadership and Advocacy
-Actively participate in efforts to coordinate, participate, and otherwise support local partnerships which increase CCI’s impact by integrating financing and business assistance with other vital community initiatives such as affordable housing, healthcare, and other human services.
-Champion strong relationships at the highest levels of local, state and federal government, as well as in the corporate and foundation arenas.
-Develop and foster partnerships with community organizations and other advocacy groups engaged in public policy issues.
-Bring visibility and thoughtful leadership to important issues, policies, and funding decisions that support the work of the CDFI industry.
-Represent CCI on community task forces, commissions and other policy bodies, as appropriate.

Build and promote the CDFI loan fund’s role in community development through community leadership and external relationships
-Develop, nurture and lead a shared community development agenda through ongoing dialogues with local government, state agencies, other financial institutions and intermediaries, advocacy groups, and community-based organizations.
-Promote effective community development strategies to raise awareness of CCI and attract resources to targeted underserved populations and neighborhoods in the western Massachusetts region, with emphasis on the Pioneer Valley
-Provide leadership and support in implementing an effective ongoing communications strategy.

Requirements:

-Master’s degree in Business, Finance, Real Estate or related fields or commensurate experience.
-Ten years’ experience in banking and lending, community development, or related field.
-Demonstrated track record in providing leadership and commitment for the development of strategic vision.
-Ability to establish priorities that align with a strategic plan and manage multiple agendas and programs effectively.
-Demonstrated ability to attract and sustain investments and funding.
-Strong oral and written communication skills, including public speaking experience in diverse forums.
-Knowledge, understanding of, and experience in community development strategies, including working knowledge of real estate related resource and capital development strategies utilized in real estate and community revitalization efforts.
-Entrepreneurial mindset and the ability to seek out creative approaches to community issues
-Proven ability to work in culturally and ethnically diverse environments.
-Strong interpersonal skills and ability to work effectively with a wide variety of people and organizations, including senior level corporate, philanthropic and public sector representatives
-Ability to inspire trust and motivate staff and partners.
-Experience building and facilitating relationships within and among various sectors.
-Demonstrated management experience, including staff development, financial management, and office administration.

Compensation:

Compensation based on education and experience.

How to Apply:

Interested candidates must submit a Resume and Cover Letter no later than October 5, 2018.

Apply here: www.wayfindersma.org/careers

Director of Lending IFF
Chicago, IL
Job Function: Lending/Loan Operations
Posted: September 17, 2018

Background:

The Organization

IFF improves the world by strengthening nonprofits and the communities they serve. As a mission-driven lender, real estate consultant, and developer, IFF helps communities thrive by creating opportunities for low-income communities and persons with disabilities. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest, we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and grocery stores. Staff contributes its extensive business experience with an unrivaled connection to the mission of IFF and the nonprofit clients it serves.

IFF is looking for candidates with a commitment to the work it does and can demonstrate their creativity, detail-orientation, diligence, efficiency, enthusiasm, flexibility, organization, thoughtfulness, and sense of humor.

Our staff of nearly 100 professionals works from our Chicago headquarters, and we also serve the Midwest from six regional offices: Indianapolis, IN; Detroit, MI; Kansas City, MO; St. Louis, MO; Columbus, OH; and Milwaukee, WI.

Position Summary:

Basic Job Function

The Director of Lending provides leadership and management of all regional lending activities. The significant focus of the Director will be the Chicago metropolitan area, but the region also includes Central Illinois and Northwest Indiana. The Director will provide input for and execute regional business development and sales activities derived from IFF’s regional marketing strategy. He/she is responsible for setting regional lending goals, sourcing, underwriting and closing loans to target market borrowers and monitoring and maintaining relationships with key borrowers. The Director assists the Managing Director of Lending to develop and maintain visibility and relationships with nonprofits and relevant government, association networks, and others to promote IFF. The Director will also work with the Executive Director – Chicago to implement sales and network activities.

Responsibilities:

Job Duties and Responsibilities:

1. Primary borrower relationship manager for regional lending activities. Provides leadership and management of the loan process to set and meet lending goals, including loan origination and sales, underwriting, analysis, preparation of recommendations to Internal Credit Committee and Loan Task Force, facilitating with the Closing and Portfolio Management team loan closings and loan monitoring.

