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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.

Director of Resource Development IFF
Chicago, IL
Job Function: Grant Writer
Posted: May 3, 2018

Background:

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:

The Director of Resource Development leads prospect research, grant requests, and grants management for its department and sector initiatives. The Director develops and maintains relationships with key funders and prospects, and works with the Vice President and other department staff on the development of annual fundraising planning and goal setting. The Director provides direction as needed to the Resource Development Associate to ensure alignment in execution of the department’s work plan.

Responsibilities:

  1. Works with Vice President to develop and advance grant making strategy for department and sector initiatives. Develops and recommends strategy for securing new funding.  Leads and conducts prospect research, manages funder relationships, and leads proposal development and submission. Coordinates and regularly meets with staff across departments to gather program updates and impact data to complete assigned reports.  Participates in cross-functional teams to provide strategic insight and direction about resource development. Ensures assigned grants/contracts are documented through grant life cycle (i.e. recorded in tracking system, CRM, contract reviewed and executed, thank you correspondence sent, reporting and renewal dates entered into work plans). 
  2. Supports strategic planning, program design, and budget development at the initial vision and proposal development phases working collaboratively with key sector leads and senior management. 
  3. Assists the Vice President and members of the Senior Management Team to identify and develop partnership opportunities, with a special focus on the Chicago market.
  4. Manages active grant portfolio for department specific and sector initiative grants and assigns grants for management to the Resource Development Manager. Manages and/ or prepares funding reports for assigned grants. Ensures assigned grants are documented through grant life cycle (i.e. recorded in tracking system, CRM, contract reviewed and executed, thank you correspondence sent, reporting and renewal dates entered into work plans). Meets with department staff to document progress on grant deliverables. Works with the Finance to ensure grant reporting deadlines are met. 
  5. Manages the preparation of government funding requests leading on content and overseeing proposal coordination, including research, writing and editing large government grant proposals as scheduled, including CDFI and others as determined. Works with finance and program departments to coordinate information for the proposals. Supports other departments in preparing government funding requests. 
  6. Participates in annual budgeting and fund raising projections. Works with other staff to develop annual fundraising plans and strategies for the growth of all departments in accordance with annual plans of IFF and Financial Forecast. Conducts ongoing prospect research on government, foundation and corporate funding in line with strategic priorities. 
  7. Develops and maintains excellent relationships with funders, investors and other stakeholders, including IFF staff. Maintains required job knowledge and skills and core professional competencies.  Attends and participates in networking opportunities, educational programs and staff meetings. 
  8. Develops and recommends new policies, tools, and structures to improve grant design, budget, and development processes and post award monitoring of grants and contracts. 
  9. Develops and leads Resource Development on-boarding to ensure IFF staff understand the role of Resource Development.   
  10. Performs other duties as assigned. 
 

Requirements:

Performance Measures: 

  1. Works with the Vice President to develop fundraising plans and strategies, resources prospects and proposals. Collaborates effectively with IFF senior management, program and fiscal staff.
  2. Achieves fund raising goals in all categories.
  3. Develops appropriate balance among current funders in existing states and new funders in new states. Maintains updated prospect research files; maintains clear and effective paper and electronic proposals, reporting and fiscal fundraising files.  
  4. Identifies and solicits funds, including in new geographic areas and for new programs, with ongoing tracking and monthly reporting of current funder proposals.  
  5. Works in collaboration with other staff to complete large government grant proposals as scheduled, including CDFI and others as determined.
  6. Works in collaboration with other staff to complete large government grant reports as scheduled. 
  7. Establishes and stewards independent funder relationships as appropriate – maintains existing relationships and develop new relationships.
  8. Initiates, follows-up, and builds successful prospecting relationships through networking activities on a consistent basis.
  9. Attends training or professional development programs. 
  10. Meets all proposal and reporting deadlines. 
  11. Cultivates a culture of openness in information sharing.  Encourages open communication, cooperation, and the sharing of knowledge. 
  12. Models personal accountability that promotes ownership and engagement.
  13. Builds and maintains effective working relationships with colleagues, peers and team members.
  14. 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.
  15. High level of satisfaction with both internal colleagues and external contacts.

Position Qualifications:

Education: Undergraduate or Master’s degree.  Experience may substitute for an advanced degree.

Previous Experience: Five to eight years of work experience in increasingly responsible positions that document a connection to alternative finance, community development or community development finance, finance, real estate development, writing and sales, or resource development for nonprofit corporations. Knowledge of the culture, operations, and structure of nonprofit corporations required.

