Industry Job Bank

  • Make an impact and join the opportunity finance field.

The track record of today’s opportunity finance industry is impressive. All financing directly benefits low-income and low-wealth people to increase access to homeownership opportunities, affordable rental housing, thriving small businesses, and critical services such as childcare, healthcare, and education.

Do you want to develop innovative strategies? Combine your business acumen with an unwavering dedication to making a difference in people’s lives? Change the rules of financing? Make your impact and join the opportunity finance field.

To submit a job listing, please use our online form. To edit or remove a posting please contact info@ofn.org.

If you are looking for internships please visit our CDFI Industry Internship Bank.

Community Strategies Fellow Community Loan Fund of New Jersey Inc
New Brunswick 08901, NJ
Job Function: Research and Analytics
Posted: August 24, 2017

Background:

New Jersey Community Capital (NJCC) is a 28-year-old nonprofit community development financial institution (CDFI) certified by the U.S. Treasury Department. Each year, NJCC provides millions of dollars in capital and technical assistance to support the creation of vibrant communities across the state. These efforts create high-quality housing, early care, education, and employment opportunities for thousands of low-income people. In recent years, NJCC has also emerged as a leader in developing innovative strategies to address the foreclosure crisis and to rebuild New Jersey neighborhoods in the wake of Superstorm Sandy. For more information, visit www.newjerseycommunitycapital.org.

 

Position Summary:

NJCC seeks a highly-qualified individual to be part of our Community Strategies team to provide support for our neighborhood revitalization efforts as part of the East Trenton Collaborative in Trenton, NJ.

NJCC launched the Community Strategies program in 2013 with the goal of providing local governments and community groups with tools, research, and expertise to reclaim and repurpose vacant properties and revitalize local communities. Demand for these services has fueled program expansion and NJCC has developed a business plan for continued growth. The Community Strategies Fellow will report to the Neighborhood Revitalization Coordinator – directly supporting her work in East Trenton - and will also work with the Community Strategies Coordinator, supporting data analysis and departmental research as time permits.  This position is based at the East Trenton Center located at 601 North Clinton Ave, Trenton, NJ 08638.

By accepting this position, the Fellow will access opportunities to: (1) work alongside a highly experienced, nationally recognized team of community development and public policy experts, (2) develop a stronger understanding of the challenges facing urban communities around blight, crime, and problem properties, and best practices that are being implemented around the state and country, (3) help develop and implement on the ground approaches to impact the East Trenton neighborhood and the community development movement in general, and (4) hone communication, writing, research, and presentation skills. Along with gaining hands-on experience with a statewide nonprofit organization, the Fellow will develop the skills and networks necessary to succeed in a neighborhood-level revitalization effort and in the community development field more broadly. 

 

Responsibilities:

  • Outline, draft content for and update ETC’s website (www.east-trenton.org) to incorporate all ETC initiatives, provide program calendars, and help promote a unified message;
  • Work with ETC partners and residents to develop story ideas, draft blog posts and publish articles for internal and external communications;
  • Assist with the development of funding proposals and reporting;
  • Help develop implementable neighborhood revitalization strategies for partner organizations
  • Work to identify partnerships and resources necessary to accomplish goals
  • Work to evaluate and track progress towards meeting neighborhood goals
  • Coordination of data with other program partners and clients
  • Research issue areas and track the status of legislative initiatives, policy briefings, and events relating to East Trenton
  • Assist with the drafting of letters, reports, and memos summarizing ETC research and activities’
  • Occasional travel for off-site meetings and field work.

Requirements:

Candidates should have a demonstrated interest in the field of community development; an enthusiasm towards NJCC’s mission and vision; a passion for communities; and the ability to thrive in a highly collaborative environment. Preference will be given to candidates pursuing a graduate degree with a concentration in community development, urban planning, public policy, public health, or similar area. NJCC will also give preference to candidates based on the following qualifications:

  • Ability to coordinate communication between multiple partners, stakeholders, and community members, with excellent implementation and follow up skills;
  • Demonstrated interest in neighborhood-level interventions including program implementation and community engagement, including strategies aimed at increasing homeownership and building resident capacity;
  • Intermediate experience with Microsoft Excel;
  • Strong verbal and written communication skills
  • Ability to synthesize community issues research and proposed community actions into compelling articles and engagement pitches;
  • Ability to self-manage projects and prioritize responsibilities
  • Effective interpersonal and analytical skills
  • Experience working with websites
  • Experience working in a nonprofit setting, with a preference towards experience with diverse and low income populations.

Compensation:

Compensation is based on experience with a maximum hourly rate of $19.00. The fellowship requires a 15 to 25 hour commitment per week, though the work schedule can be negotiated based on a candidate’s availability. The position is based at the East Trenton Center – 601 North Clinton Avenue, Trenton – with occasional work at our New Brunswick office at 108 Church St, New Brunswick.  

How to Apply:

Interested candidates should apply to RDHR@njclf.com; Please place “Community Strategies Fellow – Name” in the subject line.

  • Attach a cover letter in PDF format with the following naming convention “Name_Cover Letter”
  • Attach your resume in PDF format with the following naming convention “Name_Resume”
  • Attach a short (1,000 word max) writing sample (preferably relating to an outreach or communications initiative you were involved in) in PDF format with the following naming convention “Name_Writing Sample”

 

Loan Officer - Small Business Entrepreneur Works Fund
Philadelphia, PA
Job Function: Lending/Loan Operations
Posted: August 24, 2017

Background:

Entrepreneur Works Fund is a non-profit, certified Community Development Financial Institution (CDFI) focused on growing small businesses and creating jobs in the Philadelphia metropolitan area. Our mission is to cultivate and promote successful entrepreneurs among underserved populations and in underserved areas of the region – entrepreneurs who then become economic engines in their own communities.
 
