Industry Job Bank

  • Make an impact and join the opportunity finance field.

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

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

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

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

Analyst/Senior Analyst - Credit National Community Investment Fund
Chicago, IL
Job Function: Underwriting
Posted: October 19, 2017

Background:

National Community Investment Fund (NCIF) is a non-profit fund set up in 1996 to increase access to responsible financial products and services in underserved communities.  Total assets under management at NCIF are around $200 million, including $178 million of NMTC allocations outstanding.   It has recently received an additional $65 million in NMTC allocation awards. 

NCIF achieves its mission via three complementary business lines:

  1. Tier 1 and Tier 2 Capital Investing in Mission Oriented Banks: We support institutions with equity and deposit investments.  NCIF has invested in the private capital of 58 financial institutions since inception, and currently has investments in 18 banks, all of which are CDFI/MDI banks - making NCIF the largest investor in the mission-oriented banking industry.
  2. New Markets Tax Credits and Lending:  We channel funds into low-income communities using the New Markets Tax Credit (NMTC) program to finance small businesses and real estate development.  
  3. Research and Metrics:  NCIF pioneered the use of Social Performance Metrics (see www.bankimpact.org and www.BankImpactmaps.org) for measuring the impact and “telling the story” of mission-oriented banks, and publishes research on the industry and its impact.  Research forms a foundation and a competitive advantage for NCIF’s other lines of business.  NCIF runs an informal network of investee and other banks in the interest of strengthening the mission-oriented banking industry and supporting the flow of capital into low- and moderate-income communities. We enable peer-networking and help strengthen the sector via our Development Banking Conference. 

NCIF is in the process of raising a Credit Strategies Fund that will make loans to high impact projects nationally along with our network of banks.

Position Summary:

NCIF is looking for a Credit Analyst to join an entrepreneurial team, providing underwriting support and financial analysis to senior lenders on New Market Tax Credit transactions and direct loans. Knowledge of financial institution underwriting, including in loan participations, will be considered a plus.

Responsibilities:

Specific responsibilities will include:

Financial Analysis and Underwriting

  • Spreading financial statements and calculating/assessing financial ratios;
  • Preparing summaries of financial analyses and opinions on risk assessment , and drafting or contributing to written credit presentations; 
  • Analyzing NMTC deals from a financial and impact perspective, performing financial statement analysis, cash flow analysis, repayment analysis, collateral coverage, and analysis of risks and mitigants;
  • Assisting in impact and financial data gathering and due diligence at inception and on an ongoing basis, including economic and industry assessments, document collection, and background research on projects and borrowers; and,
  • Assisting in NMTC deal origination and closing, as appropriate. 

Other tasks that may be assigned on an as needed basis.

  1. Gathering, organizing, and analyzing data related to new investment opportunities for NCIF in new CDFIs, small business lending and possibly fintech companies; supporting identification of and outreach in connection with new investment and lending opportunities;
  2. Assisting in the planning and execution of conference, regional meetings and marketing and communications plans;
  3. Assisting in CDFI program applications, NMTC applications and reporting, CDE certification, and CDFI Fund reporting as needed; 
  4. Assisting in portfolio management to ensure that all new transactions comply  with NCIF systems, policies and reporting requirements; and
  5. Undertake additional duties and special projects as assigned by the CEO.

Requirements:

  1. Passion for community development and for improving lives in underserved communities;
  2. Undergraduate degree in Business, Economics, Finance or Accounting; graduate students may also apply; progress towards CFA designation would be considered a plus;
  3. At least 2-3 years of work experience in credit analysis in lending associated with commercial real estate, commercial lending, NMTC and/or community development banking;
  4. Detail-oriented with strong analytical skills; 
  5. Strong writing skills, with an ability to interpret financial information and weave it into a compelling story for various audiences; 
  6. Ability to work independently and cooperatively in a small entrepreneurial team in a high growth mode; and, \
  7. Resident in Chicago or willing to relocate.

Compensation:

Commensurate with experience.

How to Apply:

To apply, please send a resume, cover letter and writing sample to Lara Pawlak at lpawlak@ncif.org by November 17. Resumes without a cover letter and writing sample will not be considered.  

President & Chief Executive Officer (CEO) Low Income Investment Fund (LIIF)
San Francisco, CA
Job Function: Other
Posted: September 20, 2017

Background:

The Low Income Investment Fund (LIIF) is one of the premier community development financial institutions (CDFIs) in the nation. Its mission is to alleviate poverty and provide pathways of opportunity for low income families and communities. To achieve this, LIIF provides innovative capital solutions and thought leadership expertise to ensure that everyone has a chance to succeed in life and every community can be vibrant, healthy and self-sufficient.

To date, LIIF has invested over $2 billion in thousands of low income communities across the country, which has leveraged $10 billion in additional capital, lifting local economies and creating opportunities for America's most vulnerable citizens. These investments have improved the lives of over 2 million people and created $56 billion in social benefits by improving health outcomes, boosting household savings and increasing graduation rates. LIIF's investments have created affordable homes, great schools and good jobs, as well as giving families access to quality child care, health care and other essential services.

