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.

Senior Loan Officer Community Investment Corporation
Chicago, IL
Job Function: Financial Services
Posted: October 26, 2017

Background:

Community Investment Corporation (CIC) is a not-for-profit Community Development Financial Institution (CDFI), capitalized by investments from more than 40 financial institutions, with a mission to be a leading force in affordable housing and neighborhood revitalization through innovative financing, programs, and policy leadership.  Since 1984, CIC has originated more than 2,200 loans for $1.3 billion for the acquisition and rehabilitation of more than 58,000 units of affordable rental housing in the Chicago metropolitan area. CIC services a loan portfolio of $300 million and closes $50 - 60 million in loans per year.  

Position Summary:

The Senior Loan Officer’s primary responsibility is to originate loans using CIC financial products.  This includes marketing loan products, analyzing and underwriting loan applications, and developing loan packages for presentation to the CIC Loan Committee and/or Senior Management.  

Responsibilities:

  • Speak and make presentations to prospects, including apartment building owners, building owner associations, real estate and mortgage brokers, attorneys, and accountants to initiate loan applications.
  • Evaluate real estate projections, financial capacity, credit history, and managerial ability of loan applicants.
  • Manage applications from receipt through underwriting to closing including coordination with construction and closing departments.
  • Prepare and present loan recommendations to Loan Committee and/or Senior Management.
  • Provide technical assistance to applicants, where needed, and review confidential information including tax returns, personal financial statements, real estate holdings, and pending real estate negotiations and transactions.
  • Meet loan production, business development, credit analysis, client relationship, teamwork, and continual improvement goals.  

Requirements:

  • Bachelor’s or Master’s degree in urban studies, finance, real estate, or related field.
  • Minimum of 5 years commercial real estate lending or related experience.
  • Ability to provide critical assessment of standard underwriting criteria (financial analysis, management assessment, collateral risk, etc.).
  • Knowledge of both conventional private sector and governmental real estate finance.
  • Experience working with LIHTC financing a plus.
  • Strong interpersonal, presentation, written, and verbal communication skills.
  • Ability to maintain active relationships with referral sources and other key stakeholders.
  • Familiarity with Chicago communities; experience and understanding of community development initiatives in low/moderate income communities.
  • Spanish fluency a plus.

Compensation:

Salary is competitive and commensurate with experience.

How to Apply:

To be considered for this position, please submit a resume and cover letter to: jack.crane@cicchicago.com.

Market Representative-New Mexico Clearinghouse CDFI
Albuqurque, NM
Job Function: Business Development
Posted: October 25, 2017

Background:

Clearinghouse CDFI is a for-profit, community development financial institution (CDFI) located in Lake Forest California. We are committed to providing economic opportunities and improving the quality of life for low income individuals and/or communities through innovative and affordable financing.

We accomplish these objectives by offering innovative loan products to enhance and revitalize the communities we serve. These products are designed not only to achieve our community objectives, but also to provide our investors with competitive rates of return managed by an experienced and successful executive team. 

Clearinghouse CDFI addresses unmet credit needs in California, Nevada, Arizona, New Mexico, and Sovereign Nations in the Western United States. Rated ‘AA’ by Standard & Poor’s Ratings Services, We seek to bridge the gap between conventional lending standards and the needs of low-income and distressed communities. Over the course of 21 years, Clearinghouse CDFI has funded $1.4 billion in total loans for over 1,750 projects which have created or retained more than 13,800 jobs and benefit over 1 million individuals. Clearinghouse CDFI is also a B Corp—a certification received from the nonprofit B Lab. B Corps are companies who meet rigorous standards of social and environmental performance, transparency, and accountability, and use business as a force for good. Today, Clearinghouse CDFI has over $450 million in assets.

Position Summary:

Support the mission of Clearinghouse CDFI and loan production goals by generating loan leads and identifying potential borrowers in the State of New Mexico.  

Responsibilities:

  • Loan production (goals set annually)
  • Grow contacts within New Mexico market area 
  • Increase awareness of Clearinghouse CDFI through a variety of means including attending meetings and events that might generate loan leads 
  • Meet with potential borrowers and gather appropriate information related to loan request 
  • Work with Chief Production Officer to increase understanding of  relevant loan information for pre-qualification analysis
  • Assist loan production staff with other duties as needed and determined by Chief Production Officer as part of overall loan production team
  • Maintain/ utilize computer-based system for tracking loan leads and borrowers in the approval pipeline
  • Travel is required within New Mexico market area and to Clearinghouse CDFI offices 

Requirements:

The requirements listed below are representative of the knowledge, skills, and/or abilities required for this position.

