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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.

Financial and Systems Controller Housing Trust Silicon Valley
San Jose, CA
Job Function: Finance
Posted: July 18, 2019

Background:

Housing Trust is leading the effort to create a strong affordable housing market the in the greater Bay Area as one of the region’s highest-volume nonprofit housing lenders. Serving people experiencing homelessness to renters to first-time homebuyers, we assist a wide range of residents with programs across the entire spectrum of housing issues. Since 2000, Housing Trust has invested $200 million – creating more than 18,600 affordable housing opportunities serving over 33,500 of our neighbors. Housing Trust is the first nonprofit Community Development Financial Institution (CDFI) to receive a Standard & Poor’s rating (AA-) because of its strong capacity to meet financial commitments.

Position Summary:

Are you a proven financial analyst with accounting and systems experience looking to broaden your scope in finance and administration while making a positive impact on one of the most serious crises facing our region? Are you analytical, dedicated, and mission driven? And, do you take pride in your work and thrive in a collaborative environment with people who also exhibit these qualities? If so, Housing Trust Silicon Valley is the place for you.

Reporting directly to the Chief Financial Officer, you’ll contribute to the Housing Trust’s success through providing financial and systems expertise you have gained in your career to improve cohesiveness of accounting, mortgage servicing, and CRM systems as well as policies and procedures and contract and vendor management.
This is an ideal opportunity for someone with at least 10 years related experience who is interested in a broad finance role in a growing mission driven organization. Who will be successful in this role? Someone who works independently and thrives in a fast-paced environment. Someone who enjoys working on a variety of projects and topics within Finance and Administration, taking ownership of coordinating projects and delivering results including an impact on the bottom line. Someone who is interested in learning about affordable housing and finance. Perhaps, someone like you?

Responsibilities:

Financial Planning and Analysis
• Lead the budgeting process: develop timelines and presentations. Work with the financial analyst to improve models and create appropriate dashboards.
• Translate financial results into reports to Finance Committee and board
• Prepare financial models for special projects including long-term forecasts. Improve the existing forecasting tools.
• Prepare quotes for and analysis of new programs
• Responsible for updating the Offering Memorandum annually and the associated Community Impact Notes. Approve and review interest payments. Help select and implement a system to manage investors and interest payments.
• Lead assessment planning and execution for S&P and Aeris and other regular assessments by outside entities
• Recommend process improvements

Systems and IT
• Lead investigation and implementation of new or upgraded 1) accounting and 2) mortgage servicing systems relying heavily on the Housing Trust subject matter experts in the process. Goal to move to the cloud with servers only for backup. Understand those two systems plus Salesforce and be able to recommend how they can work better together and which system is best suited for specific operations.
• Provide oversight of IT working with the office manager and with specific projects including
o Disaster Recovery plan development and maintenance
o Develop discipline and system to protect from password and system hacking.
o Draft and implement policies and procedures
o Further the implementation of Box including the Governance module and ensure that proper training is completed by new and existing users. Develop mini trainings and tips for all hands meetings.
General Finance and Accounting Support
• Take on specific monthly close review and approvals including investment confirms to provide further segregation of duties
• Assist with preparation of audit schedules as they relate to your area of responsibility
• Suggest process improvement and drive cost savings investigations and roll-outs. Generally be a team member who can bring ideas to help us scale efficiently
Administration
• Manage and track all corporate contracts and ensure that business leader has written an onboarding summary. Include accounting treatment where appropriate. Manage any outside legal reviews of contracts.
• Operational risk management of Finance, Admin, HR, IT including policies and procedures (specific areas include systems above and fraud prevention).
• Maintain and update Finance and IT policies and procedures working closely with rest of team.

Requirements:

• Bachelor’s degree in Economics, Accounting or related field and at least 10 years experience in financial planning and analysis, accounting, and/or financial systems
• Demonstrated analytical and financial modeling skills
• Exceptional attention to detail and accuracy
• Experience with database software, accounting systems and expertise in Excel
• Proficiency in other standard office software - Outlook, MS Word, and PowerPoint
• Operate with the highest degree of integrity
• Effectively accumulate and present data, verbally and in written form

Compensation:

Housing Trust offers a competitive compensation package, including a bonus plan and benefits. This is a full-time, exempt position. Compensation for this position is dependent on experience.

How to Apply:

Resumes will be reviewed and considered on an ongoing basis. To be considered for this position, please submit a letter of interest and resume to Jobs1@housingtrustsv.org.

Underwriter FinanceFund
Columbus, OH
Job Function: Underwriting
Posted: July 17, 2019

Background:

Finance Fund Capital Corporation (FCAP) is a certified nonprofit community development financial institution (CDFI) that forms public-private partnerships with financial institutions, investors, charitable foundations, community organizations and federal, state, and local governments to provide flexible financing that supports economic development and job creation in low- to moderate-income communities. We provide urban and rural lending and financing to support a wide range of projects including affordable housing construction or rehabilitation, healthy food retail options in food deserts, small businesses, health care facilities and equipment, and community facilities.

