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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. If you need to edit or remove a posting, please contact info@ofn.orgSubmissions will be reviewed to ensure relevancy to the industry, and posted within 2 business days.

Advocacy Manager Fahe
Lexington, KY
Job Function: Advocacy/Policy
Posted: November 12, 2018

Background:

Want to make a difference in the big issues facing our country? Join Fahe’s growing Advocacy team and work each day to bring people together in our divided country, build an America where each person can live a good life, and push back against economic stagnation and inequality. Fahe works from Appalachia on these national issues, where our unique collaborative model connects a Network of local, regional, and national leaders. We advocate, and we also work on the ground---since our inception in 1980, the Fahe Network has served more than 535,000 people and achieved a cumulative financial impact of over a billion dollars in Appalachia. The impact achieved by our Network, our boots-on-the-ground program design expertise, and our record of influencing legislation gives us a nationally-recognized perspective. In our vision, our communities and economies work---with jobs, choices, and a good life for each of us, in our region and throughout the country. Join us to make it happen.

Position Summary:

Our ability to achieve this vision depends upon us being able to hire amazing people. The Advocacy Manager will work with the Advocacy Department to lead initiatives on prosperity in Appalachia and nationwide. The Manager will work with smart, dedicated, big-thinking colleagues on making a difference in this country. The Manager will have a view from a leading national voice located at the foot of the Appalachian Mountains that is effective in the Washington, DC policy environment (for example, our President, is Board Chair of the Opportunity Finance Network, the leading national organization of community development financial institutions).

Responsibilities:

Strategy and Narrative

  • Develop and execute strategy to further Fahe’s advocacy and policy goals
  • Manage development of Fahe’s policy narrative, selectively engage on policy while being thoughtful about when we speak and when we should listen
  • Contribute to reinforcing Fahe’s overall narrative of building our region within a country where people have good jobs, good choices, and good lives

Policy

  • Lead on in-depth policy issues, develop national program design, and follow legislative developments
  • Author policy papers, testimony, comments, and articles that will be released to elected leaders, thought leaders, and the public
  • Coordinate our state policy efforts, advising when we should be involved and helping Fahe Members maximize their state advocacy
  • Manage Fahe’s federal appropriations advocacy by developing and maintaining key relationships with Congressional staff

Collaboration

  • Convening occasional thought leadership events and collaborate with
  • partners to amplify our communications and ideas
  • Review our participation in coalitions and manage coalition relationships
  • Build relationships with other organizations and represent Fahe at conferences and events

Media

  • In the course of work, identify media opportunities to broaden our reach and help produce advocacy and policy related content for those opportunities

Requirements:

Minimum Qualifications

  • A belief that people should have a good job, good choices, and a good life,no matter who their momma is --- and whether they’re born in New York City,Knoxville, or Hazard, Kentucky
  • At least four years of experience or graduate degree and three years of experience in some combination of legislative/regulatory advocacy, policy, research, communications, media or similar
  • Experience and skill at building relationships, working on a team, and cultivating collaboration with a diverse group of people
  • Strong written and oral communication skills
  • Ability and willingness to travel occasionally

Desired Qualifications

  • Experience and interest in interacting with Congressional offices, state legislators, and federal and state regulatory officials
  • Interest/ability to discuss economic structural transitions in our country brought on by automation, concentration of economic activity, and other trends
  • Experience leading or willingness to learn to lead members of the team with less experience

Compensation:

For the past two years, our staff nominated Fahe as one of the top 100 Best Places to Work in Kentucky. Fahe is an Equal Opportunity Employer seeking applicants who can bring diverse viewpoints, experience, talents and culture to promote our organization’s mission. We offer a diverse work environment with competitive salaries and excellent benefits. Visit www.fahe.org to learn more about Fahe.

How to Apply:

Qualified candidates may submit a resume and cover letter to hr@fahe.org or mail to Fahe/Attn: Human Resources; 319 Oak Street; Berea, KY 40403

Senior Loan Officer/ Loan Officer, Western Region Low Income Investment Fund
San Francisco, CA
Job Function: Other
Posted: November 9, 2018

Background:

The Low Income Investment Fund is a non-profit community development financial institution, with headquarters in San Francisco and offices in Los Angeles, Washington, D.C. and New York. LIIF builds healthy communities by bridging the gap between private capital markets and low-income neighborhoods. LIIF is a steward for capital invested in affordable housing, childcare, fresh foods, education and other community initiatives.