LIIF is a dynamic, high-performing nonprofit organization that sits at the center of social change and finance. From this unique vantage point, LIIF has the scale, commitment and expertise to bring a wide array of public, private and community stakeholders together to solve our nation's most pressing challenges. Over the last 20 years, LIIF has grown its capital base from $35 million to over $1 billion. LIIF currently invests in 30 states across the country, and deploys approximately $250 million in grants and loans to high-impact organizations annually.

The organization is on the leading edge of the national conversation to change the way America invests in the places people live, work and play. Its programs are forward-looking and have led to key innovations in the community development field, including:

  • Publishing Investing in What Works for American's Communities, a book that led to a paradigm shift in community development, and which laid out a holistic, outcomes-driven vision for the field that focused on integrating people and place-based investments. Included a chapter jointly authored by HHS Secretary Sibelius, HUD Secretary Donovan and Education Secretary Duncan. One million social media hits; 55,000 copies distributed.
  • Launching the $90 million Strong, Prosperous, And Resilient Communities Challenge (SPARCC) initiative with Enterprise Community Partners, the Natural Resources Defense Council and the Federal Reserve Bank of San Francisco to spur collaborative, community-driven approaches
  • Providing national policy leadership particularly around community finance and affordable housing issues, including in the creation of the Capital Magnet Fund and its passage into law within the 2008 Housing and Economic Recovery Act; additionally, supporting local and state policy innovations, like informing the inclusion of affordable housing and transit-oriented development in California's cap-and-trade legislation
  • Developing the Social Impact Calculator, a first-of-its-kind tool to monetize the social impact of LIIF's community investments
  • Creating Equity with a Twist, a social impact investment that supports integrative, outcomes-driven solutions to poverty
  • Launching a Social Justice and Equity initiative within LIIF

LIIF is a financially strong, high-impact organization that is well-positioned to transform the systems, policies and practices that inform how our country invests in its people and communities. It currently has more than 70 employees in four cities, including its headquarters San Francisco and local offices in Los Angeles, New York and Washington, D.C.

Position Summary:

The President & Chief Executive Officer (CEO) of LIIF leads and directs the organization to maximize its effectiveness in providing capital invested in community-building initiatives.

Responsibilities:

The President & Chief Executive Officer (CEO) of LIIF leads and directs the organization to maximize its effectiveness in providing capital invested in community-building initiatives.

Primary duties and responsibilities include:

  • Leadership— The CEO must be an equally adept financial expert, influencer, fundraiser and people leader.
    • A skilled communicator, the CEO will be equally comfortable inspiring the LIIF staff to achieve their shared vision and the community of investors to join in supporting LIIF.
    • The CEO will understand and appreciate the geographic diversity and differences in capital needs and opportunities inherent in a national financial institution.
    • The CEO will have responsibility to recruit, build, and direct effective teams of professionals to advance the mission of LIIF, namely: 72 employee staff, 4 executives reporting to CEO (General Counsel; EVP, Strategic Development & Corp Affairs; EVP, Community Investments; EVP, Chief Financial Officer & Chief Administrative Officer).
  • Vision & Strategy — The CEO must be a champion for the organization's mission and holder of the organization's vision for improving the lives of low income Americans. Must be able to chart an innovative, ambitious strategic plan for the organization to advance its goals.
  • Financial and Risk Oversight —Responsible for maintaining the financial well-being of the organization, and ensuring strong enterprise risk management practices. Prudently manages organization's resources to achieve priorities. Oversight and management of:
    • $1 billion in capital under management ($400 million balance sheet)
    • Annual budget of $20-$30 million
    • Annual deployment of $200-250 million in 30 states
    • Regional offices in SF, LA, NY and D.C., with a satellite office in Cleveland
  • Fundraising and Communications – The CEO will build relationships with investors, funders and stakeholders to secure financial support for LIIF's core operations and programmatic expansion. Represent LIIF in public and private venues' or to lift the profile of the company and build the brand – involving a tremendous amount of public speaking, meeting with foundation and investment firm leaders and public officials.
  • Governance—With the officers, leads, enables and supports the Board of Directors in its governance responsibilities.

Requirements:

PROFESSIONAL EXPERIENCE/QUALIFICATIONS

The ideal candidate will have at least ten years of experience as a CEO or in a very senior leadership position in a financial services or financially oriented organization or another highly complex organization with complex financial accountability. The CEO will bring extensive experience and demonstrated success across multiple dimensions including: leadership, credit, housing, real estate, political and governmental affairs, in addition to a fundamental understanding of financial and personnel management.

The CEO will additionally have demonstrated decisive management abilities, have exceptional oral and written communication skills, will be well-organized, and possess strong business ethics.

The successful candidate will also have a demonstrated commitment to working with underserved communities and to inclusion and diversity in staffing, investments and operations.

Other important areas of focus will be:

  • Seamless leadership transition to ensure continued service to customers, partners, investors and sound fiscal management. Must be a collaborative leader who is inclusive of diverse viewpoints throughout their decision-making process.
  • Innovation across products, services, projects and partners.
  • Creatively tapping into greater streams of capital both private (impact investors, social enterprise, family offices, etc.) and public to better execute LIIF's mission.
  • Development of sound relationships with key constituencies including the board, LIIF's regulators, and key federal, state and local stakeholders.
  • Successful management of LIIF staff, ensuring a positive working environment and cohesiveness around fiscal soundness (including credit and risk), operational goals and objectives, diversity and inclusion.
  • Effective representation of the LIIF before all key government bodies, the media, and the public on priority issues.