Position Summary:

All aspects of underwriting including reviewing initial applications for completeness, analyzing financial and management capacity. Identifying initial credit issues. Appropriately structure loans in compliance with internal credit and program policies.

Responsibilities:

I. ESSENTIAL FUNCTIONS:
• Serve as a primary project contact with applicants
• Review and analyze all financial information
• Complete credit memos in a timely manner
• Work with applicants through all stages of the borrowing process
• Oversee loan disbursements, as necessary
• Make presentations to community organizations
• Attend meetings and public events, which provide marketing opportunities
• Some travel within the state of Ohio required

Requirements:

II. QUALIFICATIONS AND REQUIREMENTS:
• Bachelor’s degree or equivalent experience required; MBA, MA or comparable degree in management, finance, public policy or a related area preferred
• Two - 5 years’ experience in commercial or small business lending, with emphasis on commercial credit and underwriting experience and/or community development
• Experience with SBA-guaranteed lending procedures is helpful, but not required
• Strong financial aptitude and financial analysis skills
• Customer oriented
• Able to work independently and as part of a team
• Excellent written and verbal communication skills
• Able to manage multiple projects simultaneously

Compensation:

Negotiable

How to Apply:

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

Portfolio Manager Housing Assistance Council
Washington, DC
Job Function: Lending/Loan Operations
Posted: July 16, 2019

Background:

The Housing Assistance Council (HAC) is a national nonprofit organization that seeks to strengthen communities across rural America through investment and assistance with affordable housing and community and economic development initiatives. Based in Washington, DC, HAC is actively involved in shaping federal policy and the affordable housing industry with its research, lending and conferences. We also deliver technical assistance, training and affordable loans at the local level to organizations that help rural communities prosper.

Position Summary:

The Portfolio Manager is responsible for the overall asset management and reporting for an assigned
portfolio of loans made to entities engaged in affordable housing activities in rural communities
throughout the United States. He/she performs a range of lending activities – closing, disbursement,
monitoring, and servicing single- and multifamily housing development loans – in the Housing
Assistance Council’s (HAC’s) Loan Fund Division.

Responsibilities:

• Loan Closing, Disbursements, and Payments – Prepare and review loan closing documents (e.g., loan agreement, promissory note, deed of trust) and disbursement packages. Provide instructions to closing agents/attorneys, borrowers, and third-party entities. Provide repayment and collateral release information, as requested, from borrowers and closing/title agents.
• Loan Monitoring – Conduct ongoing asset management of an assigned portfolio of housing and other loans, including developing a relationship with each borrower and conducting regular loan monitoring reviews. Prepare portfolio reviews for each loan on a regular schedule to review overall asset quality, including performance against original underwriting expectations. Such reviews evaluate information including borrowers/sponsor financial statements, rent rolls, project status reports, and overall analysis of the credit condition of the borrower/sponsor.
• Site visits – Conduct regular onsite reviews and prepare site visit reports for loans in his/her portfolio in accordance with HAC Loan Fund policies and procedures. Site visits require domestic travel and overnight stays.
• Loan Extensions and Modifications – For loans where the borrower is seeking an extension or modification, work closely with the borrower to provide a preliminary assessment of the necessity and feasibility of such extension or modification, and communicate with the Senior Portfolio Manager and/or Loan Fund Director. Conduct an analysis of the credit and project feasibility and make recommendations as to the extension or modification of terms and conditions, if deemed appropriate.
• Non-performing Loans – Provide support, as requested, to the Senior Portfolio Manager and/or Loan Fund Director in managing non-performing loans, including but not limited to conducting site inspections, appraisal reviews, and borrower or project financial analysis.
• Customer Service – Maintain a positive and professional relationship with borrowers and partners (e.g., third-party lenders, attorneys and other external parties) by responding promptly to any and all requests in a responsive, consistent, accurate manner.
• Policies and Procedures – Understand, comply with, create and recommend updates to the policies and procedures related to the portfolio management and lending functions.
• Reporting – Report on the assigned portfolio, including and not limited to assessing asset quality, industry and market, asset allocation, loan loss reserves and non-performing loans.
• Communications – Communicate orally and make presentations to HAC’s Loan Committee and/or Board of Directors related to asset management responsibilities.
• Other Duties – From time to time have an opportunity or be required to work on miscellaneous projects and initiatives related to either the lending functions or across the organization as needed

Requirements:

• Undergraduate degree or two years related work experience in a financial lending or real estate development entity.
• Experience with loan, legal, and collateral documentation.
• Excellent organizational skills, strong attention to detail, and ability to prioritize and manage multiple tasks/projects and meet deadlines.
• Excellent analytical and problem-solving skills.
• Computer aptitude, including knowledge of Microsoft Office Suite programs and other database software.
• Ability to effectively communicate, verbally and in writing, and to function professionally with all levels of HAC personnel, business partners, and constituents.
• Willingness and ability to keep abreast of industry standards, challenges, and changes influencing lending activities.
• Ability to protect and maintain confidentiality.
• Willingness to occasionally work long hours including some weekends and evenings.
Preferred
• Knowledge of and experience with the affordable housing development process, federal, state, and local housing programs, and public and private financing sources for single- and multifamily rural housing (e.g., LIHTC, HOME, CDBG, USDA Section 502).
• Knowledge of and experience with standard principles and legal procedures related to real estate transactions, property transfers, and collateral; general understanding of financial transactions, financial statements, and audits.
• Commitment to social justice issues and interest in rural, low-income housing.

Compensation:

The position comes with a competitive salary, generous benefits and the opportunity to work in a fun and mission-focused environment.

How to Apply:

Please email a resume and brief cover letter with your salary requirements to jobs@ruralhome.org with “Portfolio Manager” in the subject line. Applications considered as received, with interviews starting in late July.

Housing Specialist Housing Assistance Council
Washington, DC
Job Function: Lending/Loan Operations
Posted: July 16, 2019

Background:

The Housing Assistance Council (HAC) is a national nonprofit organization that seeks to strengthen communities across rural America through investment and assistance with affordable housing and community and economic development initiatives. Based in Washington, DC, HAC is actively involved in shaping federal policy and the affordable housing industry with its research, lending and conferences. We also deliver technical assistance, training and affordable loans at the local level to organizations that help rural communities prosper.

Position Summary:

The Housing Specialist will contribute to all aspects of HAC’s mission through a combination of responsibilities and special projects involving place, people, and community-based strategies. With a primary focus on development and sustainability of capacity to improve the housing conditions for the rural poor, the Housing Specialist will be responsible for providing direct technical assistance, coaching and training to nonprofit organizations, government agencies and others pursuing affordable housing and community economic development opportunities through state and federal programs.
The position comes with a competitive salary, generous benefits and the opportunity to work in a fun and missionfocused environment.

Responsibilities:

The Housing Specialist will be primarily based in either the Southwest or Western states and work with local partner organizations to identify financial resources and funding opportunities to support the preservation and development of affordable housing and community and economic development strategies specifically throughout expanses of Southwest and/or Western rural America. Duties include:
 Work collaboratively with HAC’s national office and regional staff through a national program of assistance to rural America.  Provide housing and organizational development related technical assistance, training and information to nonprofit organizations, government entities, local communities and others to enhance their capacity to respond to their housing needs.  Provide input on development of training and materials on a variety of rural housing and organizational development topics.  Monitor housing needs and activities of specifically assigned communities and/or organizations.  Develop workplans to ensure the delivery technical assistance and training, and monitor progress in achieving stated goals.  Maintain contact with agencies, organizations, and state and local officials to provide and receive information on rural housing policy and program implementation.  Serve as a liaison between local communities and governmental agencies in efforts to secure funds and other assistance, including assisting in the development of applications for funding and interpreting the housing needs of local communities to governmental agencies.
 Assist with implementation of research and information activities and loan fund activities, as needed.  Plan and coordinate work with other HAC staff and external partners.

Requirements:

The Housing Specialist will have knowledge of applicable federal, state, and local laws, rules and regulations, particularly those related to planning, zoning, and land use, as well as demonstrated knowledge of HOME and CDBG programs and associated federal programs. In addition, s/he will possess:
Required:  Undergraduate degree in public administration, business, economics, political science, regional planning, sociology, or other related field or relevant work experience.  Four (4) years of relevant nonprofit or tribal organization work experience.  Demonstrated experience with federal programs such as HUD and USDA funding programs.  Strong working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint.  Ability and willingness to travel and proximity to beneficiary organizations and or service region.
Preferred:  Advanced degree in public administration, business, economics, political science, regional planning, sociology, or specific education and or training in architecture or construction science.  Demonstrated experience with federal programs such as HUD and USDA funding programs, including those focused on Native Americans, Farmworkers and Colonias.  Project management experience specific to affordable housing.  Experience with LIHTC funding and Private Activity Bonds.  Experience with managing contracts, grant administration, and compliance monitoring.  Bilingual proficiency English/Spanish.  Located within 2 hours of a major airport.
Any equivalent combination of education, training, and experience, which would provide the required knowledge and skills, may be considered.

Compensation:

The salary for this position is negotiable based on experience and qualifications. HAC offers an excellent benefit package including health coverage, flexible spending account, disability and life insurance and 403(b) contributions.