a. Screens projects for alignment with IFF and department goals. Evaluates loan requests including assessment of agency's management, financial condition and financial projections, project and
operating plans, potential risks and other relevant data to support a recommendation of whether to make the loan. Follows up as necessary with the agency and others to obtain additional
information.
b. Coordinating as necessary with the Loan Program Manager, underwrites, structures, packages and presents loan recommendations for approval to loan committees. Documents terms and
conditions and issues commitment letter.
c. Establishes closing requirements and works with IFF Closing and Portfolio Management team, borrowing agency, and others as necessary to complete required documentation and close loans.
d. Identifies opportunities and fields inquiries for charter school, housing and other specialized loan programs or products and facilitates the handoff to the appropriate IFF loan staff.
e. Provides oversight for other loan staff including support on complex transactions.
f. Works with the Closing and Portfolio Management team to support post-close monitoring including customer check-ins or site visits as required. Coordinates customer relationship management
with Closing and Portfolio Management and supports effective relationship communications. Identifies potential problems and supports Closing and Portfolio Management work with borrowing
agency to minimize late payments. As needed, works with Closing and Portfolio Management to negotiate and follow up on restructures or workouts.
g. In coordination with the Managing Director of Lending, develops and administers the regional lending budget, and reports regional, business development and lending activities to the Chicago
office. Works with the Senior Vice President of Capital Solutions and the Managing Director of Lending to develop regional lending goals.
h. Maintains accurate and complete records on regional borrowers and prospects in CRM to ensure that information on all aspects of the loan program is readily available. As required, provides
information on lending activity, impact, and performance.
i. Provides recommendations on new and improved lending programs, policies and procedures; marketing materials; application forms; tracking procedures; and general communications; in
particular guidance leading to the success of the loan program.
2. Leads loan business development efforts in region to build and maintain a strong loan pipeline. Works with Corporate Communications and Public Affairs department (CCPA), as well as with the

Executive Director – Chicago, to develop a marketing plan and implement appropriate marketing, business development and sales activities consistent with the plan.
a. Follows up in a timely manner with inquiries provided through telephone calls or meetings.
b. Develops and pursues business leads from existing network of customers, contact with agencies and market influencers, community leaders and funders and follows up with generated leads.
c. Conducts presentations or Business Targeted Workshops for regional clients as arranged and scheduled with CCPA.

3. Coordinates with other IFF departments to support overall IFF goals, programs and visibility. Works with staff to support and coordinate implementation of special IFF initiatives or research in the region.

4. Maintains required job knowledge and skills and core professional competencies. Attend and participate in required educational programs and staff meetings.

5. Performs other duties as assigned.

Performance Measures:

1. Achievement of department lending and program goals in region.
2. Leadership in maintaining IFF’s role as a full partner to the nonprofit sector.
3. Complete, accurate, timely, and thoughtful analysis for full understanding of underwriting and lending issues on all loan applications, and portfolio and risk assessment reports
4. Identifies and recommends solutions to issues and problems relating to loan program implementation and role of IFF throughout the region.
5. Full participation and cooperation with CCPA staff and implementation of CCPA/Loan shared procedures. Increase in regional business development network.
6. Full participation and cooperation with Community Strategies, Real Estate Services and other IFF divisions to support implementation of RES work, special initiatives or other IFF business objectives.
7. Cultivates a culture of openness in information sharing. Encourages open communication, cooperation, and the sharing of knowledge.
8. Models personal accountability that promotes ownership and engagement.
9. Builds and maintains effective working relationships with colleagues, peers and team members.
10. Values and supports differences in others, contributing to an inclusive work environment. Demonstrates the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community.
11. High level of satisfaction with both internal colleagues and external contacts.

Requirements:

Position Qualifications:

Education: MBA or MA strongly preferred, preferably in business, accounting, finance, community development, or urban planning. A Bachelor’s degree plus five years additional relevant experience may substitute for an advanced degree.

Previous Experience: Minimum of ten years of experience in banking, commercial mortgage lending, real estate and community development, or nonprofit management required with a track record of growth and increasing responsibility. Experience in marketing financial programs required. Demonstrated competence incommercial real estate lending, cash flow and project analysis, underwriting, structuring and lending policies and procedures.

Special Knowledge & Skills:

1. Strong knowledge of Midwest region.
2. Knowledge of community development principles and real estate finance and development.
3. Familiarity with construction and lending practices and terminology.
4. Good interpersonal skills; high level written and oral communication and presentation skills, experience in formal presentations.
5. Proficient computer software user, including spreadsheets and databases.
6. Thorough understanding of nonprofit financial statements.
7. Ability to think creatively about problems.
8. Ability to work in and with all communities in the region.
9. Ability to represent the interests of IFF and the department at all levels of government and with community and civic leadership.
10. Network of contacts with nonprofit agencies or leaders a plus.

Unusual Requirements: Regular travel throughout the assigned region. Occasional evening and weekend work; able to inspect active construction project sites.

Compensation:

Compensation Requirements to be discussed during interview process

How to Apply:

Application Instructions: Applicants must submit a cover letter, resume and salary requirements to careers@iff.org. Please include “Director of Lending – Illinois and Northwest Indiana” in the subject line of the email.

Associate Solutions Consultant Virginia Community Capital
Richmond, VA
Job Function: Business Development
Posted: September 17, 2018

Background:

About LOCUS

LOCUS Impact Investing was created to provide a comprehensive set of tools to the increasing number of foundations and philanthropic individuals looking for innovative ways to invest in and transform their local communities. These tools range from foundation strategic capacity building and community and economic development assessment to financial due diligence, fund aggregation, deal sourcing, investment servicing, monitoring and tracking to empower foundations to invest directly in community and economic development projects. We also partner with community foundations to create impact investing options for their donors wishing to engage in place-based investments that are aligned with their charitable intent. LOCUS is a wholly-owned subsidiary of the non-profit, Virginia Community Capital (VCC), a regulated, certified CDFI loan fund and CDFI bank with over $350 million in assets under management.

