Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, our services include strategy development, research and education, investment product and platform design, and impact management.
Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading asset owners, intermediaries, and service providers active in impact investing. Tideline was founded in 2014 with offices in New York, NY; San Francisco, CA; Portland, OR; and Austin, TX, and is led by the firm’s partners: Christina Leijonhufvud, Ben Thornley, and Kim Wright-Violich.
Tideline is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.
This is a unique opportunity for an early-career individual to gain exposure to impact investing and strategy consulting. The Analyst / Coordinator will split time between two important functions at the firm: supporting client projects through research and coordination; and providing internal coordination and administration support.
Candidates will be considered for the New York office. Candidates will be offered an initial six-month employment agreement, with the possibility of converting to a permanent employee thereafter, pending the business’s needs at that time and performance.
Project coordination and research (~50%):
> Performing research and analysis related to client projects, including literature reviews, summaries of findings, participation in expert interviews, etc.
> Leading scheduling and supporting project management for client projects
> Developing client materials, including PowerPoint presentations and reports
> Supporting quantitative analysis and modeling efforts for client projects (as applicable given candidate experience)
Internal coordination and administration (~50%):
> Managing scheduling and providing other administrative support primarily for one of the Managing Partners, with occasional support for the other two as well
> Contributing to operational improvements and processes (e.g., IT systems, time tracking, hiring, etc.)
> Supporting coordination of business development activities, with the Managing Partners
> Maintaining and updating the client relationship management tool
> Overseeing office management in the NY office
The ideal candidate has a collaborative disposition; an appreciation of thoughtful and efficiently managed processes; is exceptionally well-organized with an eye for detail; communicates well; and a commitment to advancing social and environmental outcomes. Every member of the team embodies our firm’s values: excellence, commitment, and openness.
Desired qualifications include:
> Bachelor’s degree
> Knowledge of impact investing, finance, and/or philanthropy preferred
> Experience in consulting, impact investing, finance, philanthropy, and/or research a plus
> Strong written and oral communication skills
> Financial / quantitative analysis experience a plus
> Adept at using Microsoft Office; strong PowerPoint skills and design sensibilities a plus
> Ability to manage multiple tasks with high attention to detail and organization
> Ability to think critically and creatively
> Demonstrated ability to exercise initiative, sound judgment, and discretion
> Strong interpersonal and relationship-building skills
> Sense of humor and self-awareness
Commensurate with experience
How to Apply:
Please apply through the following link: https://tideline.bamboohr.com/jobs/view.php?id=26
You may send any questions to email@example.com
Reinvestment Fund (Company) is a financial services company serving as a catalyst for change in low-income communities. Reinvestment Fund integrates data, policy and strategic investments to improve the quality of life in low-income neighborhoods. Using analytical and financial tools, the company brings high-quality grocery stores, affordable housing, schools and health centers to the communities that need better access—creating anchors that attract investment over the long term and help families lead healthier, more productive lives.
Reinvestment Fund brings together individual investors, banks, government officials, private foundations and faith-based and community organizations to invest in projects that transform communities. As a federally-certified community development financial institution (“CDFI”), the company manages $1.1 billion in capital that originates from over 865 investors. Reinvestment Fund has deployed over $2 billion into community revitalizing and job-creating projects and enterprises over its 33-year history. The company maintains an AA- issuer rating from S&P, as well as a four star with Policy Plus, AAA rating from AERIS (highest rating available from industry rating agency).
ABOUT REINVESTMENT FUND POLICY SOLUTIONS:
Reinvestment Fund’s Policy Solutions group has developed and refined highly-customizable analyses to further public policy around issues central to the communities we serve. Our analyses are based on proven methodologies and are unique in their use of spatial and statistical analyses to understand places and further effective program design and implementation.
From our real estate focused Market Value Analyses (MVA) to our studies of child care and supermarket access to our national analysis of the HUD NSP program – Reinvestment Fund has developed and brought these tools together to comprise a portfolio of work that places us among the most highly regarded public policy research organizations in the country. Check out our website at: www.reinvestment.com for examples of our work.
The Policy Solutions team brings together a distinctive combination of expertise and experience. Current staff backgrounds include public management and program development, city planning, public policy, law, statistical research and analysis, and geographic information systems. This collective experience allows us to bring an objective, well-rounded approach to every project we undertake. To further bolster our capacity, the Policy Solutions team has a Policy Advisory Board that offers feedback and direction regarding our methods and products. The Advisory Board includes renowned academics and practitioners with various areas of expertise. See: https://www.reinvestment.com/policy-solutions/team/
The Senior Policy Analyst will work as part of the Policy Solutions team and with staff from the various Reinvestment Fund business lines, as well as with external researchers in related or complementary fields. This position is responsible for managing the design and implementation of research studies. The Senior Policy Analyst will also contribute to Policy Solutions’ business development efforts.