How to Apply:

Cover letters, to include salary history/requirements and resume should be directed to jobs@ruralhome.org. Please be sure to include “Housing Specialist” in the subject line. Submissions received without cover letters with the required salary information will not be considered.

Development Coordinator Mountain Association for Community Economic Development (MACED)
Berea, KY
Job Function: Fundraising
Posted: July 16, 2019

Background:

The Mountain Association for Community Economic Development (MACED) is a 43-year-old multi-strategy economic development organization that seeks to transition Eastern Kentucky’s economy into a just and sustainable post-coal future. We work with people and places in Central Appalachia and Kentucky to build a strong and diverse economy, increased family well-being, healthy and protected land, air and water, and an effective and accountable democracy.

MACED is a fast-paced, dynamic and growing organization with a 30-person staff that manages over $30 million in total assets. MACED seeks to make meaningful progress towards a Just Appalachian Transition through the following core strategies: 1) investing capital in local enterprises and communities, 2) demonstrating local-sector development ideas, 3) engaging in research, communications and advocacy for policy and narrative change, and 4) building entrepreneurial and leadership capacity.

Position Summary:

OVERVIEW
MACED is looking for a highly motivated and experienced development professional to join its staff as Development Coordinator. In collaboration with the president, this person will coordinate key elements of MACED’s fundraising activities: proposal development, grant management and reporting, tracking prospects, and maintenance of fundraising systems. This person will also work with program staff to promote strategic fundraising efforts across MACED’s work.

Responsibilities:

POSITION DESCRIPTION
Grant Proposals

Define approach to proposals in conjunction with staff or President as appropriate.
Participate in program design as appropriate and as it relates to grant seeking and/or funder relationships.
Collect materials needed for requests and reports (e.g. arrange meetings with key program staff to share ideas; gather budgets, statistics, demographics and other pertinent data kept in other departments).
Develop complete drafts of proposals integrating material from multiple sources.
Provide feedback to others on their written contributions when appropriate.
Submit final proposals via email, online portals or other means as required by funders.
Grant Solicitation and Prospecting

Write and edit letters, proposals and reports to individuals, foundations, corporations and government institutions.
Assist with strategies for approaching current, lapsed and prospective funders and donors in collaboration with President as appropriate.
Maintain system to track prospects, pending applications and denials.
Identify and research prospective grant sources from foundations, corporations, government institutions and individuals.
Assist in identifying events for the President to attend to build relationships with existing and new funders.

Grant Management and Reporting

Coordinate compliance with all grant reporting requirements to ensure timely and accurate submission.
Draft general support grant reports, collecting information from program staff and impact systems as appropriate.
Submit grant reports via email, online portals or other means as required by funders.
In collaboration with Finance staff, understand and help manage relationships between grant budgets, spending, timing, and needs for programmatic or general funding.
Assist program staff in accurately completing their grant reporting requirements in a timely fashion.
Maintain the fundraising reporting calendar to ensure timely submission of reports and other compliance elements.
Coordinate and/or assist in ensuring compliance with grant agreements (e.g. the Civil Rights Act for government funders, etc.) in collaboration with Director of Performance Culture and other staff.
Communicate directly with funders as necessary, in coordination with the President.
Fundraising Team Coordination and Administrative Activities

Schedule and do lead thinking for team meetings in conjunction with the President.
Develop drafts of team materials for review or from team discussions.
Collaborate with President to develop fundraising strategies, including long-range planning, funder development and communication strategies, etc.
Maintain, with the help of other team members, the fundraising systems needed to ensure high quality work.
Draft annual work plans, annual budgets and other team or related project work plans in collaboration with the President.
Promote productive integration of programmatic and other staff in fundraising efforts.
Lead regular fundraising team meetings.
Prepare for and as needed participate in Management Team and Board meetings to report on and seek input on fundraising efforts, status and strategy.
Support staff in understanding the fundraising team’s role and how to best use and support the team.
General

Other duties as assigned.
Practice safety in all aspects of the job.

Requirements:

MINIMUM QUALIFICATIONS AND CHARACTERISTICS:
Knowledge and experience: Four-year college degree. Three years of foundation or government fundraising experience, including proposal development and reporting, or closely related experience.

Personal characteristics: Ability to problem-solve, analyze and conduct research. Excellent organizational skills with a commitment to meeting deadlines. Ability to prioritize multiple tasks in a fast-paced environment. Ability to meet short-term goals and maintain focus to reach long-term goals. Excellent writing and oral communication skills with a particular passion for writing. A motivated team player with the ability to work independently. Close attention to detail.

Physical: Valid driver’s license and the ability to drive. Either insurability on MACED’s group vehicle policy or access to a reliable vehicle for occasional trips. Close vision with or without corrective lenses necessary for computer work; manual dexterity needed to operate computer. Able to perform assigned duties in a time-efficient manner.