Position Summary:

The Senior Loan Officer/Loan Officer originates and underwrites acquisition, predevelopment, construction, and term loans in support of the development of affordable housing, charter schools, health clinics and other community facilities, as well as LIIF’s other programs, including healthy foods. Position is California-based, serving a region that includes California, the Pacific Northwest and Colorado. The Senior Loan Officer/Loan Officer also helps source and close transactions that utilize New Markets Tax Credits (NMTCs), and other structured finance tools, such as loan pools and funds. In accordance with LIIF lending policies and procedures, the Senior Loan Officer/Loan Officer prepares and presents loan narratives/credit memos to the loan committees or other approving entities for approval. Following loan approval, the Senior Loan Officer/Loan Officer coordinates the loan closing with LIIF’s Loan Administration group. The Senior Loan Officer/Loan Officer provides input in and supports the achievement of regional and overall Lending work plan goals. The Senior Loan Officer/Loan Officer is also involved in marketing LIIF products and programs to potential clients and is responsible for relationship management with borrowers, lending partners, technical assistance providers, government agencies, and public officials.
The Senior Loan Officer/Loan Officer reports to the VP, Western Region and National Markets. The Senior Loan Officer/Loan Officer works closely with Loan Associates on loan closings and with Loan Associates and Asset Managers on asset management. The Senior Loan Officer/Loan Officer may also work with colleagues in LIIF’s child care group on community facilities loans. The Senior Loan Officer/Loan Officer communicates with potential and existing borrowers, third party lenders, attorneys and other outside groups. The Senior Loan Officer/Loan Officer also attends regular loan committee meetings and represents LIIF to outside groups as requested.

Responsibilities:

ESSENTIAL FUNCTIONS:

Marketing/Business Development:

The Senior Loan Officer/Loan Officer supports the regional office’s on-going business development by:

•Regularly meeting with current LIIF clients to discuss their development pipelines and credit needs
•Maintaining current knowledge of local, regional and national trends and conditions in the real estate development sector, including policy initiatives that will affect the underwriting, financing and development processes
•Identifying and responding to new business opportunities
•Leading or actively participating in meetings and conferences with borrowers

Underwriting:

•Based on extensive review and analysis of information gathered from the potential borrower and other sources, the Senior Loan Officer/Loan Officer works with the VP to structure loans both to meet customers’ needs and to comply with internal guidelines
•Assists in the structuring of complex transactions, such as NMTC deals and/or Funds that produce underlying loans for charter schools, affordable housing projects, health clinics or other community facilities.
•Performs thorough due diligence review and evaluation of loan requests including but not limited to site inspections, financial proforma analysis, evaluating feasibility and likelihood of repayment sources, appraisal reviews, entitlement/land use assessments, environmental report reviews, and analyzing borrower financial statements
•With guidance from the VP, the Senior Loan Officer/Loan Officer negotiates with borrowers on all aspects of loans, prepares a loan narrative/credit memo, and secures the appropriate level of approvals from internal staff and/or the appropriate Loan Committee with a recommendation for action
•Underwrites loans to be purchased by a third party. In these cases the Senior Loan Officer/Loan Officer mediates between the borrower and ultimate lender and negotiates all aspects of the loan in accordance with LIIF’s lending policies and LIIF’s agreement with the third party
•Any of these activities could be on behalf of the local lending office or from another lending office

Closing:

•Following approval of the credit memo, the Senior Loan Officer/Loan Officer works with the Loan Associate on the loan closing. The Senior Loan Officer/Loan Officer also works with loan participants, drafts the commitment letter; coordinates loan documentation and work performed by attorneys and other LIIF staff.
* In cases of highly complex and/or sensitive transactions, the Senior Loan Officer/Loan Officer, the Director or Vice President will take a more active role in the closing process.
•The Senior Loan Officer/Loan Officer is responsible for ensuring that the business terms of the loan as reflected in the loan documents are consistent with the underwriting of the loan.
•With the Loan Associate, develops and maintains files to ensure accuracy and completeness

Asset Management:

After closing, the Senior Loan Officer/Loan Officer provides support to the Asset Manager in the asset management of the loan, including:

•Reviewing draw requests as necessary. In most cases, Loan Associates will consult with Asset Manager for resolution of any issues pertaining to draws; however, in some cases input from the Senior Loan Officer/Loan Officer will be requested.
•Collaborating with Asset Managers in extending or modifying loans as needed; if the extension and/or modification represent(s) a major restructuring/underwriting of the transaction, the Senior Loan Officer/Loan Officer will take a leadership role, as needed.
•Provide underwriting input to Asset Managers preparing loan monitoring reports for monthly Credit Committee review
After loan closing, the Senior Loan Officer/Loan Officer provides ongoing support to and coordination with the Asset Manager managing the credit on a routine basis.