Our loan portfolio provides affordable microloans between $500 and $50,000 to entrepreneurs who might otherwise be unable to secure capital from a traditional bank. We have no minimum credit score and can be flexible around collateral as well as the age and revenue of the business. By connecting hundreds of entrepreneurs each year with access to capital, one-on-one technical assistance, business training and networking opportunities, Entrepreneur Works Fund helps promising individuals develop economic self-sufficiency and create job opportunities through business ownership.

For more information, please visit www.MyEntrepreneurWorks.org.

Position Summary:

The Loan Officer - Small Business will play a key role in managing the growth, strategy and risk of Entrepreneur Works’ small business loan portfolio.

Entrepreneur Works is currently focused on expanding the small business loan portfolio and developing new, competitive products that are relevant to the populations that the organization serves. The Loan Officer - Small Business will be at the forefront of this effort -- building community partnerships, originating and underwriting loans, designing new products, and bringing efficiency to department operations. This person will also help to direct and streamline the loan administration process.

Responsibilities:

Portfolio Strategy

  • Responsible for the development and implementation of annual loan production goals in accordance with organization’s strategic and annual operating plans
  • Monitors and conducts research on relevant regulatory and public policy issues
  • Identifies, develops and implements new financial products to serve the market
  • Updates and/or proposes new departmental policies and procedures when necessary
  • Works closely with the senior management team to prepare proposals for the funding and financing of operations and the loan fund for current needs and anticipated growth

New Business Development and Community Outreach

  • Direct marketing and outreach to prospective borrowers
  • Represents organization and makes presentations at community events and conferences
  • Cultivates relationships and builds referral networks with banks, local government agencies, community organizations, and other financial intermediaries
  • Loan Origination
  • Loan applicant intake, underwriting and analysis
  • Identifies business assistance needs of loan applicant
  • Prepares and presents loan packages for loan committee

Risk Management & Reporting

  • Develops reports and analyses of portfolio performance for senior management, loan committee, funders and the board
  • Ensures that data collection, reporting and filing systems meet organization’s reporting needs and comply with all contract, funder and audit requirements
  • Coordinates on-going technical assistance to borrowers to optimize the repayment of loans
  • Supervises loan repayment, delinquency management, collections, problem loans and workouts within established policies and performance standards

Requirements:

This position requires an exceptional communicator who can work well at the intersection of financial strategy and customer service, thrives in dynamic, multi-cultural settings, and is passionate about financial literacy and economic justice. Demonstrated experience working with a diverse range of clients and colleagues is a must, as is the ability to break down complex financial topics into soundbites that those without a background in business will be able to understand.

Candidates should also have experience working independently, comfort managing their own projects, and the ability to quickly understand new industries, protocols and legal topics.

The ideal candidate would have experience with lending, or at least familiarity with lending concepts and performance reporting.

EDUCATION, EXPERIENCE AND SKILLS:

Required

  • Bachelor’s Degree
  • Strong financial analysis skills
  • Superior writing, verbal, presentation and interpersonal skills
  • Experience working (or volunteering) with diverse and underserved populations
  • Experience managing other employees and/or projects with limited supervision
  • Proficiency in Microsoft applications (Word, Excel and Power Point)

Preferred

  • Lending experience (especially small business or microfinance related)
  • Experience working/volunteering for a non-profit organization
  • Experience with relational database applications (SQL)

Compensation:

Salary commensurate with experience, plus full benefits package.

How to Apply:

Please email a cover letter and resume with salary requirements to Leslie Benoliel, President and CEO (lbenoliel@entre-works.org) with “Loan Officer - Small Business” in the Subject Line. No phone calls, please.

Senior Associate, Advisory Services Nonprofit Finance Fund
Oakland, CA
Job Function: Financial Services
Posted: August 24, 2017

Background:

NFF works toward a more just and vibrant society through:

Financing that invests in missions. Our customized financing strengthens hardworking nonprofits and social enterprises. 
Consulting that empowers leaders. Our experts equip you to make financial decisions that best serve your mission. 
Partnering on big problems. Service providers, funders, and investors turn to us for new ways to collaboratively support stronger, fairer communities. 
Learning that helps illuminate paths to solving complex social issues. Sharing experiences and expertise–from ideas to anecdotes to cutting-edge data and analysis–makes it easier.

Nonprofit Finance Fund® (NFF®) is a leading Community Development Financial Institution (CDFI) with over $250 million in community investments. NFF has provided $620 million in financing and access to additional capital in support of over $2.3 billion in projects for thousands of organizations nationwide. In partnership with others, we've also supported the provision of more than $120 million in grants to nonprofits for recovery, capital and planning grants and reserves.

Position Summary:

NFF unlocks the potential of mission-driven organizations through tailored investments, strategic advice, and accessible insights. In working to deliver strategic advice to a diverse mix of funders and nonprofits, NFF delivers advisory services nationally from a network of five offices, located in Boston, New York, Philadelphia, Oakland and Los Angeles. Keeping this practice running requires a sophisticated approach to staffing, service delivery and measuring our outcomes, which is the primary focus of the four-member Advisory Services Operations Team. 

The Sr. Associate on the Advisory Services Operations (AS Ops) Team serves a critical role in helping NFF’s consultants to manage and document their work, while also providing key reports and business insights for departmental leadership. The user experience of NFF’s consulting team is a top priority for the Sr. Associate, who works to ensure continued user adoption and data integrity within Salesforce (NFF’s primary platform for managing data and relationships) as it relates to the delivery of our services.

In addition, our departmental data must also meet several broader organizational needs. To accomplish these collaborative goals, a successful candidate must be able to:

Help NFF consultants identify business insights and make data informed decisions through the development of Salesforce reports and other key practices.

Work closely with counterparts in the Advisory Services Capacity Management and Business Development teams, NFF’s Finance & Administration team, and the NFF Salesforce Manager in order to ensure alignment across the organization.

Members of the AS Ops Team also support and occasionally participate in the delivery of NFF’s consulting services with clients. Increasingly, many of NFF’s clients are facing issues tied to data integrity and data management as they adjust to the realities of a new “outcomes-based world.”  As such, the Sr. Associate may have the opportunity to engage in direct consulting services, as appropriate, particularly when client issues arise related to data management.

