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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. If you need to edit or remove a posting, please contact info@ofn.orgSubmissions will be reviewed to ensure relevancy to the industry, and posted within 2 business days.

Investment Operations Coordinator Silicon Valley Community Foundation
Mountain View, CA
Job Function: Investment
Posted: May 30, 2019

Background:

ABOUT SILICON VALLEY COMMUNITY FOUNDATION
Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems. As the largest community foundation in the world, we engage donors and corporations from Silicon Valley, across the country and around the globe to make our region and world better for all. Our passion for helping people and organizations achieve their philanthropic dreams has created a global philanthropic enterprise committed to the belief that possibilities start here. Learn more at siliconvalleycf.org.

Position Summary:

JOB SUMMARY
The Investment Operations Coordinator reports to the Senior Vice President of Investments, who reports to the Executive Vice President of Finance. The Investment Operations Coordinator is a member of a small and highly collaborative team that stewards the foundation’s investments and investment relationships to ensure strong consistent performance, effective operations and clean audits.

The Coordinator is responsible for operations, administration and audit deliverables across SVCF’s various investment programs, including the Investment Pools, Individually Managed Funds, Community Impact Loan Fund, and impact investments. The Coordinator is a key liaison between SVCF staff, consultants, investment managers, custodians and banks — responsible for processing transactions, onboarding new investments and maintaining records. The Coordinator updates marketing and donor communications, and generates annual audit deliverables. Prior experience with investment operations and/or accounting and finance administration in a fast-paced environment is highly desired. The successful candidate is highly organized, results oriented, with excellent teamwork and time management skills.

The Coordinator works closely with the Senior Vice President, Senior Investment Officer, Investment Officer, and Accounting staff to administer, transact and maintain SVCF’s various investment programs and third-party relationships. During audit season, the Coordinator works closely with Accounting and SVCF’s auditors to produce audit deliverables. The Coordinator communicates regularly with potential and existing advisors, custodians, investment managers and other service providers. As a member of SVCF’s operations and enterprise-system user group, the Coordinator collaborates with other departments to implement technology enhancements and drive process improvements.

Responsibilities:

RESPONSIBILITIES
• Coordinate manager transitions and portfolio rebalancing, transact purchases and redemptions, process capital calls, distributions and fees, and maintain cash guidelines. Work with external service providers and internal staff to develop productive relationships and resolve operational issues in a timely and constructive manner.
• Coordinate investment onboarding across key stakeholders: prepare, route and process new account forms and agreements, maintain investment records in RE, Black Diamond and Excel, administer user logins, and maintain authorized signer lists.
• Coordinate and prepare annual investment-related audit deliverables including investment roll-forward, schedules, valuation support and financial statement tables. Coordinate collection of K-1s, foreign accounts and partnership reporting for preparation of investment-related tax filings.
• Maintain timely updates to investment communications including performance reports, fact sheets, webpages, PowerPoint presentations, fund activity reports and other communications. Maintain department intranet and shared files as the department administrator.
• Monitor and process group email boxes including electronic and physical mail, invoices, security litigation notices, proxy voting and legal, tax or regulatory filings.
• Coordinate maintenance and renewal of $145 million in bank certificate of deposits.
• Prepare assigned investment committee reports. Provide backup support on committee meeting scheduling, correspondence, docket preparation and distribution, catering and minutes, as needed.
• Develop and maintain written procedures in support of job functions. Participate in technology and operations working groups to represent department needs, coordinate enhancements and drive process improvements.

Requirements:

QUALIFICATIONS
• Bachelor’s degree and three years of experience or equivalent combination of education and experience; degree in finance, accounting or business administration preferred; experience in investment operations, accounting or finance administration preferred
• High degree of self-motivation, dedication and perseverance
• Highly proficient with Excel, PowerPoint and Word
• Highly organized and able to manage multiple priorities
• Strong attention to detail and accuracy is critical
• Excellent written and oral language communications skills
• Ability to work as a team member in varied activities and projects
• Ability to maintain confidentiality of extremely sensitive and private data

Compensation:

Commensurate with skills and experience.

How to Apply:

APPLICATION PROCEDURE
Submit a resume with cover letter explaining your interest in the position and what you would bring to Silicon Valley Community Foundation to https://jobs.lever.co/siliconvalleycf.org/cf7546c2-58d8-4aa6-8e3b-ccf8d8...

Application deadline: open until filled.

