Habitat for Humanity, founded in 1976, is a global, Christian-based nonprofit organization that grew out of an intentionally multi-racial community in rural Georgia. Seeking to put God’s love into action, Habitat brings together people of all faiths and people of no faith to build homes, communities and hope. Working alongside each other, we help families and individuals build and improve places to call home and achieve the strength, stability and self-reliance they need to build better lives for themselves. Habitat seeks individuals who have a willingness to affirm these principles and values.
At Habitat for Humanity International, we embrace a history rooted in creating equity and take our mission seriously by courageously committing to a culture and workplace where all staff feel safe, welcome, visible, respected, supported and valued. As an equal opportunity employer, we realize that our success depends upon building an inclusive workforce of diverse perspectives and encourage people of varied races, ethnicities, national origins, tribes, religions, ages, gender identities and expressions, genders, sexual orientations, marital statuses, disabilities, veteran/reserve national guard statuses, socio-economic statuses, thinking and communication styles to work with us.
We also require that all staff take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities (especially children), and all those with whom we work. In line with the prevention of sexual exploitation and abuse, all staff must pass a thorough background screening and will be held accountable to upholding our policies around ethical behavior, including safeguarding and whistleblowing.
About Habitat Mortgage Solutions:
Habitat for Humanity International’s (HFHI) domestic impact investing vehicle, Habitat Mortgage Solutions, (HMS), aims to catalyze capital for affordable housing finance and related products and services for underserved people and communities throughout the United States. HMS is a nationally certified Community Development Financial Institution (CDFI) created to serve our more than 1,100 US-based Habitat for Humanity affiliates. Core functions of HMS include its operation as a loan fund and its management of Habitat’s New Markets Tax Credit (NMTC) program. Through its commercial lending and NMTC investments, HMS provides an array of financial services and products to Habitat affiliates to support their operations as nonprofit businesses and the programmatic work as real estate developers, affordable mortgage originators and sellers, and community builders and stabilizers. To date, HFHI has provided over $400MM in structured credit financing and NMTC investments to its affiliates across the country.
As a wholly owned entity of HFHI, Habitat Mortgage Solutions is small but nimble and passionate team of accountants, program managers, business analysts, attorneys, ex-bankers, mortgage experts, policy researchers, urban planners who bring unique talents to our mission.
HFHI is currently undergoing a diversity, equity, and inclusion organizational change process which will inform and leverage HMS’ efforts to advance racial equity and increase Black homeownership. We are seeking candidates who share a commitment and are prepared to engage in that work.
About the Role:
Habitat for Humanity International (HFHI) is seeking a talented professional for the role of a Credit & Portfolio Analyst. This individual will join and support Habitat Mortgage Solutions’ (HMS) efforts to attract and deploy capital for the preservation and production of affordable housing. Reporting to the Associate Director of Credit & Portfolio Management, the Analyst’s primary responsibilities will include financial analysis and modelling, transaction underwriting, portfolio management, investor relations, marketing and communications, and supporting new programmatic initiatives.
This 2-year Analyst position is a new intentional effort between HFHI and HMS to recruit and train early-stage professionals to succeed in mission-driven financial services roles. Analysts will receive training designed to foster mission-alignment, understanding of the housing and community development finance sectors, development of technical skills, and other ongoing enrichment. This position has potential to be extended to a 3rd year, to be evaluated at the end of the 2-year term.
This position is strongly preferred to be based at our headquarters office in downtown Atlanta and involves up to 10% travel within the US.
This opportunity is a 2 year position.
Loan Origination and Underwriting
- Conduct credit analysis, due diligence and structuring for new loan transactions.
- Financial statement analysis.
- Project-level analysis and diligence.
- Impact analysis.
- Term sheet creation.
- Support the creation of written investment memo for internal investment committee.
- Interface with multiple internal and external parties to support all aspects of deal lifecycle from prospecting through closing.
- Conduct financial modelling of new financial products that are innovative, socially responsible, fiscally responsible and attractive to the investing community.
- Monitor and provide analysis on the existing CDFI loan portfolio.
- Identify at-risk loans.
- Ensure compliance with loan level covenants.
- Track and maintain updates to portfolio composition.
- Oversee monthly, quarterly and semi-annual reporting requirements, collateral substitutions and loan prepayments.
- Support investor financial and impact reporting requirements.
- Interface with trustees, paying agents and internal finance to ensure timely and accurate satisfaction of debt service obligations.
- Develop investor and management presentations and reports as well as support training and educational materials for HFHI affiliates.
- Prospecting and research in support of broader strategic initiatives and new products and programs.
- Financial modelling and budgeting support.
- Assist in the preparation and submission of funding proposals for federal and private programs.
- Other special projects/task as assigned.
Successful Analysts will:
- Thrive in a high-growth, fast-paced environment, with the ability to be flexible and navigate ambiguous situations.
- Exercise excellent time and task management skills.
- Work efficiently within a team structure.
- Be able to build strong and effective relationships with a variety of stakeholders with diverse experiences and backgrounds.
- Communicate in a clear, compelling, and accessible manner.
- Be comfortable playing a support role and taking the lead when asked.
- Exhibit a high level of individual accountability; and embody HFHI’s values in all tasks and responsibilities.
