Pacific Community Ventures envisions an economy that works for everyone. For almost two decades, our programs have helped people achieve the American Dream by creating quality jobs and stimulating investment in local economies. Our approach is unique. Our Small Business Advising and Lending programs help local economies thrive by connecting entrepreneurs to the expertise and capital they need to grow their businesses. At the macro level, PCV InSight — our impact investing consulting practice — conducts research and evaluation so that investors and policymakers can more effectively deploy large pools of capital to underserved communities in ways that create social good. Our approaches are scalable and create systemic change — yet are implemented in ways that are relevant to particular local economies — a truly “think globally/act locally” philosophy.
We are seeking a Data and Reporting Analyst to join our team as part of our innovative small business advising program. One of our key differentiators is our ability to collect and report data to funders, partners and clients. We are looking for a talented individual to advance our organizational capabilities, keeping us on the cutting edge of our industry.
PCV’s BusinessAdvising.org business accelerator continues to scale and add depth to the participant experience. We work with business owners and volunteer advisors across America, and partners like Super Bowl, Capital One, Charles Schwab, eBay, PayPal and more to deliver on our brand promise. We combine technology and high touch; leveraging our advanced matching algorithm and SaaS platform along with personal interactions to achieve our mission. 2017 is on pace to become another record year in terms of growth and participant satisfaction, and we are looking to continue building on that success in 2018 and beyond.
The primary responsibilities of the Data and Reporting Analyst are oversight of data reporting systems, report generation for internal and external purposes, and contributing to the overall success of the program.
Data and Reporting
- Provides data on a monthly, quarterly, bi-annual, and annual basis for reports to funders, partners and clients
- Generates reports to program leadership for grants management purposes, client proposals and responds to additional data requests from throughout the organization
- Builds dashboards and reporting capabilities in a recently acquired business intelligence toolWorks closely with program leadership to design and develop custom reports for quality assurance and performance management
- Writes regular participant success stories based on interviews and collected data points
- Engages with program leadership, Development, Marketing and other departments to ensure timely and accurate reporting
- Participates in onboarding small business and advisors
- Serves as auxiliary staff for making advising matches during peak times
- Identifies speaking opportunities for program leadership and spearhead local event attendance/tabling
- Supports business development by creating lists of potential clients and participating in initial virtual outreach
- Creates content and build program’s bi-weekly newsletter
- Other duties as assigned
- 2+ years professional experience with databases and data reporting required, preferably in a community-based nonprofit, or program evaluation setting
- Bachelor’s degree
- An outstanding writer and communicator who is comfortable reaching out to funders and organizations as well as representing the program at events
- Advanced MS Excel skills, experience with GROW a plus
- Ability to manage multiple concurrent projects
- Demonstrated ability to learn quickly, be self-directed, and take initiative
- Outstanding time management and ability to multi-task
- Self-starter willing to take initiative, but also works well in a team
- Solution oriented and embraces working in a dynamic environment
- Must maintain a sense of humor
- Interest in economic development, community development and/or entrepreneurship
Competitive with excellent benefits for full-time employees including: health and dental insurance, paid time off and holidays.
How to Apply:
To apply for this position, send a resume and cover letter to: HR@pcvmail.org. Please include the title of Data and Reporting Analyst in the subject of your email.
We aim to be a diverse and inclusive place to work. We value new perspectives, original ideas and different ways of working. We believe that diverse views and experiences improve the way we do our work. PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.
Craft3 is a non-profit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience in Pacific Northwest communities. We do this by providing loans and assistance to entrepreneurs, non-profits, individuals and others, including those who don’t normally have access to financing. We then complement these financial resources with our expertise, personal connections and other advocacy for our clients. Learn more at www.craft3.org and www.craft3.org/videos.
The Business Lender position is responsible for generating and underwriting new mission based business loans and servicing a loan portfolio that meets Craft3’s mission, financial and risk goals. The primary focus of lending targets small and medium businesses (not micro) in the Pacific Northwest, specifically those owned by minority, woman, veteran, and immigrant entrepreneurs and those located in low to moderate income/redevelopment areas.
ESSENTIAL DUTIES AND RESPONSIBILITIES include some or all of the following and are not intended to be all-inclusive. Craft3 reserves the right to change, add or delete responsibilities and duties as seen fit.
An employee's specific job duties, priorities and performance expectations are detailed in his/her individual performance plan.
- Actively prospects for strategic business loan opportunities from multiple sources. Works with Craft3 Marketing professional to coordinate strategy and support.
- Meets prospective borrowers, collects information, evaluates loan requests, negotiates loan terms and conditions.
- Determines the level of complexity, mission and strategy fit, and prospect’s readiness to borrow. Underwrites loans in accordance with policy or works cooperatively with assigned Underwriter to prepare detailed risk analysis of borrowers' repayment ability including financial and industry analysis of the borrowers' businesses, presents and defends loan proposals to loan committee based on effective critical thinking.