PREFERRED QUALIFICATIONS AND CHARACTERISTICS:
Four-year college degree in English, communications, marketing or related field. Significant track record of successful grant writing and/or fundraising experience. Group facilitation skills. Knowledge of Appalachian region. Experience in program design. A keen sense of humor!

Compensation:

ADDITIONAL INFORMATION
This full-time position offers a competitive salary based on experience, with a generous benefits package. The position is based in Berea, Kentucky. Berea is a beautiful, small college town, less than an hour south of Lexington, on the edge of the Appalachian region. MACED is an equal opportunity employer. People of color and women are especially encouraged to apply.

How to Apply:

Please e-mail your cover letter, resume, and contact information for three professional references to Development.hiring@maced.org . Applications will be reviewed immediately and will be considered until the position is filled. For more information about MACED, visit www.maced.org. Please no drop-ins.

Accounting & Loan Servicing Specialist Dakota Resources
Sioux Falls, SD
Job Function: Accounting
Posted: July 12, 2019

Background:

Hi, we’re Dakota Resources. We’re a nonprofit CDFI that supports a thriving rural. Our programs empower rural leaders by connecting them to capital, coaching and community. We’re a scrappy, remote team based in Renner, South Dakota that is here for South Dakota’s small towns. We’re almost 25 years into our mission, and we’re building an organization that can last many times longer. We believe in creating a work environment that helps our people do the best work of their lives AND still have a vibrant life outside of work. We are committed to recruiting top talent, so we offer great pay and flexibility, with some of the most generous benefits around.

We’re looking for the next member of our team. If this seems to be for you, we’d love to meet.

Position Summary:

You love spreadsheets and get a kick out of financial reports. People would describe you as “analytical” and “disciplined,” yet “adaptable.” You’re happy knocking out a checklist and don’t need anybody looking over your shoulder every day. You’re comfortable as part of a small, mission-driven, multi-tasking team. Plus, you believe the future is packed with possibility for small rural communities.

Responsibilities:

Accounting and Loan Servicing responsibilities:
Invoicing, accounts payable and checks/wire transfers;
Employee expense reports, credit card and bank statement reconciliations, Expensify management;
Manage review of bi-weekly payroll files;
Assist with loan documentation and annual borrower reviews;
Assist with completing financial and lending reports;
Manage monthly/annual memberships and MOUs;
Other accounting- and financial-related responsibilities in support of the mission.
Admin and Reporting responsibilities:
Manage lending impact data collection;
Assist with grant, donor, and investor reporting;
Manage internal communication, paperwork and renewals related to payroll and benefits;
Assist with onboarding and offboarding employees;
Other administrative and reporting responsibilities in support of the mission.

Requirements:

Important Skills and Experience:
Accounting experience;
Knowledge of and familiarity with GAAP;
Some familiarity with finance and loan servicing;
MS Excel skills; Word and Outlook familiarity;
Writing and verbal communication; and
Attention to detail and routine.
Important Values and Personality Strengths:
Analytical and disciplined, yet adaptive;
Ability to work independently and move projects forward;
Comfort working in a mostly remote team;
Professional and positive;
Humble and curious;
Bonus points if you also have:
Quickbooks skills;
Experience in the non-profit/NGO sector;
Experience in community development lending operations;
Experience working in a remote team;
Lived and/or worked in a rural community;
Experience working with Native American and/or Hispanic communities; and/or
A bachelor’s degree or higher.

Compensation:

Salary $50,000-65,000 depending on your experience, plus some of the most generous benefits around. Hey, did you know South Dakota has NO INCOME TAX?

How to Apply:

APPLY TODAY: dakotaresources.bamboohr.com/jobs/

Loan Administrator Corporation for Supportive Housing
New York, NY
Job Function: Lending/Loan Operations
Posted: July 12, 2019

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 300,000 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; and
- Ensuring not only a stable home for each, but access to the services that brought healthcare, recovery and training to their doorsteps.

Not only has CSH proven supportive housing works and changes the lives of individuals, families and communities, we have done so while creating a family of nationally recognized experts who stay committed to our organization and mission throughout their careers. We attract talented professionals, offer competitive salaries with benefits, generous family leave and PTO, and fully embrace the philosophy that a sustainable work-life balance is desirable and achievable. With the aim of attracting good people who possess the confidence and drive to get the job done, CSH is now accepting applications for a Loan Administrator to work with our Finance team.

Position Summary:

Why we need you:
CSH is seeking an enthusiastic, results-oriented, equity focused Loan Administrator who has a passion for the CSH mission and the proven ability to work well both independently and within a multi-disciplinary team. Reporting directly to the Loan Portfolio Manager, the Loan Administrator will be responsible for developing analyses, and transactional and portfolio reporting while also performing the day-to-day activities related to closing loans. This position is located in CSH’s New York office.