- Be passionate about HFHI’s mission to support affordable housing and homeownership.
- Undergraduate (required) and Graduate degree (preferred) in Business, Real Estate, Urban Planning, Finance or related field.
- 2-4 years of relevant experience analyzing financial statements, preferably with a CDFI, nonprofit or similar organization in finance, affordable housing and/or the community development.
- Product Knowledge: Familiarity with, or interest in learning about, CDFI lending, New Markets Tax Credits, impact investing and/or mortgage financing or previous fixed income experience.
- Technical Experience: Financial modelling experience and proficiency with Microsoft Excel, Word and PowerPoint.
Active support of HFHI Values:
- Humility – We are part of something bigger than ourselves.
- Courage – We do what’s right, even when it is difficult or unpopular.
- Accountability – We take personal responsibility for Habitat’s mission.
Safeguarding: HFHI requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.
- Loan Underwriting and Credit Analysis experience.
How to Apply:
To be considered for this role, please be sure to apply via the link: https://www.habitat.org/about/careers/credit-and-portfolio-analyst-2-yea...
Leviticus Fund is founded on the biblical verse of Leviticus 25:23 and its call for justice in the stewardship of economic resources. We provide predevelopment, acquisition, construction, bridge, mini-perm, multi-project loan facilities, and technical assistance, primarily to nonprofit organizations working in New York, New Jersey, Connecticut, and several surrounding states, including Massachusetts and Pennsylvania. Our borrowers create and preserve affordable housing, including housing with supportive services for those with special needs; child care and early learning centers; community health centers; charter public schools; nonprofit office and program delivery space; and community economic development projects, including those providing access to healthy food in underserved areas. All projects we support aim to improve communities and the lives of their low-income residents.
Under the Director of Lending's guidance, the Underwriter is responsible for reviewing financial data, assessing credit risk, and structuring transactions working in conjunction with the organization’s Lending Team. As part of a compact team, the job duties will expand beyond core credit analysis, contributing to periodic portfolio reviews and monitoring the overall credit health of a robust portfolio of affordable housing, commercial real estate, and nonprofit organizational loans. Versatility and flexibility across a wide spectrum of business tasks are key.
Core Functions and Responsibilities
Performs financial statement analysis and independently interprets them, delivering written reviews of financial information.
Ability to assess the creditworthiness of potential borrowers moved into underwriting by evaluating financial statements, tax information, organization information under the supervision of senior staff.
Is flexible and adept at finding solutions to core credit issues discovered in underwriting. Capable of using sound risk management practices to structure deals.
Has a fluid understanding of community development principles concerning lending.
Day to day functions may include:
Creating and analyzing financial statements with the use of Excel.
Identifying information needed to perform an underwriting analysis by reviewing a credit file.
Conducting research relevant to loan applications under review.
Performing interim and annual financial loan monitoring in close collaboration with Loan Fund Manager.
Contacting borrowers to collect updated financial information as required.
Collaborating with Loan Fund Manager in preparing loan documentation.
Performing other duties as may be deemed necessary and appropriate.
Other Responsibilities of the Position
Develop relationships with potential borrowers (individual and institutional).
Respond to leads, moving the potential transaction from interest to underwriting as effectively and efficiently as possible by, among other things, collecting the necessary information for an early assessment of the potential deal’s viability.
This is not an entry-level position. The ideal candidate has a minimum of 3-6 years of experience in mission-oriented financial analysis and underwriting, deal structuring, relationship, and loan processing management. The ideal candidate should have a working knowledge of core real estate finance and lending, with experience structuring, underwriting, and closing affordable housing transactions.
Strong relationship-building approach with the ability to center the needs of clients and communities while balancing credit decisions
Strong analytical skills and can present complex analytics in an accessible manner.
Excellent organizational skills and attention to detail
Excellent project management skills
A self-starter who can move complex projects forward without heavy oversight
A solutions-based mindset and approach
Flexible, adaptable, and willing to pivot on short notice to meet the organization’s needs
Proficient with Microsoft Office Suite and Salesforce (strongly preferred)
Experience or interest in working with diverse low-income communities.
Knowledge of and/or interest in community development, with experience in one or more Leviticus’s core sectors -- supportive housing, human services, charter schools, and community health centers
Embody Leviticus’s mission, core values, and commitment to equity.
Flexibility, creativity, enthusiasm, and a good sense of humor.
Moderate travel within NY metropolitan area required.
Fluent in English.
Possess valid U.S. driver’s license.
Leviticus offers a competitive salary, which will depend on the applicant’s experience. Leviticus also offers an excellent benefits package that includes medical, dental, vision, nine paid holidays, 25 PTO days (increases after year 1), life insurance, and a 10% contribution to 403(b).
How to Apply:
Please submit a letter of interest, resume, and salary requirements to email@example.com. Salary requirements must be provided to be considered.
Global Partnerships (GP) is an impact-first investment fund manager dedicated to expanding opportunity for people living in poverty. GP and its affiliated funds deploy capital to social enterprises that deliver market-based products and services that empower people to earn a living and improve their lives.
POSITION Administrative Assistant, Finance & Operations Team
LOCATION Seattle, WA
Global Partnerships (GP) is an impact-first investor dedicated to expanding opportunity for people living in poverty. Impact-first investing means investing in a way that seeks the greatest possible social impact, while seeking to preserve capital with a modest financial return for investors. GP believes that impact-first investing has an essential role to play in advancing sustainable solutions to poverty for millions of people worldwide.