The Senior Policy Analyst must have the ability to design and conduct quantitative, qualitative, and mixed-method research projects that are intended to provide actionable results for clients. The successful candidate will visually display data in a range of formats, including in tables, graphs, and maps. The Senior Policy Analyst will produce reports, in consultation with senior staff and with support from junior staff, that contain descriptive, analytical and evaluative content for audiences that include researchers and non-researchers. Ensuring quality control from project conceptualization through data processing and analysis is essential. The Senior Policy Analyst will present research results to clients, project advisory groups, policymakers, and other stakeholders. The successful candidate will have demonstrated experience managing and providing career development support for junior staff. The Senior Policy Analyst will contribute to business development efforts which may include writing proposals, presenting to prospective clients, and managing client relations. The position also requires good time management skills and the ability to work independently and as part of teams on multiple projects at one time.
To perform this job successfully, an individual must be able to perform each essential duty noted above. The requirements below represent the range of knowledge, skill, and abilities that expected, for incoming staff. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education & Content Expertise
• Master’s degree plus 5 years of relevant experience, in public policy, urban planning, geography, economics, public health, sociology, demography, or other related fields.
• Familiarity with major issues in several of the following fields: housing, public education, community development, economic development, food access, community assets, social and human services, public health, health care and early childhood education.
• Demonstrated experience designing/conducting quantitative (i.e., statistical, spatial, econometric) and qualitative (i.e., observational, interviews) research projects.
• Ability to work as part of a team.
• Advanced critical thinking skills exhibited by the ability to take information from a wide variety of sources and synthesize/analyze the information in the context of Reinvestment Fund’s organizational mission.
• Demonstrated proficiency and experience using GIS (ArcMap), MS Office Suite, and statistical programs (SPSS, Stata, R).
• Knowledge of and experience with database programming languages, especially SQL and/or Python.
• Experience with survey design.
• Experience managing and developing junior staff.
• Demonstrated success conducting business development activities.
• Demonstrated written and verbal communication skills.
EXPECTATIONS FOR ALL EMPLOYEES:
Supports Reinvestment Fund’s mission, vision, and values by exhibiting the following competencies: Commitment to Reinvestment Fund, ethical behavior/integrity, and respect for coworkers, Reinvestment Fund boards and committees, investors and borrowers, and clients.
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 employment application available on visit our website at www.reinvestment.com and attach your resume and a cover letter with your salary requirement.
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. Reinvestment Fund does 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 disabilities, or status as a veteran.
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.
Capital Impact Partners, headquartered in Arlington, VA, operates nationally, with local offices in Detroit, MI, and Oakland, CA. For over 35 years, Capital Impact Partners has been a nonprofit, mission-driven Community Development Financial Institution (CDFI) that has supported the development of low-income underserved communities nationwide, focusing in five key sectors - health care, education, healthy foods, housing and aging. Capital Impact is also supporting the redevelopment of Detroit through multiple partnerships with banks and foundations.
Capital Impact Partners seeks a Chief Strategy and Innovation Officer (CSIO) who will play a vital role in helping Capital Impact to shape and implement the strategic vision for the organization. The CSIO will develop strategic partnerships and technical assistance programs to amplify Capital Impact’s brand. The CSIO will identify and drive the pursuit of new sources of revenue and impact through current, new, and expanding markets; new or enhanced products and services; and/or new ways of working. Along with the President and Chief Executive Officer (CEO), the CSIO will be a key spokesperson for Capital Impact and represent the organization with community, corporate, and public sector events. The CSIO will also lead the management of the following interrelated corporate level functions: fundraising and strategic relationship management, program development, strategic planning and innovation, social impact assessment, corporate communications, and policy development.
Staff and Executive Leadership:
Provide day-to-day leadership for all assigned functions. Lead through collaboration and innovative management concepts, to effectively and efficiently meet program goals and objectives, within available resource allocation.
Work collaboratively across the organization, sharing knowledge and building trust, demonstrating leadership through effective delegation, mentoring, and team-building. Share information, perspective, and expertise.
Oversee all hiring within the department and work to attract, retain, and develop team members. Develop performance standards, set job expectations, and give ongoing feedback and annual performance ratings to direct reports.
Participate in the creation of and periodic reporting of results of Capital Impact’s Balanced Scorecard.
Co-lead lending and program board committee and actively participate in meetings of the Board of Directors. Must value and support difference in others, contributing to an inclusive work environment. Demonstrate the ability and willingness to communicate effectively with people of diverse backgrounds and experience to create a collaborative, collegial, and caring community;
Strategic Relationship Development and Management:
Develop and lead Capital Impact’s relationship and fundraising strategy in support of Capital Impact’s goals and objectives.
Cultivate existing and develop new relationships within the philanthropic, nonprofit, and corporate communities to identify new opportunities to collaborate in Capital Impact’s target markets and sectors.
Serve as a lead connector, along with the CEO, between external stakeholders and key internal partners.
Program Development and Management:
Oversee Capital Impact’s technical assistance programmatic activities to deepen and expand Capital Impact’s market presence and impact.
Drive research efforts to identify emerging trends/issues in underserved communities and create programming to address them.