Internal candidates should contact a member of the Human Resources Department directly.

Advisory Associate, Affordable Housing MRI Software
Boston, MA
Job Function: Financial Services
Posted: May 29, 2019

Background:

Founded in 1971, MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. TCAM, an MRI Company is a growing, national consultant and third-party asset manager to the capital providers of the affordable housing industry. The work environment is fast-paced and rapidly changing.

MRI Software delivers innovative applications and hosted solutions that free real estate companies to elevate their business. Our flexible technology platform, along with an open and connected ecosystem, allows us to meet the unique needs of real estate businesses, from property-level management and accounting, to investment modeling and analytics for the global commercial and residential markets. With nearly five decades of expertise and insight, we have grown to include offices in across the United States, the United Kingdom, Hong Kong, Singapore, Sydney, South Africa, New Zealand, and Canada with over 1200 team members to support our clients and their unique needs!

Position Summary:

​MRI Software is seeking an Advisory Associate to join our team in Boston! As an Advisory Associate, you will have the opportunity will work as part of the advisory services team to analyze and evaluate assets, portfolios, transactions and organizations on behalf of affordable housing clients. You will develop and maintain strong relationships with clients, understand partnership, financing and tax matters, as well as real estate issues at the operating partnership level, and research market and industry trends.

Responsibilities:

Provide analytical support for Affordable Housing underwriting and transaction modeling
Assist in benchmarking for clients by researching asset management and property management practices and performance
Participate in the drafting and presentation of client deliverables
Establish relationships and communicate regularly with general partners, lenders, government agencies, investors and property managers
Respond to client requests for information through informal interactions and formal presentations
Prepare financial analyses and projections for individual multifamily assets, as well as portfolios comprised of numerous assets
Assist in scoping new engagements, including responding to Requests for Proposals
Participate in cross-functional teams working on on-going asset management engagements

Requirements:

Bachelor’s Degree; coursework in basic principles of accounting
2+ years of experience in multifamily real estate, commercial real estate lending, or community development
Strong communication and analytical skills
Experience with financial analysis and spreadsheet modeling
MS Excel and Word proficient

Compensation:

TBD

How to Apply:

https://www.mrisoftware.com/jobs/advisory-associate/

or email resume to careers@mrisoftware.com

Analyst, Affordable Housing MRI Software
Boston, MA
Job Function: Finance
Posted: May 29, 2019

Background:

Founded in 1971, MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. TCAM, an MRI Company, is a growing, national consultant and third-party asset manager to the capital providers of the affordable housing industry. TCAM’s work environment is fast-paced and rapidly changing.

Position Summary:

MRI Software is seeking an Analyst to join our team in Boston! This team focuses on providing asset management and consulting services to stakeholders in affordable housing including investors and owners. As an Analyst, you will have the opportunity to work as part of a cross-functional team to analyze and evaluate affordable housing properties, portfolios, transactions and organizations on behalf of clients. You will evaluate operational issues at the property level, analyze the effects of partnership, financing and tax matters, and research market and industry trends.

MRI Software delivers innovative applications and hosted solutions that free real estate companies to elevate their business. Our flexible technology platform, along with an open and connected ecosystem, allows us to meet the unique needs of real estate businesses, from property-level management and accounting, to investment modeling and analytics for the global commercial and residential markets. With nearly five decades of expertise and insight, we have grown to include offices in across the United States, the United Kingdom, Hong Kong, Singapore, Sydney, South Africa, New Zealand, and Canada with over 1200 team members to support our clients and their unique needs!

Responsibilities:

Analyze and evaluate information to support asset and fund management functions
Prepare financial analyses and projections for individual multifamily assets, as well as portfolios composed of numerous assets
Ensure the timely receipt and integrity of asset information collected and stored in MRI's TCAM database
Assist with the creation of reports from MRI TCAM databases
Create, generate and maintain monthly and quarterly reports from asset database for internal and external use
Assist with the preparation of written internal and external reports such as risk assessments
Develop analytical frameworks for modeling and finding solutions for operational, tax and financial problems
Interface with clients, general partners, property managers, accountants and other third parties
Analyze property and fund partnership tax returns and work with asset and portfolio managers to resolve problems that could jeopardize the projected allocation of benefits
Demonstrate proficiency with financial analysis and spreadsheet modeling using Excel

Requirements:

2 years in multifamily real estate or community development, or other related industries.
Proven ability to manage conflict and quickly switch gears
Bachelor’s Degree; coursework in basic principles of accounting
Interest in affordable housing and real estate

Compensation:

TBD

How to Apply:

https://www.mrisoftware.com/jobs/analyst/

or email careers@mrisoftware.com

Advisory Associate TCAM: Tax Credit Asset Management
Boston, MA
Job Function: Other
Posted: May 29, 2019

Background:

TCAM, an MRI Software Company, is a growing, national consultant and third-party asset manager to the capital providers of the affordable housing industry. TCAM’s work environment is fast-paced and rapidly changing. MRI Software is a leading provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets.

