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  • 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.

Commercial Loan Assistant - Entry Level Northern Initiatives
Marquette, MI
Job Function: Lending/Loan Operations
Posted: December 13, 2017

Background:

Northern Initiatives (NI) is a non-profit Community Development Financial Institution that provides access to capital, information and markets to advance and connect small businesses and their communities.  Northern Initiatives supports entrepreneurs, businesses, manufacturing firms, banks, educational institutions, and non-profit organizations in a common effort to strengthen the economy of Michigan and Northeastern Wisconsin.

Position Summary:

This position is responsible for assisting Loan Officers with processing new loan requests, creating loan closing documentation, conducting due diligence tasks and performing assigned portfolio management duties. 

Responsibilities:

This position will assist lenders with the primary goal of finalizing the loan closing process.

Pre Loan Approval

  • Respond to inquiries for information as requested by customers and applicants.
  • Interact with customers and various service providers, such as title companies and insurance companies, as needed.   
  • Assist with new business development calls, as assigned.
  • Notify appropriate loan committee members of upcoming committee meetings, and make all loan memos and documents available for members to review.

Post Loan Approval

  • Analyze and interpret the loan approval and committee recommendations to determine borrower, collateral and guarantor requirements.
  • Create checklist of documents required for loan closing.
  • Assist Loan Officer with obtaining due diligence items such as:  title search/commitment, UCC search, insurance verification, flood determinations, real estate evaluations and appraisals.
  • Promptly and accurately determine when all loan approval conditions have been satisfied.
  • Manage and maintain loan closing calendar.
  • Prepare all necessary loan documentation for new loans, or loan modifications, using loan documentation software.
  • Review closing documentation and ensure it is in compliance with loan approval, NI Loan Policy and funder requirements.
  • Assist Loan Officer to secure appropriate lien positions on behalf of NI.
  • Conduct loan closings as assigned, either remotely or in person.

Post Loan Booking

  • Assist Loan Officer with documenting and timely clearing of post-closing items.
  • Prepare documentation and obtain required signatures for loan draw down requests, verify funds available and outstanding items to be collected prior to advancing funds. 
  • Assist with compiling and submitting of other Funder required information as assigned.
  • Assist with the collection of loan metric data.
  • Move electronic file from prospect to active.

Portfolio Management

  • Assist Loan Officers with monitoring and collection of past due loan payments via timely phone calls and correspondence to borrowers.
  • Maintain organized and accurate electronic and paper loan files. 

Additional 

  • Identify opportunities to provide TA to Borrowers.
  • Refer customers to NI staff and contact service providers as appropriate.
  • Record data about client and development activity in customer resource management (CRM) software in order to maintain NI’s goal of a comprehensive CRM.
  • Assist with activities and information required for external audit of loan portfolio.
  • Other duties/projects, as assigned.

Requirements:

  • Associates degree in Business or Accounting
  • 1-3 Years of Experience in Banking Environment, or similar experience

Compensation:

Hourly, Non-Exempt

How to Apply:

Send cover letter and resume to careers@northerninitiatives.org.

Accounting Assistant Northern Initiatives
Marquette, MI
Job Function: Accounting
Posted: December 13, 2017

Background:

Northern Initiatives’ (NI) is a non-profit Community Development Financial Institution that provides access to capital, information and markets to advance and connect small businesses and their communities.  Northern Initiatives supports entrepreneurs, businesses, manufacturing firms, banks, educational institutions, and non-profit organizations in a common effort to strengthen the economy of Michigan and Northeastern Wisconsin.

Position Summary:

This position will be responsible for assisting Accounting Manager with financial and related matters of the company.  Position will be included in all aspects of accounting system, analysis of financial information, preparing financial reports, and other duties as assigned. 

Responsibilities:

This position will assist accounting staff with the primary goal of completing all financial requirements for the organization.

  • Record all cash receipts and deposits in financial accounting system.
  • Prepare journal entries, examine and analyze accounting records, and balance accounts between financial and loan accounting system.
  • Analyze and prepare monthly financial reports and cash flow projections. 
  • Assist with reporting to multiple agencies, including quarterly reporting for grant and loan funds.
  • Assist with projecting future revenues and expenses for budgeting and grant application processes.
  • Assist with audit process by preparing multiple reports and providing account details as needed.
  • Prepare documents and record entries for loan sales. 
  • Other duties/projects, as assigned.