Responsibilities:

  • Lead on data visualization to make robust data-sets accessible and engaging to NFF management and senior leadership.
  • Manage a suite of reports, ensuring consistent user practices and high quality data that will support Advisory Services Operations. Such reporting will allow Sr. Associate to:
    • Optimize use of data to track, monitor and manage deployment of the consulting team and business development pipeline across a national portfolio of work (i.e., capacity planning).
    • Utilize reports to highlight the budgetary and workflow data needed by the team to effectively manage complex projects (i.e., project management).
    • Count the breadth and depth of services provided by NFF in a given time frame and assess results of these services using standardized reports (i.e., outcomes measurement).
    • Interact closely with business development and client delivery systems in real time in order to understand the user experience and make recommendations for improvements within Salesforce.
    • Ensure consulting team has a smooth experience with AS systems, inclusive of systems onboarding, ongoing trainings (internal and external) and user friendly processes.
    • Tactically participate in client engagements, as needed.
  • Other duties to be determined as needed.

Requirements:

  • Bachelor’s degree or equivalent combination of experience and education.
  • Minimum of five years’ experience, including experience in the nonprofit sector.
  • Highly effective in project management.
  • Experience working with database or CRM systems.
  • Experience working with large amounts of data and reporting
  • Excellent written and oral communications.
  • Ability to see the big picture while maintaining strong attention to detail and commitment to accuracy.
  • Strong organizational skills and time management abilities; capacity to prioritize competing responsibilities.
  • Excellent interpersonal skills with demonstrated ability to effectively “manage up” and foster collaboration.
  • Ability to work in a team environment and to both effectively lead diverse working groups as well as be a strong contributor.
  • Commitment to learning new software and systems; flexibility, creativity, patience and a sense of humor are necessary qualities.
  • Proficient with Microsoft Excel (strong), Word, PowerPoint and Outlook.
  • Demonstrated maturity and independent judgement in communicating with internal and external stakeholders.
  • Willingness to travel (15%) and meet with and train consulting team.
  • Specialized Knowledge/Beneficial Skills and Experience:
  • Master’s Degree or equivalent experience.
  • Experience with Salesforce strongly preferred.
  • Experience with data visualization software (e.g. Tableau, Wave, Microsoft BI, etc.) strongly preferred.
  • Experience with online survey tools (e.g. Survey Gizmo, Survey Monkey, etc.).
  • Familiarity with proven project management structures and techniques.
  • Training/teaching/presentation experience.

Compensation:

DOE

How to Apply:

Please apply here.

Bilingual Member Services Call Center Agent Self-Help
Multiple Locations , NC
Job Function: Financial Services
Posted: August 22, 2017

Background:

Self-Help is a leading national community development financial institution (CDFI) headquartered in Durham, NC. Founded in 1980, Self-Help has provided over $7 billion in financing to 131,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing hundreds of homebuyers each year, as well as nonprofits, child care centers, community health facilities, public charter schools, and residential and commercial real estate projects. The Self-Help family of non-profit organizations includes North Carolina’s Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending, a national policy and advocacy organization addressing abusive lending practices. Through its credit union network, Self-Help serves over 129,000 people in North Carolina, California, Chicago and Florida and offers a full range of financial products and services. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.

Position Summary:

The Bilingual Member Services Call Center Agent provides information and customer service concerning the Credit Union and its products and services to credit union members, ensuring the highest quality of member service and member satisfaction, while working towards organizational and team goals.

Responsibilities:

Member Servicing Serve membership by providing service and information in a pleasant, professional and efficient manner via telephone or correspondence including:

  • Maintaining high level of knowledge of all Self-Help Credit Union products and services.
  • Assist with complex, specialized or escalated member service matters.
  • Ensure quick and accurate responses are made to general and home banking/online member inquiries and all new member online account applications.
  • Successfully addresses member interests in all Credit Union product and service areas such verifying accounts; processing stop payments on share draft accounts; ordering cards; and answering questions regarding share accounts, share drafts, VISA or ATM cards, IRAs, etc.
  • Providing preliminary information on loan products or collection activities, and referring to appropriate contact.
  • Handling difficult, emotional or problematic member situations and responding to member needs effectively and appropriately.
  • Cross-selling credit union products and services when appropriate.
  • Researching member inquiries to ensure proper follow up and satisfaction.
  • Participate in the achievement of team goals (e.g. percentage of queued calls answered, abandoned calls, wait time and time spent with member); track and meet identified call statistics.
  • Collaborate with call center quality management actions such as member surveys, call monitoring, and assessment of service, quality, and efficiency performance measurements to drive.

Other:

  • Process incoming, outgoing and returned mail on a daily basis.
  • Perform other duties, responsibilities, and projects as assigned.
  • Operate as MSR/teller back-up as needed, including possible travel to other Branches.

Requirements:

Minimum Qualifications:

  • High school diploma or equivalent.
  • At least 1 year of experience in banking as a Member Service Representative/Teller, or 2 years of customer service experience
  • Can demonstrate the ability to communicate effectively in Spanish and English in verbal and written form.

Desired Qualifications:

  • Prior call center experience and/or knowledge of Shoretel call center equipment and technology preferred, but not required.

Physical Requirements:

  • Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.
  • Must be able to occasionally lift and exert force of up to 10 pounds.

Compensation:

Competitive nonprofit salary, based on experience, plus a generous benefits package.

How to Apply:

To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject.  The position will remain posted until filled.

Regional Strategist Craft3
Klamath Falls, OR
Job Function: Financial Services
Posted: August 18, 2017

Background:

Craft3 is a non-profit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience in Pacific Northwest communities. We do this by providing loans and assistance to entrepreneurs, non-profits, individuals and others, including those who don’t normally have access to financing. We then complement these financial resources with our expertise, personal connections and other advocacy for our clients. Learn more at www.craft3.org and www.craft3.org/videos.