EDUCATION

A bachelors is required. An M.B.A. or related advanced degree is highly desired, documented professional experience may substitute.

Compensation:

Compensation will be competitive and commensurate with experience.

How to Apply:

Candidates can submit their cover letter and resume to LIIFCEO@kornferry.com.

Director of Human Resources Building Hope
Washington , DC
Job Function: Human Resources
Posted: September 13, 2017

Background:

Building Hope, established in 2003, is a national non-profit organization headquartered in Washington, DC that believes investments in the growth of quality charter schools will increase under-served children’s chances of success in life. We have offices in South Florida, Texas, and Idaho. Building Hope partners with individual and institutional investors, and philanthropic and government organizations to provide facilities financing; property development and project management services; technical assistance; and back-office business services that supports the growth of high quality public charter schools.

We have grown from 15 to 30 employees over the past two years and expect to see similar growth moving forward. We have a familial culture of a small organization with many long-term employees.

Position Summary:

This position reports to the CEO and is responsible for setting the strategic direction for talent management function. This person will oversee building, strengthening, and aligning our team. They will also manage our benefits programs and ensure we comply with all regulations. 

This is a new dedicated position with the organization.

Responsibilities:

Getting the Right People on the Bus

  • Oversee the recruitment and onboarding activity for all team members, including working with hiring managers to recruit from a diverse pool of applicants.
  • Manage salary recommendations and reviews.
  • Manage voluntary and involuntary terminations and exit interviews 

Organizational Culture

  • Facilitate teambuilding and information sharing 
  • Design and manage knowledge management and communication systems
  • Work directly with department managers and employees regarding personnel issues.
  • Oversee employee feedback.

Performance Management

  • Measure Corporate Performance Management Goals and align with staff goals
  • Design and implement a staff performance management process.
  • Formalize organizational processes and align roles and responsibilities with organizational goals
  • Assist managers with recommendations for staff development programs.

Benefits Administration & Compliance

  • Oversee all company sponsored benefit plans and all employee leave programs.
  • Work with General Counsel to ensure the organization complies with all laws relating to employment, terminations, benefits, policies and procedures.
  • Maintain and implement personnel policies and procedures in the employee handbook.
  • Work with accounting and payroll staff to ensure the successful completion of retirement plan audits and non-discrimination testing.
  • Work with ERISA attorney to ensure compliance with employee benefits.
  • Work with the CEO to establish compensation for all staff based on market analysis

Requirements:

  • Bachelor’s Degree required.
  • Minimum of five years of relevant human resources or organizational behavior experience. 
  • Excellent communication skills in a proactive manner.
  • Ability to maintain a high degree of confidentiality.
  • Must be detail oriented and well organized.
  • Ability to work well in different scenarios and understands that fair is not the same as equal.
  • Must be familiar with local and federal laws that impact employment issues.

 

Compensation:

Salary commensurate with experience.  Building Hope offers a competitive benefits package which includes: paid holidays, vacation and sick leave; 100% subsidized medical, dental, and vision coverage; tax deferred retirement with a company match of up to 6% annually; direct deposit; life insurance/AD&D; short and long-term disability; and flexible spending accounts.

How to Apply:

Qualified candidates please submit your cover letter and resume to: info@bhope.org.

Chief Financial Officer Economic and Community Development Institute
Columbus, OH
Job Function: Finance
Posted: September 11, 2017

Background:

ECDI, a rapidly growing nonprofit small business lender and entrepreneurial support organization based in Columbus, OH, is seeking a new Chief Financial Officer (CFO) to oversee the organization’s finances, its operations and its high-volume lending program and portfolio. This is a great opportunity for a strong finance professional who has worked in a mission-driven lending environment, especially for a CDFI (community development financial institution), to guide the continued growth of what is now the third largest SBA micro-lender in the nation. Starting in Columbus in 2004 before expanding to Cleveland in 2012 and Akron in 2014, ECDI has assisted over 10,000 individuals and made more than 1800 loans totaling more than $39 million. With total assets of over $20 million and a staff of 45, ECDI supports the success of small businesses, the prosperity of local communities and the growth of Ohio's diverse economy. More information about the organization can be found at www.ecdi.org.

Position Summary:

The Chief Financial Officer CFO) has primary responsibility for ECDI’s financial management and administrative operations, with direction from the Chief Executive Officer (CEO) and President. The CFO works closely with other senior managers and with the Board Treasurer. The CFO’s responsibilities can be grouped in three major areas: internal operational and portfolio management, financial and strategic planning, and lending program oversight.

Responsibilities:

The Chief Financial Officer CFO) has primary responsibility for ECDI’s financial management and administrative operations, with direction from the Chief Executive Officer (CEO) and President. The CFO works closely with other senior managers and with the Board Treasurer. The CFO’s responsibilities can be grouped in three major areas: internal operational and portfolio management, financial and strategic planning, and lending program oversight.

Requirements:

  • Five to seven years of experience as a CFO, controller, other senior financial officer, with at least some of that experience in a community development financial institution, and one year of public accounting experience required;
  • Demonstrated effectiveness as a manager of staff and organizational finances;
  • At least three years of experience supervising employees with accounting functions;
  • Demonstrated knowledge of accepted FASB guidelines and practices;
  • Experience overseeing or accounting for lending activities is highly beneficial, as is experience analyzing and managing portfolio risk;
  • Demonstrated competence in the preparation and analysis of proposals and budgets, and in reporting outcomes with governmental and private funders;
  • Demonstrated computer and financial forecasting skills;
  • Bachelor’s degree in accounting or finance; CPA desired.