Relationship Management

The Senior Loan Officer/Loan Officer supports the California Region lending operation’s lending activity and goals with excellent client service:
•Works timely and efficiently to collect due diligence material for underwriting purposes
•Completes credit proposal documents in a timely fashion so as to meet or exceed client expectations in response to the credit request
•Hands off the credit approval to the Loan Associate with sufficient information for the Loan Associate to quickly respond to the closing schedule
•Develops an awareness of the client’s financial position and growth goals to help the Director think strategically about how best to meet the client’s needs and help position LIIF as their lender of choice
•Researches the client through various sources, including financial statements; real estate portfolio reports; and pipeline; helps to determine future lending opportunities and spots unfavorable trends
•Coordinates closely with the applicable Loan Associate and Asset Manager as part of the relationship management team for each client.
•Attends various industry and client functions, representing LIIF as a part of the client team

Other:

•The Senior Loan Officer/Loan Officer must consistently provide excellent customer service. This may include technical assistance to more fragile borrowers as appropriate

Requirements:

SKILLS REQUIRED:

The ideal candidate for this position will have these key qualifications:

•Experience in real estate-based lending, including credit analysis, deal structuring, due diligence, and loan closings (familiarity with loan documents is assumed). Experience in charter school and community facilities financing, including tools such as New Markets Tax Credits (NMTCs)
•Proficiency in analyzing financials of nonprofit organizations, for profit developers and real estate operations (in particular, rental housing and community facilities)
•Familiarity with federal, state, and local government funding sources for capital and operating needs of charter schools, multi-family housing, special needs housing, and community facilities (e.g. child care centers, health and educational programs, etc.)
•Working experience with both private sector financial institutions and public agencies
•Computer aptitude, including knowledge of Microsoft Office Suite Programs, and other database software
•Excellent skills in managing multiple tasks requiring strong attention to detail
•Self-motivation, dedication, and flexibility

EDUCATIONAL:

Educational background should include degree work in a relevant area of study such as real estate, urban planning, business administration or finance. A bachelor's degree is required although an advanced degree is preferred. In addition, the position requires a high degree of self-motivation, dedication, creativity, and perseverance; flexibility with time and travel; and willingness to accept a demanding (and personally satisfying) position. Excellent teamwork and strong time management skills are essential.

Compensation:

Salary commensurate withe experience.

How to Apply:

Please submit your resume to careers@liifund.org

Community Investment Officer Corporation for Supportive Housing (CSH)
Washington, DC
Job Function: Lending/Loan Operations
Posted: November 9, 2018

Background:

Who we are:
For over 25 years, CSH has been a game-changer for the most vulnerable people in our country:
- Helping communities create 200,000 homes for individuals and families who did not have one;
- Bringing hope to thousands who thought they would live on the streets or reside in institutions forever;
- Ensuring not only a stable home for each, but access to the services that brought healthcare, recovery and training to their doorsteps;

Position Summary:

Why we need you:
CSH is seeking an enthusiastic, results-oriented individual to work as a valued member of our Community Investment Team. You will originate loans for quality supportive housing developments and provide assistance to government partners in shaping financing and development policies and programs to create stronger systems that support and expedite the production of supportive housing.

Responsibilities:

What you will do:
• Advance CSH’s strategic priorities through your Community Investment Officer role, including building the supportive housing industry by leading trainings and workshops, representing CSH at conferences and events and working closely with colleagues on special projects, innovative ideas, and programs that advance the creation of supportive housing in the Mid-Atlantic and the Eastern Region.
• Analyze project feasibility and the capacity of development teams and propose loan structures that meet borrower needs while advancing CSH’s strategic priorities and credit policies.
• Cultivate strong relationships with industry partners and developers including public and private agencies, funders, financial institutions and external partners.
• Market CSH’s loan products and expertise resulting in a robust lending pipeline which you will help monitor and manage.
• Provide technical assistance to nonprofit, for-profit and public organizations around the financing, creation and operation of supportive housing.

Requirements:

How we work:

All CSH staff share a common competency framework. These guide our approach and in turn, help us create value. CSH staff are adaptable, entrepreneurial, creative, flexible, and problem solvers. We are strategic thinkers with a sense of humor, persistence, and a commitment to treating others with respect.

