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.

Development & Communications Manager Entrepreneur Works Fund
Philadelphia, PA
Job Function: Fundraising
Posted: September 12, 2018

Background:

Entrepreneur Works Fund is a non-profit, certified Community Development Financial Institution (CDFI) focused on growing small businesses and creating jobs in the Philadelphia metropolitan area. Our mission is to cultivate and promote successful entrepreneurs among underserved populations and in underserved areas of the region — entrepreneurs who then become economic engines in their own communities. By connecting hundreds of entrepreneurs each year with access to loan capital, one-on-one technical assistance, business training and networking opportunities, Entrepreneur Works Fund helps promising individuals develop economic self-sufficiency and create job opportunities through business ownership. We support hundreds of aspiring and established entrepreneurs each year, with a particular focus on those who are low- to moderate-income; women; immigrants; members of racial or ethnic minority groups; or are otherwise underserved. Since 1998 Entrepreneur Works has impacted approximately 5,000 microenterprises and advanced 457 microloans, investing a total of more than $1.7 million directly into neighborhood businesses.
For more information, please visit www.MyEntrepreneurWorks.org

Position Summary:

The Development & Communications Manager position requires a flexible, energetic, detail-oriented and highly organized individual with exceptional communications skills to manage the organization’s fundraising and communications efforts. The Development & Communications Manager will work closely with the President to identify and cultivate new funding opportunities as well as managing and monitoring our existing portfolio of grants, contracts and donors. Through grant writing, sponsor development, reporting and pipeline building, this person will play a key role in supporting Entrepreneur Work Fund's financial sustainability and expansion. Candidates should also have experience working independently, comfort managing their own projects, the ability to quickly learn and are confident offering new ideas.

Responsibilities:

Resource Development:
• Crafts, edits, and submits grant proposals and progress reports to federal, state, and local government funders, as well as private foundations and corporate contributors.
• Prepares sponsorship, donor request, and thank-you letters to individual and corporate contributors.
• Manages all aspects of annual appeal campaign (direct mail and online giving) geared toward individual donors.
• Researches and investigates prospective new corporate, foundation, and government funders and sponsors.
• Works with President & CEO to develop and implement new fundraising strategies, with a focus on reaching out to new categories of individual and corporate donors.
• Coordinates regular meetings of Board-level Resource Development and Special Events committees.
• Leads planning, sponsorship outreach, and coordination for annual fundraising event.
• Prepares special reports and presentations as requested by the President & CEO.

Communications

• Develops and implements a communications plan to engage funders, donors and stakeholders.
• Manages Entrepreneur Works’ website (redesigned and launched in May 2016).
• Coordinates with the Marking team to develop content for digital communications featuring resources and information for clients, funders, and other key stakeholders
• Ensures consistent branding and messaging across all communications platforms.
• Updates program fact sheets, writes client success stories, and assembles other information as needed.
• Cultivates and circulates to local and national media contacts re: organizational activities and events, as well as op-eds and client success stories. Writes Letters to the Editor on behalf of organization.
• Attends and participates in Board and Executive Committee meetings; prepares meeting minutes.
• Coordinates meetings of Board-level Communications committee.
• Recruits and supervises Communications interns and volunteers.
• Manages annual data collection process and summer interns to conduct client outcomes surveys.

Requirements:

o Minimum of a B.A. degree and 2-3 years of relevant work experience required.
o Proven superior written, verbal and interpersonal communications skills required.
o Experience in grant writing for nonprofits and event planning required. Experience with media relations preferred.
o Highly motivated and organized; detail-oriented; able to handle multiple tasks and work creatively and independently
o Must be committed to Entrepreneur Works’ mission of growing successful entrepreneurs and small businesses in underserved communities.
o Demonstrated interest in microfinance, entrepreneurship development, and working with diverse and underserved populations.
o Experience with web-based media, social media platforms, content management systems, and customer relationship management systems.
o Proven proficiency in MS Office Suite; graphic design skills (i.e. InDesign, Photoshop) a plus.

Compensation:

Salary commensurate with experience, plus full benefits package.

How to Apply:

Please send cover letter describing your interest and relevant experiences plus a resume via e-mail (with “Development & Communications Manager” in the Subject Line) to Leslie Benoliel (lbenoliel@entre-works.org). No phone calls please.