Knowledge, Skills & Abilities:

  • Excellent oral and written communication skills required 
  • Ability to work independently and prioritize duties
  • Excellent customer service skills, a professional appearance and telephone manner is expected  
  • Sound understanding of basic office procedures and computer programs
  • Attention to detail and accuracy
  • Basic knowledge of real estate lending

Education and/or Experience:

  • High School diploma or GED required. Some college or relevant work experience is desirable.    

Certifications, Licenses, Registrations:

  • None Required.

Compensation:

Commensurate with experience - Base & Commission

How to Apply:

send resume and cover letters to: Brian Maddox at BrianM@ccdfi.com

Administrative Assistant IFF
Detroit, MI
Job Function: Administrative/Operations/IT
Posted: October 25, 2017

Background:

IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive by creating opportunities for low-income communities and people with disabilities. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Social return can coincide with financial return.

Across the Midwest, we help clients from every sector, including human service agencies, health centers, schools, housing developers, and grocery stores. Our staff of nearly 100 professionals works from our Chicago headquarters, and we also serve the Midwest from six regional offices: Indianapolis, IN; Detroit, MI; Minneapolis, MN; St. Louis, MO; Columbus, OH; and Milwaukee, WI.

IFF is a Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury. We are the largest nonprofit CDFI in the Midwest and one of only a few nationally to earn the AERIS five-star, triple-A, policy-plus rating. Since 1988, we have made more than $700 million in loans, leveraged $2.3 billion in community investments, and grown our total managed assets to $606 million.

Position Summary:

This position is targeted for individuals interested in the nonprofit financial or real estate industries. The Administrative Assistant provides administrative and technology support to IFF’s Eastern Region office (Detroit Office). This includes data coordination, report design and generation, preparation and distribution of marketing, presentation and proposal materials, organizing project management files, arranging meetings, correspondence and filing, contract and invoice coordination, handling telephone, electronic, and in-person communications and making travel arrangements.

Responsibilities:

Job Duties and Responsibilities:

  1. Organizes and supports staff in Eastern Region office including, but not limited to: file preparation, organization of staff meetings, technical assistance, database maintenance (CRM, etc.), editing and mailing correspondence, management of calendar, and occasional conference and travel arrangements. Develops and distributes report information as requested. 
  2. Collects, edits, enters and verifies original data and maintains assigned computer data bases (CRM, etc.), including monitoring systems, contact management, contract tracking, real estate technical assistance and asset management parameters. Develops, prepares, and distributes system reports to provide accurate and timely information to users.
  3. Supports and organizes real estate project teams, including, but not limited to, initial project set up, proposal and contract development, ongoing communications and tracking of project progress, project support as directed, and collects necessary information upon project completion.
  4. Maintains database records of ongoing loan portfolio monitoring items. Works with individual Loan Department staff to address missing monitoring items and/or executes correspondence to collect missing items.
  5. Supports loan underwriting process as directed.
  6. Cleans and prepares data so that others can understand and digest information. May include data from surveys, questionnaires and other data collection methods as needed for projects.
    • Uses spreadsheet, statistical, and mapping software to organize and analyze data.
    • Prepares survey and other data for quantitative analysis using statistical software.
    • Prepares data for GIS software, including census data, demographic estimates, administrative data, such as school enrollment and nonprofit client data.
  7. Assists with map making for IFF research projects, funding proposals, and other reports and projects as needed.
    • Creates map layers based on project objective.
    • Completes maps based on feedback from management and/or project team.
    • Prepares drafts of maps for inclusion in IFF reports and publications.
  8. Organizes implementation of presentations and marketing events, including meeting arrangements, coordinating involved parties and preparing presentation materials. Works in coordination with other staff outside assigned departments.
  9. Schedules and attends internal and external program planning meetings; compiles and distributes minutes for formal and informal meetings when requested.
  10. Handles general communications between departments and with staff at regional offices. Contacts clients for specific inquiries as needed and/or routes calls and emails to the appropriate party for response.
  11. Creates and edits professional Power Point presentations, using Excel graphs, charts, and text.
  12. Schedules and attends internal meetings. Handles all conference room preparations, including food/drink set-up and conference line/videoconference set-up. Takes, writes and distributes minutes, if required.
  13. Schedules travel and lodging arrangement for department’s staff. Collects, codes and delivers expense receipts to Accounting Department. Handles departmental invoices, check requests and other financial functions, as directed.
  14. Provides and participates in general administrative duties as needed.
  15. Maintains and develops required job knowledge and skills and core professional competencies. Attends and participates in required educational programs and staff meetings.
  16. Performs other duties as assigned.

Performance Measures:

  1. Timely and effective performance of daily internal and external communication with IFF staff and clients.
  2. High quality and accurate work product.
  3. Efficient use of time and ability to manage multiple projects.
  4. Timely completion of all work.
  5. Maintenance of all files, contacts, reports and systems in a timely and accurate manner to assure ready retrieval of information.
  6. High level of initiative on projects and day to day work.