• Minimum 5 years’ experience in low income or supportive housing development, underwriting or financing field.
• Bachelor’s degree; experience may substitute for education.
• Extensive knowledge of the Low Income Housing Tax Credit Program and familiarity with state and other federally funded affordable housing finance programs.
• Familiarity with the entitlement process, zoning and planning, and challenges for low- income or supportive housing developers.
• Familiarity or interest in issues related to supportive housing including homelessness, low income housing development, finance, state and local housing finance policies, service needs, community development and planning, mental illness, AIDS, harm reduction or public housing.
• Success in building quality teams, trusted relationships, setting and managing performance and mentoring and coaching development partners in the areas of real estate development and housing finance issues.
• Talent for taking initiative and pursuing goals with moderate supervision.
• Strong data analysis, analytical, interpersonal, presentation, and written and verbal communication skills.

Compensation:

Commensurate with Experience

How to Apply:

Interested in joining our team as a leader in the national supportive housing movement?

To Apply: Candidates should apply by clicking on the link below. All candidates should attach their Resume, Cover Letter and Salary Expectations as one Microsoft Word or PDF document.

https://csh.csod.com/ats/careersite/jobdetails.aspx?site=1&c=csh&id=83&s...

CSH is proud that it always has been and always will be an Equal Opportunity Employer.

Loan Officer WWBIC
Milwaukee, WI
Job Function: Lending/Loan Operations
Posted: November 8, 2018

Background:

The Wisconsin Women’s Business Initiative Corporation (WWBIC) is a leading, not-for-profit economic development corporation that’s “Putting Dreams to Work.” Our focus is to positively impact the lives of women, people of color and low income individuals by providing quality business education, business loans and access to fair & responsible capital, one-on-one business coaching, and personal money management education and tools. Since 1987, WWBIC has lent more than $60 million in micro/small business loans and helped launch or expand 4,800 businesses. We currently work with 3,600 clients annually and manage a loan portfolio of $18 million with 500 active borrowers. To learn more about WWBIC visit: www.wwbic.com.

Position Summary:

The Loan Officer has responsibility to produce approved, closed and disbursed microloans and for expansion of WWBIC’s micro lending programs focusing on Milwaukee’s targeted community development areas. Core responsibilities include: Identify, analyze, underwrite and close loan applications, develop and foster key relationships to ensure collaborative partnerships with area financial institutions and other sources for loan referrals, maintain a presence in the community to facilitate loan production, represent WWBIC at community and professional functions, conferences and meetings and maintain on going loan client contact.

Responsibilities:

The Loan Officer has responsibility to produce approved, closed and disbursed microloans and for expansion of WWBIC’s micro lending programs focusing on Milwaukee’s targeted community development areas. Core responsibilities include: Identify, analyze, underwrite and close loan applications, develop and foster key relationships to ensure collaborative partnerships with area financial institutions and other sources for loan referrals, maintain a presence in the community to facilitate loan production, represent WWBIC at community and professional functions, conferences and meetings and maintain on going loan client contact.

Requirements:

Must have valid drivers license and proof of insurance as position requires local travel. Experience in small business financing or community development lending is preferred.

Compensation:

Based on experience

How to Apply:

email resume, salary requirements and cover letter to: patricia.lohmann@wwbic.com

Chief Investment Officer Upper Manhattan Empowerment Zone Development Corp.
New York , NY
Job Function: Investment
Posted: November 5, 2018

Background:

The mission of the Upper Manhattan Empowerment Zone Development Corporation (UMEZ) is to sustain the economic revitalization of all communities in Upper Manhattan through job creation, corporate alliances, strategic investments, and small business investments. UMEZ facilitates economic development in the neighborhoods of Central, East and West Harlem, Washington Heights; and Inwood.
UMEZ is an independent not-for-profit corporation created in 1995 and has invested $250 million in the Upper Manhattan community, leveraging over 1.1 billion in private capital, and has funded 100 small businesses.
UMEZ is a recognized Community Development Financial Institution (CDFI) with over $80 million in assets. UMEZ is proud to be certified by the U.S. Department of the Treasury’s CDFI Fund as a part of a national network promoting economic growth by financing businesses, creating jobs, and rebuilding neighborhoods.

Position Summary:

Summary: The Chief Investment Officer (CIO) provides leadership and management of UMEZ’s loan origination, new financing products, investments, and capital management strategies. With the President and CEO, this role will also be responsible for growing UMEZ’s capital under management. The CIO is a member of the Leadership Team.