Work with community stakeholders to develop a shared agenda and collaborate with lending and investment teams to develop holistic programs that align technical assistance, policy, advocacy, and thought leadership to unlock capital and scale programs regionally and/or nationally.
Strategic Planning, Innovation, and Impact Evaluation:
Lead the development and implementation of Capital Impact’s strategic plan.
Coordinate and integrate annual work plans for all Capital Impact teams to achieve short to mid-term results over one, three and five years.
Continue to develop a culture of learning and innovation by sharing findings throughout the organization.
Foster collaboration and creative thinking across the organization designed to maximize social impact, including analysis of trends and market disruptions and searching for emerging market opportunities.
Create and maintain resource investment and evaluation reports for use by the CEO, Board, and funding sources.
Further develop and integrate Capital Impact’s approach to social impact assessment across lending, investment, and programmatic activities - embedding an impact and outcomes-based mindset into Capital Impact’s work.
Corporate Communications and Policy:
Oversee the identification of content and lessons learned for external publication, to expand the organization’s thought leadership and influence among partners, policymakers, and the broader field.
Collaborate with the CEO and Chief Lending Officer to develop policy priorities to unlock resources at the federal and local levels.
Bachelor’s degree required. Advanced degree preferred
15 or more years experience in strategic planning, community development, learning or operational leadership
A minimum of 10 years of management experience
In-depth understanding of community development finance; validated track record in developing programs and products that meet community needs; established relationships within the philanthropic community and the public sector
Deep knowledge of Capital Impact’s core markets and sectors
Knowledge of CDFI Fund programs, New Markets Tax Credits (NMTC) and best practices at other CDFIs or Community Development Banks is beneficial
Clear passion for working in underserved communities
Proven leader and people developer, with excellent project management, a demonstrated ability to effectively engage and lead individuals and teams, and a highly entrepreneurial mindset
Proficiency with written and oral communication skills, including the ability to speak in a wide variety of public settings, to a variety of diverse audiences
Demonstrated track record of success in developing and implementing multi-year strategic plans and programs focused on addressing complex social issues
Knowledge of how policy and communication can be leveraged to further mission
Proficiency with Microsoft Office (particularly Word, Excel and PowerPoint), Google Suite, Salesforce, and other related systems
Ability to travel up to 50% or more of the time
Commensurate with experience
How to Apply:
To apply, please follow link:
Bridgeway Capital, headquartered in Pittsburgh, Pa., makes western Pennsylvania a thriving region for all by promoting economic opportunity and community revitalization. As a nonprofit lender founded in 1990, Bridgeway Capital serves 15 counties from 3 offices. It manages over $100 million in assets. It is a rapidly growing, market-driven, private-sector financial intermediary with a social mission. Bridgeway made over $21 million in loans in 2018 and is certified as a Community Development Financial Institution (CDFI) by the U.S. Treasury Department. Bridgeway is rated A+ by the Aeris Rating system for CDFIs.
Bridgeway Capital is seeking to a motivated and accomplished leader to serve as its Managing Director of Lending.
Lead the loan origination activities of the organization. Achieve lending strategic goals and objectives. Perform a variety of duties to meet the lending needs of qualified prospects; provide motivation, guidance, and training to loan officers. Achieve individual origination and servicing goals as established jointly with the Chief Lending and Credit Officer. Comply with operating policies and procedures; communicate with all coworkers as appropriate; respond to inquiries or requests for information from coworkers and customers; maintain records and provide reports on a timely basis.
1. LEAD AND SUPERVISE THE LOAN ORIGINATION TEAM, AS FOLLOWS:
• Ensure that portfolio and proposed transactions support Bridgeway Capital’s mission and community impact goals
• Participate in the successful development of new products and markets to fulfill Bridgeway’s strategic plan and support continued portfolio growth
• Establish goals and action plans for loan officers to meet the objectives of the strategic plan
• Recommend loan volume goals in preparation of the annual budget
• Monitor and discuss sales performance versus goals with individual loan officers
• Develop enhancements to support continuous improvements for the loan application and origination process
• Ensure appropriate monitoring and ongoing relationship building with Bridgeway’s existing portfolio
• Prescreen potential new lending opportunities and provide guidance on loan structuring
• Adhere to and ensure the loan officer team adheres to all internal policies, procedures and practices in support of effective risk management and overall safety and soundness and maintain Bridgeway’s compliance with all relevant laws.
• Meet with coworkers and customers to resolve problems as needed
• Participate in customer calls with members of the loan officer team where appropriate
• Review and approve or reject credit applications within approved authority
• Provide team production reports to appropriate management staff on a timely basis
• Work closely with the loan operations team to ensure an efficient and appropriate loan documentation and closing process
2. PERFORM A VARIETY OF DUTIES TO MEET THE LENDING NEEDS OF QUALIFIED PROSPECTS, AS FOLLOWS:
• Develop productive relationships with community development corporations, real estate developers and the many other institutions and businesses that touch low income communities
• Develop and maintain relationships with external referral sources, and continuously strive to develop new relationships that will be beneficial to the organization
• Solicit new business from present and prospective referral sources and customers to attain individual loan volume and community goals
• Maintain a thorough knowledge of the features and benefits of all loan products and types in order to ascertain and recommend solutions to prospective and existing customers
• Assist customers to obtain appropriate business education services in cooperation with the Business Education Director
• Prepare and maintain accurate records (Call Reports) of all contact with customers, prospective customers, and referral sources.