Special Knowledge & Skills:

  • A thorough knowledge of foundation and corporate fundraising, including understanding of and experience with prospect research and direct experience in proposal writing. 
  • Knowledge of the culture, operations, and structure of nonprofit corporations required.
  • Understanding of all IFF constituencies, including borrowers and clients. 
  • Ability to understand the structure of investments in IFF. Prior knowledge of finance and/or other quantitative disciplines a plus. 
  • Demonstrated ability to think, plan and act strategically. 
  • Self-starter with ability to motivate and organize others. 
  • Excellent communications skills, both written and verbal.
  • A sincere appreciation for the mission and goals of IFF. 
  • The personal attributes, personality, credibility and professionalism to effectively represent IFF to external constituencies.
  • The ability and desire to generate understanding of and enthusiasm for IFF programs among a wide variety of constituencies.

Unusual Requirements: Occasional evening and weekend work. Some travel may be required.

Compensation:

send salary requirement along with cover letter and resume.

How to Apply:

Application Instructions: Please submit a cover letter, resume and salary requirements to careers@iff.org with “Director of Resource Development” in the subject line.

IFF values equity, diversity and inclusion as part of its mission to strengthen nonprofits and the communities they serve.  IFF is an equal opportunity employer.

Director Access APlus Capital Access + Captial
Fresno, CA
Job Function: Finance
Posted: May 2, 2018

Background:

Fresno EOC. We are a non-profit loan fund that helps small business owners by offering affordable financing and providing business advisory training. 

OUR MISSION

At Access Plus Capital we envision an economically prosperous Central California powered by entrepreneurs. 

Our mission is to finance small businesses and create jobs in underserved communities. 

 

Position Summary:

The Director of Access Plus Capital reports to the Chief Executive Officer of Access Plus Capital and is responsible for the company's day-to-day operating activities, including supervising Credit, Underwriting, Data Processing, Portfolio Management and Business Development team and to sustain and grow the company.

Assist in the fulfillment of the agency's vision by empowering individuals who thrive as healthy, self-sufficient and contributing members of our communities.

 

Responsibilities:

  • Supervise Credit/Processing, Business Development, and Portfolio Management departments, overseeing development of goals and measurement of key performance indicators.
  • Develop and implement strategic plans to increase efficiency and effectiveness of agency operations.
  • Maintain knowledge of laws, regulations, and guidelines within the banking/Community Development Financial Institution (CDFI) industry to ensure compliance with regulatory agencies and organizations.
  • Develop, establish, and direct execution of operating policies and procedures to support overall company policies and objectives.
  • Direct company operations to meet budget and other financial goals.
  • Advise the CEO on the Board Agenda items.
  • Direct short-term and long-range planning and budget development to support strategic business goals.
  • Review, monitor and evaluate internal financial management and budget controls of program expenditures.
  • Establish the performance goals, allocate resources, and assess policies for senior management.
  • Demonstrate successful execution of business strategies for company products and services.
  • Direct and participate in acquisition of growth activities to support overall business objectives and plans.
  • Manage portfolio review and collections activities.
  • Manage loan write-offs and troubled assets including repossession and liquidation of collateral as well as working with agency attorneys on legal actions required for loan recovery.
  • Manage the agency’s information technology implementation, administering various lender portals and IT vendor contracts.
  • Participate in capital market development, including participation in workshops, bank meetings, analyst meetings, etc. 
  • Represent the program before funding source Boards and committees.
  • Participate in the Fresno EOC Directors meeting.
  • Attend Business related conferences and seminars on behalf of the CEO.
  • Recruit, train, supervise, and evaluate program staff.  Assures a safe, productive, organized, respectful, and instructive work/service environment.
  • Travels for agency business using personal vehicle.
  • Performs other duties as assigned.

Requirements:

To execute this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EXPERIENCE

  • At least five (5) years of experience, with three (3) in senior level position, in a bank, credit union or some other financial institution.
  • At least three (3) years’ experience of budgeting, business development and strategic development.
  • At least three (3) years’ experience in understanding Small Business’ Financial Statements.
  • At least three (3) years’ experience with managing lending operations including business development, underwriting, loan processing, and/or portfolio management.
  • Experience and working knowledge of Small Business Administration (SBA) programs including SBA Micro, 7a, and/or 504.

 

Compensation:

Salary $6,794 - $7,184/MONTH or DOE

How to Apply:

www.fresnoeoc.org/careers

Program Associate and Underwriter Pennsylvania Assistive Technology Foundation
King of Prussia, PA
Job Function: Lending/Loan Operations
Posted: April 30, 2018

Background:

Pennsylvania Assistive Technology Foundation’s (PATF) mission is to provide education and financing opportunities for people with disabilities and older Pennsylvanians, helping them to acquire assistive technology devices and services that improve the quality of their lives. PATF is Pennsylvania’s Alternative Financing Program (AFP) as designated by the federal Assistive Technology Act.  PATF is also a state and federally-certified Community Development Financial Institution (CDFI).  Since 1998, PATF has helped more than 3,200 Pennsylvanians finance the assistive technology they need through low-interest or no-interest loans worth more than $36 million. PATF also provides financial education opportunities to applicants and individuals with disabilities. PATF’s office is in King of Prussia, Pennsylvania.