Compensation:

TBD

How to Apply:

For further information or to apply, contact:

David Erickson-Pearson
Erickson-Pearson Search
8801 Creekside Way, #1321
Highlands Ranch, CO 80129.

Phone: 303-703-6165.

Email: epdavid@earthlink.net.

Loan Documentation Specialist North Dallas Bank & Trust Co.
Dallas, TX
Job Function: Accounting
Posted: August 18, 2017

Background:

-

Position Summary:

  • Job ID 2017-1125
  • Job Locations US-TX-Dallas
  • # of Openings 1
  • Category Corp - Other

Overview

We have proudly served the North Texas community since 1961, growing steadily from modest beginnings to becoming one of this area's largest independent banks. If you aspire for a career with an organization that focuses on providing excellent service; returning a fair and reasonable profit to shareholders; providing an environment in which each employee can excel in a spirit of mutual respect, accountability, creativity, and teamwork; and to at all times act with dignity, honor, and fairness; we are the employer of choice for you

The Loan Documentation Specialist prepares and analyzes loan documentation and funding of loan packages for compliance with internal bank policies as well as state/federal laws and regulations. NDB Loan Documentation Specialists provide support to the lending staff.

Essential Duties and Responsibilities

  • Prepare Loan Estimate disclosures for consumer real estate loans according to the request forms submitted by the loan assistants for multiple banking centers.
  • Analyze loan worksheets and committee memorandums to determine proper approval and required loan documentation for all proposed loan requests.
  • Work closely with lending staff to resolve any compliance or credit policy issues.
  • Prepare all documentation accordingly in a timely, accurate and efficient manner and review for compliance with internal bank policies as well as state and federal laws and regulations.
  • Prepare commercial, consumer and real estate loan documentation, including letters of credit for multiple banking centers according to lender's worksheets and/or committee memorandums once proper approval has been obtained.
  • Contact title companies for their fees, including seller fees and prepare the initial Closing Disclosures on consumer real estate loans, evaluate the figures and information to verify data appears accurate and in compliance with regulations and utilize the TRID Tolerance Worksheet as needed to confirm if any tolerance cures are needed.
  • Prepare the final Closing Disclosures, working directly with the title companies as necessary to resolve all discrepancies and questions to ensure the accuracy of the disclosure. This may involve multiple revisions.
  • Review loan documentation for compliance with internal bank policy as well as multiple state and federal laws and regulations, including attorney prepared documents.
  • Prepare detailed checklists of required documentation for each loan request.
  • Analyze new and existing collateral for accuracy and discrepancies to insure proper lien perfection.
  • Verify and prepare GL entries to fund completed loan packages.
  • Upload new loans through the laser pro interface or manually input new and renewal loans to the core computer system.
  • Process and input overdraft lines of credit and letters of credit.
  • Set up collateral tracking for new and renewed loans for monitoring document expiration dates.
  • Prepare modifications and amortization schedules as requested by lenders.
  • Prepare the monthly renewal report and transmit the HMDA reporting file to the compliance department.
  • Cross-train co-workers and new Lending Assistants on documentation processes and procedures.
  • Assist with other duties in the department as requested by supervisor/manager.

Responsibilities:

Job Competencies:

  • Understand and live the mission statement and core values.
  • Adhere to Bank Policies and Procedures.
  • Verbal Communication - Speaks clearly and persuasively in positive and negative situations; Listens and gets clarification; Responds well to questions.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
  • Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Supports everyone's effort to succeed.
  • Diversity - Shows respect and sensitivity to cultural differences; Promotes a harassment-free environment; Supports diversity and inclusion efforts of the Bank.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Upholds organizational values.
  • Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time; Takes responsibility to record and report absences on time.
  • Customer Service - Responds promptly to external and internal customer needs; Responds to requests for service and assistance; Meets commitments.

Requirements:

Qualifications

  • High school diploma or equivalent and three to four years experience in examining loan/collateral documents required; Bachelor's degree from four-year college preferred.
  • Working knowledge of commercial and consumer banking law, Uniform Commercial Code, Fair Credit Reporting Act, TILA/RESPA Integrated Disclosures (TRID) and various other federal and state regulations required.
  • Experience with Laser Pro Lending or other documentation software required.
  • Must be detail oriented- requiring high levels of concentration and accuracy; must have the ability to analyze complex loan requests and demonstrates effective problem solving skills; must have excellent organizational and time management skills, able to multi-task and set priorities.
  • Must have effective interpersonal and communication skills, verbal and written; negotiation skills; being flexible and diplomatic while following policies and procedures; sound judgment and decision making abilities based on analysis and experience; work with very minimal supervision in a proactive style; team player with the ability to train others and work effectively with all levels of bank staff; quick learner and adapts easily to changing circumstances.

Compensation:

DOE

How to Apply:

Apply Here.