About VCC:

Virginia Community Capital is a Community Development Financial Institution (CDFI) with a mission to create jobs, energize places, and promote an enhanced quality of life for Virginians. With offices in Christiansburg, Norfolk, and Richmond, we offer innovative and flexible financing tools throughout the state. In addition, we provide professional advisory services to individuals and organizations in low-to-moderate income and underserved communities.

Position Summary:

The Associate Solutions Consultant is based in Richmond, VA. and is responsible for contributing to the delivery of high quality, research-based and often customized consulting services to place-focused institutions, including foundations, interested in moving into direct mission-aligned impact investing throughout the US. As a key member of the LOCUS team, the Associate Solutions Consultant will contribute to the achievement of the development goals of the organization.

Responsibilities:

• Prepare proposals in response to client consulting requests

• Work as part of a team delivering consulting products to clients, both on the ground and remotely

• Travel as required to most effectively meet the consulting needs of clients

• Help to develop new products and tools based on market demand from clients

• Analyze and interpret data prepared by the LOCUS Analytics team for clients

• Prepare and deliver written final reports and/or PowerPoint presentations to clients

• Participate in strategy conversations related to LOCUS development goals

• Conduct client satisfaction surveys and participate in 360 reviews of consulting engagements

• Maintain updated consulting client information in Salesforce

• Research and prepare impact stories focused on LOCUS clients for dissemination through LOCUS social media, newsletters or other media outlets

• Participate as an active member of the LOCUS team in monthly team meetings and annual retreats

Requirements:

Core Competencies

• Accountability/Integrity – Is accountable for measurable high-quality, timely and cost-effective results. Complies with established processes and rules; accepts full responsibility for their actions and contributions as a team member; displays honesty and truthfulness; displays a strong commitment to organizational success and delivering on individual responsibilities.

• Collaboration – Cooperates with others to accomplish organizational goals; works with employees within and across their department to achieve shared goals; treats others with dignity and respect and maintains a friendly demeanor; values the contributions of others.

• Communication – Respectfully listens to others to gain a full understanding of issues; comprehends written material; presents information in a clear and concise manner orally and in writing to ensure others understand his/her ideas; appropriately adapts his/her message, style and tone to accommodate a variety of audiences.

• Diversity & Inclusion – Demonstrates an open-minded approach to understanding people regardless of their gender, age, race, national origin, religion, ethnicity, disability status or other characteristics; treats all people fairly and consistently; effectively works with people from diverse backgrounds by treating them with dignity and respect.

• Flexibility – Adapts to change and different ways of doing things quickly and positively; does not shy away from addressing setbacks or ambiguity; deals effectively with a variety of people and situations; appropriately adapts one’s thinking or approach as the situation changes.

• Innovation – Applies creative problem-solving skills to work to develop solutions to problems; recognizes and demonstrates the value in taking responsible risks and learning from mistakes; develops multiple alternatives and understands the feasibility of each; effectively shares and implements ideas.

• Service Excellence – Demonstrates a commitment to the highest quality service to internal and external communities; ensures that actions meet community needs and are aligned with organizational objectives, practices and core values.

Qualifications:

• Four-year college degree required. MS, MBA or MA degree or graduate certificate preferred

• 1-3 years of relevant work experience required related to community development finance, investing, philanthropy, community economic development or other comparable experience

• Proficient with Microsoft Office and Salesforce platforms

• Excellent verbal, writing and editing skills

• Finance, due diligence expertise required; underwriting experience considered a plus

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. The Associate Solutions Consultant’s salary range is $50,000 - $70,000 based on experience.

How to Apply:

Please mail, email, or fax resume with cover letter and salary requirement to :

Human Resources

LOCUS Impact Investing

7814 Carousel Lane, Suite 100

Richmond, VA 23294

HR@vccva.org

804-939-6180 (Fax)

LOCUS is an Equal Opportunity Employer. LOCUS does not discriminate in hiring or employment practices based on race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job-related disability, or status as a veteran.

Loan Officer Rural Community Assistance Corporation
West Sacramento, CA
Job Function: Lending/Loan Operations
Posted: September 14, 2018

Background:

Founded in 1978, RCAC is a 501(c) (3) non-profit that provides training, technical and financial resources and advocacy so low-income rural communities can achieve their goals and visions. For more than 35 years, our dedicated staff and active board, coupled with our core values: leadership, collaboration, commitment, quality and integrity, have helped effect positive change in rural communities across the West.

Position Summary:

The Loan Officer is the primary point of contact for RCAC lending in a specified region. The position is responsible for developing a borrower base, and maintaining relationships with borrowers over the life of their loan(s). Major responsibilities include, but are not limited to: originate and underwrite loans; enable RCAC technical service (TA) providers to gain access to the resources of the Loan Fund; provide assistance to clients including linking to RCAC TA providers where appropriate; train at network conferences and workshops; and assist the loan administration team with loan servicing.