Responsibilities:

Essential Duties and Responsibilities: Include the following and other duties may be assigned:

• Provide leadership in structuring, negotiating and closing of loans and investments and oversight of credit policies
• Identify market opportunities and develop new financing strategies in furtherance of UMEZ’s mission
• Provide CEO and CFO with strategies and information to enhance revenues and achieve short and long-term financial goals and sustainability
• Oversee, train and assist junior staff with investment proposals, financial statement analysis, financial modeling, due diligence
• Together with the President and CEO, grow UMEZ’s capitalization under management
• Manage and grow (as appropriate) the Lending and Investments team
• Lead new opportunities in CDFI programs, new originations, and portfolio management

Requirements:

• Undergraduate degree in business or a related field; MBA preferred
• 7-10 years of work experience in investment banking or commercial lending experience
• 3-5 years supervisor or managerial capacity required
• Strong knowledge and experience with lending and investment underwriting together with an understanding of community development finance
• Strong credit risk analysis and formal credit training required
• Demonstrated ability to manage and work in teams and interacting constructively with diverse constituents; must be able to engage in a tactful manner with colleagues, clients, and applicants
• Experience working with a Community Development Financial Institution
• Strong interpersonal, written and oral communications skills and excellent attention to detail
• Community residence and /or familiarity with Upper Manhattan community preferred
• Bi-Lingual, English and Spanish, a plus but not necessary

Compensation:

Depends on Experience

How to Apply:

Interested candidates should e-mail or mail a resume and cover letter to:

Danessy Pico
Human Resources Manager
55 West 125th Street, 11th Floor
New York, New York 10027
HR@umez.org
Attn: Chief Investment Officer

No Phone Calls or Faxes Please

Underwriter - Community Development Cinnaire
Wilmington, DE
Job Function: Underwriting
Posted: November 2, 2018

Background:

Cinnaire provides solutions and support to partners through a dedicated full-service approach. Our progressive approach and loyal, experienced and knowledgeable staff create opportunities and provide access to funding and resources that advance community and economic development efforts. Building upon our exceptional track record, our responsible financial investment strategies, lending options and value-added services enable investors to advance business and community endeavors.

Position Summary:

The Underwriter, Community Development analyzes community development and real estate debt opportunities and assesses the risks and associated mitigants. Generally, this includes ensuring that the proposed loan can be repaid within the underwriting parameters, while meeting financial and community impact targets.

Responsibilities:

1. Underwrites and closes community development loans.
2. Assists Business Development staff in negotiating investment terms for preparation of application letters, as needed.
3. Prepares and advises Credit Risk and Customer Engagement team members on moderately complex property level pro forma cash flow statements and financial models.
4. Reviews proformas, application letters, and commitment letters for potential community development investment to ensure term and pricing of proposals are competitive and meet underwriting guidelines.
5. Communicates with investors, as needed, to secure investor approval of loans and to develop and maintain relationships.
6. Identifies and advises Credit Risk team members on factors of the proposed investment that differ from standard underwriting criteria (waivers) and develops appropriate mitigants.
7. Advises Credit Risk team members in the negotiation of the terms of the investment with the developer as reflected in the commitment letter and final loan documents.
8. Performs site due diligence visits.
9. Identifies potential structural enhancements er to improve credit and reduce risk.
10. Participates in industry activities, including industry conferences, trade shows, education opportunities, and other events that benefit Cinnaire business relationships.
11. Maintains business relationships with investors, CDFIs, developers, accountants, attorneys, consultants, property managers, housing finance agencies, lenders, and any other related parties.
12. Participates in departmental meetings and company-wide meetings.
13. Performs other duties which may be requested by Cinnaire management and executive staff.

Requirements:

• Expertise in underwriting community development loans.
• Knowledge of the real estate development process.
• Knowledge of financial programs and products designed to expand community economic development initiatives and the availability of affordable housing, including but not limited to, Low Income Housing Tax Credits and Section 42 of the Internal Revenue Code, Section 8, Rural Development 515, HOME and other governmental programs.
• Minimum 5 years’ experience in community development real estate, lending, investment, and underwriting.
• Bachelor Degree in real estate, finance, or business
• MBA desired, but not essential.

Compensation:

Commensurate with market

How to Apply:

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

VP of Lending Finance Fund
Columbus , OH
Job Function: Lending/Loan Operations
Posted: October 29, 2018

Background:

Finance Fund and Finance Fund Capital Corporation were created to connect underserved communities with public and private sources of capital. We simplify the complexities of the funding process to help good ideas come to life ideas that change systems, create jobs, address community needs and improve the quality of life in Ohio’s neighborhoods and communities. It takes committed leaders, clients, partners and staff to enable the kind of change that we support to work to develop healthy, sustainable economies in low-and moderate-income, at-risk rural and urban communities. This work is guided and driven by our Mission, Vision, and Values.