Position Summary:

TCAM is seeking an Advisory Associate to join our team in Boston! As an Advisory Associate, you will have the opportunity will work as part of the advisory services team to analyze and evaluate assets, portfolios, transactions and organizations on behalf of affordable housing clients.

Responsibilities:

You will develop and maintain strong relationships with clients, understand partnership, financing and tax matters, as well as real estate issues at the operating partnership level, and research market and industry trends.You will have the opportunity to investigate real estate issues at the operating partnership and the fund/investment partnership levels. You will coordinate advisory activities across projects and lead as well as participate in team efforts to complete deliverables for clients.

Requirements:

- Bachelor’s Degree; coursework in basic principles of accounting
- 2+ years of experience in multifamily real estate, commercial real estate lending, or community development
- Strong communication and analytical skills
- Experience with financial analysis and spreadsheet modeling
- MS Excel and Word proficient
- Provide analytical support for Affordable Housing underwriting and transaction modeling
- Assist in benchmarking for clients by researching asset management and property management practices and performance
- Participate in the drafting and presentation of client deliverables
- Establish relationships and communicate regularly with general partners, lenders, government agencies, investors and property managers
- Respond to client requests for information through informal interactions and formal presentations
- Prepare financial analyses and projections for individual multifamily assets, as well as portfolios comprised of numerous assets
- Assist in scoping new engagements, including responding to Requests for Proposals
- Participate in cross-functional teams working on on-going asset management engagements

Compensation:

Competitive, commensurate with role

How to Apply:

For more information, please visit https://www.mrisoftware.com/jobs/advisory-associate/

Loan Administrator Genesis Community Loan Fund
Brunswick, ME
Job Function: Lending/Loan Operations
Posted: May 23, 2019

Background:

The Genesis Fund is a critical link in the development of affordable housing and community facilities in Maine. Our mission is to bring together resources to create housing and other economic and social opportunities for underserved people and communities. The Genesis Fund, a certified Community Development Financial Institution (CDFI), is a statewide nonprofit organization that began in 1992.

The Genesis Fund provides innovative financing by soliciting low-interest loans from individuals, churches, corporations and foundations, and then re-lending the money to nonprofit organizations developing affordable housing and community facilities in underserved neighborhoods and needy communities. If requested, we provide substantial technical assistance to the sponsors of capital projects that will create housing and community development opportunities. For more info: www.genesisfund.org.

Position Summary:

The Genesis Fund is seeking to hire a full-time Loan Administrator. This position will be responsible for supporting the Genesis Fund’s Loan Officer in underwriting, closing and servicing loans. Duties will include managing documents, data and correspondence related to loan applications, underwriting requests, approving and closing loans, disbursing funds, and monitoring the performance of loans and borrowers. An important responsibility will be ensuring the accuracy of loan information within the organization’s data management systems as well as mastering and optimizing the use of those systems to track and report on loan portfolio performance.

The Loan Administrator will report to the Loan Officer. This is a 35 hour per week, non-exempt position, which will be based in Brunswick, Maine.

The ideal candidate will have the required skills and knowledge, but also a demonstrated interest in and commitment to the organization’s mission of serving disadvantaged and low-income communities.