Responsibilities:

Specific job goals, objectives and tasks are established for each employee as part of the annual evaluation and work plan process. Examples of responsibilities and duties include but are not limited to the following:

Loan underwriting and origination
• Work with prospective nonprofit, Tribal and public body loan applicants. Assist with analyzing needs and structure of their request for capital
• Work with Small Business Loan applicants. Analyze and determine applicable loan products to meet the applicant’s business needs.
• Conduct comprehensive site visits
• Underwrite wide range of loan types
• Negotiate loan terms and requirements with borrowers within RCAC guidelines
• Work with the Credit Manager to finalize the terms and credit memo
• Present proposed loan for staff credit review and the RCAC loan committee for approval
• Present final negotiations with borrowers if changes are made

Loan servicing
• Assist Loan Administration in loan closing
• Assist Loan Administration by monitoring projects through the development process including review and approval of loan disbursements
• Perform periodic site inspections
• Work with borrowers. Recognize and deal with cash flow and other issues that may affect loan repayment
• Provide periodic analysis of borrower financial statements and reports

Training
• Design and deliver individual or group presentations at conferences and workshops

Outreach
• Market and represent RCAC and the loan fund to existing and potential clients
• Maintain excellent customer relations and service
• Maintain working relationships with federal, state and other agencies and firms that
are partners in providing resources for rural areas

Professional development
• Update job knowledge by participating in educational opportunities; review professional publications, websites, etc.; maintain personal networks; participate in professional organizations

Requirements:

Skills and Qualifications
• Ability to work with minimum supervision and handle multiple priorities simultaneously
• Proficiency with personal computers, including cloud computing and Microsoft Office
• Ability to listen effectively and communicate verbally and in writing
• Commitment to rural communities, and disadvantaged groups
• Knowledge of financial needs for rural community and economic development projects
• Experience underwriting loans for community development projects
• Knowledge of government programs and regulations related to various community development programs
• Previous experience working with nonprofits, local and Tribal governments highly desirable

Preferred Education and Experience:
A combination of experience and education is necessary to qualify for the position. A typical qualifying combination would be:

Experience:
Five (5) years of any combination of applicable experience in commercial real estate lending, and/or community development lending and/or Small Business Lending (if a higher level of related education is possessed than is required, this education may be substituted for the experience requirement up to a maximum of one year).

Preferred Education:
Bachelor's degree (additional qualifying experience may be substituted).

Compensation:

$70,000 to $84,036 yearly

How to Apply:

Please revisit our website www.rcac.org/careers to view or print the job description and/or provided benefits.

Resource Development Associate Upper Manhattan Empowerment Zone Development Corp.
New York , NY
Job Function: Grant Writer
Posted: September 13, 2018

Background:

The mission of the Upper Manhattan Empowerment Zone Development Corporation (UMEZ) is to sustain the economic revitalization of all communities in Upper Manhattan through job creation, corporate alliances, strategic investments, and small business investments. UMEZ facilitates economic development in the neighborhoods of Central, East and West Harlem, Washington Heights; and Inwood.

UMEZ is an independent not-for-profit corporation created in 1995 and has invested $250 million in the Upper Manhattan community, leveraging over 1.1 billion in private capital, and has funded 100 small businesses.
In 2017, UMEZ became a recognized Community Development Financial Institution (CDFI) with over $80 million in assets. UMEZ is proud to be certified by the U.S. Department of the Treasury’s CDFI Fund as a part of a national network promoting economic growth by financing businesses, creating jobs, and rebuilding neighborhoods.

Position Summary:

Summary: The Resource Development Associate is responsible for supporting organizational efforts to strategically seek funding from corporate organizations, foundations and other philanthropic organizations to further UMEZ’s mission. In collaboration with Senior Management, this role will participate with cross-functional teams to provide strategic insight, direction, and recommendations about resource development by identifying and developing partnership opportunities for funding.

Responsibilities:

• Assist in developing and identifying new funding opportunities with corporations, foundations, banks and government sources by providing recommendations and briefings to the CEO
• Under the direction of the CEO, prepare letters of interest and proposals for funding opportunities
• Prepare funding reports, prospect research, tracking, and collecting necessary data for reporting purposes to funders; update tracking spreadsheet for funding, including deliverables to ensure timely fulfillment of funding requirements
• Prepare funding requests, overseeing proposal coordination, including research, writing and editing funding proposals
• Work with the Senior Management to coordinate information for proposals
• Supports strategic planning and proposal development phases working collaboratively with Senior Management
• Cultivate and maintain relationships with funders such as other funders, corporate, foundations and other philanthropic organizations

Requirements:

• Undergraduate degree in business or a related field
• Experience working with Community Development Financial Institution (CDFI) Industry
• 3-5 years in development experience
• Experience in financial management, capitalization, legal, program management or lending
• Ability to multitask, work independently and interdependently
• Must be able to engage in a tactful manner with colleagues, potential borrowers, and existing borrowers
• Strong interpersonal, written and oral communications skills
• Exceptional attention to detail
• Community residence and/or familiarity with Upper Manhattan community preferred