Requirements:

  • Associates degree required; Bachelor’s degree preferred in Accounting or Finance
  • 1-3 years of Accounting/Financial or Clerical with financial educational background

Compensation:

Hourly, non-exempt

How to Apply:

Send cover letter and resume to careers@northerninitiatives.org.

Credit Analyst Northern Initiatives
Marquette, MI
Job Function: Lending/Loan Operations
Posted: December 13, 2017

Background:

Northern Initiatives (NI) is a non-profit Community Development Financial Institution that provides access to capital, information and markets to advance and connect small businesses and their communities.  Northern Initiatives supports entrepreneurs, businesses, manufacturing firms, banks, educational institutions, and non-profit organizations in a common effort to strengthen the economy of Michigan and Northeastern Wisconsin.

Position Summary:

The position provides support to the Lending Department in the key areas of financial analysis and loan underwriting, portfolio risk management, and documentation management.  The position also works with the Business Services staff to help customers utilize their financial statement information to analyze trends and make informed business decisions.

Responsibilities:

  • Utilize loan underwriting program to spread financial data, print reports and analyze for performance and trends.
  • Interpret trends or issues relevant to information gathered from financial statements and communicate results to lending staff.
  • Generate systematic letters to customers to request financial statements and record receipt for compliance tracking.
  • Assist Lenders with underwriting and preparing loan memos.
  • Assist the Portfolio Administrator in maintaining and updating credit files, as assigned.
  • Assist Lending staff in documentation and file management in compliance with Risk Management protocol. 
  • Assist Business Services staff to create customized financial reports and educational resources for customers.  

Requirements:

  • Bachelor’s Degree in Business, Accounting, or Like Field Preferred or applicable industry experience
  • 1-3 Years of Commercial Lending Experience

Compensation:

Hourly, Non-Exempt

How to Apply:

Email cover sheet and resume to careers@northerninitiatives.org.

Program Associate - Analysis New York City Energy Efficiency Corporation (NYCEEC)
New York City, NY
Job Function: Other
Posted: December 13, 2017

Background:

A young, non-profit specialty finance company, New York City Energy Efficiency Corporation (NYCEEC) finances energy efficiency and clean energy projects that reduce greenhouse gas emissions and save energy. We finance innovative clean energy technologies with creative financial structures to advance this new and exciting field. We are passionate about making the world greener, cleaner and more sustainable! Please see our website @ www.nyceec.com.

 

Position Summary:

NYCEEC is seeking a resourceful, conscientious and analytically strong Associate to provide support to NYCEEC’s programs, treasury function and transactions. Reporting to NYCEEC Senior Staff, and working closely with other members of the NYCEEC team, the Associate will play a significant role in NYCEEC’s work.

 

Responsibilities:

YOUR JOB 

  • Maintain pro forma balance sheet and income statement models for NYCEEC’s financials and support NYCEEC’s capital raising efforts
  • Update and maintain Asset / Liability model
  • Calculate transaction economics, revenues and IRRs
  • Review loan applicant financial statements, and analyze using Excel

Please note that this position description contains a general list of the essential responsibilities and qualifications required for the position. It is not exhaustive, and does not represent a contract for employment. NYCEEC reserves the right to modify the description at any time.

  • Model transaction cash flows
  • Working with several company databases, including customer relationship management database and completed project database, perform data mining, enhance data collection systems, build analytic processes.
  • Other activities as needed.

Requirements:

YOUR QUALIFICATIONS AND SKILLS

  • Minimum of three to five years of relevant professional work experience required (e.g., business, finance, economics, accounting)
  • Bachelor’s degree required
  • Strong analytical skills
  • Skilled using various technology tools, particularly Microsoft Excel.  Comfortable using other Microsoft Office applications as required; familiarity with Adobe Acrobat Pro DC, Salesforce or other customer/constituent relationship management (CRM) platform, and project management software/tools (e.g., TeamGantt, MS Project, etc.) preferred
  • Excellent writing skills and superior attention to detail required; proven ability to effectively interpret and synthesize a variety of inputs from different stakeholders into cohesive, compelling written materials
  • Ability to manage several competing priorities efficiently and effectively, while meeting deadlines with consistent follow-through; excellent organizational and time-management skills 
  • Ability to thrive in a fast-paced environment, and to work independently as well as collaboratively, navigating a variety of working styles and personality types

Compensation:

We are collaborative, professional and passionate team. We offer competitive compensation and benefits, including paid holidays, paid time off, medical, dental, and vision insurance, and a 401(k) plan.