Position Summary:

Originate and structure loans and grants to small business and nonprofit organizations. Foster and maintain key strategic relationships. Attend and make presentations at outreach and networking events. Contribute to loan production goals by identifying lending opportunities and originating new loans.

Responsibilities:

Review applications, analyzing financial, project and management capacity. Appropriately structure loans based on applicant ability, available loan programs/capital, and in compliance with internal credit and program requirements under the supervision of the manager. Communicate with applicants, regarding status of loan application. Negotiate loan proposals with borrowers and partners (business term sheets and commitment letters) under the supervision of the manager. Contribute to pipeline reports to monitor loan applications. Support marketing and outreach efforts. Underwrite financing requests in a timely manner and within lending guidelines, and work with borrowers through all stages of the financing process. Underwriting responsibilities may include: Spreading applicants’ financials; provide historical analysis of financial strengths and weakness in order to assess capacity for new debt; analyze borrower budget and projections to assess and stress test debt service capacity. Compare applicants’ liquidity, profitability, and credit histories with similar organizations within industry environment to determine risk relative to sector. Provide an assessment of the collateral and contribution to risk mitigation. Prepare credit memos for review and approval, including all relevant underwriting information and recommendations.

Requirements:

Possess a Bachelor’s degree in business or related field with at least 2 years pertinent experience in banking, finance, and/or community development. Strong interest in supporting disadvantaged communities and low-income people and passionate about economic justice. Interest in learning the craft of community development lending. Knowledge of and/or experience in some of the following: small business lending, alternative business lending, small business management, economic development, technical assistance, and real estate development. Ability to navigate complex interactive situations both on the phone and in person. Detail oriented with strong analytical, writing and communication skills. Proficiency with Microsoft Office and Adobe Acrobat. Some travel required, mostly in the state of Ohio.

Compensation:

Negotiable

How to Apply:

To apply for this position, please send a cover letter and resume to Suzette Berry, MBA, the Vice President, Human Resources at Finance Fund and Finance Fund Capital Corporation at SBerry@FinanceFund.org

Financial Institutions Specialist Aeris
Philadelphia, PA
Job Function: Finance
Posted: October 26, 2018

Background:

Since 2004, Aeris has guided capital to good. We provide performance data, analysis, and ratings of both financial risk and impact management capacity. Aeris helps investors to screen, underwrite, and monitor investments that meet their risk parameters and social/environmental impact goals. Learn more at www.aerisinsight.com.

Aeris seeks numbers-loving Financial Institutions Specialists who will contribute to our leading-edge analysis and data collection initiatives. Successful candidates will bring a keen attention to detail, as well as a high aptitude for the analysis of financial statements. We are seeking candidates who may have less experience but are looking to grow along with our organization, as well as mature professionals interested in a second career, and who are comfortable in a fast-paced, startup-like environment.

Position Summary:

Duties will involve interacting with Aeris-rated institutions and Aeris analysts in critical phases of the production of Aeris Rating Reports, most significantly in the preparation of data and tables for further analysis by our expert analysts. Financial Institutions Specialists will also play a key role in the operation of the Aeris’ custom-built web application enabling industry-first, real-time analytics of CDFI performance data and supporting the industry adoption and use of Standardized Impact Metrics.

Financial Institutions Specialists will be responsible for reviewing and proofing financial statements, working with reporting institutions to address any errors and omissions, spread financial statements from institutions’ internally-generated format to the Aeris industry-standard format, and prepare rating report templates.

Responsibilities:

Responsibilities include, but are not limited to:
1. Play an essential role in the Aeris Rating process
a. Reviewing and verifying accuracy of collected data, calculated ratios and related tables and graphs
b. Prepare detailed financial and narrative report templates for Aeris Analysts.
c. Request and track document submission for all Aeris Rating Reports. Following up as necessary with CDFIs to ensure that all materials are submitted in timely fashion.

2. Prepare CDFI financial statements for the Aeris Cloud
a. Work with Aeris Operations team to understand CDFI financial presentation.
b. Prepare CDFI financial statements and performance metrics for Aeris analyses or quarterly reporting.
c. Working with CDFIs, proof and finalize quarterly financial statements and reported performance data.
d. Communicate with CDFIs and Analysts regarding clarification of materials submitted and requests for additional data.
3. Aeris Cloud maintenance
a. Orient CDFIs to uploading data and supporting documentation to the Aeris Cloud.
b. Lead Webinar demonstrations of the Aeris Cloud for CDFIs, as requested.
c. Load data and documents into appropriate “libraries” on the Aeris Cloud.
d. Work with CDFIs to set up their Aeris “library” and financial template on the Aeris Cloud.
e. Follow up with CDFIs as necessary to ensure timely upload of quarterly financial statements and performance data.