• An energetic and resourceful person with a strong interest in community engagement
• A self-starter; a team player; a strategic thinker; a creative problem solver.
• Bi-Lingual, English and Spanish, a plus but not necessary

Compensation:

Will Commensurate with experience

How to Apply:

Interested candidates should e-mail or mail a resume and cover letter to:

Danessy Pico
Human Resources Manager
55 West 125th Street, 11th Floor
New York, New York 10027
HR@umez.org
Attn: Resource Development Associate

No Phone Calls or Faxes Please

Senior Director, Strategy and Business Development – California Primary Care Development Corporation
New York, NY
Job Function: Other
Posted: September 12, 2018

Background:

Primary Care Development Corporation (PCDC): Catalyzing Excellence in Primary Care

Quality primary care is transformative and a cornerstone of healthy, thriving communities. PCDC, a nationally recognized 501(c)(3) nonprofit organization and community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity. PCDC helps primary care practices improve delivery of care by providing affordable capital as well as a variety of training and technical assistance services. Since its founding in 1993, PCDC has assisted over 1,000 practices in 40 states, and has leveraged more than $1 billion to improve care in low-income communities.

PCDC’s Performance Improvement Practice partners with health care organizations, helping them understand their challenges, develop customized plans for change, define and achieve measurable outcomes and create lasting and sustainable impact for their organizations and those they serve. Areas of expertise include service integration, practice operations, capacity building, and population health management. The Performance Improvement team offers individualized coaching, facilitates learning collaboratives, provides consulting, leads quality improvement projects, develops curriculum and delivers training programs designed for our client’s needs. Our team works with health care organizations, including federally qualified health centers, hospital ambulatory care departments, private practices and care teams to implement strategies, processes and workflows to provide patient-centered care that is person-focused, continuous, comprehensive and coordinated. Our goal is to transform primary care organizations by building their capacity to integrate key services and activities so that they are better able to provide high quality care, thereby improving the health of their population, and reducing total cost of care.

PCDC’s Capital Investment Practice invests in communities by providing advisory services and flexible, affordable capital to create lasting and sustainable impact for the organizations and the communities they serve. PCDC is uniquely positioned to provide financing that is tailored to transforming and expanding primary care, including, wherever possible, the integration of comprehensive medical, dental, and behavioral health services. PCDC provides strategic advice to help organizations that are planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support those capital projects as well as other business and service expansions. PCDC’s Capital Investment staff understand primary care business models and monitor policy changes and regulations that affect primary care practices and revenue streams and serve as trusted advisors to clients on what it takes to successfully finance capital projects in a changing health care environment. To fund our loans, we raise impact-focused capital from government, banks, and foundations. We also partner with other community lenders and advocates who are also dedicated to catalyzing excellence in primary care to ensure we can meet all borrowers’ needs, regardless of project size.

Position Summary:

PCDC is seeking a Senior Director, Strategy and Business Development – California. This position is located in California.

The Senior Director is passionate about primary care and the importance of building a high quality, affordable, accessible primary care sector to support healthy and thriving communities and health equity. The Senior Director plays a central role in the growth and expansion of PCDC’s overall business in California, with primary responsibility for creating and implementing an effective strategy to build PCDC’s Performance Improvement business and protect our capital investments. Working under the direction of the Managing Director of Performance Improvement and the Chief Executive Officer, and in close collaboration with PCDC’s Leadership Team and the Senior Director, Capital Investment, s/he is accountable for positioning PCDC as a leader in primary care in California, particularly in Los Angeles County. The Senior Director is responsible for creating and maintaining broad and deep relationships with providers, policy makers, health care systems, insurers, foundations, corporations, and others with an interest in primary care. The Senior Director maintains knowledge of local, regional and national healthcare delivery system and trends, and applies that knowledge to support and inform PCDC’s business development and programs to serve California’s primary care system.

Responsibilities:

The Senior Director is responsible for informing and implementing PCDC’s strategic direction for primary care policy and programmatic activities in the California market that will grow PCDC’s business.

Policy and Advocacy:
Working with the Senior Director, Capital Investment, the Senior Director will provide direction, input, guidance and support on local and state legislative and policy initiatives relating to PCDC’s lending and program activities. This will include connecting with key leaders and organizations to understand the primary care and health care reimbursement and delivery landscape, providing strategic leadership on primary care and economic development, and identifying business and thought leadership opportunities for PCDC. Specifically, the Senior Director will:
• Lead the development and implementation of strategies for PCDC to support the expansion of access to high quality primary care and primary care transformation in underserved communities in California, particularly Los Angeles County, and potentially, in contiguous states.
• Understand and maintain awareness of the changing health care landscape including the evidence base, reimbursement reform, and delivery system transformation.
• Establish and maintain effective working relationships at the highest level of local and state government, primary care providers, insurers and health systems, advocacy groups and community-based organizations, as well as with foundations and corporations and other stakeholders.
• Represent PCDC in meetings, coalitions, task forces, and other bodies, and advocate on behalf of primary care and PCDC.
• Identify and cultivate leadership from key corporate, foundation and other prospective supporters and donors, in collaboration with PCDC’s Development team.
• Work with PCDC’s Communications team to create and support an effective communication strategy to increase awareness of PCDC and our community partners.
• Regularly communicate with the PCDC’s Leadership Team to inform organizational strategy and business development.