Fund & Program Operations Senior Specialist Capital Impact Partners
Arlington, VA
Job Function: Project Management
Posted: September 11, 2018

Background:

Capital Impact Partners transforms under served communities into strong, vibrant places of opportunity. As one of the largest certified Community Development Financial Institutions in the country, we have a 30 year history of delivering strategic financing, social innovation programs and capacity building that create social change and deliver financial impact nationwide. To date, Capital Impact Partners has used its depth of experience, cooperative approach, and network of alliances to invest more than $2B in opportunities that create a high quality of life for low income individuals and communities across the country, including access to high-quality healthcare, education, healthy foods, housing, and eldercare. We draw on our shared values of cooperation, commitment, leadership, innovation, trust, and diversity as we work to redefine how innovation can create opportunities for under served Americans.

Position Summary:

Capital Impact seeks a Fund & Program Operations Senior Specialist to strengthen its Fund & Program Operations team. The Fund & Program Operations Senior Specialist will accurately analyze, calculate and determine distributable amounts for New Market Tax Credits (NMTC) deals and programs, remit funds to investors, partners or lenders. In addition, the Fund & Program Operations Senior Specialist will assist in various aspects of NMTC and program reporting and compliance requirements. Participate in meetings regarding new programs, review program documents and help to establish processes and procedures from an operational perspective using program/fund documents.

Responsibilities:

Responsibilities will include:

Review and understand deal documents and work with the Manager, Fund & Program Operations to develop the operational structure of transactions

Monitor established NMTC portfolio for incoming payments, resolve payment issues timely for all levels of the transaction

Prepare and submit wires timely with backup support in accordance with procedures to the Treasury Department for payments to investors/lenders

Identify challenges and issues to help improve the operational systems, processes and policies for the established deals

Serve as a liaison to other teams to share information, documentation or decisions made regarding functions performed

Regularly review and understand the financial component of the programs to identify issues

Once the program is closed, oversee and verification of all cash movement for CIP and investors under the guidance and approval of Manager

Assist in the preparation of Community Development Entity Compliance Certifications for equity investors for NMTC transactions

Requirements:

Qualifications and Educational Requirements:

Bachelor’s degree required in Business Administration, Finance and/or related degree

A minimum of 5-10 years of experience working in a commercial bank or related industry

Fundamental working knowledge of business concepts, practices and procedures with the ability to apply in varied situations

Experience with developing detailed schedules including tasks, accountabilities and deadlines

Candidates should have strong oral and written communication skills

Candidate should be organized and very detail-oriented

Proficient in Microsoft Word and Excel.

Willingness to learn and use in-house software systems.

**Note: Capital Impact will not sponsor working Visa for candidates.**

Compensation:

$68,000 - $85,000

How to Apply:

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....

Community Development Mortgage Loan Officer Hartford Community Loan Fund
Hartford, CT
Job Function: Financial Services
Posted: September 6, 2018

Background:

Hartford Community Loan Fund (HCLF) is a not-for-profit community development financial institution. With initial capitalization provided by the State of Connecticut’s Department of Economic and Community Development, and now with funds from other socially minded investors, including banks, insurance companies, and the CDFI Fund, HCLF invests socially conscious capital in its mission to provide and promote just and affordable financial services that benefit low-wealth residents of Hartford.

HCLF began operations as the South Hartford Initiative in 1997 and in 2002 was certified by the US Treasury Department as a community development financial institution (CDFI). CDFIs are financial intermediaries specializing in serving economically distressed and underserved markets. HCLF is one of six active CDFIs in the state of Connecticut and the only one with an exclusive focus on the neighborhoods of Hartford. Over its 20 year history, HCLF has provided commercial loans to small businesses unable to access bank capital, loans for the rehab of affordable housing stock in Hartford, and in 2017, credit builder microloans to low-wealth residents of Hartford unable to access affordable small dollar loans through traditional sources.

Since the 2008 introduction of its Construction-Rehab loan program developed to address blighted residential and mixed use properties throughout Hartford, HCLF has provided more than $23 million in rehab financing, returning 725 affordable housing units to active occupancy, while creating more than 775 jobs. Despite originating loans that traditional lenders won’t provide, HCLF has experienced nominal charge-offs. HCLF’s loan loss ratio in its 20 year history is less than 3% of total loans originated. Recently HCLF expanded its rehab lending program to the greater Hartford region.