Position Summary:

PATF is pleased to announce the opening of the full-time position for Program Associate and Underwriter.

Responsibilities:

Job Responsibilities and Duties

  • Answer the telephone and e-mail requests for information;
  • Identify and assess callers’ needs to achieve satisfaction;
  • Go the extra mile to engage customers;
  • Answer loan inquiries and provide information and referral, identify other possible sources of funding, and send application packages;
  • Process loan applications, verifying the accuracy and completeness of each file; 
  • Collect required documentation from applicants and follow-up on missing items;
  • Collect and input data into loan servicing software as well as PATF’s data system;
  • Summarize applicant’s financial information to lender for final loan funding decision;
  • Act as a liaison between borrower and lender;
  • Prepare closing documents and disburse loan funds;
  • Provide applicant with timely and periodic status updates of their loan application;
  • Examine, understand and interpret consumer credit reports;
  • Maintain client confidentially and maintains files and data in a secured manner;
  • Prepare invoices for borrowers;
  • Provide post loan technical assistance;
  • Attend and participate in occasional outreach events;
  • Carry out other such duties as may be assigned or requested.

Requirements:

Required Skills

  • Well-developed interpersonal skills and the ability to collaborate with a diverse population, including persons with disabilities;
  • Ability to communicate effectively, both orally and in writing;
  • Ability to work as part of a team;
  • Ability to provide an exceptional level of customer service: in-person, email, and on the phone;
  • Ability to exercise a high degree of discretion and independent judgment;
  • Strong organizational skills with great attention to detail;
  • Ability to handle multiple tasks and frequent interruptions;
  • Excellent records and file management skills;
  • Interest in learning and professional growth;
  • Proficient in Microsoft Office Suite (Word and Excel);
  • Ability to learn database management systems.

Required Education and Experience

  • High school diploma/GED required; College degree preferred;
  • Two years’ experience in consumer lending;
  • Experience in providing varied customer service.

Preferred Qualifications

  • Knowledge and experience of the disability community;
  • Knowledge of assistive technology. 

Physical Requirements and Work Environment:

  • Primarily works in standard office conditions and climate;
  • May work at desk and computer for extended periods of time;
  • Occasionally lift and carry up to 20 pounds;
  • Travel may be required, primarily in Pennsylvania;
  • Must have a valid driver’s license, and current insurance.

Compensation:

This position includes appropriate compensation ($43,000 -- $50,000, depending on experience) and a comprehensive benefits package, including health insurance, 403(b) retirement plan, paid time off, as well as other PATF benefits.

How to Apply:

To Apply:  Please send a cover letter and resume to Susan Tachau, CEO, at stachau@patf.us or PATF, 1004 West 9th Avenue, King of Prussia, PA  19406, May 25, 2018.

PATF is an Equal Opportunity Employer (EOE).

No phone calls or faxes, please.

Senior Portfolio Manager NeighborWorks Capital
Silver Spring, MD
Job Function: Lending/Loan Operations
Posted: April 30, 2018

Background:

NeighborWorks® Capital (NC) is a national community development financial institution (CDFI) that serves the real estate financing needs of the 250 members of the NeighborWorks® network located in all 50 states and the District of Columbia. NC is certified by the U.S. Department of the Treasury as a Community Development Financial Institution (CDFI) and is governed by an 11-member Board of Directors, a majority of whom are Executive Directors of NeighborWorks Organizations and industry leaders with expertise in community development, lending and non-profit operations. NC is rated AA2 by Aeris Insight. NC’s current capitalization is $100 million with over 70 loans ($75 million) outstanding nationwide. NC is headquartered in Silver Spring, Maryland and provides loans to the members of the NeighborWorks network that undertake real estate development projects beneficial to their communities, including affordable rental, for-sale housing and commercial projects.

Position Summary:

The Senior Portfolio Manager has lead responsibility with the Portfolio Management team for managing the loans after closing, including loan monitoring, completing annual reviews, analyzing any changes in the borrower or project, proactively identifying early warning signs of trouble and implementing risk mitigation strategies, completing extension requests and modifications prior to maturity date, recommending risk ratings, and overseeing loan disbursement requests. The Senior Portfolio Manager will work with both the Lending and Finance Teams. S/he will also analyze the portfolio, identify existing and potential risks and make risk management recommendations, monitor exposures, maintain all databases containing information related to loans in the portfolio, and provide reports to CCO, CLO, CEO, CFO, the Board, Loan Committee and funders. Responsible for the most complex or highest risk loans.