Responsibilities:

The Loan Administrator will be responsible for the following:
• Tracking and organizing documents through all stages of the lending process
• Creating and maintaining electronic and paper files of all loans and supporting documents
• Entering and ensuring accuracy of loan and borrower data in the data management system
• Identifying and implementing opportunities for optimization and enhancements of the data management system
• Overseeing and updating use of loan management software for data related to loan portfolio management and outcome tracking
• Working with software technical support to create custom reports, views, wizards, data entry fields, and other database administration to meet the organizational needs for data management and reporting
• Assisting in preparing materials for staff, loan committee and board review
• Assisting in drafting loan commitments and supporting the drafting of loan documents
• Communicating with borrowers about loan disbursements, loan payments, loan monitoring requirements, loan pay offs and other information needs
• Tracking and reporting on loan payments, entering payment transactions and updating amortization schedules as needed
• Assisting in following up on non-performing loans as necessary
• Assisting in evaluating borrowers and project performance
• Maintaining data for social outcomes and beneficiary analysis for performance management, compliance reporting, and grant writing
• Assisting with aggregated portfolio analysis for internal and external review
• Providing and supporting the provision of high quality customer service to borrowers through all stages of the financing process
• Other duties as assigned

Requirements:

The ideal candidate will have the following qualifications and background:
• Bachelor’s degree in a relevant field such as finance, business, and/or public administration is highly beneficial, or a paralegal certificate with a focus on real estate.
• At least two (2) years of experience with real estate development or loan administration at a financial institution, although other relevant experience and/or education will also be considered.
• A basic understanding of financial structuring for housing and community development projects.
• Outstanding attention to detail.
• Strong interest and skill in database management, with 2-4 years of demonstrated experience working with queries, reports, and custom database administration
• Strong organizational, analytical, logical and problem solving skills
• Experience with loan management or other kinds of data management software and demonstrated ability to learn and master new software applications
• Demonstrated success in building and maintaining 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.
• Broad, active curiosity with strong interest in ongoing learning about community development finance. Openness to learning new skills and systems.
• Demonstrated self-starter that can work independently and take initiative.
• Great communicator and team player.
• Proficiency with Microsoft Office applications, including Word and Excel.
• Flexibility, creativity, and patience, with imagination, enthusiasm and a sense of humor.
• Demonstrated commitment to the Genesis Fund’s mission.

Compensation:

The Genesis Fund offers a generous benefits package that includes vacation and sick time, medical/dental/life insurance, short- and long-term disability, flexible spending account, 401(K) retirement savings plan and a paid sabbatical after ten years of full-time continuous service to the organization. Salary range: $47,000-$52,000, depending on experience. The Genesis Fund is an equal opportunity employer.

How to Apply:

How to Apply: Please submit a resume and cover letter by email to info@genesisfund.org.
Deadline: Priority review will be given to applications received by June 9, 2019.

Senior Vice President, Finance and Administration Appalachian Community Capital
Christiansburg, VA
Job Function: Finance
Posted: May 22, 2019

Background:

ABOUT APPALACHIAN COMMUNITY CAPITAL

Appalachian Community Capital (ACC) is a nonprofit Community Development Financial Institution (CDFI) loan fund. ACC’s primary function is to serve as a wholesale development finance intermediary, or fund of funds, for community development lenders that make affordable loans to small businesses throughout the Appalachian Region. ACC’s 19 high-performing members are mission-driven lenders committed to meeting the credit needs of rural Appalachia. Since 2015, ACC has invested nearly $17 million in underserved communities, and provided access to capital and expertise to small businesses owners and entrepreneurs, including minority- and women-owned businesses.

The SVP of Finance and Administration supports goals, values and philosophy by exhibiting the following behaviors: excellence, quality service, commitment and accountability. As a member of Appalachian Community Capital’s management team, the SVP demonstrates the following accountabilities: communication, teamwork and job knowledge.

Position Summary:

Working under the policy direction of Appalachian Community Capital (ACC) and under the general supervision of the CEO, the SVP-Finance and Administration is responsible for ensuring ACC’s overall financial planning and budgeting programs are aligned with the corporate strategic plan and the expectations of all funders and stakeholders. This position can be performed remotely.

Responsibilities:

• Budget and Financial Planning - Works with the CEO to formulate, implement and maintain ACC’s overall strategy for financial and budgetary initiatives.
• Financial Management, Accounting and Policies – Implements accurate and timely accounting and reporting practices.
• Investment and Fund Management – Manages ACC’s investment program and investors relationships. Responsible for managing and maintaining investment notes and records, servicing investments and interest payments, and managing investor relationships.
• Administrative Management - Assists with contract management, and performs other duties as assigned.

Requirements:

At least 5 years professional experience as a Finance Director, Controller and/or senior financial officer is required. Experience working at a financial institution, in particular a Community Development Financial Institution, or experience in nonprofit finance and reporting requirement is highly beneficial.

Demonstrated understanding and experience in the non-profit sector, including working with a Board of Directors. Non-profit management and leadership experience preferred.