In 2014 HCLF began actively advocating for changes to policies and systems which negatively impact the economic health of Hartford residents. HCLF’s Board selects 4-5 such areas of focus with clear objectives outlined for each policy initiative. Recent work has included: advocating for the elimination of the City’s practice of selling tax liens to aggressive outside investors, which has resulted in foreclosures on hundreds of Hartford properties; increasing the availability of financing for healthy food retail toward the goals of both eliminating Hartford’s food desert and improving health outcomes for Hartford residents; and strengthening the investment capacity of Hartford’s residents, through more effective financial coaching and creative consumer lending products.

With recent HCLF research indicating that approximately 45% of Hartford residents maintain credit scores below 620, in 2017 HCLF will introduce short-term consumer microloans of $100 - $1,000 for Hartford residents. The Credit Builder Loan will be offered in tandem with financial coaching provided by HCLF partners to low wealth residents seeking to establish or rebuild credit.

HCLF is overseen by a 13 member Board of Directors which consists of Hartford civic leaders and professionals from the financial services industry.

Position Summary:

The Community Development Mortgage Loan Officer (LO) performs a range of lending activities to originate and underwrite CRL Program mortgage loans for single, multi-family and mixed-use properties, and assist in the marketing of HCLF’s construction loan and permanent loan products. The LO reports to the Director of Lending and works closely with other HCLF staff members who assist in processing, closing and servicing loans. Through HCLF brokerage relationships, the LO will also provide conventional mortgage products to prospective borrowers in HCLF’s investment area.

Responsibilities:

Following are responsibilities of the LO, which include, but are not limited to:

* Increase visibility of HCLF loan products in underserved areas and to underserved populations through marketing and new business development activities with realtors, current/potential
homeowners, investors, contractors, developers, and other stakeholders to generate business and meet organizational production goals;

* Provide technical assistance to customers on housing finance, subsidy sources, property/construction management, risk mitigation and other housing-specific topics;

* Ensure collection of all supporting documentation and process the application in a timely manner. Communicate effectively with customers, realtors, attorneys, staff and other stakeholders to
efficiently underwrite and close loans;

* Prepare Loan Approval Summary recommendations for management and Loan Committee review in accordance with the HCLF underwriting guidelines. Present the final Loan Approval Summary
to Loan Committee for approval. Prepare Commitment Letters for approved loans;

* Conduct property site visits as necessary; and

* Perform other duties and tasks as assigned.

Requirements:

We think the following qualifications can help the Loan Officer achieve great results in their work here:

* NMLS licensing as Mortgage Loan Originator (MLO) with at least three years of recent work experience as MLO (NMLS Licensing and MLO experience are requirements);

* Bachelor’s Degree;

* Experience with underwriting and managing construction loans, including a good understanding of the construction advance/draw process;

* Commitment to social justice issues and high quality affordable housing;

* Good written and verbal communication skills; ability to make effective public presentations to a range of audiences;

* Desire and ability to think creatively in providing capital to historically underserved communities;

* Working knowledge of Microsoft Office software applications; and

* Fluency in Spanish.

Compensation:

HCLF offers a competitive combination of:

* Fixed Salary

* Commission on HCLF-direct CRL Program mortgage loans (100 bps)

* Commission on HCLF-brokered mortgage loans (75 bps)

* Additional incentive for achievement of organizational lending goals

How to Apply:

We’re the good guys in the financial services industry – a community development financial institution (CDFI) with a focus on promoting and providing affordable and just capital for the benefit of low-to-moderate income and underserved households in HCLF’s investment area. We are focused on providing financing that creates and rehabs affordable housing. More information about HCLF can be found at our website: www.hartfordloans.org.

Interested and qualified candidates should submit a cover letter with resume to C.Richardson@HartfordLoans.org. No faxes or phone calls please.