GP creates and manages impact-first investment funds that make loans and early-stage investments in social enterprises serving people living in poverty in less developed countries, primarily in Latin America and Africa. The GP team is comprised of mission-driven, dedicated, high-performing colleagues working primarily from offices in Seattle, Washington, Bogotá, Colombia, and Nairobi, Kenya. To learn more about Global Partnerships, please visit our website at www.globalpartnerships.org.
ROLE AND RESPONSIBILITIES
The Administrative Assistant will provide critical administrative support to the Global Partnerships (GP) Seattle headquarters, GP's offices in Bogotá and Nairobi, and the GP Executive Team. The ideal candidate will be an experienced, proactive, and independent administrative and office assistant who assumes personal ownership on a day-to-day basis for the organization. The person will exemplify GP's commitment to mission, respect, collaboration, and excellence.
The Administrative Assistant will be responsible for the day-to-day functioning of the Seattle office and for supporting the Finance and Operations team as well as supporting GP executives, particularly the CEO. Reporting to the Chief Operating Officer, the Administrative Assistant will be based at GP's global headquarters in Seattle, Washington. Hours are defined as in-office 8:30 a.m. - 5:00 p.m. Monday-Friday, however this may be adjusted occasionally based on daily projects.
This role will be responsible for the following:
• Act as liaison between Leadership, Finance & Operations, Capital & Impact, and Social Investment teams
• Perform and maintain daily opening and closing office procedures
• Maintain the appearance and cleanliness of the kitchen, conference rooms, and front desk/personal workspace
• Proactively provide administrative support to the CEO and executive team, including calendaring, travel, expense reporting and meeting support
• Provide critical daily office support including answering and prioritizing telephone calls and responding to email and mail communications
• Organize office events that support teamwork and help cultivate a positive work environment
• Provide all phone- and printer-related training and support
• Ensure office supplies are ordered and maintained
• Proactively manage scheduling for all Board governance activities including Board and Committee meetings and Board retreats
• Handle confidential and sensitive information appropriately, including compiling Board and Committee meeting materials, maintaining corporate minutes and records, and processing financial information
• Independently manage special/administrative projects in dynamic, fast-paced environment with GP's executive team and the Board of Directors
• Coordinate teleconferences, workshops, meetings, and other events including equipment needs, catering, travel arrangements, hotel, transportation, and other necessary details for staff and guests
• Compile and process expense and credit card reports for all staff monthly
• Support Accounting & Compliance Officer with accounts payable processing for all GP offices and with other accounting responsibilities as needed
• Human Resource related support which includes managing employee timesheets, supporting the recruiting and onboarding process of new employees, and performing other ad hoc requests
• Provide other administrative support for occasional projects as needed
• Exceptional organizational skills and composure needed to work within a fast-paced work environment, including proven ability to prioritize competing demands effectively and adapt easily and quickly to changing priorities
• Demonstrated ability to collaborate within and across teams and across cultures
• Strong analytical and strategic thinking skills
• Excellent oral and written communication skills; capable of highly professional engagement with colleagues, Board members, donors and partners
• Self-motivated work ethic, proactive; able to see tasks through to completion independently
• Solid attention to accuracy, detail, and deadlines
• Strong interpersonal skills and diplomacy coupled with sound judgment and problem-solving capabilities
• Proven experience to handle confidential matters with professionalism and discretion
• Embodies GP's values: Dedicated, Strategic, Collaborative, Aspirational Learner, and Excellence
• Has a passion for GP's mission to expand opportunity for people living in poverty
• Minimum 2 years' experience providing administrative and office support to senior executives in a professional environment
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office suite required
• Ability to reside and work legally in the United States for Global Partnerships (without GP sponsorship) required
• Bachelor's degree preferred
• Spanish and/or French language skills desired
• Experience using NetSuite desired
How to Apply:
Founded in 1990, Deutsche Bank Community Development Finance Group (CDFG) is a recognized provider of innovative social finance products and initiatives. To date, CDFG has committed over $2 billion in U.S. community development loans and investments. The team manages a diverse portfolio of over $500 million in loan and investment commitments consisting of loans to community development financial institutions (CDFIs), project construction loans and investments in community development oriented private equity funds. This activity is primarily focused on New York City and under-banked communities across the U.S. CDFG considers financing for projects and clients focused on issues of closing the racial-wealth gap including but not limited to affordable housing, social justice, economic development and heath care. The CDFG is responsible for meeting Deutsche Bank’s community development lending and investing goals under the Community Reinvestment Act (CRA).
Deutsche Bank is seeking to hire a full-time Associate for the Community Development Finance Group to play an important role providing underwriting and analytical support for market-based, high impact loans and investments that benefit low- and moderate-income communities and individuals and address emerging community development needs in the U.S, especially in NYC. A successful candidate will be a quick and positive thinking problem solver who can work on various financial transactions with diverse stakeholders.
The Associate reports to the Vice President, CDFG. The position involves a high level of coordination with other members of the CDFG team, a small dynamic unit with multiple roles and responsibilities.