Program, Marketing and Business Development:
Working closely with lead staff in PCDC’s Performance Improvement and Capital Investment units, the Senior Director will:
• Conduct market analysis, identify and explore business opportunities and cultivate relationships across the spectrum of community health providers through California, including primary care and behavioral health organizations.
• Develop and maintain knowledge of California primary care markets, particularly Los Angeles County, and identify evolving trends, risks and opportunities, and disseminate knowledge to inform PCDC’s business strategy and solutions.
• Lead and support efforts to research, identify, develop, and secure new opportunities for the Performance Improvement practice, including writing proposals to potential clients and client relationship management.
• Maintain a culture of quality customer service.

Administration and Leadership:
The Senior Director will co-manage California operations with the Senior Director, Capital Investment, and will collaborate with PCDC’s Administration and Finance staff. As needed, this will include regular contact with all Los Angeles based staff, managing the office, and ensuring that PCDC’s policies and procedures are implemented. The Senior Director will build and maintain positive relationships with PCDC’s national office and participate in PCDC’s Leadership Team.

Additional duties as assigned.

Reporting:
The Senior Director reports to the Chief Executive Officer, with close collaboration with the Managing Director, Performance Improvement.

Requirements:

Required Qualifications:
• Master’s degree from an accredited college or university in public health, public/health administration, business or related fields, or demonstrated equivalent experience.
• Ten+ years senior level experience in primary care, behavioral health, community development or related field
• Demonstrated commitment to PCDC’s mission

Critical Qualities:
• Knowledge, understanding of, and experience in primary care and community development strategies as well as local market knowledge of California’s health care systems
• Demonstrated track record providing leadership for the development and implementation of strategic vision
• Commitment to primary care as key to building healthy communities and health equity
• Strong oral and written communication skills, including experience speaking publicly in diverse forums
• Strong organizational and analytical skills, including using and understanding data to inform decision making
• Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in culturally and ethnically diverse environments
• Experience building and facilitating relationships within and among various sectors
• Self-motivated, a positive attitude, and enthusiastic to work in a start-up and entrepreneurial environment
• Demonstrated experience in successful grant writing, business development and/or other fundraising
• Ability to travel around California and the West Coast, including a valid driver’s license, in addition to at least semi-annual travel to New York City.

Compensation:

We offer a competitive salary and comprehensive benefits package.

How to Apply:

For immediate consideration, please email your cover letter, resume and salary requirements to: employment@pcdc.org with "Senior Director, Strategy and Business Development - CA" in the subject line.

Senior Director, Capital Investment – California Primary Care Development Corporation
New York, NY
Job Function: Financial Services
Posted: September 12, 2018

Background:

Primary Care Development Corporation (PCDC): Catalyzing Excellence in Primary Care

Quality primary care is transformative and a cornerstone of healthy, thriving communities. PCDC, a nationally recognized 501(c)(3) nonprofit organization and community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity. PCDC helps primary care practices improve delivery of care by providing affordable capital as well as a variety of training and technical assistance services. Since its founding in 1993, PCDC has assisted over 1,000 practices in 40 states, and has leveraged more than $1 billion to improve care in low-income communities.

PCDC’s Capital Investment Practice invests in communities by providing advisory services and flexible, affordable capital to create lasting and sustainable impact for the organizations and the communities they serve. PCDC is uniquely positioned to provide financing that is tailored to transforming and expanding primary care, including, wherever possible, the integration of comprehensive medical, dental, and behavioral health services. PCDC provides strategic advice to help organizations that are planning facility development projects and offers a variety of affordable and flexible short-term and long-term loan solutions to support those capital projects as well as other business and service expansions. PCDC’s Capital Investment staff understand primary care business models and monitor policy changes and regulations that affect primary care practices and revenue streams and serve as trusted advisors to clients on what it takes to successfully finance capital projects in a changing health care environment. To fund our loans, we raise impact-focused capital from government, banks, and foundations. We also partner with other community lenders and advocates who are also dedicated to catalyzing excellence in primary care to ensure we can meet all borrowers’ needs, regardless of project size.

PCDC’s Performance Improvement Practice partners with health care organizations, helping them understand their challenges, develop customized plans for change, define and achieve measurable outcomes and create lasting and sustainable impact for their organizations and those they serve. Areas of expertise include service integration, practice operations, capacity building, and population health management. The Performance Improvement team offers individualized coaching, facilitates learning collaboratives, provides consulting, leads quality improvement projects, develops curriculum and delivers training programs designed for our client’s needs. Our team works with health care organizations, including federally qualified health centers, hospital ambulatory care departments, private practices and care teams to implement strategies, processes and workflows to provide patient-centered care that is person-focused, continuous, comprehensive and coordinated. Our goal is to transform primary care organizations by building their capacity to integrate key services and activities so that they are better able to provide high quality care, thereby improving the health of their population, and reducing total cost of care.