 

Position Summary:

The Regional Strategist (RS) position leads the execution of Craft3’s regional strategy in the Klamath Falls, Oregon region.  The RS is responsible for building regional networks, raising the visibility of Craft3 products and services in the region, generating leads for new mission-based business and community loans, and finding and supporting the development of “catalytic” projects in which Craft3 can invest. The RS will work with Craft3’s Commercial Lending Team to source, underwrite and close 10 to 15 new loans, and $2.5 million annually across the region.  The primary focus of lending targets small and medium businesses (not micro) in the target region, specifically those owned by minority, woman, veteran, and immigrant entrepreneurs and those located in low to moderate income/redevelopment areas.  In addition, the RS will support regional application of Craft3’s sector strategies in food and agriculture, clean energy and non-profit community facilities (real estate).

 

Responsibilities:

ESSENTIAL DUTIES AND RESPONSIBILITIES include some or all of the following and are not intended to be all-inclusive. Craft3 reserves the right to change, add or delete responsibilities and duties as seen fit. An employee's specific job duties, priorities and performance expectations are detailed in his/her individual performance plan.

Strategy Execution

  • Work with senior Craft3 staff to develop/amend, execute and evaluate a regional strategy on locating and investing in “catalytic” opportunities in the Klamath Falls region. Strategy includes both place related and sector related tactics.
  • Identify and collaborate with leaders and emerging leaders who are working on innovative economic and community initiatives that align with Craft3’s regional strategy.
  • Develop and strengthen relationships with leadership of organizations that support diverse small businesses in low income communities. 
  • Develop and/or utilize local knowledge of the following sectors: food and agriculture, clean energy and community facilities.
  • Participate in local resource development and grant writing that supports strategy in local region.

Commercial Lending Support

  • Prospect for business and community loan opportunities from multiple sources for both catalytic investments and small business loans. Determine the level of complexity, mission and strategy fit, and prospect’s readiness to borrow. Meet prospective borrowers and collect information.  Work with Craft3 Commercial Lending staff to gather the full application and support the evaluation of loan requests with emphasis on evaluating character and management capacity of the application, and the negotiation of loan terms and conditions.  
  • Work with Craft3’s Commercial Lending Team to source, underwrite and close 10 to 15 new loans, and $2.5 million annually across the region
  • Provide informal consulting to clients regarding business plans, projections and business practices. Refer customers to effective technical assistance providers who will help prospects with basic pre-application work such as business plan review and feedback.
  • Support monitoring outstanding borrowers for conformance with loan conditions, progress in meeting business goals, and overall business performance. Reports all emerging problem loans to management when weaknesses are detected.

Regional Visibility

  • Work with Craft3’s Brand and Communications team and Senior Management to coordinate strategy and elevate Craft3’s visibility in the region.
  • Present at and participate in community events that provide outreach opportunities, as well as understanding of situations that may affect those communities.  This will necessitate regular travel throughout the region.   
  • Contributes  to  the  body  of  knowledge,  sharing  best  practices  and  suggesting  process improvement ideas.

Company Culture and Brand Management

  • Support the organization’s All Team Performance Standards:  Ownership, Respect and Flexibility.
  • Demonstrate stewardship for the Craft3 Brand.
  • Participates fully with all members of the Craft3 team. Effectively uses technology tools to perform required duties.
  • Participates in cross-department/cross-functional teams as assigned to develop outreach strategy teams around sectors. 

AUTHORITIES

Portfolio Management

  • Interact with a portfolio of clients and outstanding loans. This portfolio will include loan relationships initiated by the RS and also other relationships that are originated by other staff.
  • Represent Craft3 in community and regional events.

POSITION SCOPE - Direct Reports – None 

POSITION SCOPE – Financial Impact - Position is essential to ensuring loan compliance and payment performance on the part of all Craft3 borrowers.

Requirements:

QUALIFICATIONS

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

TYPICAL PROBLEM SOLVING

  • Applies common sense understanding to carry out detailed and complicated written or oral instructions. Deals with problems involving many variables in sometimes difficult and stressful situations. Examples include: dealing with sometimes irate and impatient individuals, and managing many simultaneous high priority projects.

MINIMUM EDUCATION REQUIREMENTS AND WORK REQUIREMENTS

  • A Bachelor’s Degree, with a minimum of three years previous community development, community development lending, financial, or similar experiences required. Previous successful business ownership highly desired. 

OTHER SKILLS AND ABILITIES

  • Facilitate partner profiling, prepare and deliver custom corporate materials to our customers’ communities.  Fluency in a second language is desirable. Able to deal with frequent change, delays, or unexpected events; Attention to detail, ability to balance multiple work assignments; organized work habits; ability to work independently. Proficiency with major software programs:  e.g. Contact Management Systems, MS Office Suite.

CERTIFICATES, LICENSES, REGISTRATIONS

  • None specified

WORK ENVIRONMENT

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually low to moderate as found in typical office environments.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision. Some travel to company events and branch offices will be required.

A level of travel is to be expected with job responsibilities covering a geographic area that includes the States of Oregon and Washington.

Compensation:

Craft3 will offer a competitive salary based on experience and skills, as well as an excellent benefits package including medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, and 403B Retirement savings plan with employer match.

How to Apply:

Application will remain open until filled.

To apply complete the application online at: www.Craft3.org/Careers/Jobs

Copy URL: https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=95710&lang=en_US&source=CC2

Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.

Loan Documentation Specialist North Dallas Bank & Trust Co.
Dallas, TX
Job Function: Accounting
Posted: August 18, 2017

Background:

-

Position Summary:

  • Job ID 2017-1125
  • Job Locations US-TX-Dallas
  • # of Openings 1
  • Category Corp - Other

Overview

We have proudly served the North Texas community since 1961, growing steadily from modest beginnings to becoming one of this area's largest independent banks. If you aspire for a career with an organization that focuses on providing excellent service; returning a fair and reasonable profit to shareholders; providing an environment in which each employee can excel in a spirit of mutual respect, accountability, creativity, and teamwork; and to at all times act with dignity, honor, and fairness; we are the employer of choice for you

The Loan Documentation Specialist prepares and analyzes loan documentation and funding of loan packages for compliance with internal bank policies as well as state/federal laws and regulations. NDB Loan Documentation Specialists provide support to the lending staff.