Responsibilities:

What you will do:

Loan Administration and Closing
• Understand loan structure, loan documentation and effectively monitor the loan servicing portfolio.
• Create and maintain hard copy loan files
• Prepare for funding and onboarding new loans including renewals, extensions and restructures.
• Follow up with Borrowers and Community Investment on auto-extensions and extensions.
• Collect, review and analyze project updates.
• Complete and distribute Audit Confirmations related to the Loan Portfolio.
• Work with internal partners (lenders, legal team and finance staff) to proactively address compliance issues, address required modifications a loan or grants terms and conditions and resolve issues that arise during the course of loan administration and closings.

Reporting
• Assist with loan and portfolio reporting, including regular status reports.
• Prepare and ensure timely reporting to investors, the CDFI fund and other internal and external stakeholders.
• Support and collaborate with Fund Development, Community Investment Team, Executive Staff and other internal stakeholders on preparing and analyzing reports as needed.

Financial Analysis and Management
• Provide necessary schedules and information to maintain accuracy of information in the general ledger regarding above activities.
• Other duties or special projects as directed by the Loan Portfolio Manager.

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.
• 3-5 years of experience in loans or accounts receivable management and administration highly desirable.
• Bachelor’s degree in business or economics highly desirable.
• Analytical, with an ability to identify and resolve problems.
• Ability to capture, synthesize and present information in report form.
• Ability to meet the needs of internal and external customers by delivering high quality service.
• Experience with reporting utilizing multiple databases, statistics and experience using a range of quantitatively-based analytical methods.
• Experience incorporating the perspectives of multiple communities, including communities of color, in the consideration of impacts and outcomes of a decision-making process.
• An understanding of the concepts of institutional and structural racism and bias and their impact on underserved and underrepresented communities is preferred.
• Proficient with spreadsheets, standard office automation applications and relational database structures.
• Familiarity with MS Dynamics or other complex accounting systems a plus
• Proficient with loan administration software platforms, preferably The Exceptional Assistant (TEA)
• Strong analytical, interpersonal, presentation and written and verbal communication skills with the ability to present to diverse audiences, specifically racially, ethnically and socially diverse communities.

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=105&...

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

Senior Manager, Client Engagement Muy Yam
San Francisco, CA
Job Function: Business Development
Posted: July 12, 2019

Background:

At RSF Social Finance, we bring our individual passions, experience, and skills to meet the needs of others through integrated financial and philanthropic services that generate positive social and environmental impact while fostering community and collaboration among participants.

With a 35 year track record of deploying loans, grants, and other catalytic capital to social enterprises, RSF is recognized nationwide as a leader in the field of social finance. As an organization of fewer than 50 employees, RSF’s approach is to grow our team by adding one person at a time. In doing so, we identify and seek a particular set of skills and experience to meet specific organizational needs. At the same time, we seeking candidates who align with our mission and values.

Position Summary:

RSF Social Finance seeks to hire a full-time Senior Manager, Client Engagement who will apply her/his professional experience and expertise to advance RSF’s vision, mission, and values. The Senior Manager, Client Engagement will support RSF’s overall fundraising efforts by selling investment offerings with an emphasis on RSF’s Social Investment Fund (SIF). This person will leverage her/his sales experience to guide all SIF investor cultivation and stewardship strategies and activities including outreach to financial/wealth advisors and high-net-worth (HNW) individuals; and engage RSF staff, Board, and Ambassador connections and networks. This person will also represent RSF at industry events and conferences. The Senior Manager, Client Engagement will inform and direct RSF’s SIF notes structure strategy (including the design of a multiple term notes offering) and will work collaboratively with the rest of the Client Engagement team to ensure that annual investment fund goals are met or exceeded.

Responsibilities:

Fundraising, Investor Cultivation & Business Development

Achieve individual annual fundraising goals and collaborate with Client Engagement team members to meet overall annual fundraising goals.
Strengthen RSF’s client engagement strategies, sales activities, and outreach efforts in support of RSF’s investment offerings, focusing primarily on the Social Investment Fund.
Cultivate, solicit, and steward relationships with financial/wealth advisors, institutional investors, HNW individuals and other investors in support of Social Investment Fund.
Design, implement, and direct multiple Social Investment Fund notes plan and offerings.
Collaborate with Marketing team to develop and refine fundraising collateral and other SIF communications.
Leverage network of professional contacts/connections to expand RSF’s investor prospect lists.
Conduct field analysis to place RSF in the context of other collaborator/competitor investment fund offerings. Redesign strategy as needed.
Provide Social Investment Fund transactional support, new account set up, quarterly statement mailings, and access to online client portal, as needed. Re-design investor account business processes to optimize efficiency.