OTHER DUTIES AND RESPONSIBILITIES
• Other duties as assigned
• Recruit and select of new loan officer personnel as needed
• Make provisions for proper orientation and training of new personnel
• Provide motivation, guidance, training, and technical assistance to assigned staff
• Review employee performance in comparison to established and agreed upon goals
• Organize, schedule, and distribute work assignments
• Communicate and inform assigned personnel of pertinent policies and procedures
• Creates an atmosphere in which upward communication from employees is encouraged
EDUCATION/EXPERIENCE (ALL EDUCATION/EXPERIENCE BULLETS ARE REQUIRED UNLESS NOTED AS “PREFERRED”)
• 4-Year Bachelors Degree (prefer Finance, Accounting, or Economics majors)
• 7+ years experience originating commercial loans
• Commercial real estate or community development lending experience preferred
• Experience leading successful teams preferred
JOB KNOWLEDGE, SKILLS AND ABILITIES (ALL KNOWLEDGE, SKILLS AND ABILITIES ARE REQUIRED UNLESS NOTED AS “PREFERRED”)
• Ability to understand, implement and communicate Bridgeway Capital’s mission
• Ability to lead and motivate loan officers to meet sales goals and objectives
• Ability to read and interpret financial information
• Ability to recognize strengths/weaknesses in portfolio loans and new loan requests
• Ability to relate a loan request to appropriate lending structure
• Ability to organize tasks and priorities
• Decision making: Ability to objectively analyze situations and draw accurate conclusions based on logic and facts
• Executive disposition: Ability to convey an image that is consistent with the organization’s values
• Performance management: Ability to work with employees to establish and achieve clear, measurable performance objectives that link to organizational goals
• Resource management: Ability to effectively utilize resources in order to ensure that goals are met on time
• Strategic planning and execution: Ability to translate strategy into specific actions plans. Ability to assign responsibility for carrying out action plans
• Strategic thinking: Ability to assess situations and make decisions that are evaluated objectively, considered from multiple perspectives, and forward looking
• Working collaboratively: Ability to seek input from others, facilitate group problem-solving, cooperate and work effectively with others to achieve shared goals
Competitive based on qualifications and experience.
How to Apply:
Email resume and cover letter to T.J. Bogdewic, Chief Lending and Credit Officer, at firstname.lastname@example.org
Bridgeway Capital, headquartered in Pittsburgh, Pa., makes western Pennsylvania a thriving region for all by promoting economic opportunity and community revitalization. Founded in 1990, Bridgeway Capital serves 15 counties from 3 offices. It manages over $100 million in assets. It is a rapidly growing, market-driven, private-sector financial intermediary with a social mission. Bridgeway made over $21 million in loans in 2018 and is certified as a Community Development Financial Institution (CDFI) by the U.S. Treasury Department. Bridgeway is rated A+ by the Aeris Rating system for CDFIs.
Bridgeway Capital is seeking a Managing Director of Underwriting to advance its mission by leading its credit risk management efforts and supporting growth in its commercial loan portfolio. The Managing Director:
- implements the credit policy of Bridgeway Capital
- supervises the work of assigned subordinates
- provides motivation, guidance, and training to credit analysts
- manages the credit approval process and loan underwriting for all loan products
- has lead responsibility for Bridgeway’s credit risk management.
Ensure that all lending advances Bridgeway’s social mission
Ensure that all lending complies with investor covenants and program requirements
Manage the day to day loan underwriting process
Complete underwriting of loan requests
Communicate and enforce loan policies and procedures
Identify improvements to policies and procedures to streamline delivery of loan products without compromising credit quality
Participate in the successful development of new products to fulfill Bridgeway’s strategic plan and support responsible growth
Supervise staff in loan underwriting, approval, and loan modification activities
Manage and build a loan portfolio that supports self-sufficiency goals
Manage the underwriting team to collaborate closely with Chief Lending Officer and Loan Officers to review loan applications for feasibility, structure, and compliance with policies and procedures
Support business development and product development initiatives
Assess and monitor the credit risk profile of each loan product’s portfolio and individual loans within the portfolios
Monitor and ensure compliance with credit policy, investor covenants, and program requirements.