Requirements:

Education: BA or BS required, preferably in urban planning, public policy, community development, economics, business administration, or social sciences. Desire to work in a non-profit and demonstrated interest in our mission. Ideal candidate will have strong interest in the nonprofit financial or real estate industries.

Experience: Minimum 2 years of relevant work experience, preferably in similar position. Demonstrated proofreading and editing skills.  Strong oral and written communication skills.  GIS software or mapping skills strongly desired, but not mandatory.

Special Knowledge & Skills:

  1. Ability to manage multiple, diverse tasks and prioritize among them.  Ability to thrive in fast paced environment.
  2. Ability to understand and manage complex information and projects.
  3. Ability to maintain confidentiality and can handle sensitive work in a discrete manner.
  4. Strong technical aptitude. Must be proficient in Microsoft Office Suite, particularly PowerPoint and Excel.
  5. Strong organizational skills and attention to detail. Must take high level of initiative on day to day work.

Unusual Requirements: Some travel throughout the assigned region; Occasional evening and weekend work.

Compensation:

Dependent on experience

How to Apply:

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

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

Senior GIS Analyst IFF
Chicago, IL
Job Function: Research and Analytics
Posted: October 25, 2017

Background:

IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive by creating opportunities for low-income communities and people with disabilities. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Social return can coincide with financial return.

Across the Midwest, we help clients from every sector, including human service agencies, health centers, schools, housing developers, and grocery stores. Our staff of nearly 100 professionals works from our Chicago headquarters, and we also serve the Midwest from six regional offices: Indianapolis, IN; Detroit, MI; Minneapolis, MN; St. Louis, MO; Columbus, OH; and Milwaukee, WI.

IFF is a Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury. We are the largest nonprofit CDFI in the Midwest and one of only a few nationally to earn the AERIS five-star, triple-A, policy-plus rating. Since 1988, we have made more than $700 million in loans, leveraged $2.3 billion in community investments, and grown our total managed assets to $606 million.

Position Summary:

Tapping into a passion for improving the world by strengthening nonprofits, the Senior GIS Analyst solves real-world problems using spatial analysis, statistics and modeling.  The Senior GIS Analyst’s responsibilities will include analyzing the spatial relationships and distribution of services (education, healthcare, fresh food, human services etc.) to locate need for services; innovating methodologically and developing models to predict where to invest and expand services to improve the lives of low-income and disabled populations; managing spatial analytic projects, from collecting and cleaning data to mapping data to extracting actionable insights from trends, patterns and spatial relationships; and presenting spatial analytics in high-quality maps and written materials. The GIS Analyst must be curious about spatial relationships and its related software technology, and show a strong commitment to and passion for ongoing independent learning.

Responsibilities:

  1. In large-scale team projects, responsible for mapping support, spatial analytics and actionable insights to guide nonprofits, foundations and government agencies in their investments and strategic plans. 
  2. Innovates methodologically on spatial statistics, frameworks, models, data representation and tools that support IFF and its partners. Contributes to IFF and its partners, as learning organizations, to advance their transformational impact on low-income and disabled communities.  
  3. Manage shapefiles and spatial database using existing protocols, and wrangle large, complex datasets to easily consumed, aesthetically appealing and visually impactful maps. 
  4. Present place-based and spatial relationships findings and contribute maps and written materials to reports, publications and proposals. Develop and implement spatial statistical models and other analytics to support strategic and analytical thinking vis-à-vis identifying spatial relationships, patterns and trends. 
  5. Participate on staff inter-departmental teams to complete multi-disciplinary research projects that provide solutions to internal and external clients.
  6. Continuous professional growth and development, and life-long learning that goes above and beyond required job knowledge and skills and core professional competencies.
  7. Attends and participates in required educational programs and staff meetings.  Develops and completes annual professional development plan--in consultation with supervisor.

Performance Measures: 

  1. Successful completion of projects and project support according to budget, timeframe and goals set forth at the beginning of each project and department’s policies and procedures. 
  2. Research and mapping products consistently high-quality. Written drafts, outlines, analyses, visualizations, tools, reports and oral presentations are complete, accurate, comprehensive and clear. Appropriate supporting material and visual aids are well-utilized and enhance oral and written presentation. Written and oral presentations are well-organized, persuasive and communicate actionable insight(s).
  3. Relationship-management and communication with internal and external clients is client-centered. It is focused on informing and guiding high-impact and actionable outcomes. Clear and consistent communication with clients and colleagues on progress of project. High level of colleague and client satisfaction with respect to services and analytics provided; and reports, tools and visualizations produced.
  4. Quotidian engagement with clients, colleagues, sectors and professional development embodies value of life-long learning. Consistent focus on high-impact, actionable research. Innovates to support clients and IFF as learning organizations. 

