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 looking for a candidate for its Mortgage Credit Analyst position. The selected candidate will exhibit a strong commitment to helping others, including low-wealth borrowers who have been underserved by traditional financial institutions in the past. The Mortgage Credit Analyst will work with customers to help them progress from the mortgage application through closing and will have a direct and positive impact on the lives of the borrowers we serve. The ideal candidate will be detail-oriented, analytic and self-motivated.
More specifically, the Mortgage Credit Analyst will work with borrowers, loan officers and underwriters to obtain accurate and timely information to help our borrowers successfully move through the mortgage application process. The Mortgage Credit Analyst will analyze documents and the mortgage loan structure to ensure adherence to product and regulatory guidelines.
Responsibilities:
Duties include verifying and analyzing borrower information, conducting quality control on loan origination system, serving as primary contact for borrowers and loan officers regarding loan status, as well as other duties as may be deemed necessary.
Requirements:
Bachelor’s degree and two (2) to three (3) years mortgage or related experience; or an equivalent combination of education and experience
- Excellent written and verbal communication skills
- Ability to work well with others and as part of a team
- Basic knowledge of financial analysis and financial reporting
- Proficiency with Microsoft Word and Excel
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.
Background:
CDC Small Business Finance (CDC) is a national leader in mission based lending to small business owners. Through its nearly 40 years in business, the not-for-profit has established itself as the largest SBA 504 lender and the largest SBA Community Advantage lender in the U.S.A. CDC is aggressively expanding its program offerings and services in non SBA product lines with a continued emphasis on creating jobs and success for entrepreneurs. CDC is looking for proactive, performance oriented professionals through this growth phase. We offer a competitive compensation plan, excellent benefits and a work culture that is second-to-none.
Position Summary:
The Internal Business Development Officer (BDO) reports directly to the Vice President of Sales and pre-qualifies loan prospects referred from external sources and economic development partnerships. The goal of this position is to generate a stable volume of prequalified loan leads that will be referred to other Smart Growth Business Product team members for further review. The Internal BDO also actively works with external vendors that are critical to their ability to secure loan prospect referrals.
Responsibilities:
- Active contact and prospect management with inquiries received through multiple customer acquisition channels
- Promptly contact prospects to outline CDC products and collect necessary information required for a loan prequalification
- Using CDC tools, create spreadsheet based credit analysis and program eligibility assessments based on loan request and borrower criteria
- Effectively communicate with potential borrowers to ensure those that are likely qualified will remain interested in CDC products. Assess those that are not likely qualified as potential prospects for business advising and refer accordingly
- Prepare reports and assist on special projects as needed
- Work closely with external vendors and referral sources to maximize viable lead generation
Requirements:
- Bachelor’s Degree with a major in business, finance or marketing related studies
- Minimum 2 years work experience, preferably in finance, lending or small business advising
- Intermediate or advanced computer skills
- Excellent customer relationship management skills
- Strong writing skills
- Dedicated, motivated team player
- Customer service focused
- Comfortable working with and creating basic financial reports
- Ability to work on multiple files and projects effectively
- Detail oriented
- Self-motivated, takes initiative, solves problems
- Bi-lingual (Spanish) a plus
- Some experience in finance/lending work or university related
Compensation:
Salary base plus commission
How to Apply:
Please visit www.cdcloans.com or select the link Internal-Business-Development-Officer
Background:
The National Association for Latino Community Asset Builders (NALCAB) represents and serves 100+ nonprofit organizations across the nation, which includes real estate developers, business lenders, economic development corporations, credit unions, and consumer counseling agencies. NALCAB implements responsible, market-based strategies for strengthening underserved communities, rebuilding the ladder of economic mobility for low- and moderate-income Americans and supporting the economic integration of immigrants through equitable neighborhood development, investing in small business and building family financial wellness. In close alignment with its core programmatic activities, NALCAB operates a fellowship to invest in next-generation leadership within its Network, hosts a national conference and implements a training institute focused on culturally and linguistically relevant asset building services.