Requires a Bachelor’s degree in accounting, finance and/or business administration (MBA preferred). CPA required. A minimum of five years of professional level experience performing varied and responsible accounting or business management involving the use of electronic data processing systems.

Experience analyzing and managing portfolio risk is highly beneficial.

Thorough knowledge of accounting principles and practices as well as budgeting, purchasing, and electronic data processing applications.

A successful track record managing a variety of grant and investment funding (government, philanthropic, institutional) sources, in addition to managing investor/funder relationships.

Excellent organizational, oral and written communication skills and problem-solving abilities.

Fluency with Microsoft Office suite, in particular Excel, and QuickBooks is required.

Knowledge of accounting and reporting software; familiarity with loan management software is a plus.

Ability to maintain confidentiality.

Compensation:

ACC offers a competitive salary based on experience and skills, as well as an excellent benefits package, including health, disability and life insurance, 401(k) savings plan with employer match, and paid time off.

How to Apply:

Interested candidates should email a resume/CV and cover letter that outlines how your skills and experience meet the qualifications of the position, and salary requirements to dgambrell@acc1.org with “Senior VP-Finance and Administration” in the subject line. First application reviews will begin July 1, 2019.

Loan Servicing Manager Sparks Group
Arlington, VA, VA
Job Function: Financial Services
Posted: May 21, 2019

Background:

Who is Sparks Group?
Founded in 1970 as an administrative staffing company, today Sparks Group is a premier provider of professional, technical, administrative, and creative talent for organizations looking to make their next great hire. We hold long-term partnerships with many of the area’s top employers, spanning a diverse mix of industries. Our areas of specialization include: Accounting and Finance, Administrative and Office Support, Contracts and Acquisitions, Customer Service and Call Center, Human Resources and Talent Acquisition, Information Technology, Creative and Marketing, Financial Services, and Paralegal/Legal Support.

Position Summary:

Join a mission-based company that focuses on transforming under-served communities into strong, vibrant hubs of opportunity. This fast-growing organization has 30 years of experience and has invested more than $2B in strategic financing, social innovation programs and capacity building programs to under-served locations This has provided low-income communities access to high-quality healthcare, education, healthy foods, housing, and familycare. The Loan Servicing/Loan Accounting Manager plays a critical role in the organization. If you're interested in joining a financial company with a heart, apply today!

Responsibilities:

Manage Loan Servicing personnel in their daily activities and ensure they receive proper training and support.
Oversee all accounting processes, including: cash handling, payments, general ledger reconciliations, escrow balancing, loan disbursements, and loan modifications.
Oversee and set up ACH activities.
Manage all processes for delinquencies, charge offs and non-accruals
Ensure accurate system usage, data input, and create reports.
Create and ensure that departmental benchmarks are met.
Oversee the rate change process for loan indexes, participate in loan system conversions, and assist with day-end processing.

Requirements:

Bachelor’s degree necessary.
5+ years in the financial services industry ideal.
Exposure to New Market Tax Credits (NMTC) is helpful.
3+ years of management experience, leading a servicing team is a plus.
Possess a collaborative, team-oriented attitude.
Proficiency with Microsoft Office (particularly Word, Excel and Power Point).
Exposure to McCracken Loan Accounting Servicing system experience is ideal.

Compensation:

$90,000 - $110,000 annually

How to Apply:

Send your resume to ttran@sparksgroupinc.com

Director of Philanthropy Accion
Albuquerque, NM
Job Function: Other
Posted: May 19, 2019

Background:

https://www.accion.org

Position Summary:

EXECUTIVE SUMMARY

Founded in 1994 and serving the states of Arizona, Colorado, Nevada, New Mexico and Texas, Accion is a nonprofit organization that increases access to business credit, makes loans and provides training to enable entrepreneurs to realize their dreams and be catalysts for positive economic and social change.
https://us.accion.org/region/az-co-nv-nm-and-tx

Dedicated to helping entrepreneurs and business owners generate income, build assets, create jobs and achieve financial success, Accion offers business loans from $1,000 to $1 million, along with training, networking and other support services to those who own or want to start a business. To date, the organization has granted about 14,000 loans totaling more than $142 million to nearly 9,300 small businesses across that five states that it serves.