• Assist with underwriting and approval of transactions by supporting due diligence, performing financial statement analysis, drafting credit and investment memos
• Support deal sourcing by participating in client calls and performing market and industry research to support credit and investment recommendations
• Help manage relationships with clients, prospects, and external stakeholders
• Remain up to speed on market and industry trends in the community development and impact investing industries
• Provide analytic and operating support to CDFG team with a focus on the loan and investment portfolio
• Analyze client financials and synthesize portfolio data on a routine basis
• Coordinate and prepare quarterly and annual credit reviews and ensure client compliance with reporting requirements
• Prepare CDFG’s reporting and presentations for internal and external stakeholders
• Support impact tracking as it relates to ESG and racial equity
• Assist with CRA exam documentation, preparation and review process
• Work closely with internal stakeholders and control functions
• Facilitate knowledge transfer, cross-learning and effective teamwork
• Participate in special projects
The preferred candidate should possess:
• A Bachelor’s degree in real estate finance, urban studies, business, public policy, economics or related discipline is preferred
• Two-to-four years of experience in an analytic role in the financial services (lending, private equity), real estate, or community development sectors preferably with a bank or other financial institution, private equity fund, or CDFI
• Exceptional analytical, writing, presentation, and organization skills and an ability to communicate complex transactions in a straightforward manner
• Demonstrated ability to analyze financial statements, business plans/projections; a strong knowledge of accounting principles is helpful
• Interest in and working knowledge of the community development and impact investment industry including understanding of small businesses lending, mission-drive private equity, economic development, affordable housing, real estate development and CDFIs
• An ease with learning new systems/applications and strong Microsoft Excel capability
• Strong verbal communications and interpersonal skills, including the ability to work independently and effectively as a member of a small and dynamic team
• Effective time-management skills, with demonstrated ability to manage a diverse and demanding workload with minimal direct supervision
• A commitment to social, racial and economic justice
• Candidate should be a self-starter with a demonstrated passion for working in the community development finance field and a commitment to Deutsche Bank’s vision and values
Commensurate with experience
How to Apply:
All inquiries should be directed to Community Development Finance Group, Deutsche Bank, 60 Wall Street NYC60-3118 New York, NY 10005. Please submit your resume and letter of interest via email to firstname.lastname@example.org with the subject ‘CDFG Associate’ by Monday, August 2. Please note that due to the large volume of resumes received, only those selected for an interview will be contacted. Thank you for your interest.
Enterprise is a national nonprofit on a mission to make home and community places of pride, power and belonging for all. To make that possible, we operate the only organization designed to address America’s affordable housing crisis from every angle: we develop and deploy programs and support community organizations on the ground; we advocate for policy at every level of government; we invest capital to build and preserve rental homes people can afford; and we own, operate and provide resident services for affordable communities. All so that people not only make rent, they build futures. With this end-to-end approach, 40 years of experience and thousands of local partners, Enterprise has built and preserved 793,000 affordable homes, invested $61 billion in communities and changed millions of lives.
Enterprise recognizes diversity as a driving force that allows us to further our goal of building stronger communities, ending housing insecurity, and lifting individuals out of poverty. We believe an inclusive environment broadens our perspective, enabling us to better support the communities we serve, and makes for a richer, more dynamic place to work every day.
Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise Family of Companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $53B in equity, grants and loans to support low-income people and low-income communities including building or preserving nearly 662,000 affordable rental homes. For more information about enterprise, please visit our website at www.enterprisecommunity.com.
Reporting to the Director of Credit the Asset Manager is responsible for managing a portfolio of loans, which may include the management of troubled loans as well. In particular, the Asset Manager will provide support to Loan Fund’s operations by working closely with the Loan Fund’s Chief Credit Officer, Director of Credit, and Loan Officers to manage relationships with our customers and closely monitor the performance of the loan and underlying project. From time to time, the Asset Manager will be asked to assist the Loan Fund’s Loan Officers with specific underwriting tasks (i.e. financial statement analysis).
The Asset Manager will primarily be tasked with working closely with the Chief Credit Officer, Director of Credit, and Loan Fund’s Loan Officers to assist with various loan monitoring and compliance tasks for both on- and off-balance sheet loans and relationships. These tasks may include but not be limited to the following: completing portfolio reviews; providing financial analysis of existing sponsors; tracking and reviewing loans for covenant compliance; working with Loan Fund staff to review and track draw requests for construction projects; negotiating and closing loan modifications; drafting simple modifications as requested; developing and implementing workout plans for troubled loans as necessary; completing quarterly reports on troubled loans; and performing site visits.
Loan Underwriting & Originations
The Asset Manager may periodically be tasked to work with Loan Officers on underwriting for loan packages that may include but not be limited to performing financial analysis of both for- and non-profit sponsors and/or borrowers, completing 3rd party reviews, and performing site visits. In addition, the Asset Manager may be tasked to underwrite transactions on an independent basis, as necessary.
Other Duties as Assigned
From time to time, the Asset Manager carries out other responsibilities as assigned such as assisting with the development of new programs and/or product initiatives, investor requests, or other special requests as applicable.
• At a minimum 5 years of work experience and an undergraduate degree in business, finance, real estate, urban planning or related field is required.
• Experience with managing a portfolio of real estate-based loans for a financial institution with an emphasis on multifamily rental housing.