Position Summary:
The Senior Policy Analyst is responsible for leading several key policy priorities for NALCAB including small business, community lending, consumer finance, and other policies related to asset-building. The Senior Policy Analyst reports to the Director of Federal Affairs and assists in the daily execution of NALCAB’s federal policy strategy. The candidate will coordinate with national partners and coalition members as well as meet with elected officials, Congressional staff, and federal agencies on behalf of NALCAB and its membership. Utilizing NALCAB's Policy Strategic Plan with guidance from NALCAB's board of directors' Policy Committee, the Senior Policy Analyst will keep track of potential legislation and regulatory changes that will impact its members and the mission of the organization.
Responsibilities:
Essential Duties and Responsibilities:
Including the following.
- Track regulations and proposed legislation that affect small business, community lending, consumer finance, and other policies related to asset-building
- Participate and take a leadership role in coalitions or campaigns in listed key priority areas
- Seek input and develop policies in listed key priority areas with NALCAB senior management, staff, membership, and partners
- Oversee the development of policy briefs, webinars, policy position materials, and case studies and other material to inform NALCAB members in listed key priority areas
- Lead advocacy efforts with government representatives, federal agencies, and others with an emphasis on the U.S. Congress and the Administration including coordinating NALCAB member visits and NALCAB’s Advocacy Day.
- Cultivate, engage, and educate policymakers and decision-makers on our key policy priorities including proposed regulations, legislation, appropriations, testimony and other written materials
- Prepare comment letters in response to proposed regulatory changes that affect NALCAB’s policy agenda.
- Participate in NALCAB’s National Conference planning as well as related conferences seeking to raise the profile of NALCAB’s policy profile priorities including moderating speaking, or developing sessions.
- Other related duties as assigned.
Requirements:
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
- Leadership – Exhibits confidence in self and others; inspires and motivates other to perform well; effectively influence actions and opinions of other; accepts feedback from others; gives appropriate recognition to others.
- Visionary Leadership – Displays passion and optimism; inspires respect and trust; mobilizes other to fulfill the vision; provides vision and inspiration to peers and subordinates.
- Strategic Thinking – Develops strategies to achieve organizational goals; understands organization’s strength & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.
Qualifications:
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.
- Minimum five years’ experience in federal policy development or advocacy in related non-profit including but not limited to: economic development, small business, consumer finance or related policy area
- Capitol Hill experience preferred
- Bachelor’s degree required; Master’s degree preferred in Public Policy, Urban Planning, or related field
- Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with leadership and NALCAB members.
- Extensive successful writing and editing experiences with a variety of print and online communications media.
- Demonstrated skill and comfort in proactively building relationships with nonprofit, elected officials and public sector leaders.
Compensation:
Annual Salary
How to Apply:
To respond to this opportunity, please email resume to: jobs@nalcab.org
Also please add Senior Policy Analyst Position in the subject line.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000
Annually 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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000
Annually 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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000
Annually 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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000
Annually 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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000
Annually 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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000
Annually 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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Background:
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
Position Summary:
The Development Associate is a contributing member of the Craft3 Development Team, which supports Craft3’s capital development activities. This position will evolve to assume increasing responsibility for the implementation of Craft3’s fund development work plan through the achievement of capital and operating resources to support mission and performance goals. This position works closely with the Development Manager and members of the Development Team to identify opportunities and develop funding proposals, maintain and cultivate relationships with investors and grantors, and engage with broader staff to develop a diverse and stable funding base for Craft3’s work.
Responsibilities:
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.
Development, Funders, Research and Analysis
- Identifies diverse funding opportunities in alignment with organizational mission and strategy.
- Prepares and supports the preparation of funding applications (including operating and capital grants, debt, tax credits and complex government funding proposals) through writing, research, data analysis and communication with grantors and lenders.
- Engages in sales calls to meet with existing and prospective investors to maintain and increase Craft3’s capitalization; may require infrequent regional travel.