Director/Senior Analyst - Affordable Housing Practice HR&A Advisors
Washington, DC
Job Function: Project Management
Posted: August 30, 2018

Background:

HR&A Advisors is a top real estate and economic development consulting firm. We provide strategic advisory services for clients in the public, private, and non-profit sectors to solve some of the most complex challenges of urban development. Our projects range in scale from buildings to neighborhoods, public parks to infrastructure systems, and from program design and management to public policy development and implementation. We care about improving the quality of urban life, and we are increasingly focused on the challenges of inclusivity, infrastructure, and technological innovation in cities as we advance public-private development projects that improve economic, environmental, and social outcomes. Our Washington, DC office is a tight-knit team that works across the country and collaborates closely with colleagues in HR&A’s other offices in New York, Dallas, Los Angeles, and Raleigh.

We are former public servants, real estate developers, urban planners, city officials, activists, and economists. We are unique in our ability to create value by integrating disparate disciplines for our clients, and we often lead teams with engineers, architects, lawyers, community organizers, and other specialists.

Position Summary:

We are seeking Senior Analyst/Director candidates with a passion for addressing housing affordability challenges and a desire to advance the field of practice.

Responsibilities:

Day-to-day tasks will require managing internal and external teams to complete housing market analysis, leading stakeholder engagement activities, and evaluating the economic feasibility of housing policies including pro forma analysis for a range of uses, market feasibility research, business planning, public-private partnership strategy, and public policy design. The Senior Analyst/Director will review and present deliverables to clients, including memos, reports and PowerPoint presentations; and will support the firm’s marketing and client engagement efforts.

Requirements:

We are looking for candidates with strong quantitative and qualitative skills, a passion for urban development and housing affordability, and a deep curiosity about the challenges and opportunities facing cities today. Successful candidates will have a clear understanding of real estate economics, the development process, and housing markets. They should also have experience with:
Common local affordability policies – e.g. inclusionary zoning, tax abatement, zoning incentives, assessment districts, income discrimination restrictions, etc.
Traditional local affordable housing programs – e.g. multifamily gap financing, community land trust, owner-occupied rehabs, acquisition-rehabilitation, etc.
Federal funding sources – e.g. LIHTC, HOME, CDBG, PBV, RAD, etc.

Candidates must have a bachelors degree and a minimum of five years of work experience in affordable housing, economic development, real estate, public policy and/or consulting in a related field. Candidates should also have a Master’s Degree, preferably in real estate, city planning, economic development, public policy, and/or business. Considerable additional experience in a closely-related field may also be substituted for a graduate degree.

In addition to considerable experience in affordable housing, real estate and economic analysis, the candidate must also possess substantial project management experience in affordable housing, real estate or economic development; excellent writing and presentation skills; and mentorship capabilities. The successful candidate will be a highly motivated independent thinker with sufficient poise for direct client interaction. The most successful candidates will show potential for rapid professional growth.

Compensation:

We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Options Plan. Each year, the firm will contribute funds to this long-term wealth-building account, and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, dental and vision coverage.

How to Apply:

HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBT community, individuals with disabilities, and veterans are strongly encouraged to apply.

To apply, click on the “Apply Now” on the button on the HR&A careers website (https://www.hraadvisors.com/career-opportunities/). Please limit your response to two pages (one page resume and one page cover letter). Applications will be reviewed on a rolling basis. Applications without a cover lever will be discarded.

All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status or any other basis as protected by federal, state, or local law.

For more information, please contact us at jobs@hraadvisors.com. Please do not call regarding this position.

Relationship Manager, Community Development Finance Santander Bank, N.A.
New York City , NY
Job Function: Relationship Management
Posted: August 30, 2018

Background:

Santander Bank, N.A. is one of the country’s largest retail and commercial banks with more than $79 billion in assets. The bank got its start in Spain, but has been serving customers in the Northeast since 2013. With its corporate offices in Boston, the Bank’s 9,700 employees, more than 650 branches, 2,100 ATMs, and 2.1 million customers are principally located in Massachusetts, New Hampshire, Connecticut, Rhode Island, New York, New Jersey, Pennsylvania, and Delaware. The Bank is a wholly-owned subsidiary of Madrid-based Banco Santander, S.A. (NYSE: SAN)—one of the most respected banking groups in the world with more than 125 million customers in the U.S., Europe, and Latin America. It is managed by Santander Holdings USA, Inc., Banco Santander’s intermediate holding company in the U.S. For more information on Santander Bank, please visit www.santanderbank.com.