 

How to Apply:

To apply, qualified candidates should e-mail a resume and cover letter (in Pdf format, please), including where you heard about the position, to careers@nyceec.com with “Associate-FirstName LastName” in the subject line. Applications will be reviewed on a rolling basis, so we recommend applying early.  Only candidates selected for an interview will be contacted. No phone calls, please.

New York City Energy Efficiency Corporation is an Equal Opportunity Employer.

Loan Officer/Senior Loan Officer NCCLF
San Francisco, CA
Job Function: Finance
Posted: December 12, 2017

Background:

The Northern California Community Loan Fund (NCCLF) was founded in 1987 to create a socially responsible investment vehicle to provide capital and expertise to revitalize low-income communities.  NCCLF has grown into a $75 million intermediary nonprofit organization that provides loans, New Markets Tax Credits (NMTCs), consulting, and technical assistance to groups that develop affordable housing, community facilities, essential health and human services, and other community-based enterprises, including those providing healthy foods access. For more information on NCCLF programs and services, please visit our website at www.ncclf.org.

Position Summary:

NCCLF has historically provided loans and NMTC financing primarily to nonprofits and alternatively structured enterprises such as co-ops, throughout the 46 northernmost counties of California.  Our borrowers have made use of our financing to develop affordable housing, a wide range of community facilities, create economic development projects, support access to healthy foods, and provide working capital in order to make a difference in the lives of those who need help the most.  

The Loan Officer (LO) or Senior Loan Officer (SLO) serves as a credit professional within NCCLF and participates in the community development lending effort in Northern California.  The position’s primary responsibilities are to source and underwrite loan requests and provide technical assistance to NCCLF’s clients: nonprofit organizations which are acquiring community facilities, developing affordable housing, engaging in economic development activities or requesting working capital to meet the needs of low-income communities and underserved populations as well as enterprises involved in increasing availability of healthy foods to these communities. The LO/SLO will also initiate and develop potential borrower relationships, and build and manage a base of referral sources and strategic partnerships to advance NCCLF’s mission and impact.

The position requires a highly motivated, experienced lender with a background in community development finance, commercial real estate, and/or nonprofit housing/facility development and must possess excellent communication skills.  The ideal candidate is also someone who understands the unique needs of the nonprofit sector, particularly nonprofit human service providers and affordable housing developers in Northern California.  The successful candidate must be a self-starter and must have the demonstrated ability to meet assigned goals successfully and on time.  Finally, the candidate should enjoy working in an active and expanding nonprofit and should be able to thrive in a friendly, cooperative, and fast-paced environment.

Responsibilities:

Underwriting

  • Interview and screen potential loan applicants.
  • Perform financial analysis, due diligence and project feasibility assessment for potential loan candidates.
  • Provide informal technical assistance through the application and underwriting process, and, as needed, coordinate delivery of formal technical assistance activities through internal and external sources.
  • Prepare written credit memorandums with detailed analysis and recommendations for terms and credit structure.
  • Present credit analysis for review and approval to Loan Committee or other appropriate levels of authority within NCCLF as required by loan policies.
  • Work with the borrower and external parties through loan commitment terms and loan closing.
  • Assist the Loan Administration team with loan closing and ongoing monitoring activities.
  • Help develop and update loan policies, underwriting criteria and best practices for NCCLF’s main product lines.
  • Undertake special projects and other duties as assigned.

Business Development

  • Develop and implement sales and marketing plans in targeted communities to achieve market penetration in accordance with lending goals.
  • Build and maintain close working relationships with referral sources, potential partners and funding sources.
  • Represent NCCLF at public meetings, events and conferences.
  • Market loan products and programs to potential borrowers and referral sources. 
  • Follow up on loan inquiries and provide technical assistance to potential borrowers through the application process. 
  • Maintain a contact database for ongoing sales and marketing efforts.
  • Develop new products or services to meet market demand.  

Requirements:

Minimum Requirements

  • Minimum of three years (Loan Officer) or five years (Senior Loan Officer) of loan underwriting experience at a CDFI, bank or other financial institution, preferably related to affordable housing development or commercial real estate construction and asset management.
  • Undergraduate degree in business, finance, economics, or other relevant field. Relevant work experience can be a substituted for required education.
  • Excellent underwriting skills, grounded in strong abilities to analyze financial statements, assess management and leadership, review collateral, interpret business and strategic plans, etc.   
  • Excellent verbal and written communication skills. 
  • Proven ability to generate client leads and maintain business relationships.
  • Superior judgment and attention to detail.
  • Excellent organizational skills, with a strong ability to work independently and with a team, handle multiple priorities and manage time efficiently.
  • Enthusiasm and a passionate commitment to work in community development.