Essential Duties and Responsibilities

  • Prepare Loan Estimate disclosures for consumer real estate loans according to the request forms submitted by the loan assistants for multiple banking centers.
  • Analyze loan worksheets and committee memorandums to determine proper approval and required loan documentation for all proposed loan requests.
  • Work closely with lending staff to resolve any compliance or credit policy issues.
  • Prepare all documentation accordingly in a timely, accurate and efficient manner and review for compliance with internal bank policies as well as state and federal laws and regulations.
  • Prepare commercial, consumer and real estate loan documentation, including letters of credit for multiple banking centers according to lender's worksheets and/or committee memorandums once proper approval has been obtained.
  • Contact title companies for their fees, including seller fees and prepare the initial Closing Disclosures on consumer real estate loans, evaluate the figures and information to verify data appears accurate and in compliance with regulations and utilize the TRID Tolerance Worksheet as needed to confirm if any tolerance cures are needed.
  • Prepare the final Closing Disclosures, working directly with the title companies as necessary to resolve all discrepancies and questions to ensure the accuracy of the disclosure. This may involve multiple revisions.
  • Review loan documentation for compliance with internal bank policy as well as multiple state and federal laws and regulations, including attorney prepared documents.
  • Prepare detailed checklists of required documentation for each loan request.
  • Analyze new and existing collateral for accuracy and discrepancies to insure proper lien perfection.
  • Verify and prepare GL entries to fund completed loan packages.
  • Upload new loans through the laser pro interface or manually input new and renewal loans to the core computer system.
  • Process and input overdraft lines of credit and letters of credit.
  • Set up collateral tracking for new and renewed loans for monitoring document expiration dates.
  • Prepare modifications and amortization schedules as requested by lenders.
  • Prepare the monthly renewal report and transmit the HMDA reporting file to the compliance department.
  • Cross-train co-workers and new Lending Assistants on documentation processes and procedures.
  • Assist with other duties in the department as requested by supervisor/manager.

Responsibilities:

Job Competencies:

  • Understand and live the mission statement and core values.
  • Adhere to Bank Policies and Procedures.
  • Verbal Communication - Speaks clearly and persuasively in positive and negative situations; Listens and gets clarification; Responds well to questions.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
  • Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Supports everyone's effort to succeed.
  • Diversity - Shows respect and sensitivity to cultural differences; Promotes a harassment-free environment; Supports diversity and inclusion efforts of the Bank.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Upholds organizational values.
  • Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time; Takes responsibility to record and report absences on time.
  • Customer Service - Responds promptly to external and internal customer needs; Responds to requests for service and assistance; Meets commitments.

Requirements:

Qualifications

  • High school diploma or equivalent and three to four years experience in examining loan/collateral documents required; Bachelor's degree from four-year college preferred.
  • Working knowledge of commercial and consumer banking law, Uniform Commercial Code, Fair Credit Reporting Act, TILA/RESPA Integrated Disclosures (TRID) and various other federal and state regulations required.
  • Experience with Laser Pro Lending or other documentation software required.
  • Must be detail oriented- requiring high levels of concentration and accuracy; must have the ability to analyze complex loan requests and demonstrates effective problem solving skills; must have excellent organizational and time management skills, able to multi-task and set priorities.
  • Must have effective interpersonal and communication skills, verbal and written; negotiation skills; being flexible and diplomatic while following policies and procedures; sound judgment and decision making abilities based on analysis and experience; work with very minimal supervision in a proactive style; team player with the ability to train others and work effectively with all levels of bank staff; quick learner and adapts easily to changing circumstances.

Compensation:

DOE

How to Apply:

Apply Here.

PI99093988

Director of Financial Planning and Analysis Abode Services
Fremont, CA
Job Function: Finance
Posted: August 16, 2017

Background:

Abode Services (Abode) is a national leader in ending homelessness by putting housing first!  For the past 25 years we have demonstrated real, measurable progress toward ending homelessness here in our community. We began in 1989 when a small group of dedicated and caring people came together to help families in the Tri-Cities who had nowhere to live.  Much has changed in the last 25 years. We now measure our service area in counties, rather than cities, and the people we serve in thousands, rather than dozens. But the spirit that inspired that small group back in 1989 — the belief that everyone should have a home — continues to inspire us today. We’re so proud to be able to tell you that in the last three years alone, we have re-housed 6,000 people — people whose lives are so much better now because they have a safe, stable place to live.

Abode is in the midst of rapid expansion towards becoming the leading provider of solutions to homelessness in the Bay Area. In the last 10 years, Abode has tripled the number of homeless people re-housed, gone from serving one county to 5 counties (Alameda, Santa Clara, San Mateo, Napa and Santa Cruz).  Our budget continues to grow significantly year over year, with continued plans to at least double our impact in the next 5 years.  We know what works: providing supportive housing to end homelessness. By focusing on doing more of that — more construction of supportive housing, more development of rental assistance programs, and more innovative social services — we will successfully impact thousands more families toward ending homelessness.

Read more about our approach and successes at our website: www.abodeservices.org

Position Summary:

Abode is seeking a collaborative leader to serve as its first Director of Financial Planning and Analysis, providing direct support, guidance, and mentoring to a department of six finance professionals, while leading the transition to a standardized and automated financial performance reporting system. Reporting to the Chief Financial Officer, and working closely with members of the senior leadership team, the Director will be responsible for building and implementing strategy to deliver robust and efficient budget, forecasting, revenue and expense management, and cash flow processes. This is a great opportunity for a mission-driven professional who would like to utilize their understanding of finance and accounting best practices to advance the cause of a high-impact organization making a significant difference in the state of California.