Requirements:

Education:  Master’s Degree required, preferably in data science, cartography, geography, urban studies, planning or other related social science fields.

Previous Experience:  Minimum of five years of related experience. Experience will demonstrate progressively increased responsibility for GIS technical implementation and strategic support of enterprise-level support.

Special Knowledge & Skills:

  1. Passion for IFF’s mission. Knowledge of, experience in or willingness to learn about nonprofits, community development and issues facing low-income communities is essential.
  2. Advanced proficiency in ArcGIS Desktop, ArcGIS Model Builder, Web Application Builder, and related GIS software programs required. Developer skills in ArcGIS beneficial. Intermediate to advanced knowledge of SQL, Python, JavaScript, HTML5, MS Access, MS Excel, MS PowerPoint strongly preferred.
  3. Intermediate to advance knowledge of in IBM SPSS Statistics or related statistical software programs with demonstrated ability to quickly learn how to write syntax in SPSS; advanced proficiency in Microsoft Office suite required with preference for experience with excel macros preferred.
  4. Exceptional knowledge of and analytic skills in spatial relationships, geography, spatial statistics and urban studies required; and exceptional knowledge in either demographic, healthcare, educational, housing or economic data.
  5. Advanced critical thinking skills, exhibited by the ability to take information from a wide variety of sources and synthesize/analyze the information in the context of a research project.
  6. Demonstrated knowledge and experience of research principles, analytics and applied research design. 
  7. Ability to communicate research findings visually, orally and in writing to diverse and varied audiences. 
  8. Ability to work independently and as part of a team.

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

Compensation:

Dependent on experience

How to Apply:

Application Instructions: Please submit a cover letter, resume and salary requirements to careers@iff.org with “Senior GIS Analyst” in the subject line.

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

Director of Finance IFF
Chicago, IL
Job Function: Finance
Posted: October 25, 2017

Background:

IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive by creating opportunities for low-income communities and people with disabilities. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Social return can coincide with financial return.

Across the Midwest, we help clients from every sector, including human service agencies, health centers, schools, housing developers, and grocery stores. Our staff of nearly 100 professionals works from our Chicago headquarters, and we also serve the Midwest from six regional offices: Indianapolis, IN; Detroit, MI; Minneapolis, MN; St. Louis, MO; Columbus, OH; and Milwaukee, WI.

IFF is a Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury. We are the largest nonprofit CDFI in the Midwest and one of only a few nationally to earn the AERIS five-star, triple-A, policy-plus rating. Since 1988, we have made more than $700 million in loans, leveraged $2.3 billion in community investments, and grown our total managed assets to $606 million.

Position Summary:

The Director of Finance will be responsible for financial planning and analysis, including budgeting, forecasting and reporting for the organization.  A main requirement of the position will be providing high quality data analytics to support ongoing strategic business decisions.  The Director of Finance will also be tasked with managing and developing financing initiatives and programs in order to increase investment.

Responsibilities:

  1. Line of business consulting and financial modeling
    • Create and maintain complex five year forecast financial model to provide multiple scenarios for IFF and IFF Consolidated results in support of strategic planning and annual budgeting.
    • Create and maintain complex financial models (P&L and Balance sheet projections) as required to support business unit initiatives and strategic business decisions.
    • Monitor liquidity and financial covenant compliance.
    • Actively support annual budgeting process.
    • Serve as a liaison between Finance, Accounting and Lines of Business.
  2. Prepare and present management reporting 
  3. Facilitate completion of ad hoc reporting requests from senior management and other internal or external stakeholders.
  4. Work with the CEO, COO and CFO on resource development, financing programs, issues, and trends, as directed.  Assist in applying for government funds, including CDFI, NMTC and other sources. 
  5. Support in data restructuring project adding a finance lens and developing relevant standard management dashboards in either Excel, salesforce or any other chosen system.
  6. Maintain required job knowledge and skills and core professional competencies.  Attends & participates in required educational programs and staff meetings.   
  7. Perform other duties as assigned.

Performance Measures: 

  1. Develop and implement financial models in response to organizational needs including discounted cashflow and strategic budgeting processes.
  2. Coordinate with Compliance & Audit Officer to ensure completeness of covenant and compliance requirements monitoring.
  3. Meets or exceeds department program goals from annual work plan.
  4. Maintains highest standard of excellence in all relationships with vendors, investors, auditors, and consultants.
  5. Maintains excellent relationships with colleagues and peers.
  6. Agency achieves annual investment goals.
  7. Timely, accurate investment reports.

Requirements:

Education:

  • Bachelor’s degree in accounting, finance, business required. Master’s degree in finance, business, or accounting preferred.