Responsibilities:

  • Review and respond to loan modification and extension requests, complete memo and submit memo to CCO for approval, and complete necessary documentation to be signed by borrower, all prior to the maturity date.
  • In conjunction with Chief Credit Officer, prepare and update Annual Review schedule to balance workflow between Portfolio Managers based upon expected difficulty and timing. Primarily responsible for more complicated loans that are on Watch List
  • Perform annual reviews on each loan in the portfolio and make risk rating recommendations.
  • Oversee and compile all disbursement requests with assistance from Portfolio Analyst, including construction draws and revolving lines of credit, obtaining and independently reviewing all required documentation.
  • Interface with lead lenders or loan participants as appropriate.
  • Analyze quarterly financial reports and project status updates from borrowers, proactively identifying early warning signs of trouble.
  • Maintain database fields related to required monitoring information due from borrowers, loan specifics, payment status, and risk analysis.

Requirements:

  • Undergraduate degree in business, finance, economics or accounting, advanced degree in relevant field (finance, planning, etc.) is a plus.

  • Proficiency in analyzing complex financial statements of for-profit and nonprofit organizations and their real estate operations.

  • Proficiency in analyzing project financial feasibility, including review of sources and uses, development budgets, pro formas, and project cash flow statements while understanding variability of financing sources.

Compensation:

The organization offers a competitive salary and benefits commensurate with experience.

How to Apply:

Please submit all inquiries to Ollie Fleet: ofleet@specon.com

Director, Business Advising Pacific Community Ventures
San Francisco, CA
Job Function: Business Development
Posted: April 30, 2018

Background:

Pacific Community Ventures is a nonprofit social enterprise and community development financial institution (CDFI) with a 20-year track record of empowering small businesses, mission investors, and policymakers to create good quality jobs for working people and build an economy that works for everyone. Our programs strengthen small businesses and strengthen communities.

PCV’s BusinessAdvising.org is an award-winning national small business mentoring platform that connects entrepreneurs with pro-bono advisors. We target diverse entrepreneurs working in economically underserved communities and pair them with volunteer business advisors from major banks, consulting firms, and Fortune 500 companies who provide free tailored, confidential assistance to help people meet small business challenges and seize new opportunities. Over the past decade we’ve helped thousands of small businesses thrive, grow, and create tens of thousands of good local jobs.

BusinessAdvising.org is supported by revenue-generating partnerships with organizations like Google, Capital One, PayPal, Opportunity Fund, and eBay, enabling us to reach more small business owners and advisors than we could ever do on our own.

BusinessAdvising.org combines technology with personal interaction. Leveraging our advanced matching algorithm and cloud-based platform lets us work with thousands of people cost effectively. Personal connections drive repeat engagement and high levels of satisfaction, generating commitment and loyalty. Small businesses working with BusinessAdvising.org increase their annual revenue by 20% on average, and add jobs at ten times the national rate.

Position Summary:

Do you believe in the power of small businesses to strengthen communities and create good local jobs? Do you thrive on developing new business partnerships that will make the world a better place?

Then you just might be the person PCV is seeking! The Director of PCV’s BusinessAdvising.org program is a newly-created position charged with leading and growing our unique and innovative small business mentoring platform. BusinessAdvising.org has been growing by 20%–40% annually for three years, and is now serving almost 400 small business owners across the country each year with a network of over 1,000 volunteer advisors. The growth has largely been driven by partnerships with other community lenders, economic development agencies, and corporations like PayPal, eBay, and Google.

The Director will lead our BusinessAdvising.org team, manage existing partnerships, work closely with the President and CEO to develop new revenue-generating partnerships, and continuously improve the BusinessAdvising.org model, enabling us to serve thousands of small business owners across the country.

Responsibilities:

  • Cultivate and manage partnerships, including:
    • Tracking progress and delivering on partnership goals
    • Collaborating with Marketing on communication to attract and retain small businesses and volunteer advisors
    • Collaborating with PCV InSight to capture and report on impact metrics
    • Managing partner relationships to ensure satisfaction and repeat engagements
  • Conducting business development to secure new paid partnerships, including:
    • Recommending product options and pricing to meet partner needs
    • Developing pitch decks and presenting to prospective partners
    • Collaborating with Marketing on communication and lead generation strategies to attract new fee-for-service clients
    • Capturing learnings from past engagements to inform “who and what we sell”
    • Representing the organization at local events
  • Manage the team
    • Develop clear responsibilities for manager and associate, and help them develop in their careers
    • Create people strategy to efficiently serve small businesses and advisors as we scale.
  • Oversee and continually improve the model, including:
    • Recruitment and delivery model and metrics for both small business owners and volunteer advisors
    • Developing strategies for reaching and better serving the needs of minority-led small businesses and other underserved entrepreneurs
    • Testing new approaches to foster positive outcomes among small business owners, including ways a good jobs focus can drive better financial results for business owners
    • Financial modeling and projections
    • Marketing strategies and metrics, in collaboration with Director of Marketing and Communications
    • Impact tracking technology, methodology, and execution, in collaboration with PCV InSight team
    • Technology strategy