4. Aeris Rating Committee
a. Schedule meetings and conference calls by coordinating and confirming attendance, arranging for the meeting dates/equipment/advance materials, etc.
b. Schedule ratings committee, coordinating analyst selection with the Director of Ratings.
c. Support ratings committees.
5. Aeris document preparation
a. Proof and note corrections on draft Aeris reports during the layout process.
b. Prepare ratings certificates, ensuring that ratings are correctly represented before they are released to CDFIs.

Requirements:

Aeris is seeking candidates with Bachelor’s Degree in a business major, preferably with some professional experience in financial services or accounting; or other candidates with the requisite skills. Prior experience reading and understanding the financial statements of financial institutions with lending activities is preferred.

Key success measures include quality, quantity, accuracy, timeliness, and team work. These require:

* Strong financial and analytical experience
* Familiarity with nonprofit financial statements (preferred)
* Strong financial, market, and qualitative analysis skills
* Strong written and verbal communications skills
* Ability to focus on detailed work for accuracy
* Advanced Microsoft Excel and Word skills, knowledge of Sharepoint
* Normal physical requirements for an office position (EOE/ADA Compliant)

Compensation:

Aeris offers a competitive compensation and benefits package

How to Apply:

To apply please email cover letter and resume to:

Search: Financial Institutions Specialist
Aeris Insight Inc.
Email: careers@aerisinsight.com

OUTREACH COORDINATOR The ICA Group
Northampton, MA
Job Function: Community Outreach
Posted: October 25, 2018

Background:

We believe worker ownership is an integral part of creating a fundamentally fairer economy where every person has economic security and access to valued, dignified work. The ICA Group is the country’s leading expert on worker ownership and the oldest national organization dedicated to the development of worker cooperatives. We are a mission driven non-profit organized as a worker cooperative that brings to the worker ownership sector a level of analysis and rigor offered by the most competitive national business advisory firms. We combine this with a deep understanding of worker ownership and other worker-centered structures and a commitment to serving low-wage workers and communities of color.

Position Summary:

The ICA Group seeks an outreach coordinator to join its growing team working to expand economic democracy through the creation and growth of worker owned companies and other social enterprises.

The outreach coordinator will work closely with the ICA leadership team to develop strategic partnerships and client pipelines across ICA’s national program footprint. The ideal candidate is brings experience working with diverse stakeholders, particularly micro-to-midsize business owners, community leaders, business and economic development organizations, unions, and funders.

This full-time position can be located in ICA’s offices in Northampton, MA, Boston, MA or New York, NY or staffed remotely in Philadelphia, PA, Jackson, MS, Detroit, MI, Chicago, IL, or San Francisco, CA.

Responsibilities:

Client Outreach (50%):

Build relationships with businesses and identify opportunities to establish cooperative ownership models.
Engage with local groups and organizations that promote and engage with businesses and economic development initiatives in ICA’s program service areas.
Bring a strategic and collaborative approach to engaging economic developers, policy makers, business associations, government agencies, and educational institutions.

Communications (40%)

Present to economic development officials, small business support centers, and other stakeholder groups as well as attend partners’ events and conferences as relevant.
With support from communications and program staff, develop and disseminate direct outreach campaigns targeted to business owners within specific industries (mailers, email blasts, social media campaigns, etc.)
Help develop place-based communications and refine consulting tools and resources to meet local/regional needs and interests.
Respond to inquiries and requests for information from partners, media, and other stakeholders

Business Support (10%)

Participate in the development, promotion, coordination, and delivery of business training programs, conferences, and workshops.
Provide business owners with technical assistance, support, and/or referrals as appropriate

Requirements:

The ICA Group is seeking self-directed, engaged, and accomplished candidates who have at least 4 years of relevant experience. Successful candidates will be comfortable taking initiative, scoping projects, managing priorities and time, and holding themselves accountable to realistic goals.