Previous Experience:

  • Minimum of 10 to 20 years of progressive leadership experience in financial statement analysis, planning and financial modeling required. Financial services industry experience preferred. Strong analytical and financial skills, excellent communication and writing skills required.  Experience working with reporting requirements for state and federal grants, foundations, financial institutions and other investors preferred.

Special Knowledge & Skills:

  1. Financial statement literacy including preparation and interpretation of non-profit transactions and financial results including those of consolidating entities.
  2. Familiarity with construction and lending practices and terminology; good interpersonal skills; high level written and oral communication and presentation skills, experience in formal presentations; proficient computer software user, including spreadsheets and databases.
  3. Interest in nonprofit organizations and a demonstrated commitment to community development.
  4. MS Office suite, advanced Excel and Access proficiency and ERP system required. Great Plains and Salesforce preferred.

Unusual Requirements:

  • Occasional evening and weekend work; limited travel throughout the assigned region.

Compensation:

Dependent on experience

How to Apply:

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

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

Chief Strategy and Implementation Officer Boston Community Capital, Inc.
Boston, MA
Job Function: Business Development
Posted: October 25, 2017

Background:

Boston Community Capital (BCC) is a fully self-sustaining, national, nonprofit organization that has invested over $1.5 billion dollars (and leveraged another $7 billion) to finance community facilities, solar energy installations, affordable housing, good jobs, foreclosure relief, utility benchmarking and new opportunities in low-income communities. To date, BCC and its affiliates have financed over 30,000 affordable homes, over 2 million square feet of inner-city commercial real estate, child care facilities and schools serving nearly 30,000 children, businesses creating over 4,000 jobs, over 2.5 million acres of sustainably managed timberlands in distressed, rural areas, over $140 million in residential mortgages and created the largest database in the world of multi-family utility benchmarks.  The organization’s offices are located in the Dudley Square neighborhood of Boston. To learn more about BCC visit www.bostoncommunitycapital.org.

Position Summary:

Boston Community Capital (BCC) seeks a dynamic Chief Strategy and Implementation Officer (CSIO) to work with the Chief Executive Officer (CEO) to develop and execute plans for new undertakings and to enhance the growth of existing lines of business. This position will work closely with BCC’s C-Suite team to develop and manage teams to execute on existing strategies and to develop new strategies consistent with the mission and strengths of the organization.  The CSIO must have outstanding strategy development and execution capabilities and be comfortable working in a values-driven organization that operates at the intersection of downtown and community. The CSIO will be based in Boston, MA and will have strong leadership skills and be an effective manager of both projects and staff.

Responsibilities:

The CSIO will focus on achieving results consistent with the overall growth and success of the organization, will assure that new business lines serve the needs of the target populations and are sustainable, and will continue to promote Boston Community Capital’s leadership role in economic development and impact investing.

Requirements:

Ideal candidates will have 10+ years of experience, including substantial experience in a senior management role developing and implementing new business and growth strategies in a nimble and entrepreneurial environment. Applicants should be familiar and comfortable with the complex interplay of policy, law and commerce in solving social and economic issues.  Candidates should also have exceptional interpersonal skills and be adept at dealing with a wide range of stakeholders.  In addition, candidates must have a commitment to supporting the development of low-income populations and communities, developing and articulating cutting-edge financing strategies, and collaborating across public, private and non-profit sectors to build healthy communities where low-income people live and work. The role requires demonstrable comfort and enthusiasm for working in a financial and policy-intensive field.

Compensation:

Salary is competitive and commensurate with experience within the guidelines of Boston Community Capital’s scale. The position comes with excellent benefits including medical, dental, life and long-term disability insurance, as well as generous vacation and employer contributions to a retirement account.

How to Apply:

The position is open until filled. Please submit a resume and cover letter to the attention of Andrew Koh, Director of Operations at https://bostoncommunitycapital.recruiterbox.com/jobs/fk0f2yw.

No calls please. Due to the high volume of applications, Boston Community Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested.

Boston Community Capital is an equal opportunity employer. Boston Community Capital is committed to a policy of equal employment opportunity for all employees or applicants for employment without regard to race, color, religion, gender, age, national origin, ancestry, sexual orientation, physical or mental disability, genetic information, veteran status or other protected status in accordance with applicable federal, state and local laws.

1750 Supervisor, Member Services in Durham, NC Self-Help
Durham, NC
Job Function: Financial Services
Posted: October 25, 2017

Background:

Self-Help has an opening for a Supervisor, Member Services in Durham, NC.  If you would like to know more about this opportunity, please contact Latoyia Boria.  If you are interested in applying for this position, please submit your resume and cover letter describing why you are a fit for this position to hiringmanager@self-help.org. The position will remain posted until filled.  You can view the full job description below.

As always, you can view all of our openings on OurNet.  This job is open to both internal and external candidates.  If you know a qualified candidate, please refer them to the Careers page on the Self-Help website.  Referrals are always appreciated!