Requirements:

  • 8+ years of work experience, including at least 2 years in a business development role
  • Successful track record of large client acquisition and retention in a B2B, service-oriented industry
  • Strong networking and relationship-building skills
  • Outstanding people leader
  • Strategic and data-driven decisionmaker who embraces technology
  • Models PCV’s core values:
    • Coming from a place of yes
    • Living our mission
    • Oriented towards transparency
    • Seeking collaboration
    • Exhibiting empathy
  • Fluency in Spanish is highly desired
  • Experience in working with small businesses and/or community economic development is a plus
  • Associate’s or Bachelor’s degree required, masters preferred

Compensation:

Competitive with excellent benefits for full-time employees including: health and dental insurance, paid time off and holidays.

How to Apply:

To apply for this position, send a resume and cover letter to: HR@pcvmail.org. Please include the title of Director, Business Advising in the subject of your email.

 

We aim to be a diverse and inclusive place to work. We value new perspectives, original ideas and different ways of working. We believe that diverse views and experiences improve the way we do our work. PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Consumer Loan Officer Neighborhood Trust Federal Credit Union
New York, NY
Job Function: Financial Services
Posted: April 27, 2018

Background:

Neighborhood Trust Federal Credit Union is a community development financial institution located in Washington Heights with over $10 million in assets and 4,400 members. NTFCU has a mission to provide low-cost financial services to the underserved market in Northern Manhattan and to New Yorkers across all five boroughs. The credit union is committed to helping everyone access affordable savings/checking accounts, loans, and other financial services.

Position Summary:

The Loan Officer identifies and analyzes member needs and desires to recommend products and services that best match member needs and provides a full range of products and services to members with an emphasis for acquiring, expanding and enriching member relationships (services may include mortgage & consumer lending, deposit accounts, etc.)

Responsibilities:

  • Intake, processing, packaging, and presentation of consumer loans: personal and debt consolidation loans, credit cards and car loans.
  • Assist with loan servicing for existing consumer loans.
  • Handling in-house collection practices
  • Maintain high portfolio quality
  • Representing the credit union

The Consumer Loan Officer reports to the Director of Lending.

Requirements:

The ideal candidate will possess the following skills and experience:

  • Previous exposure to consumer loan underwriting (reading credit reports, knowledge of standard metrics like debit-to-income) a strong plus
  • Detail-oriented and the ability to maintain a high level of accuracy
  • Excellent written and verbal communication skills
  • Computer skills, Excel and Word
  • Bilingual Spanish/English a plus
  • Energetic in meeting institutional goals with an emphasis on detail
  • Outgoing, professional and strong interpersonal skills
  • Credit union, banking, marketing or related experience a plus but not required
  • Commitment to community economic development

Experience:

  • Full time: 3 years (Required)

Compensation:

Salary: $35,000 to $40,000/year

How to Apply:

To Apply: Send cover letter and resume to hr@neighborhoodtrustfcu.org

Director of Major Gifts and Stewardship Accion
Dallas, TX
Job Function: Fundraising
Posted: April 24, 2018

Background:

A nonprofit leader in the high-impact fields of community development and microfinance, Accion is dedicated to helping entrepreneurs realize their dreams and fuel increased economic opportunity and mobility through business ownership.  Since 1994, Accion has infused more than $123 million in the growth and success of more than 8,000 small businesses across Arizona, Colorado, Nevada, New Mexico, and Texas.

Accion is a member of the Accion U.S. Network, the largest and only nationwide nonprofit micro- and small business lending network in the United States. Since 1991, the members of the Accion U.S. Network have collectively made more than 57,000 loans totaling over $500 million. Globally, Accion is a pioneer in microfinance, reaching millions of individuals through its international network of partners. Learn more at www.us.accion.org.

Position Summary:

We’re looking for a Director to join our team in either Denver or Dallas to support Accion’s culture of philanthropy by providing high-touch and hands-on work with prospects to fill a pipeline of new individual donors and key players at companies and foundations in Accion’s major markets, and then take them through a cultivation cycle resulting in charitable commitments. Current donors will be stewarded for enthusiastic engagement resulting in sustained and increased giving. This position will report to our Vice President of Strategic Philanthropy and Investments and will play a key role on our Advancement team.