Responsibilities:

  • Implement and maximize use of new Intacct accounting system, assuming role of ‘power user’ and leveraging the system for maximum impact
  • Train, supervise and mentor team members, ensuring each staff member receives adequate support and is consistently on track to meet the goals of his/her position
  • Optimize efficiencies within the finance and accounting functions through the creation of new tools, processes and infrastructure
  • Develop and manage the cash flow projection process and reporting method that includes minimum cash threshold to meet operating needs, and initiate appropriate strategies to enhance the organization’s cash position  
  • Maintain fiscal accountability and compliance with state, federal, and county donor requirements while also facilitating transparent dialogue with funding partners
  • Oversee updates to fiscal policies and procedures to ensure compliance with best practices and maintenance of internal controls in order to minimize financial risk
  • Present on actual and projected expenditures to Board Members and senior leadership team, answering any questions that arise
  • Work closely with program directors to prepare new budgets and budget modifications to ensure maximum utilization of funding; oversee the review of monthly expenditures with program directors, including detailed analysis of actual expenses to date and detailed projections of expenditures through the end of contract and fiscal years
  • Collaborate with development department to compile required documents for new proposals and reports to existing funders

Requirements:

  • Refined project management and organizational skills, with the ability to multi-task and seamlessly manage various priorities and tasks simultaneously in a growing and dynamic environment 
  • Track record of progressive experience, including staff supervision and change management; strong technical accounting knowledge required, and at least 3 years in nonprofit accounting is strongly preferred
  • Demonstrated success directing the efforts of team members who hold management-level roles
  • Extensive experience in budgeting, forecasting, grant accounting and reporting, preferably in a multi-program nonprofit environment
  • Extraordinary attention to detail, a results-based orientation, and strong problem-solving and follow-through skills
  • Excellent verbal and written communication skills
  • Demonstrated ability to collaborate internally and externally to achieve goals
  • Strong knowledge of accounting software programs (Intacct preferred), with the ability to quickly learn new applications and leverage them to enhance the work of others 

Compensation:

At Abode Services we are committed to cultivating an environment where diverse perspectives and backgrounds are embraced, acknowledging that a team reflecting diversity of race, color, ancestry, national origin, religion, age, gender, marital/ domestic partner status, sexual orientation, gender identity, disability status, and veteran status allows us to serve our communities better. To that end, we welcome and encourage applicants to bring their authentic selves when considering employment opportunities at Abode Services without fear or concern of discrimination/harassment.

How to Apply:

Please upload a resume and thoughtful cover letter, outlining how your skills and experience meet the qualifications of the position and stating how you heard about this opportunity, both in Word format, addressed to Maureen Vittoria, CFO at http://commongoodcareers.force.com/careers/ts2__Register?jobId=a0K1600000nJ1za&tSource=

Applications will be reviewed on a rolling basis.

Operations Analyst Nonprofit Finance Fund
New York, NY
Job Function: Administrative/Operations/IT
Posted: August 15, 2017

Background:

What We Do:

  • NFF works toward a more just and vibrant society through:
  • Financing that invests in missions. Our customized financing strengthens hardworking nonprofits and social enterprises.
  • Consulting that empowers leaders. Our experts equip you to make financial decisions that best serve your mission.
  • Partnering on big problems. Service providers, funders, and investors turn to us for new ways to collaboratively support stronger, fairer communities.
  • Learning that helps illuminate paths to solving complex social issues. Sharing experiences and expertise – from ideas to anecdotes to cutting-edge data and analysis – makes it easier.

Nonprofit Finance Fund® (NFF®) is a leading Community Development Financial Institution (CDFI) with over $250 million in community investments. NFF has provided $620 million in financing and access to additional capital in support of over $2.3 billion in projects for thousands of organizations nationwide. In partnership with others, we've also supported the provision of more than $120 million in grants to nonprofits for recovery, capital and planning grants and reserves.

Position Summary:

Nonprofit Finance Fund's (NFF) Finance & Administration team is seeking an Operations Analyst. This position is based in New York and reports to the Senior Associate of Operations.

The Analyst supports financial compliance and reporting, as well as operations support for a federal grant and the related portfolio of federal sub-grants. The Analyst is part of NFF’s Operations team responsible for ensuring that these grants are administered properly, and in this capacity, supports financial compliance, grant and sub-grant oversight, time-keeping, financial analysis and reporting. The Analyst monitors both NFF grant spending activity, as well as that of our sub-grantees to ensure compliance with approved grant budgets, Office of Management and Budget (OMB) Circulars and Cost Principles.

The Analyst works closely with the Grants and Operations Senior Associate who oversees compliance, performance management and reporting on the grant as well as the grant program and Vice President of Operations, who is responsible for the overall execution of compliance at NFF together with the CFO and Senior Grants Manager.

NFF was awarded a federal grant from the Corporation for National Community Service (CNCS) to administer $5.4 million from the Social Innovation Fund (SIF) Pay for Success program. NFF has used SIF funding to sub-grant funds to state and local governments and nonprofit organizations that are structuring Pay for Success agreements and to support NFF’s knowledge sharing efforts in the Pay for Success field. The Analyst is a grant-funded position that is anticipated to last through 12/31/2018.

The Analyst deals with confidential information and/or issues where using discretion and judgment is crucial.

Responsibilities:

  • Monitor NFF and sub-grantee spending, ensure compliance with the approved budget and federal regulations, suggest and prepare requests for budget modifications (as needed).
  • Review and approve sub-grants disbursement requests and track spend-down of grant funds and match by sub-grantees.
  • Conduct financial analyses and prepare detailed reports for senior management.
  • Collect and track information on matches provided by sub-grantee partners.
  • Provide technical assistance to nine to twelve sub-grantees on financial compliance and match-fund reporting.
  • Ensure all sub-grants are properly closed out.
  • Ensure SIF funded employees approve time & attendance on a timely basis, assist to review and resolve time-keeping technology related issues, and identify and address continuing problems with accuracy and timely submissions.
  • Participate in compliance site visits to sub-grantees.
  • Prepare financial reports to funding agencies and reconcile reports with the accounts payable department.
  • Provide specialized financial and compliance technical assistance to NFF relationship managers and sub-grantees to ensure that all sub-grants are spent in compliance with the federal regulations and grant.
  • Perform other duties as needed.