• Knowledge of community facility loans such as charter schools and health centers is desired.
• Experience with loan workouts is preferred.
• Proficiency in analyzing financial statements of nonprofit and for-profit organizations
• Experience with reviewing appraisals and real estate proformas, especially for multifamily rental housing and community facilities.
• Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multifamily housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
• Excellent written and verbal communication skills are required.
• Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
• Ability to manage multiple tasks while exhibiting a strong attention to detail.
• Ability to work effectively in a team environment.
• Ability to travel up to 20%.
How to Apply:
Please apply through the link provided here:
About Tideline and Bluemark:
Founded in 2014, Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, our services include strategy development, impact management system design, impact due diligence, impact monitoring & reporting, and impact verification.
BlueMark, a Tideline company, is a leading provider of independent impact verification services for investors and companies. Our mission is to strengthen trust in impact investing by delivering independent, incisive verification services, enabling the market to scale with integrity. We evaluate and verify how clients approach the impact in impact investing based on accepted industry standards. Our services are designed to meet the growing investor demand and market expectation for greater confidence and credibility in the impact label, especially as impact claims are more closely scrutinized by a range of stakeholders.
Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading asset owners, intermediaries, and service providers active in impact investing, focused on a range of sectors and geographies. Tideline was founded in 2014 with offices in New York City, San Francisco, and Portland is led by the firm’s partners: Christina Leijonhufvud, Ben Thornley, and Kim Wright-Violich.
As a boutique consultancy working on diverse projects in impact investing, Tideline periodically seeks out support beyond the core staff to meet time-bound capacity needs and/or bring on specialized expertise. With an application to this job description, you will be considered for future opportunities for a temporary role as the need arises.
The nature of the qualifications and time commitment sought will vary according to the firm’s circumstances, so a range of candidates with relevant expertise are encouraged to apply, including across experience levels and time availabilities. Applications are reviewed on a rolling basis, so we encourage you to apply as soon as you are able to.
Candidates are most likely to be offered part-time, two- to four-month contracts with the possibility of additional work or contract extensions, though this will vary. Please note a minimum of 20 hours per week of availability is required.
The ideal candidate has a collaborative disposition; is well-organized and dependable; excels at working with teams; writes and communicates well; and has experience in consulting, finance, and/or impact investing (or related fields). Every member of the team embodies our firm’s values: excellence, commitment, and openness.
In addition to these overarching qualifications, more specific qualifications are included below by level. As part of the application, you will be asked to indicate what level is most appropriate for your candidacy, given your background.
- Two to four years of work experience
- Bachelor’s degree in relevant field
- Strong research and analytical abilities
- Clear and concise communicator, particularly in writing
- High attention to detail
- Experience and/or expertise in impact investing or related fields preferred; other relevant topical expertise a plus
- Strong PowerPoint skills and design sensibilities a plus
- Adept at using Microsoft Office
- Five to seven years of work experience
- Bachelor’s degree in relevant field; master’s degree a plus
- Analytical mindset with ability to guide research efforts
- Discriminating consumer of research; ability to assess quality of research
- Clear and concise communicator, verbal and written
- Experience and/or expertise in impact investing or related fields preferred; other relevant topical expertise a plus
- Advanced Excel skills; financial analysis and modeling experience a plus
- Adept at using Microsoft Office
- Eight or more years of work experience
- Master’s degree preferred
- Relevant topical expertise preferred
- Strong ability to lead content development and ensure quality control on work products
- Strength in project management and team management
- Ability to think creatively, generate frameworks, and identify key ideas
- Experience in service provision and/or client management; skilled at establishing credibility quickly
- Adept at using Microsoft Office
Time-Based, Commensurate with experience
How to Apply:
Please apply through the link provided here: https://app.beapplied.com/apply/dbzppovtb4 and you may send any questions to email@example.com. Please ensure you respond to all prompts and submit your application through the link.
In 1992 the Greensboro Venture Capital Fund formed directly after national unrest related to the Riots in South Central Los Angeles. The goal of the fund at the time was to redirect economic opportunities toward the African American population in Greensboro, NC to scale neighborhood outcomes from poverty to prosperity; access to capital for entrepreneurs being the key activator. In 2011, an application to the Department of Treasury was submitted and awarded for certification as a Community Development Financial Institution and became the Greensboro Community Development Fund.
During 2016, Greensboro Community Development Fund sought a new vision to implement a strategic plan that would scale the company for regional impact and in 2018 was renamed Piedmont Business Capital (PBC). With foundational relationships in the City of Greensboro, PBC was to access capital from foundations and partners to launch an office in Winston-Salem, NC.
With total assets of $2.5 million, PBC lends broadly across the region with <$100,000 loans for businesses unable to fund their companies with traditional means of acquiring capital. Our passion is being a catalyst for local, impactful, and sustainable businesses, especially in rural, urban, and minority communities.
A UNIQUE OPPORTUNITY
The Executive Director of Piedmont Business Capital (PBC) has a unique opportunity to serve, make an impact, enable social purpose, lead a highly qualified and expanding staff and work with a strong, geographically diverse Board of Directors. Our future leader will be an innovative doer who drives the continued growth of an organization that has cutting-edge systems and robust processes; a strong network of partners, supporters and friends; a warm and friendly cultural climate, and the opportunity for work/life harmony.