Responsibilities:

  • You will help donors accomplish their philanthropic goals and ambitions through a relationship with Accion;
  • You will cultivate and carry a portfolio of at least 30-50 donors throughout Accion’s five-state region;
  • You will secure major gifts, especially at the $10,000 and above level;
  • You will develop cultivation, solicitation, and partnership strategies for donors and prospects based on the assessment of philanthropic intent and interest in supporting Accion;
  • You will partner with the VP in providing the President/CEO and Board members with fundraising support and coaching for their identification, cultivation, and solicitation of major gifts, always treating donors with the utmost in courtesy and respect;
  • You’ll be expected to energize team members and persuade prospects with tenacity.

Requirements:

  • You have a passion for Accion’s mission and a strong commitment to Accion’s culture of exceptional customer service, excellence and accountability;
  • You preferably have a bachelor’s degree and five years advancement, major gifts, or fundraising experience.
  • You are enthusiastic and skilled at making asks.

Compensation:

Accion offers an excellent total compensation package, including competitive base salary, health and dental coverage, retirement benefits, and generous paid time off.

How to Apply:

Please upload a cover letter and resume at https://careers-accionnm.icims.com/jobs/1054/director-of-major-gifts-and-stewardship/job

Director of Major Gifts and Stewardship Accion
Denver, CO
Job Function: Fundraising
Posted: April 24, 2018

Background:

A nonprofit leader in the high-impact fields of community development and microfinance, Accion is dedicated to helping entrepreneurs realize their dreams and fuel increased economic opportunity and mobility through business ownership.  Since 1994, Accion has infused more than $123 million in the growth and success of more than 8,000 small businesses across Arizona, Colorado, Nevada, New Mexico, and Texas.

Accion is a member of the Accion U.S. Network, the largest and only nationwide nonprofit micro- and small business lending network in the United States. Since 1991, the members of the Accion U.S. Network have collectively made more than 57,000 loans totaling over $500 million. Globally, Accion is a pioneer in microfinance, reaching millions of individuals through its international network of partners. Learn more at www.us.accion.org.

Position Summary:

We’re looking for a Director to join our team in either Denver or Dallas to support Accion’s culture of philanthropy by providing high-touch and hands-on work with prospects to fill a pipeline of new individual donors and key players at companies and foundations in Accion’s major markets, and then take them through a cultivation cycle resulting in charitable commitments. Current donors will be stewarded for enthusiastic engagement resulting in sustained and increased giving. This position will report to our Vice President of Strategic Philanthropy and Investments and will play a key role on our Advancement team.

Responsibilities:

  • You will help donors accomplish their philanthropic goals and ambitions through a relationship with Accion;
  • You will cultivate and carry a portfolio of at least 30-50 donors throughout Accion’s five-state region;
  • You will secure major gifts, especially at the $10,000 and above level;
  • You will develop cultivation, solicitation, and partnership strategies for donors and prospects based on the assessment of philanthropic intent and interest in supporting Accion;
  • You will partner with the VP in providing the President/CEO and Board members with fundraising support and coaching for their identification, cultivation, and solicitation of major gifts, always treating donors with the utmost in courtesy and respect;
  • You’ll be expected to energize team members and persuade prospects with tenacity.

Requirements:

  • You have a passion for Accion’s mission and a strong commitment to Accion’s culture of exceptional customer service, excellence and accountability;
  • You preferably have a bachelor’s degree and five years advancement, major gifts, or fundraising experience.
  • You are enthusiastic and skilled at making asks.

Compensation:

Accion offers an excellent total compensation package, including competitive base salary, health and dental coverage, retirement benefits, and generous paid time off.

How to Apply:

Please upload a cover letter and resume at https://careers-accionnm.icims.com/jobs/1054/director-of-major-gifts-and-stewardship/job

Data and Compliance Manager South Carolina Community Loan Fund
Charleston, SC
Job Function: Administrative/Operations/IT
Posted: April 23, 2018

Background:

South Carolina Community Loan Fund (SCCLF) is a U.S. Treasury and South Carolina certified Community Development Financial Institution (CDFI) with offices in Charleston, Columbia, and Spartanburg whose mission is to advance equitable access to capital by providing loans, technical assistance, and advocacy for the development of affordable housing, healthy food retail, community facilities, and community businesses throughout South Carolina.  Since 2004, SCCLF has provided 327 loans for $45.4 million in financing that facilitated more than $309.8 million in community development projects; financing 1,880 housing units, 11 healthy food outlets, 11 community facilities, and 20 community businesses, creating or retaining 3,116  jobs and providing a safe, affordable place to call home for 4,700  individuals and families.