PI99093988

Chief Operating Officer Pathfinder Services, Inc
Huntington, IN
Job Function: Administrative/Operations/IT
Posted: August 10, 2017

Background:

Pathfinder Services was founded in 1966 as the Huntington Association for Mentally Retarded Children to meet the needs of children and adults with enduring physical and intellectual disabilities in Huntington, Indiana. We have since grown into a $20 million dollar comprehensive human and community development organization offering services in education, employment, affordable housing, and community integration that enhance self-reliance and inclusion of people in the community where they live. What makes our organization unique is that we combine human services with community development planning to raise the quality of life of the community. We serve over 4000 people, primarily in Northeast Indiana, through the caring hands of more than 475 employees and over 200 volunteers.

Pathfinder’s mission is advanced through the following services:

  • Pathfinder HomeOwnership Center: Pathfinder HomeOwnership Center, the community development division, was created in 1997. Pathfinder HomeOwnership Center provides comprehensive services to prospective homebuyers including: homebuyer education and counseling, financial coaching, loan packaging and loan brokering. Pathfinder HomeOwnership Center focuses on developing Indiana residents into sustainable home owners
  • Pathfinder Community Supports: The supports began impacting the quality of clients’ lives in 1966. These services provide 300 residents in 5 counties in Indiana with group homes, supported independent living, community integration/day services including pre-vocational and activity based, respite care, family caregiver supports, personal assistance and care, client transportation, teen programs, and person-centered planning.
  • Pathfinder Kids Kampus including Early Head Start (EHS): Created in 1990, Kids Kampus provides an integrated early education and child development center for all children in Huntington County. The early education division engages in partnerships to provide support to families, and focuses on the whole child, serving 300 children in 2016 through EHS, licensed child care, before- and after-school care, pre-school including the On My Way Pre-K services, access to a licensed nurse for sick care and other medical needs of children, and family health education. Collaborative efforts and resources are shared with other community human services agencies throughout Huntington County.
  • Early Head Start (EHS): EHS is a federally funded program that provides family focused early intervention and free child care for 76 income eligible children, ages 0-3, in Huntington County at any given time. EHS welcomes all children, including those with disabilities. Working closely with First Steps, EHS identifies, assesses, and provides services to children of all ability levels.
  • Pathfinder Resource Connection: Resource Connection, the employment division, began in 1987 and specializes in assisting people with disabilities, and others, in finding and retaining employment. Specific assistance is provided to job seekers, and additional training, as needed, is provided once the individual is hired.
  • Pathfinder OutSource Manufacturing: Pathfinder OutSource Manufacturing partners with companies both regionally and nationally to provide specialty solutions. The department’s capabilities include skin packing, die cutting, bag sealing, vinyl heat sealing, riveting, paper cutting and folding subassembly, light manufacturing, and product fulfillment. For people with varying abilities, this service enables workforces to maximize their productivity through innovative fixtures, templates, machinery, proofing, skill development, and high standard quality control, meeting ISO standards. Commercial customers benefit from this through consistent quality products, just in time delivery, and cost savings.
  • Amramp: Pathfinder Services owns two Amramp franchise locations covering the lion’s share of Indiana. With a long history of building and installing wheelchair ramps, Amramp is providing accessibility products for people struggling with accessibility barriers. Amramp’s products help clients improve the quality of their lives, maintain their independence, and preserve their dignity while safely aging in place. A dedicated staff of caring individuals are experts in providing safe accessibility solutions. Amramp steel ramp systems help people get in and out of their homes for doctor appointments, weddings, graduations, holidays, vacations and other special events. The ramps can be rented or purchased. Headquartered in Huntington, IN, Pathfinder has an operating budget of $20 million and a staff of 475.

Position Summary:

The newly created position of Chief Operating Officer (COO) reports to the President/ Chief Executive Officer (CEO). In partnership with the CEO, s/he will foster a culture of premier customer service, communication, and collaboration by overseeing and managing the overall processes and personnel of the operational functions of the organization, which includes development and marketing functions. S/he will directly supervise 4 Divisional Managers, including the Senior Director of Community Supports, Senior Director of Business Development, Director of Home Ownership Center, and Director of Development. 

Responsibilities:

The COO is expected to:

  • Partner with the CEO in developing strategic, financial, and business plans
  • Execute initiatives of the organization’s strategic plan
  • Lead Pathfinder in establishing, implementing, and monitoring all strategies regarding the activities and outcomes of all departments under his/her purview
  • Work closely with the CEO to monitor the departments’ goal achievement
  • Continuously evaluate organizational performance through analyzing and interpreting external and internal business trends, data and metrics, and make recommendations to the CEO for business model changes
  • Utilizing knowledge gained from analyzing external industry and business trends, evaluate both community and customer needs and wants to determine new or expanding service and community initiatives for Pathfinder Services to undertake
  • Model and lead Pathfinder’s commitment to courteous, professional service to internal and external customers • Advance a situational leadership style with transformational leadership expertise
  • Streamline operations, and ensure that all team members are looking for ways to systematize the business to increase efficiency and business profitability
  • Provide servant leadership to senior leaders and their teams that encourages dedication, maximum performance, and retention of talented employees
  • Ensure the organization continues to meet all federal, state, and other agency requirements related to the delivery of services to the Pathfinder population
  • Ensure the organization meets all funding requirements, including federal, state, grant, or individual donor-restricted funding
  • Participate in community events and opportunities as requested to promote Pathfinder Services • Create and foster effective, lasting relationships with community and business partners/vendors

Requirements:

The successful candidate will possess:

  • The ability to inspire higher performance and engagement in fulfilled employees
  • Strong leadership with exceptional management skills, a team building approach and a willingness to create transformative change
  • Experience in and understanding of organizational development, and problem solving in a rapidly changing, complex environment
  • Demonstrated competency and experience in organizational management, culture, strategy, supervision and leadership
  • Emotional intelligence to maintain a culture of passionate service
  • Entrepreneurial expertise with an understanding of nonprofit and for-profit business
  • Business acumen and experience with administrative and fiscal management
  • Financial reporting capabilities which include interpreting financial statements, budgeting, and cash management
  • Experience in HR frameworks, financial management, marketing, and operations
  • Strong general IT infrastructure knowledge
  • Strong human capital management knowledge
  • Related compliance knowledge
  • Strong communication and public presentation skills
  • At least 5 years’ management experience in a comparable organization
  • 5 to 10 years of business management experience across a range of business disciplines, preferably in human service delivery to persons with disabilities and/or comprehensive community development
  • Bachelor’s Degree in a business-related discipline, MBA preferred

Compensation:

Salary will be commensurate with experience and includes a benefits package.

How to Apply:

To apply, e-mail resume, cover letter and salary requirements to:  Pathfinder@raffa.com  (e-mail applications are required). 

For other inquiries contact:

Taney Hamill, Senior Consultant 
Raffa PC, 1899 L Street, NW, 8th Floor 
Washington, DC 20036 
thamill@raffa.com

Pathfinder Services, Inc. is committed to equal employment opportunity. Resume reviews begin immediately.

Director, Western Region Low Income Investment Fund
San Francisco, CA
Job Function: Business Development
Posted: August 3, 2017

Background:

Low Income Investment Fund is a non-profit community development financial institution, with headquarters in San Francisco and offices in Los Angeles, Washington DC and New York City. LIIF builds healthy communities by bridging the gap between private capital markets and low-income neighborhoods. LIIF is a steward for capital invested in affordable housing, childcare, job-training programs, education and other community initiatives.

Position Summary:

Working under the direction of the SVP, National Markets and Capital Solutions (SVP), the Director is the leader of LIIF’s activities in the Western Region (Market). The Director is accountable for positioning LIIF as a leader in the Market, particularly in the Bay Area, LIIF’s headquarters. The Director is also accountable for lending operating performance for the Market. This includes achieving expected financial outcomes for these operations as developed in LIIF’s strategic plan, annual work plans and budgets. The Director’s duties include:

  • Primary responsibility for creating and maintaining broad and deep relationships with developers of affordable housing, educational facilities and health care facilities and with other financial services providers; consultants; equity providers; local government agencies and public officials; technical assistance providers; and other stakeholders involved in Community Development work in the Market.
  • Assessing on an ongoing basis business development feasibility of designated geographic areas that may not currently have significant LIIF presence and/or would require development by the Director as new markets for LIIF. At present those areas include the Pacific Northwest and Colorado.
  • Ensuring efficient and productive lending operations for the region, which includes communication and cooperation with the Chief Credit Officer (CCO) and with the leadership of the asset management staff to ensure sound risk and asset management practices. In California, this also includes interacting with CA-based child care programs.
  • Support of the Executive Team, SVP and VP, Strategic Initiatives and Programs (VP Programs) as needed in the development and execution of new programs and initiatives as well as replicating successful initiatives across geographies.

Responsibilities:

REPORTING RELATIONSHIPS

The Director reports directly to the SVP. She/he has direct supervisory responsibility for Western Region lending staff. Current staff reporting to this position includes a Loan Officer, the Market lending activities of LIIF’s national charter school lending position, an Initiative Officer (LA THRIVES) and a part time administrative assistant supporting the Los Angeles office; the position also requires coordination of efforts and resources with Director, National Lending Initiatives, who has certain responsibilities in the Market. Additionally, on a project-by-project basis, the Director supervises Loan Officers based in other regions and Credit Associates - for transactions in the Market or for relationships managed by the Market - to provide underwriting assistance and guidance. Regular and complete communication with both the staff and SVP are essential.

ESSENTIAL FUNCTIONS

The Director is responsible for implementing the strategic direction and lending activities within the Market. The Director, in consultation with the SVP, develops and manages a market coverage plan for the Market.

Marketing and Business Development/Fundraising:

The Director, working with the loan officer team and supported by LIIF’s Strategy, Development and Public Affairs staff, leads business development efforts within the Market. The Director is responsible, directly and through the loan officer team, for developing and maintaining relationships with key community development stakeholders, including government officials, policy makers, customers, funders, and others. In some cases, the point person on these relationships may be the CEO, Chief Financial Officer, Chief Operating Officer (COO), or SVP, in which case the Director will coordinate with them and provide support as needed. The Director may also be responsible for fundraising for LIIF within the Market.

Business/Lending Management:

The Director is accountable for loan origination activities, including oversight of originating, structuring, underwriting and closing transactions. The Director is also responsible for the hiring and performance management of the direct report(s), as well as continuing staff development and training, all done in close coordination with Human Resources, the SVP and the COO.

Financial Accountability:

The Director is fully accountable for the operating results of LIIF’s lending program initiatives within the Market. This includes bottom line performance, lending net income, self-sufficiency, and volume goals, including New Markets Tax Credit goals; direct expense management; and goals for the Market contained in the SVP’s work plan and relevant goals within LIIFs strategic plan.