The Executive Director serves as chief administrator/executive officer of the organization for the Board of Directors, overseeing all day-to-day administration and management of operations, long-range strategy and development for the growth of Piedmont Business Capital (PBC), Community Development Financial Institution (CDFI) programs and services, in pursuit of the mission of PBC. PBC is an emerging business operation that has built a foundation and is prepared to scale, the Executive Director is responsible for implementing the strategic plan while implementing formative operations that will maintain the bandwidth of organization as it continues to grow.
This position is responsible for the overall leadership, strategy, and stewardship of the organization. We are seeking a socially conscious and passionate leader who is financially astute and able to inspire commitment and facilitate the advancement of the mission, goals, and objectives of PBC.
ESSENTIAL JOB FUNCTIONS
Achieves the PBC’s mission through goal setting and planning, providing vision, direction, and leadership on behalf of and in cooperation with the Board of Directors.
Creates and manages an annual budget, financial forecasts, and impact metrics that accurately report the fiscal health of the organization to the Board of Directors.
Manages software reporting and accounting system to track CDFI data, including grants, loans, AR, budgets, expenditures, etc., in compliance with CDFI fiscal management policies.
Represents the organization in accordance with the policies and goals of the organization to the community, funders, clients, and strategic partners.
Serves as an ambassador for PBC, developing and deepening strong relationships with organizations and individuals that have an impact or can influence the work of the organization.
Publicly represents PBC by engaging the media, community organizations, speaking at conferences, impact events, and contributing articles/blog posts.
Negotiates and signs contracts on behalf of the organization in accordance with established CDFI policies and guidelines.
Oversees all day-to-day administration and routine work of the organization.
Supervises and directs the work of employees, including hiring, firing, coaching and counseling, approving leave and schedules, conducts performance evaluations, and guides staff, directly or indirectly, with policy and operational decisions.
Prepares grant proposals and conducts fundraising activities to ensure support for the organization’s operating budget.
Manages the fiscal activities and health of the organization as well as reports on the fiscal health of the organization to the Board of Directors on a regular basis.
Arranges for and attends all meetings of PBC, if applicable, and the Board of Directors.
Prepares reports as requested by the Chairperson for the Board of Directors.
Attends other meetings, trainings, seminars and conferences as necessary.
Other related duties as assigned.
Experience working for/with public finance and community-facing organizations.
Master’s Degree in Bus. Admin, Finance or related field and at least (10) five years of managerial or executive-level experience.
Ability to effectively communicate program goals, engage a membership base, work cooperatively with a board of directors, manage and motivate CDFI staff and consultant team.
Knowledgeable and substantive experience on the topics of the Piedmont Triad community, economic development, and the organizations that spur economic opportunity for BIPOC populations.
Proven ability to work independently and achieve position responsibilities and programmatic objectives with minimal direct supervision.
Experience in managing multiple capital programs, federal compliance, and portfolio performance
Ability to work with people from varied cultural, educational, and economic backgrounds, specifically BIPOC populations
Be knowledgeable of and astute concerning community and cultural dynamics, equity, inequality, and underserved populations.
Strong oral and written communication skills, including detailed financial reports, performance reports, and executive summaries.
Demonstrated skill in creating and implementing strategic plans with short- and long-range goals and objectives, with performance and financial measures.
Possess a combination of vision, strategic and operational management abilities. Has knowledge and experience in all aspects relevant to running a nonprofit financial institution including accounting, budgeting, policies and practices, strategic planning, investments, lending, advisory service delivery, human resources, marketing, information technology systems, regulatory requirements, and risk management.
Requires passing a criminal history background check, including demonstrating that they are bondable.
Valid State driver’s license and able to meet insurance requirements.
Computer skills that enable independent work in outlook, word, excel, PowerPoint, and database systems.
Salary & Additional Stipulations
Compensation is commensurate with experience and capacity
How to Apply:
Please submit your resume and a cover letter to:
About NewTown Loans
The mission of NewTown Loans, LLC, is to make successful investments that revitalize Central Georgia by serving developers and entrepreneurs who have traditionally been denied access to financing and related resources. NewTown Loans is central Georgia’s first and only Emerging Community Development Financial Institution (CDFI), designated by the United States Treasury. We currently manage a $10.5 million loan portfolio with 14 real estate loan holders and 12 small business borrowers, including a high percentage of entrepreneurs of color and projects fully or partially owned by women. NewTown Loans is poised to significantly grow our lending activity over the next five years by serving residents of low-income investment areas in Macon-Bibb and our Black entrepreneur community through education, coaching and financial resources. Although mounting an ambitious exponential growth strategy, NewTown Loans’ is supported by a stable parent corporation, NewTown Macon, a CDC that has been supporting and encouraging development and redevelopment of Macon’s Main Street and urban core for 25 years.
About NewTown Macon
NewTown Macon, a 501©3 non-profit organization, is the driving force behind revitalization in downtown Macon. NewTown is one of the most dynamic, comprehensive and innovative revitalization non-profits in the country. Formed in 1996, NewTown has leveraged more than $800 million of investment in the urban core during its existence. NewTown’s mission is to “attract, leverage and invest in self-sustaining transformation” in downtown Macon by increasing the number of residents living in downtown, growing jobs, creating a sense of place, and advocating for progress.