Review and approve or decline all transactions within delegated authority
Prescreen potential new lending opportunities and provide guidance on loan structuring
Recommend transactions above delegated authority to internal approvers, the Board of Directors’ Loan Committee and the Boards of Directors as needed
Oversee annual review process for portfolio loans and a benchmark review of the adequacy and consistency of risk ratings within the portfolios
Call on loan prospects and borrowers when credit issues arise
Report to senior management on the quality of loan portfolios
Recruit and select new underwriting personnel for open positions
Provide for proper orientation and training of personnel
Provide leadership and guidance to underwriting personnel
Review employee performance in comparison to agreed upon goals
Create an atmosphere in which upward communication from employees is encouraged
Adhere to and ensure the underwriting team adheres to all internal policies, procedures and practices in support of effective risk management and overall safety and soundness and maintain Bridgeway’s compliance with all relevant laws
Education/Experience (all education/experience bullets are required unless noted as “preferred”):
4-Year Bachelors Degree (prefer Finance, Accounting, or Economics majors
7+ years experience underwriting commercial loans
Experience leading successful team preferred
Commercial real estate or community development experience preferred
Job Knowledge, Skills and Abilities
Ability to understand, implement and communicate Bridgeway Capital’s mission
Ability to read and interpret financial information
Ability to recognize strengths/weaknesses in loan requests
Ability to organize tasks and priorities
Decision making: Ability to objectively analyze situations and draw accurate conclusions based on logic and facts
Executive disposition: Ability to convey an image that is consistent with effective leadership and the organization’s values
Performance management: Ability to work with employees to establish and achieve clear, measurable performance goals linked to organizational goals
Ability to translate strategy into specific actions plans
Ability to assign responsibility for carrying out action plans
Working collaboratively: Ability to seek input from others, facilitate group problem-solving, cooperate and work effectively with others to achieve goals
Competitive based on experience and qualifications
How to Apply:
Sumbit resume and cover letter to T.J. Bogdewic, Chief Lending and Credit Officer, at email@example.com
Cooperative Federal is a unique combination of a traditional credit union and a non-profit community development organization. We operate four community-based offices in the city of Syracuse, NY and three high-school branches. Joining our team is making a choice to dedicate yourself to building our local community and advancing social justice. We are activists posing as bankers.
Cooperative Federal is a non‐profit, certified Community Development Financial Institution (CDFI) chartered in Syracuse in 1982. We deliver a wide selection of accounts, consumer credit, mortgages, business loans, financial education, and financial counseling to our predominantly low‐income membership, helping people meet both short‐ and long‐term financial needs. Our programs help members build credit, buy cars, become homeowners, avoid foreclosure, launch businesses, and more, particularly in neighborhoods that have become “bank deserts.” We are designated as a Low Income Credit Union and a HUD Housing Counseling Affiliate.
The following essential responsibilities are driven by our mission: to serve those underserved by conventional financial institutions, to manage our members’ assets responsibly, and rebuild the local economy in ways that foster justice:
Maintain reliable accounting information and reporting for management planning and decision making and for fulfillment of financial reporting requirements. Reconcile GL and bank accounts. Prepare and post journal entries. Handle payroll processing.
1.Responsible for general ledger reconciliation, and preparation and posting of some journal entries. File and store general ledger journals daily.
2.Set up prepaid and fixed assets in the electronic asset register. Run the depreciation program and prepare reconciliation reports.
3.Review accounts payable checks produced by other staff, for proper authorization. Serve as a back-up for accounts payable, if needed.
4.Reconcile outstanding checks and perform stale-dated check follow-up.
5.Post to accounts receivable, reconcile outstanding receivables, and prepare accounts receivables reports.
6.Review daily cash balances.
7.Prepare daily reconciliation of credit union transaction account, including share draft deposits.
8.Research and adjust all open items and variances, coordinating with other staff as needed.
9.Handle payroll process. Process biweekly payroll files using vendor program, currently ADP. Enter new employees into payroll and timesheet system and assist staff with password resets as needed. Update vacation accruals and sick accruals. Update payroll deductions, garnishments, etc as appropriate. Transmit 401(k) contribution data to plan vendor. Prepare and post payroll journal entries.
10.Follow credit union policies and procedures. Develop and implement processes to streamline credit union accounting practices.
11.Write or update procedures for all tasks in area of responsibility.
12.Ensure that procedures and practices adhere to generally accepted accounting principles (GAAP).
13.Prepare and distribute daily cash balance report
14.Assist with reports such as ALM, ALL, NCUA Call Report
15.Prepare any other financial reports as requested
Other Job Requirements and Qualifications
16.Ability to use verbal and written communication to resolve issues with staff and service providers, and ability to provide detailed records of activities as needed
17.Ability to collaborate with other staff members to achieve work outcomes
18.Demonstrated ability to positively represent and promote the credit union and its mission, policies, programs and services
19.Positive attitude and ability to exhibit courteous, patient and professional behavior
20.Good judgment with regard to confidentiality, privacy and professionalism, and ability to consistently exhibit trustworthy and fair behavior
21.Three years accounting experience or equivalent training, experience with credit union and/or nonprofit accounting preferred
22.Basic Windows and Internet skills required to perform web-based functions, and ability to use word processing, spreadsheet, and email software
23.Must have or develop a thorough knowledge of Ultradata General Ledger System
24.Ability to handle numeric and textual information with high accuracy and repeatability
25.Ability to work in a noisy, crowded, dynamic environment in close proximity to others
26.Ability to work regular hours in a facility with environmental factors that would ordinarily be expected in a place that is open to the public
27.Ability to physically access office workspace and filing systems
28.Cross-train essential duties to ensure efficiency during vacations and sick days
Competitive nonprofit salary based on experience, education, and skills; and a benefits package, including health insurance, 401(k) retirement plan, life insurance, generous paid time off, and 11 paid holidays annually.