From how we talk and listen, to how we act, respect is in everything we do. And we’re recruiting people like you who want to strive to help people prosper every single day. At Santander, you’ll be rewarded with competitive compensation and market leading benefits. You’ll have access to comprehensive career development programs that empower you to grow and advance. You’ll discover a company where you can shape a bright future.

Agency submissions and contacts are by invitation only and must be initiated by Santander’s Recruiting Department only. Unsolicited agency submissions will not be honored.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

Respect adds up.

Position Summary:

The Community Development Finance (CD Finance) Relationship Manager will be responsible for originations and relationship management of Community Reinvestment Act (CRA) qualifying loans and investments in support of low income housing tax credit (LIHTC) projects, Small Business Investment Companies, New Markets Tax Credits, and community development financial institutions (CDFIs) for Santander Bank, N.A.’s CRA Program. The RM will conduct financial analysis and due diligence on potential loans and investments, prepare committee approval packages, and work with legal counsel to manage the closing process for the Bank’s growing community development portfolio. This position provides support to the CD Finance Director and works in partnership with CD Finance Portfolio Management.

Responsibilities:

Conduct due diligence analysis on potential community development loans and investments throughout the Bank’s footprint. Perform site visits to lending opportunities 20%
Conduct financial modeling to evaluate the structure of community development loans and investments. Coordinate reviews with internal partners 15%
Prepare committee materials for review and approval. Assist with the coordination of internal reviews and approvals with internal departments 25%
Work with internal and external counsel to achieve timely closing of transactions 20%
Coordinate new client onboarding with Operations, CD Finance Portfolio Management Team and third party vendors. Collect new client onboarding documents 10%
Assist with outreach for new relationships. Maintain lead database and prepare pipeline reports on potential transactions 10%

Requirements:

Bachelor’s Degree in business, finance, accounting, or economics
Business Experience (prior years work/related experience) 5 years of commercial real estate finance or community development experience
Minimum of 3 years hands-on project finance experience in real estate lending, credit and tax credit finance
Knowledge of applicable regulations and tax law for community development products
Knowledge of real estate investments including community development financing such as Low-Income Housing Tax Credits, New Markets Tax Credits and Historic Tax Credits
Strong analytical and financial skills. Knowledge of credit policy and asset management processes
Strong verbal and written communication skills as well as strategic planning and management ability
Ability to work with third party accounting and legal consultants as well as sophisticated project development consultants and advisors

Compensation:

Competitive salary based on experience
Market leading benefits

How to Apply:

Click apply here https://jobs.santanderbank.com/job/new-york/associate-community-developm...

Executive Director Human Economic Appalachian Development Corporation
Berea, KY
Job Function: Other
Posted: August 24, 2018

Background:

HEAD was formed in 1974 and is certified as a Community Development Financial Institution and a 501(c) 3 tax exempt, nonprofit corporation. With offices in Berea, KY, the purpose of the Corporation is to strengthen low-income communities and foster the development of an economy that supports the people in the Appalachian counties (as defined by the Appalachian Regional Commission) of TN, VA, WV and KY, and to encourage cooperative economic structures and democracy in the work place, primarily by providing commercial loans, technical assistance, education and other development services.

HEAD, through its strong relationship with Appalachian Community Federal Credit Union, provides financial services to HEAD members and provides financial literacy counseling and education to individuals throughout its trade area of rural Appalachia.

HEAD is a regional, certified Community Development Financial Institution (a CDFI) providing funding of developments and projects that complement and support community and economic development efforts of its members, employers and other grassroots corporations in the Appalachian region.

The position requires demonstrated dedication to and passion for the mission of sustaining and improving the economic conditions in Appalachia and the economic empowerment of its residents.

Position Summary:

Ideally, the Executive Director’s core professional attributes should include

 Dynamic, diplomatic, mature, seasoned leader with the ability to inspire, energize, engage and direct all work toward the Corporation’s goals and objectives.
 Experience starting and running an organization. Entrepreneurial drive and the ability to seek out and bring innovative ideas and opportunities to the attention of the Executive Director and the board.
 Strategic thinker with a track record of getting things done.
 Motivated, organized, efficient self-starter who is able to work well independently.
 Thorough knowledge of advanced administrative and accounting practices including the preparation and organization of files, accounting of funds, use of internal controls and conformance with budgetary goals and objectives.
 Extensive knowledge of non-profit “best practices”
 Array of compelling verbal and written abilities.
 Ability to think creatively while acting traditionally in the pursuit of goals required to make the organization succes

Responsibilities:

Responsibilities

 General Charge: Lead HEAD to become a growing, viable, self-sustaining and impactful entity.