Program Management and Development:

The Director, in coordination with VP Programs, is directly responsible for managing assigned program activity in the Market and nationally (as applicable), with the exception of Child Care, with which the Director will closely coordinate efforts. The Director may also be asked to assist the Executive Team, SVP and VP Programs in the development and execution of new programs and initiatives. The Director may also be asked to replicate successful programs from other regions.

New Loan Product Development:

The Director, working with the SVP, CCO and COO, assists in the creation of new loan products and assists the lending staff in designing, testing and implementing new loan products. New product development is intended to provide additional services to the community development field and to innovate as the needs of the field change.

Credit and Risk Management:

The Director and SVP are required to work closely with the CCO and leadership of the asset management team to maintain portfolio quality and manage troubled assets within the Market.

Policy:

Working with the Director of Federal Policy and Government Affairs and the Executive Vice President of Strategy, Development and Public Affairs, the Director may provide direction, input, guidance and support on local, state and national legislative and policy initiatives relating to LIIF’s lending and program activities.

OTHER FUNCTIONS

  • Additional duties as assigned

Requirements:

SKILLS REQUIRED

The ideal candidate for this position will have these key qualifications:

  • Minimum of ten years of progressive experience in the community development and/or lending field
  • Prior experience managing staff
  • Strong marketing, organizing and time-management skills
  • Excellent skills in managing multiple tasks requiring strong attention to details
  • Self-motivation, dedication, and flexibility

EDUCATIONAL AND OTHER REQUIREMENTS

  • Educational background should include degree work in a relevant area of study such as real estate, urban planning, business administration or finance. An advanced degree in business administration, finance, real estate, community or economic development, is helpful, although does not replace the need for career experience in this position. In addition, the position requires a high degree of self-motivation, dedication, creativity, and perseverance; flexibility with time and willingness to accept a demanding (and personally satisfying) position. Excellent teamwork and strong time management skills are essential.

Compensation:

Expected: $150,000 to $165,000

How to Apply:

http://www.liifund.org/about-liif/careers/

Collector - Wholesale / Business-to-business Alliance HealthCare Services
Irvine, CA
Job Function: Financial Services
Posted: August 2, 2017

Background:

At Alliance HealthCare Services, our focus is on transforming the customer and patient experience. Vital to our success are the Corporate Team Members who collaborate with clinical, operational, and sales teams in the field. We focus on delivering improved processes, innovative new services, and business solutions that differentiate and advance our comprehensive clinical services—always with our patients' and customers' needs in mind.

Position Summary:

The Collector III drives collected cash that directly impact regional and corporate A/R aging buckets and adjustments to revenue, bad debt expense and DSO (Days Sales Outstanding) for 350-500 customer accounts. Responsible for contacting customers regarding past due balances, researching and resolving billing disputes inclusive of preparation of billing adjustments. Prepares and relays account information to regional management weekly, and on monthly bad debt conference calls. The Collector III is responsible informing the A/R Manager and/or Director, Wholesale Billing & Collections for accounts that are in need of escalation. The CollectorIII maintains and/or repairs customer relationships and communicates with internal customers on a regular basis.

 

Responsibilities:

  • Contacts customers with balances of approximately 15 or more days past due. Communicates via telephone, email, and fax. Documents in Great Plains the progress and results. Team Member is expected to contact approximately 50 + accounts per day.
  • Researches and resolves disputed balances, short paid balances, and open credit balances. This includes preparation of billing adjustments and refund requests.
  • Reviews aging reports on a weekly basis
  • Communicates account information to regional team members and Wholesale A/R Manager. This may include preparation of formal and informal reports
  • Assists other collectors with workload, as requested and as time permits.

Requirements:

  • High School Diploma or GED required; Associate's Degree or equivalent experience preferred.
  • 5+ years experience in collections, preferably commercial experience required.
  • Experience working in moderate to high volume (50+ daily contacts to past due customers).
  • Proficient in Microsoft Excel.
  • Excellent communication skills, both verbal and written.
  • Experience with Great Plains software systems.

A division of Alliance HealthCare Services (NASDAQ: AIQ), we are an equal opportunity employer and we believe in strength through diversity. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sex, sexual orientation, gender identity & expression, status as a protected veteran, or disability.

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Compensation:

19-21/hr

How to Apply:

Apply Here: http://www.Click2apply.net/4shvjzyqtjkhbq7v

Development Director Northwest Access Fund
Seattle, WA
Job Function: Fundraising
Posted: July 17, 2017

Background:

The Northwest Access Fund is a non-profit Community Development Financial Institution established to promote access to technology and economic opportunity for people with disabilities. Our programs include low-cost loans and IDAs for assistive technology and business equipment for people with disabilities as well as financial capability services. We operate in both Washington and Oregon. Our office is located in Seattle, WA. Visit www.nwaccessfund.org for more information.

Position Summary:

We are seeking a Development Director to develop and operate a strong and diversified fundraising program.  

Reporting to the Executive Director, the Development Director will guide and implement the strategy for development activities - including individual giving, donor relations, event management, grant writing, corporate sponsorship, and special fundraising campaigns - and assist in communication activities.  The Development Director must have outstanding communications skills.  He or she will work closely with the Executive Director and staff on all public relations and outreach activities and provide additional support as necessary.