Position Summary:

PCDC is seeking a Senior Director for its Capital Investment program in California. This position will be located in California.

The Senior Director is passionate about providing access to capital to build and strengthen a high quality, affordable, accessible primary care sector to support healthy and thriving communities and health equity. The Senior Director plays a central role in the growth and expansion of PCDC’s lending business, with primary responsibility for leading PCDC’s lending activities in California, accountable for positioning PCDC as a leader in health care financing in California, particularly in Los Angeles County. The Senior Director maintains knowledge of local, regional and national healthcare trends, and applies that knowledge to support and inform business development and the creation of new products and initiatives to serve California. The Senior Director is accountable for lending operating performance for the California market, including achieving expected financial outcomes in PCDC’s business plan and annual budgets.

Responsibilities:

The Senior Director is responsible for implementing the strategic direction and managing lending activities in the California market.

Marketing and Business Development:
The Senior Director leads business development efforts for Capital Investment in California. The Senior Director is responsible, directly and in collaboration with the Senior Director, Strategy and Business Development, and with support from the Capital Investment and Executive teams, for developing and maintaining relationships with key stakeholders, including health care providers, CDFIs, banks, government agencies, policy makers, public officials, consultants, technical assistance providers, and others involved in community development in California. In some cases, the point person on these relationships may be the CEO, Chief Financial Officer, Capital Investment Managing Director, Chief Lending Officer, New Markets Tax Credit Director, or Senior Director of Strategy and Business Development, in which case the Senior Director will coordinate and provide support as needed. The Senior Director is accountable for loan origination activities, including originating, structuring, underwriting and closing transactions. Specifically, the Senior Director will:
• Identify and explore opportunities and cultivate relationships across the spectrum of community health providers through California, including behavioral health and primary care providers.
• Engage with clients to understand needs and develop financing solutions to meet those needs.
• Work with borrowers through all stages of the financing process, from sourcing new projects, assessing the viability of borrowers and projects, conducting financial analyses, underwriting and structuring loans, preparing and presenting credit proposals, and negotiating financing solutions in accordance with credit policy and guidelines.
• Develop and maintain knowledge of California markets, particularly Los Angeles County, and identify evolving trends, and risks and opportunities. Disseminate knowledge to inform Capital Investment practice and PCDC broadly.
• Cultivate and maintain strong relationships with current and future borrowers, key stakeholders, and partners.
• Ensure efficient and productive lending operations for the market, including communication and coordination with the Chief Credit Officer and the portfolio management staff to ensure sound risk and asset management practices.

New Loan Product Development:
The Senior Director, working with the Managing Director, Chief Lending Officer, and Chief Credit Officer, assists in designing, testing and implementing new loan products intended to provide additional services to health care providers and the community development field in California. The Senior Director will:
• Develop processes to support program delivery, including training and educating participants, application, underwriting, and asset management.
• Oversee the implementation and delivery of programs in California.

Credit and Risk Management:
The Senior Director, working closely with the Chief Credit Officer and the portfolio management staff to maintain portfolio quality and ensure sound risk and asset management practices, will:
• Underwrite, structure, and negotiate financing solutions within appropriate and relevant credit policy guidelines. Prepare and present credit proposals to Chief Credit Officer and loan committees. Prepare commitment letters and coordinate the loan closing process, in accordance with credit guidelines and committee approvals.
• Monitor and assist with the management of relationships in the portfolio.
• Oversee management and compliance of statutory and regulatory requirements for funds and programs.

Program Development and Policy:
Working with the Senior Director of Strategy and Business Development – CA, the Senior Director may provide direction, input, guidance and support on local and state legislative and policy initiatives relating to PCDC’s lending and program activities. The Senior Director may also be asked to assist the Senior Director of Strategy and Business Development with the development and execution of new programs and initiatives.

Administration and Leadership:
The Senior Director will co-manage California operations with the Senior Director of Strategy and Business Development and will collaborate with PCDC’s Administration and Finance staff. As needed, this will include regular contact with all Los Angeles based staff, managing the office, and ensuring that PCDC’s policies and procedures are maintained. The Senior Director will build and maintain positive relationships with PCDC’s national office and participate in PCDC’s Leadership Team.

Additional duties as assigned

Reporting:
The Senior Director reports to the Chief Lending Officer. The position works closely with the Capital Investment Managing Director and Chief Credit Officer, and partners internally with the Capital Investment team to support the achievement of team and enterprise goals.