4+ yrs. experience working with any small business in a relevant capacity
Experience providing technical assistance to businesses (preferred)
Prior work with minority owned businesses, business owners, and workers of color is required.
Experience with on the ground organizing and relationship building among communities of color is required. Must be able to communicate with a broad range of people and institutions confidently and effectively, with a critical analysis of power, privilege, race, class and gender.
Excellent written and verbal communication skills are required, including presentation and training skills, and familiarity with participatory and popular education. Strong phone skills and ability to build relationships remotely are key to success in this position.
Strong diplomatic skills and judgment are required in this position. You need to be able to both see possibility and ask hard questions with respect and discretion.
Must be able and willing to travel within the U.S. 1-2 times/month, often multi-city or for extended periods.
This is highly satisfying work in a diverse and stimulating environment. The ICA Group is an Equal Opportunity Employer. Women and people of color are strongly encouraged to apply.

Compensation:

Salary range: $60,000-$70,000. ICA’s salary range considers experience and local cost of living.
Benefits package includes 4 weeks of vacation, 12 paid holidays, 8 days of sick leave, and health insurance

How to Apply:

Please email a resume and cover letter (as a single PDF attachment), as well as a short writing sample to careers@ica-group.org, addressed to David Hammer. Please submit your application using the subject line: “Application for Outreach Coordinator”: [Your First and Last Name]”

No phone calls, please. We will call candidates to schedule interviews. We will accept applications until we fill the position.

The ICA Group is an Equal Opportunity Employer that seeks to create an organization that is reflective of the people we serve. Women and people of color are strongly encouraged to apply. We will not discriminate and will take affirmative action measures to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran’s status, sexual orientation, gender identity or gender expression.

Director of Public Policy and Advocacy Southern Bancorp Community Partners
Little Rock, AR
Job Function: Advocacy/Policy
Posted: October 25, 2018

Background:

For thirty years, Southern Bancorp Community Partners has been working to provide entrepreneurs, homeowners, and individuals with the financial tools needed to achieve the American Dream – regardless of their zip code. From credit repair and financial education to lending and public policy advocacy, Southern Bancorp Community Partners has a long history of creating economic opportunity in communities that need it most. Find out more by visiting our website. https://southernpartners.org/

Position Summary:

Summary:
Responsible for leading Southern’s public policy and advocacy efforts in Arkansas and Mississippi, as well as at the federal level. This includes lobbying on Southern’s behalf, monitoring policy and advocacy activities, representing Southern in public forums related to policy matters, and developing communications that support advocacy efforts.

Responsibilities:

Responsibilities:
Public Policy Advocacy - 55%
• Advocates for and against issues related to Southern’s mission that arise through legislation and/or regulation, including direct lobbying at all levels of government.
• Represents Southern in public forums both in person and in writing to support advocacy efforts.
• Builds relationships with political and government leaders representing our markets to facilitate advocacy efforts.
Research and Communications – 40%
• Conducts and coordinates research to monitor policy and regulatory issues and activity at the local, state and federal level; Works with leadership to determine action as needed.
• Supports Southern’s policy-related communications by creating content in coordination with Southern’s research consultants and communications teams for a variety of channels including blogs, research papers, op-eds, and others as assigned.
Administrative/Other - 5%
• Supports fundraising efforts through reporting and other communications activities as needed to explain and communicate on advocacy efforts.
• Performs other related duties as required or assigned.

Requirements:

Qualifications and Requirements:
• Bachelor’s degree in communication, public policy, political science, economics, or related field
and minimum of five years of experience in community engagement/outreach, program advocacy, or marketing engagement or an equivalent combinations of education and experience will also be considered.
• Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals, community leaders, and organizations.
• Ability to engage in face-to-face dialogue in one-on-one and group settings; Communicate data findings to external audiences, including policymakers, the media, and the general public.
• Excellent communication skills, analytical and writing skills, including ability to write policy and issue briefs.
• Excellent computer skills, including proficiency with Microsoft Office products.
• Proficient skills with knowledge of statistics and research design principles; ability to conduct analyses of complex public policy issues
• Capacity to critically review statistical analyses that have been conducted by others
• Understanding of federal and state policies that impact low-income individuals.
• Working knowledge of federal and state fiscal issues, including state taxes and budgets.

Preferred Qualifications:
Two years of experience with a law or Master’s degree in related field preferred
Physical Requirements
While performing the duties of this job, the employee is regularly required to sit, to talk, and to hear. Must occasionally stand and walk; reach with hands and arms; stoop, kneel, or crouch. Specific vision abilities required by this job include close and color vision. May be required to lift or move up to 10 pounds occasionally
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Other:
Must have a valid driver's license
Must be able to travel including some overnight stay

Compensation:

Compensation commensurate with job related education and experience.

How to Apply:

Please apply on-line:

https://banksouthern.com/careers/

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