 Loan Origination. Serve as a hands-on loan originator. Identify financial needs and originate commercial loans, either directly or through participation with other lenders, to support those needs. Assure proper underwriting of loan requests and manage the loan portfolio to minimize risk. This position has deep resources but operates with no direct support staff.

 Project Management. In cooperation with Appalachian Community Federal Credit Union, provide and expand VITA services, financial education courses, and banking services to the underserved and under-banked populations of HEAD’s defined trade area.

 Strategic Planning/Visioning. Lead the board in comprehensive, strategic planning/visioning process.

 Board Relations/Governance. Develop strong, positive working relationships with the board. Work in collaboration with the board in defining and developing the corporation’s guiding principles and practices, including governance structure.

 Partner/Grantee Relations. Develop and maintain strong, positive working relationships with partner/grantee organizations, preserving HEAD’s current base of funding partners and expanding its funding support in both number and amount.

 Budgeting and Fiscal Oversight. Work in partnership with the board in all matters related to finance and administration. Develop and recommend an annual operating plan and budget to board.

 Internal Communications. Effectively frame issues for board discussion and decision-making. Develop effective communications protocols. Keep the board regularly informed of progress, developments and significant events.

 External Relations. Develop and maintain constructive relationships and strategic partnerships with key stakeholders and funders. Serve as an ambassador for the Corporation. Communicate effectively through various channels about the corporation’s mission, purpose, and impact alongside, and in coordination with, board members.

 Results and Impact. Develop meaningful and effective methods for evaluating impact of HEAD’s activities and reporting those to the board, our partners, and our potential partners.

Requirements:

Necessary Requirements of Work
 Graduation from an accredited four-year college or university with a baccalaureate degree in business administration, nonprofit management, or closely related field;
 Minimum of four (4) years of experience performing senior administrative activities, preferably in a nonprofit setting;
 Executive Director must be bondable under credit union requirements, and remain so during employment.
 Strong organizational, interpersonal and decision-making skills.

Strong Preference
 Strong preference will be given to candidates who are residents of eastern Kentucky.

Compensation:

Full-time with benefits

How to Apply:

To apply: email ebenson@betternonprofits.org with both a cover letter and current resume by September 26, 2018. In your cover letter, please describe your connection to rural Kentucky and Appalachia.

Financial Analysis Management, III Harvard University
Cambridge, MA
Job Function: Accounting
Posted: August 23, 2018

Background:

Harvard University

07-Aug-2018
Financial Analysis Management, III
University Administration
46631BR

Duties & Responsibilities
Reporting to the Director of Finance and Administration, this position is an integral part of the team responsible for the strategic, long-term financial goals of Harvard's Office of Technology Development (OTD).

This position is responsible for managing a variety of financial analysis activities to support financial planning efforts, budget analyses, and reporting.

Responsibilities, include, but are not limited to:

• Responsible for effective staff management, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
• Analyze complex financial models and reports; conduct trend analyses and variance analyses
• Manage quarterly and annual budget planning and multi-year forecasting to assist with overall departmental financial planning
• Provide technical expertise, problem resolution and training
• Evaluate departmental financial policies and procedures, recommend improvements
• Collaborate with the department leadership and managers on financial operations
• Ensure financial compliance with University policies and procedures and applicable legal rules and regulations

Position Summary:

Basic Qualifications
Candidates MUST meet the following basic qualifications in order to be considered for this role:

• Bachelor's degree or equivalent work experience required
• Minimum of 5 years' relevant work experience
Additional Qualifications
• Knowledge of Microsoft Office Suite, advanced Excel and PowerPoint skills
• Advanced knowledge of budget management, financial analysis and financial modeling; working knowledge of accounting principles
• Demonstrated experience with financial systems and data query tools
• Supervisory experience

Job Function
General Administration

Sub Unit
Office of the President and Provost

Location
USA - MA - Cambridge

Responsibilities:

Department
OTD

Time Status
Full-time

Union
00 - Non Union, Exempt or Temporary

Salary Grade
057

Pre-Employment Screening
Credit, Education, Identity

Schedule
Full Time - Monday through Friday. 35 hours per/week.