Desired Qualifications, Skills and Experience

  • Working knowledge of the Low Income Housing Tax Credit and New Market Tax Credit programs.
  • Experience in consulting and technical assistance in real estate development and/or finance, preferably with nonprofit clients.
  • Knowledge and experience with nonprofit community-based organizations in Northern California. 
  • Understanding of nonprofit finance and management best practices. 
  • Understanding of and experience with community development lending and funding sources.
  • Familiarity with food-related lending.
  • English/Spanish bilingual ability is a plus.

Relationships

  • Position reports to the Senior Manager, Loan Underwriting; communicates regularly with referral sources and potential borrowing clients; attends and participates in Loan Committee meetings; interacts extensively with the lending team and staff/management in other NCCLF departments; and represents NCCLF to outside constituencies.

Job Context

  • Position is pivotal to the success of the lending program and operates in a collaborative, cooperative, team environment.  Workload will vary requiring flexibility with time. Outside meetings and some local travel within Northern California are required.  

Hours and Location

  • Full-time position.
  • Work hours will be predominantly during regular business hours, although occasional evening or weekend hours will be required.  A flexible schedule may be accommodated.
  • Worksite will be in the offices of NCCLF in San Francisco, with some travel outside the Bay Area for site visits, business development, and conferences.

Compensation:

Competitive nonprofit salary range depending upon experience, plus an excellent benefits package including health, dental, retirement plan and three weeks vacation.  

NCCLF is an equal opportunity employer; people of all backgrounds are strongly encouraged to apply.

How to Apply:

 Send resume and cover letter (Attn: Loan Officer Search) via fax to 415-392-8216 or email to info@ncclf.org. Application Deadline: Open until filled.

Senior Portfolio Associate Enterprise Community Loan Fund
Columbia, MD, MD
Job Function: Other
Posted: December 8, 2017

Background:

Enterprise’s mission is to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities. We are driven by our mission, fueled by business discipline and sustained by donors and investors. Since 1982, Enterprise has worked with partners in communities nationwide. One of America’s original social enterprises, we bring together the people and resources to create affordable housing in strong neighborhoods. Within Enterprise are entities that lend funds, finance development and manage and build affordable housing. To date, Enterprise has invested $18.6 billion, helping to create nearly 340,000 homes and touched millions of lives. In fact, every day someone moves into a better place to live thanks to Enterprise.

Position Summary:

The Sr. Portfolio Associate is responsible for a variety of tasks associated with the management of the Loan Fund’s lending activities including loan closings, loan servicing, and program management of a portfolio with a range of loan types (predevelopment, acquisition, construction and permanent loans) and diverse projects (affordable housing, charter schools, health care facilities and other community development projects).  The position involves a combination of loan closing, servicing, and reporting duties as outlined below.

The position requires a high degree of self-motivation, dedication, and flexibility with time and willingness to accept a demanding (and personally satisfying) position.

Responsibilities:

Loan Closing

In collaboration with the Lenders, the  Sr. Portfolio Associate will participate in the loan closing process from loan approval through closing. The Sr. Portfolio Associate is responsible for entering and maintaining loan data systems.  The Sr. Portfolio Associate will prepare and maintain loan closing checklists along with Legal and ensure all loan closing conditions have been met and approved by the appropriate authorized parties. The Sr. Portfolio Associate will review draft loan documents to ensure accurate implementation of key loan terms per the loan approval. The Sr. Portfolio Associate will review insurance policies to ensure that they meet Loan Fund’s Lending Standards and Guidelines. The Sr. Portfolio Associate will communicate to the Lenders any documentation issues that have the potential to negatively impact the loan closing or the future asset management of the loan.

The Sr. Portfolio Associate will work with the Accounting and Capital Management staff to set-up new loans and Programs in the Loan Fund’s lending data bases. The Sr. Portfolio Associate is responsible for coordinating funds for disbursement required at loan closing with Capital Management, Accounting, and third-party lenders, as necessary.

Loan Monitoring/Servicing

The Sr. Portfolio Associate is responsible for servicing and monitoring a portion of Loan Fund’s “on” and “off balance sheet” loans. Duties related to this activity include, but are not limited to: processing monthly draw requests for construction and non-construction loans; maintaining project budgets; monitoring and/or following up on loan reporting and other milestones need to keep the loan in compliance; ongoing file maintenance; updating loan information in Loan Fund’s lending databases; processing loan payoffs; and archiving records. In addition, the Sr. Portfolio Associate will assist the Lenders and Chief Credit Officer with processing loan modifications. 