To learn more about NewTown Loans and NewTown Macon, visit www.newtownmacon.com.
NewTown Loans’ portfolio manager will be responsible for monitoring the health of the overall loan portfolio, developing relationships will current loan holders to determine payment solutions or support needs when necessary, and administering all loan payment servicing.
The essential responsibilities of the portfolio manager include:
• Manage the loan closing, documentation, and onboarding of new loans
• Maintain the loan servicing system, our cloud-based loan servicing software, Downhome Loans
• Manage the loan payment and collections process
• Communicate with borrowers and work with NewTown Loans staff if borrowers need access to specific resources or training to be successful and remain in good payment standing
• Evaluate records of delinquent loans and recommend loan modifications based upon borrowers’ financial capacity
• Execute regular portfolio monitoring and review
• Work with the Director of NewTown Loans to track funder covenant compliance and risk management activities as required
• Analyze portfolio trends and identify portfolio vulnerabilities by interpreting data on payment trends, borrower financial ratios, and other factors affecting the portfolio
• Prepare and present of oral and written reports on portfolio trends (e.g., real estate, small business, etc.)
NewTown Loans is a small team of four members and each employee manages his/her own time independently within their area of responsibility. Team members must be self-motivated problem solvers and must deploy their skills and abilities to bolster their colleagues, contribute to the success of the organization as a whole and fulfill our mission. Because the staff is small, tasks and projects shift across job descriptions fluidly as we encounter new opportunities and challenges, and to play to the strengths and interests of our team members. This position reports to the Executive Director of NewTown Loans, LLC.
The successful candidate will expend his or her time based on the following allocation of time to tasks, which will be evaluated through an annual performance review and revision by the employee’s direct supervisor:
• Manage the collections process according to NewTown Loans’ Loan Policy -35% of job
• Maintain accurate loan documents and loan servicing system integrity -20% of job
• Facilitate loan closing and on-boarding of new loans – 10% of job
• Communicate with borrowers to determine payment solutions or support needs if loan is at-risk – 10% of job
• Execution of periodic portfolio monitoring and review, loan tracking, and covenant compliance – 10% of job
• Preparation and presentation of oral and written reports on portfolio - 10% of job
• General administrative tasks and other assignments to support the office and management - 5% of job
Task allocations for this position could shift with the restructuring of organizational responsibilities or new hires. The Portfolio Manager and Executive Director of NewTown Loans will mutually agree to significant changes in the reallocation of job responsibilities.
While performing the duties of this job, the employee regularly is required to sit and talk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk; stand; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.
Work is performed in an office setting with a moderate noise level. Evening and/or weekend work may be required. Travel up to 5% of time is required.
• Bachelor’s Degree
• Advanced computer literacy, including proficiency with Microsoft Office Suite and the Google cloud equivalents
• Superior analytical and organizational skills
• Strong interpersonal skills and ability to work well with diverse constituents
• Ability to maintain confidentiality
• Graduate degree or qualification in accounting, finance or a closely related field
• Two or more years of experience in the CDFI industry, banking, commercial lending, accounting, finance, or closely related field
• Proficiency or experience with loan servicing software and QuickBooks Online or similar cloud-based accounting software
Commitment to promoting downtown revitalization, real estate and business development, and equitable outcomes
Salary: $40,000 per annum, paid twice a month
Benefits: 13 paid holidays, 20 PTO days, flexible work schedule, cell phone, short- and long-term disability and 4% retirement match 401k, opportunities for professional development and certification
How to Apply:
Email a cover letter, resume, and contact information for three reference to firstname.lastname@example.org before 5:00 PM Monday, March 22nd, 2021.
The St Louis Fed is one of 12 Reserve Banks serving all or parts of Missouri, Illinois, Indiana, Kentucky, Tennessee, Mississippi and Arkansas. The St. Louis Fed's responsibilities include promoting stable prices, economic growth and a sound financial system, providing payment services to financial institutions, supporting the U.S. Treasury's financial operations, and advancing economic education, community development and fair access to credit.
Ranked as the #2 Top Workplace in the St. Louis Region in 2020, the Federal Reserve Bank of St Louis is committed to building an inclusive workplace, where employees' diversity—in age, gender, race and ethnicity, sexual orientation, gender identity or expression, disability, and cultural traditions, religion, life experiences, education and socioeconomic backgrounds—are recognized as a strength. Embracing our diversity encourages employees to bring their valued perspectives to the table when generating ideas and solving problems and promotes an environment where innovation and excellence grow. Learn more about the Bank and its culture; check out our Careers Site.
We are looking for an Officer to serve as the inaugural Director of our new Institute for Economic Equity (the Institute), launched in February 2021 to support an economy in which everyone can benefit regardless of race, ethnicity, gender, or where they live. The Institute will examine the barriers to economic equity experienced by individuals and communities across the U.S. and regionally and to advance evidence-based ideas to dismantle those barriers. The Institute will build on previous research conducted by the St. Louis Fed underscoring how structural and historical factors, including racism and discrimination, contribute to economic inequities. Its research will largely focus on income and wealth issues, with an emphasis on economic outcomes experienced by historically marginalized groups. The Director will report to a Vice President and shape the Institute's development and advancement. You also will participate in regular briefings with St. Louis Fed leadership to advise on the impact issues associated with economic equity have on the economy and work with other researchers and engagement staff working on behalf of the St. Louis Fed to foster greater economic participation among groups that are lower-income or historically marginalized.