The Organization:

Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $6.9 billion in financing to 112,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices. Through its credit union network, Self-Help serves over 120,000 people in North Carolina, California, Chicago and Florida and offers a full range of financial products and services. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.

Position Summary:

The Supervisor, Member Services supervises and participates in the daily operations of the Member Services function of the branch.  S/he will oversee all activities related to the servicing of members and ensures compliance with policies and procedures, assign duties and work schedules to ensure efficient service is provided to members, coaches, counsels, trains and develops current and new staff members to meet or exceed expectations in servicing members and complying with banking procedures, and respond to member issues involving problem transactions or complaints. S/he will also personally handle Member Servicing needs.

Responsibilities:

Essential Responsibilities:

  • Provide prompt, professional, efficient and accurate service in the processing of all member transactions.  This may include handling of consumer, business and/or specialty accounts and handling all servicing needs for such accounts.
  • Perform account transactions and maintenance as authorized and required, which may include items such as processing payments, transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals; monitoring receipts, counting cash and performing reconciliations; adding joint owners, completing address changes, handing wiring and ACH’s, if needed and competing any other necessary member service functions.
  • Provide general and specific service-related information and assist members in opening accounts, providing information on deposit alternatives and lending services. 
  • Respond to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance; conduct research as required to resolve account issues in a prompt, efficient and accurate manner.
  • Promote credit union products and services based on member’s needs.  Refer loan product inquiries to Loan Officer.
  • Open new accounts and service existing accounts. Set up new account files, provide members with all necessary information for membership, including advising and assisting members with new and existing products and services.
  • Process manual payrolls; assist members with the proper completion of payroll deduction and direct deposit cards.
  • Open, close and balance cash drawer daily.  Maintain drawer cash levels within prescribed amounts.
  • Handle Vault Teller responsibilities, managing, balancing and balancing flow of cash in and out of the vault.  Enter night, ATM and mail deposits and balance ATM daily.  
  • Participate in hiring and selection process in conjunction with Branch Manager.  
  • Supervise the Member Services staff and conduct ongoing coaching and timely performance and feedback.  Develop work schedules for staff  to ensure appropriate levels of coverage
  • Other duties, responsibilities, and projects as assigned.

Minimum Qualifications:

  • High school diploma or equivalent and two (2) to three (3) years of experience in banking or retail. 
  • Keen attention to detail.
  • Ability to effectively organize and prioritize work.
  • Excellent interpersonal skills.
  • Ability to form and maintain strong relationships with internal and external customers.
  • Strong mathematical and quantitative skills.
  • Strong Analytical and problem solving skills.
  • Ability to use keyboard and data entry skills.  
  • Ability and willingness to travel to cover other branches, if needed.

Requirements:

Desired Qualifications:

  • English/Spanish fluency.

Physical Requirements:

  • Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 10 pounds.

 

Compensation:

Competitive nonprofit salary, based on experience, plus a generous benefits package.

How to Apply:

To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org . Please include the position title as the subject.  The position will remain posted until filled.

Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.

1741 Member Services Coordinator Rocky Mount, NC Self-Help
Rocky Mount, NC
Job Function: Financial Services
Posted: October 25, 2017

Background:

Self-Help has an opening for a Member Services Coordinator in Rocky Mount, NC.  If you would like to know more about this opportunity, please contact Torey Thompson.  If you are interested in applying for this position, please submit your resume and cover letter describing why you are a fit for this position to hiringmanager@self-help.org.  The position will remain posted until filled.  You can view the full job description below.

As always, you can view all of our openings on OurNet. This job is open to both internal and external candidates. If you know a qualified candidate, please refer them to the Careers page on the Self-Help website.  Referrals are always appreciated!

The Organization:

Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices.

Position Summary:

Self-Help is seeking a Member Services Coordinator to work in our newly opened office in Rocky Mount, NC.  Under the guidance of the Area Manager, the Member Services Coordinator will execute the operational and strategic vision for the branch. She/he will manage all aspects of branch operations, foster a positive environment and ensure customer satisfaction and proper branch operation.  The successful candidate will have a hands-on approach and will be committed to the overall growth, expansion and success of the newly established branch by implementing strategies that increase productivity and enable projected deposit and lending goals.