How to Apply:
To apply, please email a brief cover letter and your resume to firstname.lastname@example.org
You can also direct resumes, cover letters and inquiries to:
Cooperative Federal, Attn: Staff Search, 800 N Salina St, Syracuse, NY 13208
To apply by fax, send resume and cover letter to (315) 476-0567, ATTN: Staff Search
Finance Fund and Finance Fund Capital Corporation were created to connect underserved communities with public and private sources of capital. We simplify the complexities of the funding process to help good ideas come to life — ideas that change systems, create jobs, address community needs and improve the quality of life in Ohio’s neighborhoods and communities. It takes committed leaders, clients, partners and staff to enable the kind of change that we support to work to develop healthy, sustainable economies in low-and moderate-income, at-risk rural and urban communities. This work is guided and driven by our Mission, Vision, and Values.
In 1985, the Ohio Department of Development and the Ohio CDC (Community Development Corporation) Association convened a task force of community-based organizations to share expertise and advocate on behalf of underserved communities. This task force was charged with recommending a way to meet the future financing needs of community-based development projects. In 1987, the 501(c)(3) non-profit called the Ohio Community Development Finance Fund (or Finance Fund) was born and has since become a go-to funding resource for public and private-sector organizations. Finance Fund provides millions of dollars for the revitalization of distressed communities and neighborhoods across Ohio.
Finance Fund Capital Corporation (FCAP), the certified non-profit Community Development Financial Institution (CDFI) affiliate of Finance Fund, made its first loan in 2006. FCAP is primarily focused on small business lending in low-and moderate-income communities with focus on healthy foods, community facilities, health and wellness, education and manufacturing.
Under the direction of the Vice President for Real Estate Development, the Development and Compliance Manager is responsible for monitoring and directing real estate functions, including, but not limited to, grant and funding compliance, data and document compilation from acquisition through marketing and sales, and ongoing reporting to partners and regulatory agencies. This person will serve as the primary point of contact for all compliance issues
• Prepare documents related to real estate transaction.
• Assist with preparation, coordination, and filing of grant and other funding applications.
• Compile all necessary information for government agencies – including, but not limited to OHFA, FHLB, HUD, and RD – for property acquisitions, LIHTC applications, and ongoing compliance of existing projects.
• Oversee properties as going concerns, keeping revenue at or above the projected budget, dealing with tenant issues, and providing written monthly accounts of costs incurred.
• Compile reports on due diligence including zoning, utility research, title review, market analysis, demographic studies, etc.
• Coordinate site activities, including meeting stakeholders, vendors, and staff on-site.
• Ensure all safety policies and practices are followed – including all permits are received prior to construction work, all necessary inspections are completed, all properties are certified for occupancy.
• Assist Vice President, Real Estate Development in other duties, as assigned.
• Minimum of two years of experience in affordable housing affordable housing, including direct or support roles in acquisitions, design, financial projections, and lease-up or sales.
• Specific knowledge and experience with OHFA, HUD, FHLB, and RD, including loan requirements, grant applications, and HAP awards and assignments.
• General knowledge of and experience with the construction process from identifying site and scope of work to occupying and stabilizing units.
• Willingness to coordinate schedules, host and attend meetings, and work collaboratively on multiple projects at the same time.
• Experience with fundraising, cost accounting, and invoicing.
• Experience with collaboration, community building and advocacy, and project creation.
• Must be able to pass a criminal background check, pre-employment drug screen and possess a valid driver’s license.
How to Apply:
To apply for this position, please send a cover letter and resume to Suzette Berry, MBA, the Vice President, Human Resources at Finance Fund and Finance Fund Capital Corporation at
SBerry@FinanceFund.org. Thank you!
Join a thought and innovation leader within the Community Development Financial Institution (“CDFI”) industry. Partners for the Common Good (“PCG”), a Washington, DC based national community development loan fund, is seeking a Development and Marketing Associate.
Founded in 2000, PCG’s mission is to advance economic justice and opportunity for low-income people and communities. We do this by partnering with CDFIs and socially motivated investors across the United States to serve borrowers that promote affordable housing, neighborhood revitalization, and healthy communities through support of education, community health centers, human service providers, day care and others.
PCG founded the CDFI industry’s first wholesale loan participation network that today has partnered with over 49 CDFIs in Washington, DC and 35 states and Washington, DC, originated over $99.4 million transactions, and developed a five-year strategic plan with an objective of growing its portfolio to $50 million.