SCCLF is a dynamic non-profit organization with a small, but highly effective, staff that raises program and operating support through a combination of donations, grants, and impact investments.  SCCLF currently operates with an annual operating budget of $1.7M and program budget of $10M.  The organization loans and revolves capital to continually expand and sustain its mission.

Position Summary:

SCCLF is in the process of implementing Salesforce as its CRM system, to collect data on borrowers, potential borrowers, funders, partners and other stakeholders. SCCLF staff will record their interactions with clients, funders, and other stakeholders in Salesforce; SCCLF seeks to aggregate that data into reports in order to monitor our programs, report to our partners and to improve the services and products we offer. The Data and Compliance Manager will provide primary oversight of SCCLF data reporting system (Salesforce) and generate reports for internal and external stakeholders. The Data and Compliance Manager will further develop SCCLF’s reporting capabilities in support of its growing internal and external needs.  The ideal candidate will be detail oriented, a problem solver, and have a passion for improving systems and processes. The Data and Compliance Manger reports to the Chief Financial Officer.

Responsibilities:

  • Lending: Sets up new loans in Microsoft Dynamic’s Loan Manager software and ensures all documents are uploaded to Docufree within five business days of closing. Maintains loan files in all systems for audit and review by external or internal staff, coordinating and maintaining files (either electronic or paper), issuing correspondence and providing good borrower relations. Prepare and process semi-monthly ACH loan payments from borrowers. Processes loan disbursements and draws. Ensure all relevant documentation is uploaded to Docufree and entered in MSD Loan Manager. Manage Salesforce borrower data quality by spot-checking data entry and auditing data to identify and resolve issues. 
  • Technical Assistance: Support business development by creating lists of potential clients who may have technical assistance needs. Ensure that data is accurately entered for all technical assistance workshops. 
  • Assessment and Knowledge Sharing: Provide data on a monthly, quarterly, bi-annual and annual basis for reports to funders, partners and other stakeholders. Build dashboards and reporting capabilities in Salesforce. Coordinate the production of reporting needed for various reports, both internal and external. Serve as primary staff liaison with Salesforce consultant. 
  • Advocacy and Policy Change: Provide data and reports for meeting with legislators and other advocacy activities. 
  • Finance:  Tracks incoming checks and maintains cash receipts files in Docufree. 
  • Development: Process and track donations, grants, and investments using Salesforce. Generate reports on specific campaigns and activities. Liaise with Investments and Grants Manager and CFO to ensure that fundraising record keeping is consistent and matches finance records. 

Requirements:

MINIMUM QUALIFICATIONS

  • 2+ years professional experience with databases and data reporting and analysis required, preferably in a community-based nonprofit, or program evaluation setting
  • Experience using Salesforce required
  • Proven ability to learn new systems, operations and processes. 

Compensation:

Salary: $52,500

BENEFITS INCLUDE

  • SCCLF contributes 3% of employee’s annual salary toward retirement plan after six months
  • Medical, life, and long term disability insurance after sixty days
  • 20+ days of Paid Time Off (PTO) per year + 12 paid holidays per year
  • Flex schedule
  • Mileage reimbursement for out of town travel at the federal rate of reimbursement
  • Cellular phone stipend

How to Apply:

Please send cover letter and resume to Anna Lewin, Chief Operating Officer, at anna@sccommunityloanfund.org

Loan Officer Leviticus Fund
Tarrytown, NY
Job Function: Lending/Loan Operations
Posted: February 2, 2018

Background:

The mission of the Leviticus Fund is founded on the biblical verse of Leviticus 25:23 and its call for justice in the stewardship of economic resources.  The Fund supports transformative solutions to serve low-income and vulnerable people by combining flexible capital from social impact investors and contributors with knowledge-sharing to create sustainable and affordable communities.

Leviticus carries out its work by providing predevelopment, acquisition, construction, bridge, mini-perm and multi-project loan facilities, along with technical assistance, primarily to nonprofit organizations working in New York, New Jersey, Connecticut and several surrounding states.

Our borrowers create and preserve affordable housing, including housing with supportive services for those with special needs; child care and early learning centers; community health centers; charter public schools; nonprofit office and program delivery space; and projects providing access to healthy food in underserved areas.  All projects we support aim to improve communities and the lives of their low-income residents.

The Leviticus Fund is an Equal Opportunity Employer, and is committed to building a culturally diverse staff and strongly encourages applications from female and minority candidates.  Travel is required but will primarily be local in nature, mostly in the New York metropolitan area.  Applicants must have a valid driver’s license.