Responsibilities:

Essential Responsibilities:

  • Maintain effective branch operations including opening New Accounts and processing end of day branch activities, ensuring the timely opening/closing of the branch and effective member service.
  • Ensure adherence to operational policies, procedures and controls to ensure the safety and security of employees, members and credit union assets.
  • Recommend action plans to improve operational policies, procedures and controls, and mitigate controllable losses in operations. 
  • Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with Self-Help processes and procedures, federal laws, and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage the consumer loan process, if any, from initiation through closing, including interviewing and prequalifying loan applicants, determining maximum purchase price/loan amounts, preparing applications, verifying accuracy of loan amounts and repayments terms, and providing timely and accurate disclosures while operating with limited credit authority to approve low-risk loans such as over drafts or secured loans, and complying with all federal and state regulations.  Will also prepare file for processing and underwriting; monitor processing progress and trouble-shooting issues that arise during the collection, verification and analysis of supporting documentation.  
  • Serve as primary contact for insurance and titles including credit disability, credit life, title payoffs and work involving the DMV, and other related activities as needed.
  • Implement and coordinate programs and activities to meet/exceed performance goals.
  • Fill-in for and support staff as needed.
  • Analyze trends in both local/niche market and member profiles to identify potential sales, service opportunities and performance variability factors.
  • Stay abreast of competing markets and provide reports on market movement and penetration.
  • Sets short and long-term development initiatives in conjunction with senior management to optimize our capacity, and identify new opportunities for improvement.
  • Plan and participate in community outreach efforts, networking and new business development, and deposit raising activities to enhance Self-Help’s reputation and demand for products and services.  Such planning will include:  working with others to identify dates, planning location and logistics, coordinating marketing materials with Communication team, maintaining list of organizations and potential donors, sending event invitations, and distribution communication material to various media channels.
  • Perform other duties as may be deemed necessary.

Requirements:

Minimum Requirements:

  • Bachelor’s degree or equivalent combination of education and/or experience and 3 to 5 years of banking or retail experience.  
  • Notary or willingness/ability to become a notary.
  • Significant knowledge of banking operations, lending, and compliance trends, rules and regulations a plus.  This includes NCUA, OFAC, FinCen, Bank Secrecy Act, Electronic Funds Transfer Act, and Truth in Savings.  Knowledge of consumer lending regulations.
  • Exemplary communication and presentation skills. 
  • Ability to establish strong peer relationships and communicate effectively with multiple company disciplines, cross-functional, and external teams.
  • Ability to effectively present information and to skillfully respond to questions from groups and/or individuals.  
  • Prior sales or sales management experience in a financial institution, retail or service industry preferred. 
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • Analytical and problem solving skills.
  • Proficient with Microsoft Word, Excel and PowerPoint.
  • Ability and willingness to travel throughout Eastern NC to cover other branches.

Desired Requirements:

  • Experience working as a Consumer Loan Officer. 
  • Demonstrated experience within an organization during its start-up and growth phases, executing through collaboration and cohesion.
  • English/Spanish fluency is a plus.

Physical Requirements:

  • Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 10 pounds.

 

Compensation:

Competitive nonprofit salary, based on experience, plus a generous benefits package.

How to Apply:

To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. The position will remain posted until filled.

Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.

 

1759 Bilingual Member Services Representative in Hendersonville, NC Self-Help
Hendersonville, NC, NC
Job Function: Financial Services
Posted: October 25, 2017

Background:

Self-Help has an opening for a Bilingual Member Services Representative in Hendersonville, NC. If you would like to know more about this opportunity, please contact Samantha Pratt.  If you are interested in applying for this position, please submit your resume and cover letter describing why you are a fit for this position to hiringmanager@self-help.org. Applications must be received by November 7, 2017 to ensure consideration. Applications received after this date may or may not be considered, depending on the applicant pool. The position will remain posted until filled. You can view the full job description below.

As always, you can view all of our openings on OurNet. This job is open to both internal and external candidates. If you know a qualified candidate, please refer them to the Careers page on the Self-Help website.  Referrals are always appreciated!

The Organization:

Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices. Through its credit union network, Self-Help serves over 129,000 people in North Carolina, California, Chicago and Florida and offers a full range of financial products and services. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.

Position Summary:

The Bilingual Member Services Representative will serve as a liaison between the member and the credit union, provide account information by phone or in person, as well as information on the full range of credit union products and services, open accounts for members, resolve issues, and professionally handle the member’s daily needs, and provide a variety of transactional services to members.

Responsibilities:

  • Greet and welcome members and visitors to the credit union in a friendly and professional manner. Provide prompt, efficient and accurate service in the processing of transactions.
  • Perform account transactions and maintenance as authorized, including processing share deposit payments, loan payments, CD transactions, lines of credit advances, and account transfers; disbursing cash and check withdrawals; monitoring receipts, counting cash and performing reconciliations; adding joint owners, completing address changes and competing any other necessary teller functions.
  • Provide general and specific service-related information concerning credit union services or policies in-person or by-telephone.
  • May respond to email or other electronic requests submitted by members providing professional prompt, efficient, and accurate service and information.
  • Respond to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.  Research accounts for deposit, withdrawal, and loan-payment discrepancies.  
  • Assist members with balancing accounts, completing payroll deduction and direct deposit cards.
  • Promote credit union products and services based on member’s needs.  Refer loan product inquiries to Loan Officer.
  • May open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership, including advising and assisting members with new and existing products and services.
  • May be required to work the call center, periodically handling transactions and responding to member inquiries by phone. 
  • Provide information on deposit alternatives to members wishing to place funds with the credit union.
  • Serve as back-up to MSR II for opening and closing member accounts.  
  • Open, close and balance cash drawer daily. Maintain drawer cash levels within prescribed amounts.
  • Enter night, ATM and mail deposits. 