Celebrating its 25th anniversary this year, Accion has earned the “Exceptional” four-star rating eight years in a row from Charity Navigator, the independent national nonprofit evaluator -- an achievement shared with only 4 percent of the charities evaluated by Charity. This top designation sets Accion apart in exceeding industry standards and outperforming most charities in its cause, offering donors the confidence they are supporting a model organization that exemplifies financial health, accountability, and transparency.

Under the longtime leadership of its CEO Anne Haines, Accion has embarked on an initiative to spread the word about entrepreneurship as the fastest path to economic mobility in America today. Called the “Moonshot,” this national movement aims to mobilize $1 trillion into the hands of underserved entrepreneurs between now and 2030. To support this transformative journey, Accion is seeking an experienced, mission-driven Director of Philanthropy to help build its philanthropic and development strategies, manage its fundraising engine, and operationalize Accion’s advancement initiatives.

This search is being conducted by Linh Nguyen and Javier Garcia of NPAG. Application instructions can be found at the end of this document.

Responsibilities:

OPPORTUNITIES AND CHALLENGES FACING THE DIRECTOR OF PHILANTHROPY

The Director of Philanthropy position provides a highly impactful platform for the successful candidate to contribute to a comprehensive and innovative philanthropy and advancement program. Reporting directly to the Chief Operating Officer (COO), and partnering closely with the Vice President for Strategic Philanthropy and Investments (VP/SPI), the Director of Philanthropy will:

• Collaborate with Accion senior leadership, including the Chief Executive Officer (CEO), Executive Vice President/Chief Strategy Officer (EVP/CSO), COO and VP/SPI, in the creation and execution of a comprehensive philanthropy strategy and multi-year advancement plan with clear metrics to support Accion’s mission achievement and financial sustainability.
• Manage and supervise advancement staff; provide coaching, counseling, training and feedback to employees; assign, review, and delegate work and job responsibilities.
• Partner with and support the VP/SPI in driving national fundraising strategies, including the Moonshot initiative and high-level donor outreach to six- and seven-figure prospects.
• With the COO and VP/SPI, own the annual fundraising goal for operating and lending capital.
• Drive and oversee a wide range of philanthropic work, including solicitation and stewardship of individual, foundation and corporate donors, prospect research and cultivation, grant writing, and special events in accordance with Accion’s overall advancement strategy.
• Work with team members to improve and maintain all tracking and project management processes to fill the pipeline with high-value investors, partners and donor prospects.
• Coordinate advancement staff to support Accion leaders, board members, and stakeholders with materials, events, and activities that further the Moonshot and associated major gifts outreach.
• Direct staff in the timeliness and accuracy of gift receipts to donors and gift receipting production.
• Direct the maintenance of a comprehensive and accurate fundraising database to include all alumni records, past and prospective donors.
• Ensure the organization’s compliance with grant agreements and coordinate as needed to fulfill programmatic goals and deliverables required by active grant or funding agreements.
• Implement policies and procedures for staff to ensure consistency and adherence to department goals.
• Develop and maintain well-stewarded contributor and community relations on behalf of Accion.

Requirements:

QUALIFICATIONS OF THE IDEAL CANDIDATE

The ideal candidate will be passionate about Accion’s mission and bring to the work many of the qualifications below.

A successful track record of building and sustaining a portfolio of corporate, philanthropic, and major-gift level donors and funders in the high six- to seven-figure range.

Strong command of fundraising campaigns, high-figure gift strategies, and the philanthropic donor environment in the United States generally and in Southwest region specifically.

Proven success in stewarding a disciplined, results-oriented development team that works collaboratively in a fast-paced, mission-oriented environment.

Excellent leadership skills, emotional intelligence, and demonstrated ability to develop and maintain values-driven, productive relationships internally and externally.

Demonstrated experience executing on strategy, setting priorities, managing multiple projects and working effectively under pressure to achieve individual and organizational goals.

Highly organized, detail-oriented, reliable and flexible; a leader who manages toward clarity, finds solutions and is able to think strategically about the organization.

A team player with a high degree of accountability, strong work ethic, creative and collaborative approach to teamwork who can lead from the front or from behind as situations dictate, and who inspires teammates to contribute their best.

Excellent verbal and written communication and interpersonal skills, an ability to listen to and balance, negotiate and work with a variety of internal and external stakeholders.