Requirements:

• Minimum of ten years lending experience in community development and/or community facility financing, including underwriting and management of construction and permanent commercial loans, preferably with a CDFI or other community development lender
• Bachelor’s degree from an accredited college or university in Business or Finance (Master’s degree in Business, Finance or related field preferred)
• In-depth knowledge of credit and lending products and services, as well as analysis of financial indicators related to credit management
• Knowledge of, or commitment to, the healthcare industry and primary healthcare
• Record of successful business development in California
• Strong oral and written communication skills, including experience speaking publicly
• Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in culturally and ethnically diverse environments
• Self-motivated, have a positive attitude, and be enthusiastic to work in a start-up and entrepreneurial environment
• Ability to travel around California and the West Coast, including a valid driver’s license, in addition to at least semi-annual travel to New York City.
• Knowledge of New Markets Tax Credits (NMTC) and Community Development Financial Institutions (CDFIs) is preferred.
• Strong financial analysis skills, particularly with nonprofit accounting.
• Strong communicator and relationship builder with the ability to forge deep community relationships
• Experience in building, managing, and deepening client relationships.
• Outstanding interpersonal and oral/written communication skills, ability to produce exceptional quality work as part of an interdisciplinary team of professionals
• High degree of self-motivation, creativity, and flexibility
• Excellent teamwork and strong time management skills are essential.

Compensation:

We offer a competitive salary and comprehensive benefits package.

How to Apply:

For immediate consideration, please email your cover letter, resume and salary requirements to: employment@pcdc.org with "Senior Director, Capital Investment - CA " in the subject line.

Member Support Associate Toniic
Philadelphia or San Francisco , PA
Job Function: Other
Posted: September 12, 2018

Background:

Toniic is the global action network for impact investing. Our members are high net worth individuals, family offices, foundations, and endowments. Toniic increases the velocity of money and services into impact investing to address global challenges. Toniic’s members commit to discover, evaluate, nurture, and invest in enterprises, funds, and other financial products that are changing the world for the better.

Toniic members are active impact investors, investing in early stage direct deals, in one or more asset classes, and/or taking an impact portfolio approach. Toniic is in the process of expanding its global presence significantly, while also going deeper with its current members to enhance their investment practice, and by extension, their potential for impact. The mission of Toniic is to support the pursuit of deep impact across the spectrum of capital. Our vision is a world in which all investments consider people and planet.

All team members are expected to embody the team’s values:
• Entrepreneurial
• Action-oriented
• Global & local
• Open & collaborative
• Optimistic & joyous

Position Summary:

The team seeks a Member Support Associate (“MSA”) to support the team of Relationship Managers (“RMs”) in delivering an excellent member experience. Emphasis will be on activities and members across North America, in addition to and within the context of supporting the global organization to achieve its strategic objectives in member engagement and membership growth. The primary focus is to support the RMs in engaging members through our events, regular check-in meetings/calls, member connections, and tools/resources. The MSA will also lead our efforts to amplify the work of our members through social media.

The MSA will be expected to perform a variety of tasks (on both clerical and systemic levels) in a well-organized and timely way. You will need to act proactively, understand the needs and characteristics of people with whom you work, and demonstrate good judgement on when to escalate to the senior team. A professional and friendly demeanor is critical for supporting our warm and welcoming culture.

General Information
Location: Philadelphia, PA or San Francisco, CA; Remote US locations considered for exceptional candidates
Reports to: Relationship Manager

Responsibilities:

Member Engagement & Member Recruiting
• Support Relationship Managers to achieve their Key Performance Indicators (KPIs)
• Prepare Relationship Managers for calls/meetings with members & prospects
• Onboard new members to our online systems & provide troubleshooting
• Follow up with members on outstanding items, such as payments, event registrations, & survey completions
• Research member activities & promote them through social media, if appropriate
• Maintain member marketing materials
• Maintain internal checklist of items to communicate with members
• Track KPIs & report results to the team regularly

Events Management
• Assist with member event organization including arranging logistics, coordinating member communication, managing event registration, organizing team travel, & supporting the event lead with any other needs
• Procure promotional items, name tags, etc. for events

Member Operations & Accounting
• Maintain high data integrity for member & prospect information in Salesforce
• Complete manual data entry tasks with attention to detail with a focus on future automation wherever possible
• Use Salesforce reports to extract & effectively communicate valuable information
• Develop & document processes that maximize efficiency

Requirements:

Required Skills & Characteristics
• Minimum of 2-3 years of experience in an internal or external support role, in addition to a college diploma or equivalent experience
• Experience in a client and/or member service environment
• Excellent MS Office knowledge
• English proficiency
• Outstanding organizational & time management skills
• Excellent verbal & written communications skills
• Excellent attention to detail
• Discretion & confidentiality
• Professional demeanor & friendly/welcoming attitude
• Comfort working with a dynamic, global organization

Highly Desirable Skills & Characteristics
• Experience with Salesforce
• Experience with Google Drive, DropBox Business, & Asana
• Experience with event planning & travel logistics
• Experience with social media
• Knowledge of the financial services or investments fields
• Interest in promoting impact investing

Compensation:

Commensurate with experience & location

How to Apply:

Submit resume and a cover letter that includes a personal statement on why the role appeals to you and what you would bring to it. Send to apply@toniic.com with the subject “Application for Toniic NA MSA.”

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