- Provides informal consulting to clients regarding business plans, projections and business practices. Knows and refers to effective Technical Assistance providers who will help prospects with basic pre-application work such as business plan review and feedback.
- Monitors outstanding borrowers for conformance with loan conditions, progress in meeting business goals, and overall business performance. Reports all emerging problem loans to management when weaknesses are detected.
- Manages portfolio risk in accordance with industry and organization standards and directives of the Credit Risk Manager.
- Participates in loan collections and enforcement actions when necessary. May specialize in a specific loan product or targeted market sectors.
- Participates fully with all members of the Craft3 team. Effectively uses technology tools to perform required duties.
- Contributes to the body of knowledge, sharing best practices and suggesting process improvement ideas.
- Support the organization's All Team Performance Standards: Ownership, Respect and Flexibility.
- Demonstrate stewardship for the Craft3 Brand.
- Limited approval authority to be determined. Full voting participation on Staff Loan Committee approvals, assigned to individuals in peer group, on a rotating basis.
- Interact with a portfolio of clients and outstanding loans. This portfolio will include loan relationships initiated by the lender and also other relationships that are originated by other lenders.
- Insure required financial information is submitted timely by the borrower
- Complete analysis of borrower data, and draws a conclusion if there is a change in the level of risk associated with the borrower.
- Develops and manages referral network maintaining Craft3 brand in the marketplace with quality mission fit transactions to meet lender goals.
POSITION SCOPE - Direct Reports -- None
POSITION SCOPE - Indirect Reports -- None
PEER POSITIONS -- Other lenders
POSITION SCOPE – Financial Impact - Position is essential to ensuring loan compliance and payment performance on the part of all Craft3 borrowers.
- A minimum of three years previous commercial banking, community development lending, financial, or similar experiences required. Previous successful business ownership highly desired. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
TYPICAL PROBLEM SOLVING
- Applies common sense understanding to carry out detailed and complicated written or oral instructions. Deals with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient individuals, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS AND WORK REQUIREMENTS
- Bachelor's degree or relevant experience required. Five years of significant coursework in accounting, finance or economics required.
OTHER SKILLS AND ABILITIES
- Fluency in a second language is desirable. Able to deal with frequent change, delays, or unexpected events; Attention to detail, ability to balance multiple work assignments; organized work habits; ability to work independently. Proficiency with major software programs: e.g. Contact Management Systems, MS Office Suite.
CERTIFICATES, LICENSES, REGISTRATIONS
- The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually low to moderate as found in typical office environments.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision. Some travel to company events and branch offices will be required.
- A level of travel is to be expected with job responsibilities covering a geographic area that includes the States of Oregon and Washington.
Craft3 will offer a competitive salary based on experience and skills, as well as an excellent benefits package including medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, and 403B Retirement savings plan with employer match.
How to Apply:
Application deadline is June 23, 2017
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or Copy URL: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=79806&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
The Wisconsin Women’s Business Initiative Corporation (WWBIC) has provided quality business and financial education coupled with access to fair capital and financial products for 30 years. Since WWBIC was incorporated as a 501(c)(3) in 1987, it has loaned $46 million to small business owners, helped entrepreneurs create and retain 8,900 jobs, assisted over 55,000 clients, including more than 3,900 businesses, and assisted 152 individuals and families in purchasing their own homes through its asset-building program. Each year, WWBIC increases its impact across the state through the hard work of our staff and dedicated volunteers. For more information, visit www.wwbic.com.
This position is primarily responsible for management of accounting and reporting activities, supporting the preparation of Board and Committee reports and for working collaboratively with WWBIC leadership to ensure completion of organizational objectives. This position will have supervisory responsibility for our hardworking accounting team.
Specific responsibilities include oversight of day to day and month end accounting and related reporting, internal control of receipt of revenues, costs and program budgets, analysis of financial data and presentation of financial reports in an timely manner, assisting WWBIC leadership with budget planning and analysis, and managing and tracking the performance of invested assets.
- The position requires a minimum of 5 years of experience in an accounting and/or financial reporting and previous supervisory experience.
- A Bachelor’s degree and knowledge or both Generally Accepted Accounting Principles (GAAP) and Office of Management and Budget (OMB) regulations is required.
- Must have strong communication, organization and analytical skills along with a high comfort level in Microsoft Office.
- Must work collaboratively and be committed to supporting and developing a strong Accounting team.
- Valid driver’s license and proof of insurance is needed.
Based on experience.
How to Apply:
Email cover letter, resume and salary requirements to: firstname.lastname@example.org
Entrepreneur Works Fund is a non-profit, certified Community Development Financial Institution (CDFI) focused on growing small businesses and creating jobs in the Philadelphia metropolitan area. Our mission is to cultivate and promote successful entrepreneurs among underserved populations and in underserved areas of the region – entrepreneurs who then become economic engines in their own communities.