Minimum Qualifications:
• Bachelor’s Degree in Journalism, Marketing, Administration, Public Relations, Communication or related field
• Seven years of experience in fundraising and advancement
• Three years of experience in a supervisory, management capacity
• Commitment to Accion’s values of passion, pioneering spirit, integrity, accountability, and excellence
• Bilingual ability in English and Spanish preferred. Master’s degree preferred
• Must be able to successfully pass a pre-employment background and credit investigation

Compensation:

Commensurate with experience

How to Apply:

TO APPLY

This search is being conducted with assistance from Linh Nguyen and Javier Garcia of NPAG. Candidates are encouraged to apply as soon as possible, and applications will be reviewed as they are received. Please send nominations and/or applications including cover letter describing your interest and qualifications, your resume (in Word format), and where you learned of the position to: https://grnh.se/d73818ac2xyz.com.

Accion is an Equal Opportunity Employer. Candidates of all backgrounds are encouraged to apply.

NPAG is a national executive search and consulting firm dedicated to serving the mission-driven community. We partner with global mission-driven clients to deliver highly-tailored, innovative, and strategic senior- and executive-level search services.

www.nonprofitprofessionals.com

Executive Director CDFI Friendly Bloomington
Bloomington, IN
Job Function: Other
Posted: April 26, 2019

Background:

CDFI Friendly Bloomington (CFB), a startup 501.c.3 nonprofit, is seeking a founding Executive Director. CFB aims to:

• Create a new model for CDFI financing, by establishing local CDFI Friendly Bloomington to collaborate with regional and national CDFIs and encourage them to serve the Bloomington market;
• Market and promote Bloomington and Monroe County to CDFIs across the state, the region, and the nation;
• Match CDFIs to local demand for financing from businesses, housing developers, nonprofits, and community organizations;
• Structure and manage financial investments alongside the CDFIs in support of local borrowers.

Position Summary:

The founding Executive Director is the primary staff person to set up the organization, with support from the founding Board of Directors, and to lead it in its work. The ideal candidate will bring credit experience at a CDFI and/or in community development, experience or capacity to manage a startup organization, strong leadership qualities, and the disposition for working closely with a nonprofit board. Familiarity with Bloomington/Monroe County is a plus.

Responsibilities:

The Executive Director will lead CDFI Friendly Bloomington through its start-up phase to full-scale operations. To that end, the Executive Director will assume responsibility in the areas of program development, management, fundraising and public relations. The Executive Director will:

Program
• Represent CDFI Friendly Bloomington in the local community, promoting its goals and services, and with the CDFI industry locally, regionally, and nationally, advocating and advancing local financing opportunities.
• Develop outreach and marketing materials to distribute to potential partners, investors, funders, and allies.
• Coordinate CDFI Friendly Bloomington’s work with investors, funders, the City of Bloomington, and others pursuing aligned goals.
• Participate in CDFI industry activities to understand CDFI priorities, to promote Bloomington and Monroe County, and to seek financial support.
• Negotiate and structure financing using CDFI Friendly Bloomington’s defined products, present financing opportunities to CFB’s Investment Committee and Board, close transactions, and monitor investments and portfolio performance.
• Report regularly to the Board and to investors on programmatic outcomes and performance.
• Develop and propose programmatic adjustments and/or enhancements in pursuit of CDFI Friendly Bloomington’s mission and purpose.
• Provide strategic direction and leadership, including recommending to the Board of Directors possible improvements in the organization’s strategy and program.

Management
• Set up and supervise operating systems, including financial management, operational polices, loan policies, and other core functional procedures.
• Create and implement procedures and documentation to close funding and financing as well as other contractual business relationships for CDFI Friendly Bloomington.

Fundraising
• Develop a fundraising strategy and raise funds, as determined with the Board of Directors, to ensure ongoing operations and organizational sustainability.
• Manage relationships with funders and investors, including seeking and cultivating relationships with new and additional funders and investors, as needed.
• Maintain and track fundraising data

Public Relations
• Conduct organized and effective public relations effort in local and CDFI markets through social media, earned media, and direct communications.
• Ensure clear understanding of and encourage strong support for the goals and mission of CDFI Friendly Bloomington.

Requirements:

This position involves an unusual blend of financial experience, credit expertise, nonprofit management history, and local market awareness. The Executive Director must have strong financial, writing, speaking, public relations, management, leadership, and planning skills. They must be able to work in both the local community with partners that bring diverse backgrounds and skills as well as in the financial marketplace of CDFIs, banks, and foundations. They should be skilled organizers able to bring together people across multiple areas of expertise and diverse cultures.