Requirements:

  • Bachelor’s degree or equivalent experience preferred with an interest in nonprofit administration and programs preferred.
  • 1-3 years of experience in the nonprofit sector, including basic understanding of nonprofit operation, finance and/or grant making.
  • Independent, with a professional demeanor and ability to interact with a wide range of individuals, particularly as part of a larger team.
  • Excellent communication (verbal and written) and interpersonal skills.
  • Good trouble-shooting skills.
  • Flexibility and openness to learn new skills and systems and an entrepreneurial work ethic.
  • Detail oriented with strong time-management, project management and multitasking abilities.
  • Self-starter, able to initiate projects as well as successful follow through on projects.
  • Ability to collaborate with a wide range of government and nonprofit partners.
  • Proficiency in Microsoft Office applications (Excel, Word, PowerPoint, One-drive).
  • Ability to work in a self-directed manner and effectively with a team.
  • Familiarity with or interest in impact investing and community development.
  • Ability to travel for approximately 10-15% for compliance site visits to sub-grantees across the country.

Specialized Knowledge/Beneficial Skills and Experience:

  • Knowledge of federal government grant regulations, including federal uniform guidance.
  • Basic knowledge on broad range of social issues on which NFF works, including Pay for Success programs.
  • Coursework or experience with an emphasis in business, financial management, finance or accounting a plus.
  • Experience with ADP Workforce Now and Salesforce preferred.

Compensation:

DOE

How to Apply:

To learn more and apply, please click here.

Associate, Advisory Knowledge Nonprofit Finance Fund
New York, NY
Job Function: Other
Posted: August 15, 2017

Background:

What We Do:

  • NFF works toward a more just and vibrant society through:
  • Financing that invests in missions. Our customized financing strengthens hardworking nonprofits and social enterprises.
  • Consulting that empowers leaders. Our experts equip you to make financial decisions that best serve your mission.
  • Partnering on big problems. Service providers, funders, and investors turn to us for new ways to collaboratively support stronger, fairer communities.
  • Learning that helps illuminate paths to solving complex social issues. Sharing experiences and expertise – from ideas to anecdotes to cutting-edge data and analysis – makes it easier.

Nonprofit Finance Fund® (NFF®) is a leading Community Development Financial Institution (CDFI) with over $250 million in community investments. NFF has provided $620 million in financing and access to additional capital in support of over $2.3 billion in projects for thousands of organizations nationwide. In partnership with others, we've also supported the provision of more than $120 million in grants to nonprofits for recovery, capital and planning grants and reserves.

Position Summary:

  • The Advisory Services team is seeking a full-time Associate, Advisory Knowledge. 
  • Recognizing that our clients strive to adapt in an ever-changing environment, NFF’s Advisory Services adapts our consulting services with customized solutions built around individualized client needs. To facilitate this learning-intensive approach, the internally-facing Knowledge team works to make a broad range of content accessible to staff, such as lessons and resources from past and current work, a reference library of consulting tools, and detailed explanations of concepts used in NFF’s advocacy efforts. We also build upon existing resources and knowledge to support new needs as they arise. 
  • The Advisory Services Associate serves as an integral member of the Advisory Services practice with primarily responsibility for supporting the day-to-day operations of the Knowledge team. A key responsibility is to manage and build upon the SharePoint-based Wiki that houses NFF’s repository of knowledge. This includes coordinating with Advisory staff on their knowledge contributions, organizing existing content for easy reference and synthesizing newly acquired information for quick and accessible learning. In addition to managing the Wiki, the Associate will serve as project manager to keep other Knowledge efforts on track, which can include liaising with the Operations team to align Knowledge efforts with Salesforce, updating the library of workshop material, and providing logistical support during Advisory staff training and onboarding. 
  • The successful candidate has a commitment to the social sector and a passion for topics related to nonprofit capacity building or financial consulting. While not a client facing role, the Associate is immersed in a wide array of topics related to consulting, finance and management practices of the nonprofit sector. They are expected to learn about the key issues within the field, understand NFF’s priority areas for learning and synthesize information for sharing. 
  • The Associate works directly with NFF senior-level consultants and the entire Advisory Services team on a regular basis and, as such, must embody NFF Values and be able to communicate in a clear, compelling and accessible manner. Like all team members, the Associate works in a fast-paced environment and manages a substantial portfolio of work. This position will work closely with and report directly to the Advisory Services Director for Knowledge. The Associate can expect regular supervision, particularly as it relates to setting priorities, but there is an expectation of self-reliance in most day-to-day tasks. This is a position to be located in NFF's New York office.

 

Responsibilities:

  • Support and coordinate multiple Knowledge projects as needed; this includes maintaining the team project calendar, categorizing and organizing knowledge-related documents, drafting materials for meetings, capturing key learnings and next steps from meetings and tracking new content or tools being developed throughout the entire organization.
  • Manage the development and maintenance of NFF’s Knowledge Wiki, including coordination with the Advisory Services team on content development, integration with other NFF systems and processes to capture knowledge as an ongoing business practice, organization of new and existing information for easy reference and maintenance of content pages.
  • Gather and maintain a usable and up-to-date library of new workshop material and content from across the Advisory Services practice.
  • Provide logistical support for training activities of new Advisory staff, liaising with their managers and the Advisory Capacity Manager to coordinate sessions.
  • Perform other duties as assigned.