Provide translational assistance to members and staff.

  • Other duties, responsibilities, and projects as assigned.

 

Requirements:

Minimum Qualifications:

  • High school diploma or equivalent and 1 to 2 years of experience in banking or retail. 
  • Attention to detail.
  • Ability to effectively organize and prioritize work.
  • Excellent interpersonal skills.
  • Ability to form and maintain strong relationships with internal and external customers.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Knowledge of basic economic and accounting principles and practices, the financial markets and banking.
  • Analytical and problem solving skills.
  • Ability to use keyboard and data entry skills.  
  • May be required to travel to cover other branches.
  • English/Spanish fluency required.

Physical Requirements:

  • Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 10 pounds.

Compensation:

Competitive nonprofit salary, based on experience, plus a generous benefits package.

How to Apply:

To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject.  Application must be received by November 7, 2017 to ensure consideration.  Applications received after this date may or may not be considered, depending on the applicant pool.  The position will remain posted until filled.

Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation

1758 City Executive Greensboro, NC Sel-Help Credit Union
Greensboro, NC
Job Function: Business Development
Posted: October 25, 2017

Background:

Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices. Through its credit union network, Self-Help serves over 129,000 people in North Carolina, California, Chicago and Florida and offers a full range of financial products and services. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.

Position Summary:

Self-Help is seeking a City Executive to join our team in Greensboro, NC.  The City Executive will manage the Greensboro branch toward strong economic performance including: achieving branch goals and budgets; community relations and new business development; staffing branch operations; supervising and developing member service representatives; ensuring effective and efficient member service, maintaining adherence to branch operating policies and procedures, and maintaining appropriate facilities and equipment.

This individual will also serve as the primary interface with other Self-Help departments (i.e. Marketing, Commercial Lending, etc.).

Responsibilities:

  • Analyze trends in both local/niche market and member profiles to identify potential sales, service opportunities and performance variability factors.
  • Participate in community relations and new business development activities to enhance Self-Help’s reputation and demand for products and services.
  • Supervise branch staff to deliver effective and efficient member service, and provide feedback as needed. Review and evaluate daily, weekly, monthly calendar to ensure that the branch is properly staffed and that everyone’s time is maximized to serve members.
  • Conduct timely hiring, employee development, performance management, and compensation reviews for branch tellers and member service representatives.
  • Create and maintain a cross-selling environment within the branch.
  • Maintain effective branch operations including, timely opening and closing, adequate staffing levels, and effective member service and ensure adherence to operational policies, procedures and controls to ensure the safety and security of employees, members and credit union assets.
  • Recommend action plans to improve operational policies, procedures and controls, and mitigate controllable losses in operations. 
  • Oversee the physical facilities and equipment of the branch office, establish appropriate safety practices for employees, and ensure security procedures are being followed.
  • Apply and evaluate policies and procedures for the branch. Ensure that the branch is in compliance with Self-Help’s processes and procedures, federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies.
  • Manage the lending function of the branch; conduct loan interviews; process, approve and/or close loans; ensure adherence to sound credit practices and administration policies.  
  • Implement plans and coordinate programs and activities to meet performance goals.
  • Fill-in for and support staff as needed and perform other projects and duties as needed.
  • Perform auditing, reconciling, and reporting to ensure adherence to quality controls, compliance and managing branch self-assessment process.
  • Participate in strategic planning to develop branch level production goals, budgets and operating plans to achieve them.

Requirements:

Minimum Qualifications:

  • Bachelor’s degree or equivalent combination of education and/or experience and 4 to 6 years of banking or retail experience, including 3 years of supervision. 
  • Extensive knowledge of bank products, policies, procedures, services, operations and audit/compliance.
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • Strong analytical and problem solving skills.
  • Proficient with Microsoft Word, Excel and PowerPoint
  • May be required to travel to cover other branches.
  • Flexibility in working hours, including evenings, weekends and holidays.

Desired Qualifications:

  • Prior branch management, sales or sales management experience in a financial institution, retail or service industry. 

Physical Requirements:

  • Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 10 pounds.
     

Compensation:

Competitive nonprofit salary, based on experience, plus a generous benefits package.

How to Apply:

To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject.  Application must be received by November 7, 2017 to ensure consideration.  Applications received after this date may or may not be considered, depending on the applicant pool.  The position will remain posted until filled.

Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.

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