Program Management

The Sr. Portfolio Associate carries out other responsibilities as assigned including but not limited to assisting with the administration of specific lending programs, developing reports, administering lender pools, selling participations in loans, and implementation of lending databases.

Requirements:

  • A minimum two-year associate’s degree
  • 7-10+ years’ experience in loan administration and loan monitoring/servicing
  • Program Management experience
  • Knowledge of real estate and construction lending
  • Knowledge of affordable housing and community development loans
  • General knowledge of corporate and real estate insurance
  • 'Strong written and verbal communication skills
  • Ability to work well in a team environment is essential.
  • Excellent customer service skills
  • Ability to prioritize and manage multiple competing tasks while maintaining a high degree of attention to detail is essential
  • Strong computer aptitude, including knowledge of Microsoft Office Suite Programs, Office 365 and other database software.

Qualifications/Skills Preferred

  • Knowledge of SalesForce and/or Precision LM (LMS) systems is a plus.

Compensation:

based on experience, but competitive

How to Apply:

go to this URL: https://tinyurl.com/SrPortAssoc

President/CEO HCDC
Cincinnati, OH
Job Function: Administrative/Operations/IT
Posted: December 8, 2017

Background:

Established in 1983, HCDC, Inc., (formerly Hamilton County Development Co. Inc.), is a non-profit organization that helps build businesses and promote job creation in three ways: businesses incubation, business lending, and economic development services. Born out of a need to create jobs to counter a shrinking manufacturing sector, HCDC has nurtured over 300 entrepreneurial ventures, financed over $1 billion in projects and helped attract and create tens of thousands of local jobs.  Here’s how they do it:

  1. HCDC Business Lending– HCDC finances the expansions of growing businesses through the SBA 504 loan program and other long-term, fixed-rate financing tools used to purchase real estate and equipment while retaining critical working capital (https://hcdc.com/financing/).
  2. HCDC Business Incubation– HCDC’s top-rated business incubator at the Business Center helps entrepreneurs launch innovative and scalable businesses through intensive business coaching, programming, connections, and flexible work environments in one of the largest and longest-running incubators in the Midwest (https://hcdc.com/incubation/).
  3. HCDC Economic Development– HCDC strengthens communities by retaining, expanding, and attracting businesses to Hamilton County, Ohio with financing, incentives, and expert technical assistance (https://hcdc.com/development/).

These three program areas foster business growth by financing business expansions, supporting further community investment, and providing assistance to entrepreneurs. As a not-for-profit economic development company, HCDC’s mission is to be a driving force behind business development.

Position Summary:

  • See your efforts have a direct impact on the economic health and growth of the community
  • Provide economic resources and support for entrepreneurs from diverse backgrounds
  • Work collaboratively with a passionate group of staff members, Board members and partner agencies
  • Help reinforce and advance the organization’s reputation as a leader and innovator in its field
  • Pave the way for the next phase of community growth and impact

Responsibilities:

Reporting directly to a Board of Directors comprised of community business leaders, the President and CEO will:

Provide Strategic Leadership

  • Lead the planning, development, implementation, and evaluation of the organization’s strategies, programs, and policies
  • Evaluate the impact of new programs, strategies, and regulatory actions; report findings and recommendations to the Board of Directors 
  • Maintain in-depth understanding of the legal and political climate associated with economic development in general and within the community to ensure that programs remain relevant and competitive

Ensure Financial Strength

  • Oversee the financial health of the organization including developing long and short range financial plans, monitoring the budget, and ensuring sound financial controls are in place
  • Set financial priorities accurately to ensure the organization operates in a manner that supports the needs of the programs and staff

Cultivate Board Engagement

  • Build a diverse and inclusive Board of Directors that is committed and willing to leverage its influence to achieve HCDC’s mission 
  • Create a strong and transparent working relationship with the Board to ensure open communication relative to all aspects of the organization
  • Direct preparation of annual reports, minutes of Membership meetings, Board of Directors meetings, Executive Committee meetings and agency reports 

Provide Team Management and Development

  • Provide strong leadership and direction to all managers to ensure continued development of a professional and effective organization 
  • Provide oversight of staffing, personnel policies, and performance management, including annual reviews; lead and guide staff in performance of duties to promote cooperation and teamwork
  • Develop and enhance, implement and enforce policies and procedures to improve the overall operation and effectiveness of the organization
  • Establish and promote a high level of professional and ethical standards within the organization