Requirements:

  • 2-3 years of experience related to nonprofit management, nonprofit finance or knowledge management.
  • Bachelor’s Degree required.
  • Demonstrated commitment and passion for the social sector, particularly nonprofit finance, impact investing and/or outcome readiness.
  • Excellent writing, editing, listening and verbal communication skills; ability to organize, present, and synthesize a high volume of complex information in a succinct and accessible manner.
  • Comfort with quantitative analysis and methodologies related to organizational assessment, financial trend analysis and sector research.
  • Detail oriented with strong time-management, project management and multi-tasking abilities.
  • Critical and creative thinker with the ability to manage ambiguity, make cogent connections between disparate pieces of information and present them in a simple, compelling manner.
  • Professional maturity and ability to build relationships with colleagues in a way that is consistent with NFF’s Values of Generosity of Spirit, Rigor without Attitude, Responsiveness and Leading by Doing. (For more information on the NFF Values, click here).
  • Flexible, curious, creative, enthusiastic and with a sense of humor.
  • Interest and ability to travel nationally, year round, up to 10% of the time.
  • Proficiency in Microsoft Office applications (Excel, Word, and PowerPoint).

Specialized Knowledge/Beneficial Skills and Experience:

  • Prior experience with nonprofit consulting, knowledge management, archival projects or professional training programs.
  • Prior experience with SharePoint and/or Salesforce.

Compensation:

DOE

How to Apply:

To learn more and apply, please click here.

Survey Specialist Nonprofit Finance Fund
New York, NY
Job Function: Research and Analytics
Posted: August 15, 2017

Background:

What We Do:

NFF works toward a more just and vibrant society through:

  • Financing that invests in missions. Our customized financing strengthens hardworking nonprofits and social enterprises.
  • Consulting that empowers leaders. Our experts equip you to make financial decisions that best serve your mission.
  • Partnering on big problems. Service providers, funders, and investors turn to us for new ways to collaboratively support stronger, fairer communities.
  • Learning that helps illuminate paths to solving complex social issues. Sharing experiences and expertise – from ideas to anecdotes to cutting-edge data and analysis – makes it easier.

Nonprofit Finance Fund® (NFF®) is a leading Community Development Financial Institution (CDFI) with over $250 million in community investments. NFF has provided $620 million in financing and access to additional capital in support of over $2.3 billion in projects for thousands of organizations nationwide. In partnership with others, we've also supported the provision of more than $120 million in grants to nonprofits for recovery, capital and planning grants and reserves.

Position Summary:

Nonprofit Finance Fund (NFF) regularly takes the temperature of the U.S. social sector by reaching out to thousands of nonprofits about their programmatic, management, financial, and operational health and challenges, and exploring the dynamics underlying their responses. Gathering, analyzing, sharing, and driving dialogue about this critical data – aggregated nationally and segmented by sub-sector, organization size, geography, and other factors – is a major pillar of NFF’s commitment to unlock the potential of mission-driven organizations by sharing accessible insights. The Survey’s data and analysis of U.S. nonprofit health are widely shared, utilized, and cited by funders, media, researchers, advocates, and nonprofits themselves. NFF relies on a wide range of internal and external partners to help increase the Survey’s response rate and reach.

The Survey is a high-priority, high-collaboration project for all members of the Knowledge & Impact (K&I) team. For each Survey cycle, we engage a Survey Specialist to project-manage, and to lead and help execute, activities across the Survey’s life cycle from fundraising and marketing through launch, response tracking, data collection, analysis, and communication of the findings to a wide range of audiences through publications, presentations, media outreach, events, and other channels. Click here for a more comprehensive picture of the Survey and its related products. In addition to public deliverables, we create customized products for a select group of funders and/or partners.

This position represents a great opportunity for a professional interested in helping to collect and raise nonprofits’ voices, and improve understanding of the U.S. social sector. The contract term will begin in October 2017 and last approximately one year, with the possibility of extension depending on workflow and funding. The Survey Specialist reports to the Vice President of Knowledge & Communications and is a fully engaged member of the busy K&I team for the contract duration, ready and willing to jump in and help with other, non-Survey-related, projects as needed. This position is based in NFF’s New York headquarters office.

Responsibilities:

  • Be the overall project manager for the 2018 Survey.
  • Collect and synthesize internal and external feedback to help finalize survey content (questions) and marketing plans.
  • Populate and fully test the Survey Gizmo platform, including data collection customization.
  • Create, disseminate, and share marketing materials (broad and targeted e-blasts, social media content, blog posts, etc.).
  • Monitor and regularly report on response flow, flagging any issues and proposing solutions.Lead data download and clean-up.
  • Be a major contributor to analysis of the data and identification of trends.
  • Become fully versant in the quantitative and qualitative findings; articulate these key findings/trends into data-driven messages and themes; identify and create illustrative stories, pitch points, and talking points.
  • Lead production, and in some cases dissemination, of Survey deliverables for broad and customized (funder) audiences, including analyses, publications, charts, slides, blog posts/commentaries, meetings/webinars, and content for NFF and partner e-blasts, social media and websites.
  • Serve as NFF’s main Survey point of contact, managing relationships with and acknowledgment of partners and funders and fielding inquiries.
  • Set up, track and report metrics of response data and materials usage.
  • Manage consultant who creates Survey Analyzer (http://survey.nff.org/); lead testing and proofing; manage and report on usage metrics.
  • Perform other duties as needed.

Requirements:

  • Experience with rigorous project management, data analysis, and data translation.
  • High-quality organizational skills.
  • An interest in social sector dynamics.
  • Excellent communication, story-telling, writing, and editing skills, with a keen attention to detail.
  • Strong comfort and experience presenting to high-level and expert groups.
  • Strong proficiency in Excel, Survey Gizmo (or similar platforms), and PowerPoint.
  • A deadline-driven independent worker, team player, multi-tasker, problem-solver, self-starter.
  • Proven ability to navigate and manage internal and external (often high-level) relationships with skill and diplomacy.
  • A sense of humor.
  • An absolute commitment to NFF’s values.
  • Flexibility to travel occasionally within the U.S., as needed (likely less than 5% of the time).

Compensation:

DOE

How to Apply:

To learn more and apply please click here.

Pages

Printer Friendly and PDF