- Engages in due diligence calls during investor underwriting process; delivers documentation and responses to investor inquiries, often involving consultation with various departments.
- Organizes and delivers closing documentation to investors and grantors.
- Participates in award negotiations for approved grants and loans.
- Manages investor site visits and special events.
- Manages Craft3’s existing portfolio of private placement offering investors, including tracking note maturities, sending maturity notices and requesting renewals and preparing new promissory notes and correspondence for new issuances.
- Manages impact data for grant application and reporting.
- Completes external funder reports on grant and loan awards as assigned.
- Attends Development Team meetings, presents certain reports and discussion topics, and manages tasks and action items assigned to team members.
Development Systems
- Maintains the CRM Development Pipeline and following award agreement move pipeline activities to CRM Funder Compliance and work with Compliance to support the award onboarding process.
- Manages Development Team SharePoint Site content, including updating funder application boilerplate and standard attachments.
Collateral Materials
- Prepares quarterly Underwriting Package for investor due diligence.
- Collaborates with External Affairs Manager and Marketing Manager to design marketing materials for funder meetings and speaking engagements.
- Collaborates with External Affairs Manager and Marketing Manager to develop Development-related announcements and other content for social media outlets and quarterly newsletter (At a Glance)
Brand Management
- Supports the organization’s All Team Performance Standards; Ownership, Respect and Flexibility.
- Demonstrates stewardship for the Craft3 brand.
AUTHORITIES
Preparation of Funding Applications
- Research and analysis of data.
- Application preparation and submission.
Impact Investment Strategy
- Maturity notice preparation and delivery to Community Impact Investment Note (CIIN) investors and wealth managers.
- Promissory note and correspondence preparation and delivery for CIIN investors.
Development Information and Data Systems
- Development Team SharePoint Site content management.
Reporting
- External funder reports preparation for grant and loan awards.
- Impact data management for grant application and reporting.
POSITION SCOPE – Direct / Indirect Reports – None
PEER POSITIONS – None
Requirements:
QUALIFICATIONS
- To perform this job successfully, an individual must be able to perform each essential duty with excellence. 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
- Applying common sense understanding to carry out detailed and complicated written or oral instructions. Dealing with problems involving many variables in sometimes difficult and stressful situations. Examples include: resolving staff conflicts, dealing with sometimes irate and impatient users, and managing many simultaneous high priority projects and user requests.
MINIMUM EDUCATION REQUIREMENTS
- Bachelor’s degree required. Graduate work in community/ economic development, urban/ environmental planning or public policy preferred. Equivalent combination of education and experience may be considered as a substitute for formal education.
MINIMUM WORK EXPERIENCE
- Three years relevant work experience in fund development activities with successful track record is required. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) preferred. Additional work experience in economic/ community development, nonprofit management and/or community development finance a plus.
OTHER SKILLS AND ABILITIES
- Applies common sense understanding to carry out detailed and complicated written or oral instructions; able to deal with frequent change, delays, or unexpected events; excellent customer service skills, strong attention to detail, organization skills and ability to balance multiple work assignments simultaneously; excellent writing and verbal communication skills; able to work independently, but skilled at working collaboratively in teams and building rapport with others; and engaged in civic/ community service. Must have proficiency with major software programs: Microsoft Office Suite, Contact Management Systems. Must have ability to read and interpret funding agreements, understand financial statements, and gain an understanding of Craft3’s business model and strategy. Must be comfortable working remotely from direct supervisor and utilizing a combination of communication methods (email, phone, Skype, in-person meetings) to foster strong and effective working relationship with colleagues.
CERTIFICATIONS, LICENSES, REGISTRATIONS – None
WORK ENVIRONMENT
- 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.
PHYSICAL DEMANDS
- 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. Infrequent regional travel within Oregon and Washington, may be required.
Compensation:
$47,000 - $69,000 Annually
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 October 6, 2017.
To apply complete the application online at: www.Craft3.org/Careers/Jobs
Or copy this URL into your web browser: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=96950&lang=en_US&source=CC2
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