Be the Face of the Organization

  • Represent HCDC at various business and community events; participate on panels; deliver speeches/presentations, and promote HCDC as thought leaders in the field
  • Develop and maintain strong working relationships with local, state and federal agencies, elected officials, and strategic partners to promote economic growth in the region in accordance with HCDC’s program initiatives and goals
  • Actively participate in trade association conferences, seminars, training and other events to build a diverse network and stay abreast of new programs and opportunities for growth

Build the HCDC Brand

  • In conjunction with the Marketing Director and senior managers, create and execute comprehensive marketing, branding and development strategies that will enhance HCDC’s identity 
  • Ensure that HCDC’s social media and digital marketing strategies are effective and position the organization as a leading voice in the region

Requirements:

Key Requirements:

  • Bachelor’s degree in a related field 
  • Ten years’ experience in economic development, lending, banking or another relevant field
  • Five years’ experience managing a cross-functional team of finance, marketing, program operations, and human resource professionals
  • Prior budget and P&L responsibility, with strong financial acumen and a track record of generating positive financial results
  • Engaged management style that focuses on development, mentorship, and ongoing communication
  • Experience as President, CEO or member of a senior leadership team
  • Strong written communication skills and comfortable as a public speaker
  • Available regularly on evenings and weekends for meetings and events
  • Finalist candidates must be able to complete the SBA background check which includes fingerprinting and FBI check.

Preferred:

  • Advanced degree
  • Experience being the face of an organization with employees, key stakeholders, and in the community
  • Active involvement with a mission-driven organization as a board member or management team member
  • Current with the latest trends and challenges in business incubation and economic development
  • Well-networked in Greater Cincinnati’s business, political, and economic development communities, or demonstrated success establishing a similar network in another market 
  • Working knowledge of small business lending and small business administration.

Compensation:

Competitive

How to Apply:

Submit CVs to Michele Plessinger, Executive Search Consultant - mplessinger@gilmanpartners.com

Executive Director Community Capital of Vermont
Barre, VT
Job Function: Financial Services
Posted: December 8, 2017

Background:

Since 1995, Community Capital has helped Vermonters create and retain jobs, build wealth, and enhance our downtowns and working landscape. Community Capital is the “go-to” lender statewide for entrepreneurs who require business start-up and expansion financing but are unable to secure bank financing. We serve as a stepping stone for entrepreneurs, helping them build the sales, experience, and credit to become sustainable, successful, and bankable businesses in the future.  Community Capital of Vermont seeks a dynamic, effective Executive Director with a strong commitment to our mission.  CCVT is a statewide small business and microenterprise lender serving low and moderate income entrepreneurs. CCVT specializes in providing loans to business owners who lack the collateral or credit history to qualify for traditional bank loans.

Position Summary:

Reporting to a Board of Directors, the Executive Director is responsible for the day-to-day management of the organization and supporting the Board’s leadership on policy and long-term planning.  Areas of responsibility include staff development and supervision, fundraising, financial management, grant reporting, oversight of our lending and business advisory programs, and coordinating marketing and outreach.

Responsibilities:

The Executive Director is responsible for the overall management and administration of CCVT, including: outreach and marketing; liaising with stakeholders and partners; developing new products
and services, supervising the servicing of loans; ensuring compliance with CCVT’s funding sources; loan fund administration and reporting; fundraising; financial management; staff supervision; and
supporting its Board of Directors, Loan Committee, and other committees.

Essential Functions

Program Management

  1. Oversee the implementation of CCVT’s strategic plan as approved by its Board of Directors.
  2. Initiate and coordinate program evaluation activities.
  3. Develop programs and funding options based upon ongoing needs assessments.

Fundraising

  1. Develop and implement a fundraising plan to support CCVT’s operations, seeking support from individuals and businesses.
  2. Prepare grant applications to various funders including private foundations and government agencies.
  3. Advocate for funding and policy initiatives related to CCVT at the State and Federal level.

Lending

  1. Exercise loan decision making authority granted in CCVT’s Loan Policies.
  2. Oversee recruitment, orientation and ongoing support for the Loan Committees
  3. Oversee loan portfolio including management of loan pipeline, risk management, and loan workouts. Provide reports and support for the Board’s Credit Quality Committee.
  4. Take appropriate collection actions on loans outstanding to CCVT.
  5. Coordinate pre- and post-loan technical assistance program.