Responsibilities:

  • Develop, implement, and evaluate an annual Development Plan in collaboration with the Executive Director and staff.
  • Create and execute the annual development calendar and development strategies to meet organizational goals – including online fundraising strategies.
  • Research grant opportunities and solicit corporate and grant funding in conjunction with Executive Director and program staff.  Develop grant reporting calendar and work with staff to meet grant reporting obligations.
  • Develop and manage individual giving program and build a major gifts program. Maintain and upgrade donor database in conjunction with other staff to ensure adequate data entry related to donor outreach and maintenance.
  • Develop and Manage events: Design and schedule events that align with development plan; Perform outreach to event guests; create content for event related materials and work with other staff, contractors and volunteers to ensure the events’ success; Manage post-event donor stewardship; and Oversee special events geared towards major/planned-giving donors.
  • Develop major communication pieces for direct mail, including appeal packages, informational pieces, and thank-you letters. Analyze direct mail pieces ROI as well as consistently increasing dollars brought in annually.
  • Draft blog posts and e-mail newsletters for distribution to donors and stakeholders.  Assist program and executive staff by creating copy as needed to support various initiatives.
  • Work with graphic design and other professionals as needed to see projects through.
  • Provide support for and participate in offsite conference presentations and tabling events.
  • Work with the Chair of the Marketing and Development Committee to develop committee meeting agenda and supporting materials.
  • Develop and produce annual report.

Because we are a small organization all staff members are expected to contribute to the overall success of the organization and carry out administrative, program, and development tasks as assigned.

Individuals with disabilities are strongly urged to apply.

Requirements:

3 - 5 years of experience in development work.

Compensation:

$43,000 - $52,000 annually for full time work, depending upon qualifications, with option of health, dental and vision benefits and SIMPLE IRA (matches up to 3% of salary). We will consider part-time work or work on a contract basis.

How to Apply:

Email resume and cover letter to Jack Brummel at jbrummel@nwaccessfund.org. In the cover letter, please specifically address relevant experience and reasons for your interest in this particular position.

Questions: Please contact Jack Brummel, Executive Director, with questions at 206-328-5116 or jbrummel@nwaccessfund.org. For more information about the organization, see www.nwaccessfund.org.

 

Loan Associate Baltimore Community Lending, Inc.
Baltimore, MD
Job Function: Lending/Loan Operations
Posted: July 17, 2017

Background:

Baltimore Community Lending (BCL) is a non-profit real estate financing corporation and certified Community Development Financial Institution (CDFI). The BCL mission is to support the revitalization and strengthening of Baltimore neighborhoods through innovative and flexible financing programs. The Company has a 28 year history of providing construction financing to non-profit and for-profit developers of properties in Baltimore City neighborhoods and neighborhood commercial districts. As our business continues to expand we need a well-organized individual who is able to assist our loan officers and learn the lending business.

Position Summary:

Baltimore Community Lending is looking for a dynamic individual driven to work with our lenders to assist them in providing capital to small and mid-sized developers who are acquiring and rehabbing properties to provide affordable housing throughout Baltimore City.

This position provides support to the Real Estate Loan Officers at Baltimore Community Lending. The primary function is to assist with the client services functions and directly coordinate the collection of required documents, the preparation of loan closing packages on approved loans, and follow-up documentation as needed. This position requires a significant amount of customer contact. The primary functions of the position are administrative in nature.

Responsibilities:

  • Assisting the Loan Officers with compilation of information during the application, underwriting and approval process for a loan
  • Assisting in the collection of all documentations as required by the loan officer and consistent with normal lending practices.
  • Collect financials from borrower/guarantors.
  • Contact customers, when directed, to gather loan application information for review.
  • Once the loan is approved, assist the Loan officers’ work with attorneys and Title companies to order loan documents, appraisals, environmental, flood certifications and all other required items needed for settlement.
  • Monitoring, collecting and removing items from the documentation exception list.
  • Complete all other duties as assigned.

Requirements:

  • Experience with commercial real estate or community development collateral and lending a plus
  • A minimum of an AA degree is required, with a Finance, Accounting or Real Estate concentration preferred. Experience in these fields can be substituted for a specific degree in these disciplines.
  • Must possess ability to work in a fast paced environment and maintain a high degree of accuracy.
  • Must have the ability to enter data in a computer with speed and accuracy; and exhibit good mathematical aptitude.
  • Must be a confident team member, who is not afraid to offer informed solutions when identified issues and challenges relating to loan program implementation arise.
  • Must be able to show experience to organize, and be able to perform timely, accurate and comprehensive analyses and detailed reporting.
  • Proficiency in Microsoft Suite of software, including Word, Excel and Outlook, is required.
  • Previous Experience: At least five years of experience in the areas of accounting, financial analysis, or credit for commercial, industrial and/or nonprofit organizations. Candidates with loan processing experience are preferred.

Compensation:

Compensation, paid as a salary with benefits, is commensurate with experience and qualifications. The excellent benefits package includes 40lk plan with match, health insurance, life and disability insurance, and paid annual leave.

How to Apply:

Application Instructions: Please submit a cover letter, resume and salary requirements to Resumes@BCLending.org with “Loan Associate” in the subject line.

BCL is an equal opportunity employer. EOE

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