Our loan portfolio provides affordable microloans between $500 and $50,000 to entrepreneurs who might otherwise be unable to secure capital from a traditional bank. We have no minimum credit score and can be flexible around collateral as well as the age and revenue of the business. By connecting hundreds of entrepreneurs each year with access to capital, one-on-one technical assistance, business training and networking opportunities, Entrepreneur Works Fund helps promising individuals develop economic self-sufficiency and create job opportunities through business ownership.
For more information, please visit www.MyEntrepreneurWorks.org.
The Loan Service Associate will play a key role in the operations and risk management of Entrepreneur Works’ small business loan portfolio by managing the services provided to our clients after their loans are closed and disbursed.
This includes monitoring portfolio performance and staying in close contact with borrowers to identify those that need technical assistance before they reach the point of default. The Loan Service Associate will also manage the collections process, maintain the department’s data collection and systems, and produce loan servicing and closing documentation.
This position requires a customer-service oriented individual who is comfortable with data entry, thrives in multi-cultural settings, and is passionate about financial literacy and economic justice. Demonstrated experience working with a diverse range of clients and colleagues is a must, as is comfort with a deadline-driven environment.
The ideal candidate has experience entering data, managing client relationships and navigating complex interpersonal situations both on the phone and in person.
PRINCIPAL RESPONSIBILITIES OF LOAN SERVICE ASSOCIATE:
- Monitor borrowers, their businesses and repayment patterns to identify troubled loans
- Identify business assistance needs of current borrowers and connect them with relevant resources
- Make site visits to borrower’s businesses when necessary
- Manage collections process, make collections calls
- Prepare borrowers’ billing statements and late letters
- Process loan payments
- Enter client data into Entrepreneur Works’ loan servicing and CRM software programs
- Assist with portfolio reporting and surveys
- At least 1-2 years of experience in client-facing and/or customer service roles
- Ability to navigate complex interpersonal interactions
- Experience with data entry, finance, administration and/or business
- Proficient in Microsoft Excel, Microsoft Word and Microsoft Outlook
- Superior writing, verbal and interpersonal skills
- Experience working (or volunteering) with diverse and underserved populations
- Ability to quickly learn departmental software systems
- Previous loan servicing experience
- Experience mentoring or consulting, particularly with small businesses or entrepreneurs
- Experience with small business management or knowledge thereof
- Experience with relational database applications (SQL)
Salary commensurate with experience, plus full benefits package.
How to Apply:
Please email a cover letter and resume with salary requirements to email@example.com. Please put “Loan Service Associate” in the subject heading. No phone calls, please.
Want to make a difference? Fahe is on a mission to eliminate persistent poverty in Appalachia. Our unique collaborative model connects a Network of local, regional, and national leaders, all working together to uplift our nation’s rural places. Since our inception in 1980, the Fahe Network has served more than 375,000 people, made over $609 million in direct investments, and achieved a total cumulative financial impact of over a billion dollars in Appalachia.
Fahe is looking for a new Director of Advocacy. This position will serve Fahe and our Membership by representing us at the state, regional, and national levels and moving our collective advocacy agenda forward. Reporting to the CEO, this position will work with the executive staff, board of directors and an outside lobbying firm on a regular basis.
- Work with President and Policy Committee to craft, execute and report on our Advocacy/Policy Agenda
- Oversee and coordinate internal work for Advocacy, and with lobbying firm
- Represent Fahe and our Members at national and regional events.
- Create and promote content to legislators, trade groups/coalitions, program offices and strategic partners
- Translate details from big picture/national climate
- Responsible for Departmental budget and goals
- Ability to report (memos) to staff/caucuses/board on behalf of Advocacy Team
- Maintain legislative calendar and contacts list
- Familiarity with federal programs, laws and regulations
- Familiarity with nonprofit development organizations
- Professional demeanor and willingness to cooperatively participate on a team in a mission-based organization
- Able to work independently as well as collaboratively
- Ability to Travel as needed – experienced solo and air traveler preferred
- Proficient relationship-building skills Preferred
Education and Experience:
- Undergraduate degree required
- Experience at state or federal level with legislative affairs.
How to Apply:
Fahe is an Equal Opportunity Employer seeking applicants who can bring diverse viewpoints, experience, talents, and culture to promote our organization’s mission of eliminating persistent poverty in Appalachia. We offer a diverse work environment with competitive salaries and excellent benefits. Visit www.fahe.org to learn more about Fahe.
Qualified candidates may submit a resume and cover letter to firstname.lastname@example.org or mail to Fahe/ATTN: Human Resources; 319 Oak Street; Berea, KY 40403.