External Relations

  1. Coordinate and implement the marketing of CCVT.
  2. Ensure the organization maintains excellent relationships with business technical assistance providers, economic development organizations, partner financial institutions, other resources available to serve applicants and borrowers, and other CCVT stakeholders and partners throughout Vermont.
  3. Manage and encourage the further development of CCVT as an integral entity and lender within Vermont. Design and oversee the implementation of new services.

General Administration

  1. Provide overall financial management of CCVT under the direction of the CCVT Board of Directors.
  2. Ensure compliance with all grants. Prepare programmatic and financial reports required by funding sources.
  3. Maintain and work with the CCVT Board of Directors and its committees. Assist in the development and modification of policies and procedures as needed and conduct regular reviews of CCVT organizational documents. Work with the Board on its development as a productive, functioning, and representative Board of Directors. Assist in the recruitment and training of new Board members.
  4. Supervise CCVT staff; complete annual performance appraisals.
  5. Hold regular staff meetings.
  6. Prepare timely and accurate reports to CCVT Board of Directors and its Committees.

Other

  1. Under the supervision of the Board of Directors, perform other duties to ensure CCVT is a sustainable, mission-focused organization.

Requirements:

Desired experience and qualifications include:

  • Leadership role in a not for profit organization
  • Success in a growing organization
  • Excellent interpersonal and teambuilding skills
  • Demonstrated commitment to high quality services and programs
  • Experience with financial management, supervision, and fundraising

 

Compensation:

$60,000 to $75,000 based upon qualifications and experience

How to Apply:

Please submit resume and cover letter via email to communitycapitalvt@gmail.com

Grant & Contract Compliance Manager – Milwaukee, WI WWBIC
Milwaukee, WI
Job Function: Other
Posted: December 7, 2017

Background:

The Wisconsin Women’s Business Initiative Corporation (WWBIC) has provided quality business and financial education coupled with access to fair capital and financial products for more than 30 years. Since WWBIC was incorporated as a 501(c)(3) in 1987, it has loaned $53 million to small business owners, helped entrepreneurs create and retain 9,900 jobs, assisted 57,000 clients, including 4,400 businesses, and assisted 163 individuals and families in purchasing their own homes through its asset-building program. Each year, WWBIC increases its impact across the state through the hard work of our staff and a corps of dedicated volunteers.  For more information, visit www.wwbic.com.

 

Position Summary:

This full-time position is responsible for supporting development efforts and managing all post-award grant/contract compliance and reporting requirements related to external funding sources and internal outcomes management. Core responsibilities include: managing and preparing funder-required tracking and compliance reports; evaluating funder and grant contracts for requirements and timelines; coordinating with staff to ensure deliverables and metrics are clear and regularly provided; compiling and analyzing data for internal and external reporting; and assisting the Director of Development with tracking, technology tools and developing statistics.

Responsibilities:

This position is responsible for supervising one administrative position. 

Requirements:

A Bachelor’s degree or equivalent experience, along with 3-5 years related work experience and proficiency in Excel and PDF is required. Previous supervisory experience preferred. In addition, excellent organizational skills, attention to detail, the ability to work under pressure and meet deadlines are needed.  Must possess strong verbal and written communication skills and the ability to work with diverse audiences.

Compensation:

Negotiable

How to Apply:

Benefits include full health and dental coverage, 403(b) savings plan and more in a family-friendly environment. To apply, please email a letter of application, resume & salary requirements to patricia.lohmann@wwbic.com.

Data Services Analyst PolicyMap, Inc.
Philadelphia, PA
Job Function: Research and Analytics
Posted: December 5, 2017

Background:

PolicyMap is a national online mapping tool and platform that enables government, commercial, non-profit and academic institutions to access data about communities and markets across the US. It is used for research, market studies, business planning, site selection, grant applications and impact analysis.  We offer access to the PolicyMap tool through subscriptions and enterprise access, license the underlying data in our platform and help organizations and companies bring interactive mapping to their own websites.  Launched in 2008, PolicyMap now has hundreds of customers, including federal, state and local government agencies, major universities, non-profit organizations, and commercial firms spanning real estate, banking and health care.  PolicyMap is a Benefit Corporation founded on the belief that data has the power to change communities and markets.  The problem is that getting that information is not simple or efficient. Data and analytics need to be reliable, consistent, and relevant. They need to be readily accessible. And they need to be responsive to the issues public and civic organizations are trying to understand. Changes in technology and the expansion of online mapping applications are creating new opportunities for the public and civic sectors to increase their ability to use and share good data and analytics to inform decisions.