EEO Statement
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Apply Here: http://www.Click2Apply.net/2fx6qxyh3y55w7fc

PI103982791

Requirements:

-

Compensation:

DOE

How to Apply:

Apply Online

Loan Administrator Shared Capital Cooperative
St. Paul, MN
Job Function: Lending/Loan Operations
Posted: August 23, 2018

Background:

Shared Capital Cooperative is a cooperatively owned community development loan fund committed to fostering a just, equitable and democratic economy by investing in the development and growth of cooperative enterprises. As a federally certified Community Development Finance Institution (CDFI), Shared Capital provides financing for cooperative businesses and affordable housing. Shared Capital is democratically owned and governed by 250 cooperatives across 36 states, including consumer, producer, housing and worker-owned cooperatives. Shared Capital is an $11 million loan fund with a 40-year successful track record.

Position Summary:

Shared Capital Cooperative seeks a Loan Administrator to support its lending programs. The Loan Administrator plays a key role in ensuring the smooth and accurate functioning of the organization’s lending activities. This position reports to the Director of Lending and supports the Lending Team.

Responsibilities:

Loan Closing
• Manage all aspects of the loan closing process.
• Prepare loan documents including commitment letters, promissory notes, security agreements, mortgages and guarantees.
• Assist with coordinating transitions between the loan origination and underwriting approval, and commitment, closing and loan activation.
• Coordinate and work with legal representation with respect to loan closings.
• Perfect appropriate liens to secure collateral including mortgages, UCC filing, and ensure appropriate renewals and releases are managed in a timely manner.

Loan Administration
• Maintain complete and up-to-date loan files and electronic records.
• Prepare required schedules and materials related to lending activities to facilitate an efficient and clean annual audit.
• Enter and maintain loan data, including outcomes and impacts;
• Generate timely and accurate reports of lending activity for use by staff and governance bodies (Loan Committee, Board of Directors, etc.).
• Provide prompt and clear information and assistance to borrowers regarding their loan accounts.
• Monitor borrower compliance with all loan covenants.
• Demonstrate consistent and excellent customer service to meet the needs of applicants and borrowers;

Requirements:

• 3-5 years loan administration experience and/or paralegal experience in a lending environment
• Demonstrated consistent and excellent customer service to meet the needs of applicants and borrowers.
• Problem-solver
• Highly organized
• Great attention to detail with a high degree of accuracy
• Strong time management skills and ability to prioritize work effectively
• Sound numerical aptitude
• Self-directed and able to work with limited supervision
• Enjoys being helpful and working with a team of colleagues
• Good oral and written communication skills
• High level of expertise with Microsoft Excel and Word
• Familiarity with database and/or accounting systems a plus (especially TEA)
• Interest in the organizational mission, community development and cooperatives

Compensation:

This position is full-time, non-exempt position.

Shared Capital offers competitive salary and generous benefits package, including employer-paid health and dental coverage, Health Savings Account, short and long-term disability, matching retirement contributions and generous Paid Time Off.

How to Apply:

Please send cover letter and resume to: jobs@sharedcapital.coop

Financial Adminstration & Ops Mgt III Harvard University
Cambridge, MA
Job Function: Finance
Posted: August 22, 2018

Background:

Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrollment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world.

Position Summary:

This position is responsible for managing finance, accounting, and budget or other functional operations such as accounts payable or receivable, payroll, procurement, capital projects, endowment funding, or sponsored/non-sponsored research.

Responsibilities:

Harvard University

07-Aug-2018
Financial Adminstration & Ops Mgt III
University Administration
46632BR

Duties & Responsibilities
Reporting to the Director of Finance and Administration, this position is an integral part of the OTD finance team and will perform or manage financial and business operational practices to create the highest level of organizational efficiency possible for a full range of operations, which may include general services, accounts payable, payroll, or specialty disciplines.

This position is responsible for managing finance, accounting, and budget or other functional operations such as accounts payable or receivable, payroll, procurement, capital projects, endowment funding, or sponsored/non-sponsored research.