PCG is leading the CDFI industry into the digital sector with the launch of its groundbreaking CapNexus.org on-line networking platform. CapNexus matches community development finance opportunities with sources of capital. The service is intended to build networks across the community development financial field that will bring more capital more efficiently to communities that need it most. The platform has 800+ users and has posted over $2 billion community development transactions.
PCG is also a leader in social impact assessment and public policy advocacy. Our work is pioneering in its creation of new tools and infrastructure for community development finance organizations to manage portfolios and grow scale and impact.
PCG’s office is located in Washington DC.
PCG seeks a creative and dynamic candidate for the position of Development and Marketing Associate. The Associate will support fund raising, investor relations, social impact analysis, and online marketing and communications. This position reports to the Chief Business Development Officer, but works with and all members of the PCG team. This is a full time 40 hour per week position.
Marketing and Communications (50%)
1. Work with CapNexus users and sponsors to develop and write website postings, profiles, and newsletter content.
2. Engage in outreach activities to cultivate new CapNexus users and sponsors.
3. Design and prepare social media communications and outreach.
4. Assist with the redesign of the PCG website and continuously update the PCG and CapNexus website content.
5. Create Google analytics and Google AdWords to track user behavior and drive traffic to site.
6. Monitor website and ensure that it is working at an optimal performance at all times.
7. Assist in strategy development, planning and coordination of marketing and outreach initiatives directed at potential lending partners and borrowers.
8. Draft and coordinate production of all marketing and outreach materials to support funding raising, programmatic and other initiatives of PCG, including targeted mailings, press releases, and advertising.
9. Provide support for special events (e.g. annual investor meeting, conference exhibits).
10. Manage information flow and reporting in Salesforce database
Social Impact Assessment (30%)
1. Coordinate collection of annual social impact data and preparation of social impact reports.
2. Make recommendations for enhancements to social impact data collection and assessment tools and methodologies.
3. Write and coordinate production of borrower profiles and impact stories.
4. Work with lending and other team members on collection and use of social impact data.
Investors & Fund Raising (20%):
1. Assist in writing and preparation of grant and other funding proposals.
2. Develop proactive strategies to identify new prospects for investments and philanthropic support.
This position requires an interest in public policy, finance, social media, and a passion for improving the lives of underserved communities. Other experience or skills that are highly desirable:
• Interest or experience in community development and/or financial services.
• A passion for economic justice and making the world a better place.
• A proactive self-starter with the ability to multi-task, excellent time management and organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Good networking, relationship management, and customer skills.
• Positive demeanor and collaborative working style.
• Experience creating website content and using social media tools to build networks and ability to learn new technology quickly are a plus.
• Experience using Salesforce customer relationship management (CRM) solutions is a plus.
• Basic computer and research skills along with familiarity with MS Office (Excel, Word, and PowerPoint) and the internet is a MUST.
• A bachelor’s degree in communications, economics, business administration or related fields are desired.
• Applicants must be a U.S. citizen.
Competitive nonprofit sector salary commensurate with experience. Collegial work environment. Good benefits package available.
How to Apply:
Interested individuals should submit an application, including a resume, cover letter, brief writing sample and references on our website: http://www.pcgloanfund.org/development-and-marketing-associate
NO TELEPHONE CALLS PLEASE.
Housing Partnership Network (HPN) is an award - leading affordable housing and community development nonprofits, and a top-rated CDFI. Creating private sector partnerships and enterprises that achieve ambitious social missions, HPN and its member organizations work together to scale innovation and impact, helping millions of people gain access to affordable homes and thriving communities that offer economic opportunity and an enhanced quality of life.
HPN, primarily through its affiliate, The Housing Partnership Fund, provides capital to HPN members for the development and operation of affordable housing and community development projects for the benefit of low and moderate income families and individuals. The Fund raises capital from major private, public and philanthropic institutions to drive impact through its lending to members and to HPN social enterprises.
Under the supervision and direction of the Director, Portfolio Management, the Senior Associate, Lending will be responsible for supporting our growing lending business, by managing our portfolio of affordable housing loans (currently $50MM+). The incumbent will also provide support to the Director, Lending by underwriting new loan opportunities. The Senior Associate, Lending will work collaboratively with staff on other projects, including identifying and implementing system enhancements for our portfolio management.