Community Engagement & Team Leadership

Serve as a spokesperson and ambassador for RSF at conferences and gatherings. Attend events to expand network, raise awareness about RSF offerings, and build new relationships.
Work with Client Engagement team members to implement and represent RSF at events for clients, prospects, and other stakeholders.
Cross-train on fundraising for other RSF offerings and programs, as needed.
Partner with the Social Enterprise Lending team to learn about and engage with the SIF community of borrowers.
Participate in Community Pricing Meetings (meetings between RSF staff, borrowers, and SIF investors to inform the Fund’s interest rate).
Collaborate with colleagues to ensure outreach, solicitation, and fundraising goals are met.
Maintain a strong sense of teamwork, and a positive, efficient working environment.
Lead special projects, as needed.

Requirements:

Knowledge, Skills, and Abilities
Education and Experience:
A minimum of 6 years’ experience in fundraising, sales, client engagement, or business development.
BA/BS degree or equivalent preferred.
Series 7 and 63 license or Series 7 and 63 exam passage within first 16 weeks of hire.
Significant sales experience including sales of investment products.
Capacity to execute fundraising campaigns and implement multiple notes plan.
Demonstrated ability to take initiative, prioritize, and manage workflow, and work independently.
Outstanding project management skills.
At least 3 years’ experience managing/supervising direct reports.
Experience working with diverse communities, clients, and stakeholders.

Communication Skills:
Excellent oral and written communications skills (including the ability to effectively communicate complex ideas and financial offerings).
Exceptional interpersonal and listening skills to build relationships with staff, clients, prospects, strategic partners, and the public.
Outstanding presentation skills including the ability to speak and network at industry events and conferences.
Capacity and commitment to maintain confidentiality and manage highly sensitive relationships and information.

Finance and Analytical Skills:
Strong knowledge of the key financial instruments and issues in social finance and philanthropic fields.
Experience working with HNW individual investors, family offices, wealth advisors, and/or foundations.
Analytical mindset informed by strategy, research, and market trends.
Technical knowledge of fundraising/business development/sales strategies and tactics.
Ability to create, manage, and analyze spreadsheets. Ability to review and digest complex written materials.

Technical and Administrative Skills:
Strong computer skills including, but not limited to: databases, MS Word, Excel, Outlook, and PowerPoint.
Ability and willingness to do administrative work, including scheduling meetings, recording information in Salesforce, following up with clients, and creating reports.

Judgment and Independence:
Demonstrable ability to develop effective strategies, with a track record of successful implementation. Passionate drive to establish and achieve well-defined goals.
Excellent judgment, strong organizational and decision-making skills, and the ability to take initiative and manage time well.

Physical Demands:
Must be able to travel, including driving and flying, to meet with clients and prospective clients.

Attendance and Availability:
Must be able to travel extensively, at least 25% of overall time.

Compensation:

The initial salary for this position is expected to be in the $100,000 range depending on experience. Other benefits include:

A fulfilling work environment at a supportive and entrepreneurially-driven organization
A competitive compensation package including employer-paid medical, dental, and vision insurance benefits
Very generous vacation and sick leave benefits plus nine paid holidays per year
403(b) plan with employer-paid contributions after one year of employment
Exposure to innovative ideas, projects, and collaborative staff activities
Access to numerous professional development opportunities

How to Apply:

Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience would make you successful in this role. In the e-mail subject line, please write “Senior Manager, Client Engagement”.

Please note that applications without a cover letter will not be considered. No phone calls please.

RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.

Vice President, Business Development Cinnaire Corporation
Wilmington, DE
Job Function: Business Development
Posted: July 12, 2019

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 Vice President, Business Development (VPBD) is responsible for executing Cinnaire’s business development strategy within a defined geographic location to improve the quality of life for the residents within this footprint. The VPBD identifies business opportunities, markets Cinnaire’s full range of products and services, negotiates business terms, and secures commitments. The VPBD is responsible for developing and managing relationships with key clients and partners and working collaboratively to achieve common goals.

Responsibilities:

- Analyze market needs and identify opportunities for Cinnaire to deploy its products in support of Cinnaire’s mission.
- Build relationships with real estate developers, public officials and staff, and non-profit and private sector partners to identify needs and business opportunities.
- Request project information, and perform and submit initial analysis of equity and loan transactions.
- Work with the Analyst, and Underwriting and Business Funding teams as transactions are modeled, priced, and terms finalized, working to ensure timely response to client.
- Work with the Analyst and Underwriting team to prepare letters of intent for business clients.
- Negotiate business terms with client, consulting with Underwriting and adhering to internal authorities of delegation.
- Secure signed commitments from clients on letters of intent and transfer to Underwriting.
- Maintain overall relationship management of client throughout life cycle of the transaction.
- Perform work necessary to achieve annual business goals, and track progress against goals.
- Attend conferences, seminars and public events to maintain relationships, build new relationships and gain industry knowledge.
- Speak on conference panels and at public meetings to raise awareness of Cinnaire and our products and services.
- Join associations and boards and identify sponsorship opportunities as determined necessary to carry out the goals of the position and Cinnaire’s mission.
- Maintain deep knowledge of real estate market dynamics, competition, Cinnaire product parameters, policy developments and industry trends.
- Physical requirements include driving and walking.