The Executive Director must have a bachelor’s degree. A master’s degree in business, management, economic or community development, banking, and/or finance is a plus. They must have at least five (5) years of work experience including management, credit, and public-facing duties such as public relations. Strong candidates will demonstrate continuous growth in responsibility in their work and regular pursuit of promising new opportunities.

Compensation:

Benefits package valued from $100,000–$120,000 commensurate with experience

How to Apply:

Please submit your cover letter and resume or CV to

CDFI Friendly Bloomington
c/o Community Foundation of Bloomington and Monroe County
100 S. College Avenue, Suite 240
Bloomington, IN 47401
or
info@cfbmc.org

CDFI Friendly Bloomington is an equal opportunity employer and offersemployment opportunity without regard to race, creed, color, ethnicity, national origin, sex, sexual orientation, sexual expression, age, marital status, physical ability, pregnancy, religion, veteran status or military obligations.

Loan Monitoring Officer – Lending Local Initiatives Support Corporation
New York, NY
Job Function: Lending/Loan Operations
Posted: April 8, 2019

Background:

With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families

Over the last 38 years, LISC and its affiliates have invested approximately $20 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. These investments have leveraged more than $50 billion in development activity and helped families and communities raise their standards of living. LISC investments impact the lives of nearly 7 million Americans.

A core function of LISC is its operation as a loan fund. LISC provides various loan products to a wide array of project types. All loans are subject to oversight by LISC’s Lending Department. In 2018, LISC approved more than $250 million of new loan commitments, and the outstanding loan portfolio at year-end was more than $425 million. LISC is looking to grow its lending volume in the years ahead.

Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 31 markets with offices extending from Buffalo to San Francisco. Our rural programs make an impact in 44 states and are supported by LISC’s talented and dedicated workforce. Visit us at
www.lisc.org for more information.

Position Summary:

Local Initiatives Support Corporation (LISC) is seeking qualified candidates to fill the position of Loan Monitoring Officer. This position will be part of LISC’s Lending Department and will report to LISC’s Director of Asset Management and work in close coordination with lending staff in the field and other members of LISC’s Lending and Legal departments.

Responsibilities:

The Loan Monitoring Officer will be responsible for assisting the Director of Asset Management with monitoring, tracking and reporting on LISC’s portfolio, managing work-outs and contributing to other facets of the Lending Department’s work as needed. The primary duties of the position include:

• Manage a loan portfolio of approximately 100 loans, spanning numerous product and project types provided by LISC as part of its community development activity.
• Position requires proactive management of closed loans including the following:
o Risk Rating assets and preparing portfolio performance reports for committee review.
o Writing quarterly loan watch reports and presenting to committee for review.
o Monitoring disbursements on Lines of Credit and Pre-Development loans.
o Communicating with borrowers in regards to pending maturity dates, late payments and other loan covenant compliance.
o Analyze loan performance against underwriting projections to identify any potential loan repayment problems.
o Identify, prioritize and engage in problem solving with borrowers offer recommendations when issues arise.
o Review and track insurance certificates for active loans.
o Prepare post-closing amendments per LISC guidelines.
o Prepare write off memos for auditors

• Ensure the quality of data in LISC’s loan administration system, including development of policies and procedures for data collection and quality maintenance, inputting and maintenance of data, and oversight of the management and use of data.
• Perform additional loan monitoring on individual loans and prepare reports on as as-needed basis.
• Interact with LISC staff to provide accurate and timely information

Requirements:

Applicants should have the following qualifications:

• Bachelor’s degree required.
• At least three (3) years real estate experience preferably working with LIHTC and/or NMTC or comparable experience in commercial real estate, banking/finance or urban planning.
• Candidate must have working knowledge of real estate, finance and/or operations.
• Experience with asset management, acquisitions, credit, underwriting in community development is a plus.
• Strong communication, analytical, decision-making, time management, organizational, follow-up and relationship management skills.
• Self-starter ability to work independently as well as collaboratively.
• Proficiency in Microsoft Office suite, particularly Microsoft Excel.

Compensation:

LISC provides a competitive salary and excellent fringe benefits for this position. The position will be based in LISC’s New York City headquarters and is available immediately.

How to Apply:

To apply, please email a detailed cover letter and resume to:

Mary Kursar
Director of Asset Management
Local Initiatives Support Corporation
501 Seventh Avenue-7th Floor, New York, NY 10018
mkursar@lisc.org
LISC IS AN EQUAL OPPORTUNITY EMPLOYER

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