Position Summary:

PolicyMap seeks a Data Services Analyst to contribute to the Data Services Team within the Data and Content Development Department by providing data and mapping services to PolicyMap clients by interpreting their needs and providing a work product consistent with the expectations of the client and of the Team.  The Data Services Analyst will have direct contact with existing PolicyMap clients and potential clients and will be responsible for acquiring, assessing and processing customer data, serving various levels of PolicyMap customers, ranging from Premium Subscribers to Data API users.  Because PolicyMap customers include government agencies, universities, non-profit organizations and commercial firms, the Data Services Analyst must have an aptitude for conceptualizing data related to a variety of topics related to housing, poverty and health, to name a few. 

Reporting to the Data Services Lead, the Data Services Analyst will procure customer datasets, analyze and process them using MS SQL Server Management Studio, MS Access and ArcGIS.  He/she needs to have strong writing and communication skills and the ability to translate technical data descriptions provided by customers into user friendly text accessible to a wide audience.

The Data and Content Development Department prizes attention to detail; enthusiasm for our products our clients are core values.  We work well independently, and we take ownership of our individual workloads, while leveraging the strengths of our team members through collaboration. The 6-person Data and Content Development Department is agile, creative, and uses the best tools and approaches at hand for each task.  PolicyMap’s office in Midtown Village provides a casual-dress work environment that matches our creative, collaborative culture.

Responsibilities:

Customer Data Set Processing

  • Procure, process and document subscriber datasets of varying sizes using SQL, MS Access and ArcGIS
  • Communicate with the Tech Team to ensure data appears properly in PolicyMap
  • Author documentation of process and dataset indicators
  • Provide validation and quality assurance of datasets
  • Validate other team members’ datasets

Customer Data Services

  • Manage custom project work, working iteratively, from initial scope development to final deliverable
  • Serve as primary client contact for many of PolicyMap’s subscribers
  • Advise clients with preparation of their subscriber dataset, separate mapping interface and/or enterprise license
  • Provide trainings and Q&A sessions to familiarize customers with their own data on PolicyMap

Other

  • Brainstorm with Data and Content Development Team about new functionality and site improvements
  • Write articles and contribute ideas for the PolicyMap blogs
  • Provide occasional online trainings to prospective PolicyMap users
  • Contribute to Mapchats webinar series effort

Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

  • Bachelor’s degree required with preference for Master’s Degree in urban planning, public policy, health services research, economics, public health, anthropology, sociology, demography or other related fields
  • Two years’ commensurate work experience required (can include internships)
  • Excellent interpersonal and customer service skills
  • Strong project management skills
  • Demonstrated proficiency and experience required with GIS (ArcGIS), SQL and/or MS Access, or other relational databases; one or more statistical software programs (SPSS, SAS, R) a plus
  • Experience using federal data, such as U.S. Census and Bureau of Labor Statistics (BLS)
  • Familiarity with current public policy issues and community development concerns
  • Proven organizational skills and attention to detail
  • Excellent technical and compositional writing skills

Competencies:           

To perform the job successfully, an individual should demonstrate the following competencies:

  • Ownership/Accountability – Actively manages work and issues through to completion.
  • Customer Service – Understands and manages customer expectations.
  • Initiative – Anticipates and communicates challenges and opportunities.
  • Commitment – Demonstrates sense of passion and urgency for work, mission and organization.
  • Adaptability – Sees opportunity and risk for continuous improvement.
  • Efficiency and Productivity – Determines priorities and allocates time and focus accordingly.
  • Professional/Technical Expertise – Understands and applies technical/procedural knowledge of job.

Compensation:

PolicyMap, Inc. offers a competitive salary based on experience and skills, as well as an excellent benefits package including employer-paid health, disability and life insurance, 401(k) savings plan with employer match, flexible spending accounts (medical, dependent care, and transportation), tuition reimbursement, generous paid time off, and EAP program.

How to Apply:

Please mail, email, or fax resume with cover letter, salary requirement and research and/or writing sample to:

Elizabeth Nash
Vice President, Data and Content Development
PolicyMap, Inc.
1315 Walnut Street, Suite 1500
Philadelphia, PA 19107
elizabeth.nash@policymap.com
Fax: 215-574-5924

PolicyMap, Inc. uses E-Verify to validate all new hires’ ability to legally work in the United States. PolicyMap, Inc. is an Equal Opportunity Employer.  PolicyMap, Inc. does not discriminate in hiring or employment practices on the basis of race, color, religion, gender, age, sexual orientation, marital or familial status, national origin, non-job related disability, or status as a veteran.  Minority candidates are encouraged to apply.

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