The Institute is comprised of already existing staff including:
- a senior researcher and data scientist;
- a research and analysis team focused on regional equity issues, composed of a director, two policy advisors, and a lead analyst;
- and a senior policy advisor, focused on leveraging the Institute's expertise regionally and nationally.
- Develop and pursue a vision and blueprint for the Institute, its research agenda, and priorities
- Conduct research and oversee staff advancing the Institute's priorities.
- Build the national and regional reputation of the Institute by speaking at public events, advising policymakers, and responding to media interview requests.
- Provide briefings to senior Bank leadership on emerging issues and policy implications.
- Partner with researchers and leaders across the Federal Reserve System and at other research institutions to extend the Institute's influence and produce collaborative work.
- Foster a team and collaborative approach to build research partnerships across organizations.
- Lead regional and national dialogues and conferences advancing the aims of the Institute.
- Must have significant experience managing or supporting teams and must have at least a Master’s degree, with a PhD in economics preferred.
- Excellent research abilities and can share findings in an array of accessible formats to reach a broad audience.
- Experience managing applied quantitative research and ability to promote rigorous, objective research (e.g., Economic Equity, Economic Mobility, Wealth or Income Inequality).
- Leadership and strategic vision skills, including a forward-thinking orientation, ability to overcome resistance, supporting and motivating professional staff, and to create positive outcomes aligned with our organization's vision, values, and goals.
- A commitment to diversity, equity and inclusion.
- Candidates with less experience may be hired at a lower job grade or salary.
- Travel (25%).
Our organization offers benefits that are the best fit for you at every stage of your career:
- Pension plan, 401K, Comprehensive Insurance Plans, Tuition Reimbursement Program, Onsite Wellness & Fitness Center, Backup Dependent Care (Child & Adult), and more
How to Apply:
To complete an application, please visit: https://frb.taleo.net/careersection/jobdetail.ftl?job=266835&lang=en
In order to address climate change and limit GHG emissions, we need to significantly shift the financing behind the fossil fuel industry. Nearly $710B has been invested in fossil fuels by U.S. banks alone since the Paris Accord was signed in 2016.
Philanthropic institutions and their advisor firms are important stakeholders in the climate banking conversation. They are well placed to apply quiet, but forceful, pressure to banks to influence shifts in financing away from GHG emitting companies and infrastructure. Philanthropies have long-term, personal relationships with their banks, and they often have multiple banking relationships. With over $1.5T in assets globally, and legacy ties through many philanthropic families, philanthropic institutions are uniquely significant clients to the major banks. If properly organized, philanthropy can send a powerful message to major banks about their culpability in the climate crisis and influence banks to make a meaningful financing shift.
With support from the Hewlett Foundation, Confluence Philanthropy’s Climate Solutions Collaborative (C2C) seeks to hire a corporate engagement consultant. This consultancy is part of C2C’s Decarbonizing Bank Lending Initiative that leverages client engagement to accelerate the banking sector’s compliance with the Paris Accord’s Net Zero Pathway.
The goal of this consultancy is to aid in organizing private dialogues between three targeted banks and C2C members in order to move the banking sector closer to the Paris Agreement. The outcomes and lessons learned will be used to craft a long term strategy that leverages private client engagement.
The successful partner will have expertise in bank practices as it concerns fossil fuel financing and international climate policy targets. S/he will guide a strategy to convene one meeting among small groups of private clients at each of JP Morgan Chase, Bank of America, and Wells Fargo (three meeting total). The consultant will build from the C2C members’ privileged banking client relationships and a Toolkit that C2C crafted to prepare our members to engage their banks in these ways.
C2C staff will coordinate and organize the clients, meeting preparation, and advance materials.
The scope below details the expectations of the consultant.
Scope of work for consultant:
• Budget- $30,000
• Timeline: January 15 – September 15, 2021
• Design an engagement strategy for a small group of clients at JP Morgan Chase, Bank of America, and Wells Fargo
• Provide strategic consultation to C2C staffing to secure these meetings (i.e, timing, meeting invite framing, client composition)
• Participate in pre-meeting client preparation in a planning meeting format organized by C2C staff
• Lead client meetings with the Banks
• Provide a closing memo of recommendations and next steps
• Design engagement strategy and timeline
• Assist in securing meetings with the appropriate bank executives at:
- JP Morgan Chase
- Wells Fargo
- Bank of America
- Embelish existing C2C Toolkit with supplemental information as would be helpful to a successful outcome.
• Facilitate the meetings for C2C clients of the three banks. Likely virtual meetings;
in person if possbile.
• Debrief the meetings with clients that seems appropriate or with C2C staff - TBD
• Provide a closing memo with recommendations for next steps
Kindly submit your 2-3 page proposal covering the following:
• Your understanding of the project;
• Your expertise in the industries relevant for the project.
• Proposed execution plan.
• Proposed deliverables.
• Your availability and timeline. Please indicate any timing constraints that you might face.
• Fee schedule.
• Please note that the Consultant will be requested to provide a client disclosure and conflict of interest form at contract execution.