Requirements:

Responsibilities, include, but are not limited to:

• Responsible for effective staff management, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
• Manage business operations and administration that may include financial reporting, compliance, development of systems, and review and approval of transactions
• Provide technical expertise, problem-resolution, and training
• Prepare, administer, analyze, model, and forecast budgets to inform financial planning and decision making
• May oversee interim and year-end fiscal and processes
• Serve as the liaison within and between the School/ Unit and the University to provide comprehensive financial analysis and budget management
• Ensure financial compliance with University policies and procedures and applicable legal rules and regulations

Basic Qualifications
Candidates MUST meet the following basic qualifications in order to be considered for this role:

• Bachelor's degree or equivalent work experience required
• Minimum of 5 years' relevant work experience
Additional Qualifications
• MBA or Master's degree in relevant field
• Knowledge of Microsoft Office Suite, advanced excel skills
• Knowledge of advanced financial operations principles
• Supervisory Experience

Job Function
General Administration

Sub Unit
Office of the President and Provost

Location
USA - MA - Cambridge

Department
OTD

Time Status
Full-time

Union
00 - Non Union, Exempt or Temporary

Salary Grade
057

Appointment End Date
01-Oct-2022

Pre-Employment Screening
Credit, Education, Identity

Schedule
Full Time - Monday through Friday 35 hours per/week

EEO Statement
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Apply Here: http://www.Click2Apply.net/rczndz3ytt3s7jgk

PI103981225

Compensation:

DOE

How to Apply:

Apply Online: http://www.Click2Apply.net/rczndz3ytt3s7jgk

Assistant Loan Officer BBIF Florida
Miami Gardens, FL
Job Function: Lending/Loan Operations
Posted: August 22, 2018

Background:

Black Business Investment Fund Florida (BBIF) is a mission-driven lender and business development consultant that helps communities thrive by providing loan capital for African American, other minorities and underserved businesses and by creating opportunities for low-income communities through investments in real estate. Key to our success has been a deep sense of purpose, a broad perspective, and a consistent focus on achieving positive results.

BBIF is headquartered in Orlando and is Florida’s largest statewide lender to minority businesses. Since 1988, we have made over $50 million in loans to over 350 businesses and leveraged $67 million in community investments.

We are a U.S. Department of the Treasury certified community development financial institution (CDFI), a member of the Opportunity Finance Network, a delegated lender with the Community Advantage program of the Small Business Administration (SBA), and an awardee of $20 million in New Market Tax Credits. Learn more at www.bbifflorida.com.

Position Summary:

Position responsibility for the Assistant Loan Officer is to perform administrative duties and assist with product development for the South Florida office located in Miami Gardens, FL. The Assistant Loan Officer will report directly to the Regional Manager of Lending + Community Development. Requires strong computer and Internet research skills, flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors. Sensitivity to confidential matters may be required.

Responsibilities:

ESSENTIAL DUTIES AND RESPONSIBILITIES include some or all of the following and are not intended to be all-inclusive.
• Responsible for reviewing loan applications, identifying potential problems and checking important loan details and requirements before submitting all documentation to the processor or underwriters.
• Assist in managing active loan pipeline to ensure timely delivery of conditional requirements to processor and underwriters for loan approval. This includes extensive contact with members in person, by telephone or email to request and gather documentation from the member that is required for loan approval and loan closing.
• Must have the ability to provide courteous, knowledgeable and professional customer service in all correspondence with clients.
• Complete clerical tasks such as filing, photocopying, faxing documents, scanning and uploading documentation.
• Assist Regional Manager in the preparation of loan documentation checklists and any other communications necessary to properly submit a loan package for processing.
• Must have the ability to set priorities, goals and timetables to achieve maximum productivity; ability to track both completed and incomplete activities.
• Must work cooperatively with others in the Loan department to accomplish department goals and objectives.
• Handle multiple tasks such as entering loan application data, scheduling loan signings and providing feed back to the client on the progress of the loan application.
• Serve as a back up to the Regional Manager when necessary.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as required to meet the ongoing needs of the organization.

Requirements:

A bachelor’s degree and one to two years’ professional experience or the equivalent combination of education and work experience.

Compensation:

Competitive benefit package and salary commensurate with experience: salary range $30K-$40K

How to Apply:

Email you cover letter and resume to nmartin@bbif.com

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