Requirements:

- Bachelor’s degree of equivalent experience required; Master’s degree preferred.
- Seven or more years of progressive related work experience.
- Deep knowledge of real estate market dynamics and fundamentals.
- Previous experience working with affordable housing and community development products and programs including LIHTC, Fannie Mae and FHA multifamily products. Experience with NMTC, HOME,
CDBG and AHP is a plus.
- Travel Required 30-40%

Compensation:

Commensurate with experience and market

How to Apply:

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

Controller RSF Social Finance
SAN FRANCISCO, CA
Job Function: Accounting
Posted: July 11, 2019

Background:

At RSF Social Finance, we bring our individual passions, experience, and skills to meet the needs of others through integrated financial and philanthropic services that generate positive social and environmental impact while fostering community and collaboration among participants.

With a 35 year track record of deploying loans, grants, and other catalytic capital to social enterprises, RSF is recognized nationwide as a leader in the field of social finance. As an organization of fewer than 50 employees, RSF’s approach is to grow our team by adding one person at a time. In doing so, we identify and seek a particular set of skills and experience to meet specific organizational needs. At the same time, we seeking candidates who align with our mission and values.

Position Summary:

Position Summary:
RSF Social Finance is seeking a full time Controller. The Controller will report to the CFO and manages the operations of the Accounting Department for RSF and its related companies. This role has responsibility for ensuring that accurate and timely financial information is available to Management, the Board, and the external auditors and that information is prepared in accordance with legal requirements. The Controller is responsible for management of the accounting team where the number of direct reports will vary based on the needs of the organization.

Responsibilities:

Responsibilities:
Accounting

Ensure internal controls are adequate
Respond to inquiries by audit committee and external auditors
Support investments and cash management
Develop and monitor budgets
Supervise the accounting team operations to ensure the accurate and timely recording of and reporting of all financial transactions of RSF and its related companies, in compliance with all applicable regulatory and legal rules and regulations for nonprofits designated as IRS 501(c)(3) organizations.
Produce monthly information to ensure that the Board and team managers are informed about the financial performance of the organization.
Design and record the internal control systems related to accounting across the organization. Work with the external and internal auditors and other managers as required to review and test control processes.
Prepare the Operating budget for RSF departments and ensuring the budget is correctly recorded.
Support the management or cash-flow across the group companies and ensuring those operations are adequately funded and all liabilities can be met as they fall due.
Manage entry and payment of client quarterly standing instructions
Work with individuals throughout the organization to ensure that quarterly and annual reporting is prepared within agreed deadlines.
Provide input to ensure accounting systems and processes are designed and implemented as required for new RSF initiatives and providing advice as required to managers regarding accounting implications of their activities.
Work with Information Systems Team and CFO to ensure the ongoing development of the accounting systems and their reporting capability.
Support quarter end statement production process as required.
Perform additional duties as assigned by the CFO that are within the scope of currently assigned duties and the incumbent’s related work experience.

Requirements:

Knowledge, Skills, and Abilities

Certified Public Accountant
Minimum of ten years of accounting experience in a financial institution, with at least five years of supervisory experience.
History of progressive responsibility in financial management and analysis in a multiple entity environment
Experience in accounting and reporting methods appropriate to nonprofit organizations.
Cash/banking relationship management experience.
Thorough understanding of GAAP, be an effective problem-solver, and be able to communicate complex accounting issues in lay terms.
Strengths in detailed work requiring attention and diligence
Excellent written and verbal communication skills
Methodical, systematic and efficient approach to tasks
Loan accounting experience
Advanced Excel skills
NetSuite and/or Sage Intacct systems knowledge a plus
Basic understanding of Salesforce preferred
Experience with Accounting systems upgrades/changes

Compensation:

Compensation & Benefits:

The expected initial salary for this position is expected to be in the $140-180k range depending on experience. Other benefits include:

A fulfilling work environment at a supportive and entrepreneurially-driven organization
A competitive compensation package including employer-paid medical, dental, and vision insurance benefits
Very generous vacation and sick leave benefits plus nine paid holidays per year
403(b) plan with employer-paid contributions after one year of employment
Exposure to innovative ideas, projects, and collaborative staff activities
Access to numerous professional development opportunities

How to Apply:

Application Instructions:

Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience would make you successful in this role.

In the e-mail subject line, please write “Controller”.

Please note that applications without a cover letter will not be considered. No phone calls please.

Applications will be accepted on a rolling basis.

RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.

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