Asset Management/Portfolio Reporting
- Work with borrowers to ensure timely receipt of required financial reporting and track covenant compliance
- Analyze borrower financial reporting and track borrower performance against underwritten pectations
- Lead or participate in asset management calls with borrowers
- Compile quarterly asset management package for internal review and presentation to Creditality Committee and HPF Board
- Compile portfolio reports as required by management, investors and other stakeholders
- Collect and organize financial and social impact data both for compliance and as needed to support organizational grant applications
- Input transactions into and maintain loan servicing system (Nortridge), and generate monthly portfolio reports for finance/accounting purposes
- Generate monthly invoices and manage collections from borrowers and disbursements to participating lenders
- Create “welcome packages” for new borrowers; process draw requests; generate payoff letters
- Support Director, Portfolio Management in loan closings, maintaining closing checklists and loan files
- Monitor and manage CDFI Fund certifications and compliance reporting
- Contribute to the evolution of the Lending team’s systems- including Salesforce, Nortridge and Smartsheet and integrating where efficient with HPN’s systems
- Support peer exchange efforts with members, particularly around member meeting session
- Assist with other portfolio management, compliance, and analytical functions, as needed
- Bachelor’s degree
- 3+ years’ experience in lending, banking, accounting or finance
- Experience in community development finance industry helpful
- Strong organizational, analytical, logical and problem solving skills
- Excellent attention to accuracy and detail
- Ability to manage multiple projects and deadlines
- Familiarity with financial statements, including spreading and analysis
- Ability to understand loan documentation
- Excellent interpersonal skills and customer service orientation
- Excellent oral and written communication skills
- Experience with Microsoft Office applications, particularly Excel
- Familiarity with Salesforce a plus
- Ability to work independently and as a team player with staff at various levels of the organization
- Sense of humor, respect and curiosity are a must!
- Position is located in Boston, MA
- Minimal travel required
Depends upon the experience
How to Apply:
The Baltimore Neighborhood Impact Investment Fund (NIIF) is a newly established financial intermediary focused on Baltimore City. Capitalized by approximately $50 million provided by the City of Baltimore, the NIIF is a public-private partnership with a mission to serve as a catalyst for investment in underserved neighborhoods by delivering financing to support commercial and residential projects, as well as business lending, in order to drive economic revitalization, job growth and improved quality of life. Eligible areas for investment comprise approximately 65% of the City, with a priority focus on specific neighborhood clusters. Operating as an independent 501(c)(3), NIIF is designed to collaborate with the public, private and philanthropic sectors to create growth and opportunity in underserved neighborhoods and markets. NIIF's board is comprised of a majority independent directors, as well as representatives of Baltimore City government to ensure accountability and alignment with policy and resource priorities.
The Chief Lending Officer (CLO) will manage NIIF’s lending and investment activities and play a key role in the development, management, and successful execution of NIIF’s transaction pipeline in accordance with the NIIF’s investment standards. The Chief Lending Officer will report the Chief Executive Officer of NIIF and will be supported by an external Fund Manager and other consultants as necessary. As the NIIF grows, a Portfolio Manager is also expected to be added to the team. As NIIF is a start-up, the CLO will, by necessity, need to be a self-motivated, hands-on, highly-resourceful individual able to thrive in an entrepreneurial environment and willing to roll up his/her sleeves and get the job done. The CLO will be a key public face of NIIF and will be expected to help position the Fund within the Baltimore City community development market with borrowers, partners and other stakeholders.
The specific areas of responsibility for this position include, but are not limited to:
• Working with the CEO, Fund Manager and Board to shape and implement credit policies across product offerings and revise these policies as appropriate;
• Identifying, evaluating and structuring new transactions within NIIF’s eligible investment areas
• Working closely with prospective borrowers and co-lenders to execute an initial credit screen of transactions and sponsors, ensuring that preliminary specifications of the proposed transactions align with terms from NIIF’s investors and its own internal lending and credit policies;
• Working with prospective borrowers and co-lenders to assemble and provide complete due diligence packages to the Fund Manager;
• Overseeing Fund Manager in credit analysis, shaping of transaction terms and preparation of transaction approval memos in conformance with approved credit policies;
• Managing loan closing and funding in cooperation with Fund Manager, and working in coordination with the Fund’s accounting/loan administration services provider to approve draws as appropriate;
• Overseeing Fund Manager in ongoing loan monitoring and assignment of risk ratings;
• Facilitating meetings of the Board’s Investment Committee, as needed;
• Working with stakeholders to develop and evaluate new, viable investment products responsive to the needs of community development efforts in historically disinvested communities;
• Administering portfolio composition to balance risk; and
• Working with the Fund Manager to execute asset management strategies, including managing delinquent loans and workouts as needed.
The Chief Lending Officer will report to the CEO.
• At least Seven (7) years of progressive responsibility within the housing and community development finance sector, or closely related fields, including 5 years of direct lending and investment.
• Strong lending and investment underwriting knowledge, with an understanding of the unique
characteristics of community development finance.
• At least four (4) years of supervisory experience in substantive positions requiring the ability to formulate and implement policy and work with diverse partners.
• Strong relationship management skills with the target market of community-based development organizations, commercial developers, and small businesses.
• Bachelor’s Degree or equivalent experience. Graduate degree in a relevant subject (e.g., real estate finance, business, urban planning, or public policy) is a plus.
• Experience and knowledge of the Baltimore housing and community development construction and lending markets.
• Established track record in building effective collaborations among stakeholders in community development initiatives.
• The ability to identify and engage diverse public and private stakeholders in an effort to successfully implement the NIIF’s mission.
• Experience and knowledge of city, state and federal housing programs and regulatory requirements, including Community Development Financial Institutions, is a plus.
Salary and Benefits - Commensurate with experience.
How to Apply:
To apply, e-mail resume, cover letter and salary requirements to: email@example.com (e-mail applications are required).