The position is available immediately, and is based in Leviticus’ Tarrytown, NY office, though flexibility may be considered for finalist candidates.  

Position Summary:

Leviticus has an opening for a new, full time Loan Officer position.  The Loan Officer will have a variety of responsibilities, including business development, lending program/product development, initial loan feasibility assessment, and loan underwriting.  The Loan Officer will work closely with the Executive Director and Senior Loan Officer and play a key role in growing Leviticus's community development finance work.

The position will be focused on serving communities in the New York metropolitan area, particularly the Hudson Valley, New York City, Long Island, and eastern Connecticut cities.  The position requires a willingness to travel and develop a deep knowledge of underserved communities in the region.

The ideal candidate will have a demonstrated interest in assisting disadvantaged communities and low-income people, and the skills to build new relationships and communicate effectively and enthusiastically about the value Leviticus adds to community development projects.

Reports to: Executive Director

Status: Full-Time

Responsibilities:

The Loan Officer will:

Business and Program Development

  • Develop Leviticus’ presence in New York metropolitan areas with the goal of understanding local needs and developing new relationships and collaborating with local nonprofit community development organizations, local housing agencies, and other community stakeholders to address these needs; and regularly participate in community and local planning meetings.
  • Research, identify, develop, and secure new lending opportunities to achieve lending goals throughout Leviticus’ geographic footprint, including maintaining communication with existing borrowers, managing relationships with existing borrowers and developing relationships with potential borrowers.
  • Consistently provide technical assistance to nonprofit and for-profit organizations serving low-income communities, including connecting them with external resources that might help them address local needs.
  • Utilize knowledge of market changes and local strategies and solutions across Leviticus’ footprint to identify regional trends, and innovate ways to support low income communities with new products or services.

Underwriting and Relationship Management

  • Respond to loan inquiries; explore loan feasibility and structure.
  • Underwrite financing requests in a timely manner and within lending guidelines, and work with borrowers through all stages of the financing process.
  • Present proposals to the Loan Committee and support the drafting of commitment letters and loan documents.
  • Assist in loan portfolio monitoring, and underwrite loan amendments and loan workouts when needed.
  • Engage actively with nonprofit partners, seeking to understand their circumstances, challenges, expectations and needs, and suggesting financing solutions to meet those needs.
  • Develop and maintain knowledge of key sectors by attending conferences, actively networking with nonprofit partners and other Community Development Financial Institutions (CDFIs).
  • Adhere to a strong culture of clear, detailed, service-oriented communication with organizations we are assisting or who are interested in our assistance, as well as to all Leviticus staff, board and committee members, lending partners, and individuals.

Requirements:

  • Bachelor's degree required; Master's degree in business, finance, public administration, or related field preferred.
  • A minimum of 5 years' experience in community development real estate finance, including lending and underwriting, demonstrating a good knowledge of community development financial institutions and community development lending practices.
  • Strong knowledge of loan structuring, underwriting, lending laws and regulations, including solid financial analysis skills and familiarity with nonprofit accounting and housing and community facility subsidy programs.
  • Consistent proactivity in identifying, researching, reaching out to, and cultivating relationships with nonprofit organizations that might need Leviticus’ assistance. 
  • Demonstrated success in building, managing, and deepening individual and organizational relationships, and strong interpersonal and communication skills, both written and verbal.
  • Sound time management and organizational skills, with an ability to coordinate complex activities and prioritize conflicting demands and deadlines.
  • Results-oriented with the ability to independently track and carry out responsibilities, and independently meet deadlines (once job duties are understood and mastered).
  • Outstanding attention to detail and the ability to work on and complete multiple tasks. 
  • An openness to learning new skills and systems, a desire to develop new program approaches in response to poverty issues, and a proactive approach to building his/her skill-sets.
  • Ability to creatively see connections between new or expanded lending and program needs within communities and linking those to new lending ideas and potential new funding sources for Leviticus.
  • Positive and personable nature with strong emotional intelligence, effective external communication skills and cooperative attitude.
  • Broad, active curiosity with strong interest in ongoing learning about community development, including CDFIs and the roles they play.
  • Flexibility, creativity, enthusiasm and a good sense of humor.
  • Ability and willingness to travel within the New York City metropolitan region.
  • Ability and enthusiasm to work well in a small environment, with Leviticus staff and meet with applicants, borrowers, and stakeholders.
  • Comfort with Leviticus’ faith-based origin and membership, which animates our work.

Compensation:

The position offers a competitive salary and generous benefits.

How to Apply:

Please email a resume and cover letter (in MS Word format), outlining how your skills and experience meet the qualifications of the position and stating how you heard about this opportunity, to gmaher@leviticusfund.org no later than February 28, 2018.

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