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  • Make an impact and join the opportunity finance field.

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

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

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

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

Development Director Northwest Access Fund
Seattle, WA
Job Function: Fundraising
Posted: July 17, 2017

Background:

The Northwest Access Fund is a non-profit Community Development Financial Institution established to promote access to technology and economic opportunity for people with disabilities. Our programs include low-cost loans and IDAs for assistive technology and business equipment for people with disabilities as well as financial capability services. We operate in both Washington and Oregon. Our office is located in Seattle, WA. Visit www.nwaccessfund.org for more information.

Position Summary:

We are seeking a Development Director to develop and operate a strong and diversified fundraising program.  

Reporting to the Executive Director, the Development Director will guide and implement the strategy for development activities - including individual giving, donor relations, event management, grant writing, corporate sponsorship, and special fundraising campaigns - and assist in communication activities.  The Development Director must have outstanding communications skills.  He or she will work closely with the Executive Director and staff on all public relations and outreach activities and provide additional support as necessary.

Responsibilities:

  • Develop, implement, and evaluate an annual Development Plan in collaboration with the Executive Director and staff.
  • Create and execute the annual development calendar and development strategies to meet organizational goals – including online fundraising strategies.
  • Research grant opportunities and solicit corporate and grant funding in conjunction with Executive Director and program staff.  Develop grant reporting calendar and work with staff to meet grant reporting obligations.
  • Develop and manage individual giving program and build a major gifts program. Maintain and upgrade donor database in conjunction with other staff to ensure adequate data entry related to donor outreach and maintenance.
  • Develop and Manage events: Design and schedule events that align with development plan; Perform outreach to event guests; create content for event related materials and work with other staff, contractors and volunteers to ensure the events’ success; Manage post-event donor stewardship; and Oversee special events geared towards major/planned-giving donors.
  • Develop major communication pieces for direct mail, including appeal packages, informational pieces, and thank-you letters. Analyze direct mail pieces ROI as well as consistently increasing dollars brought in annually.
  • Draft blog posts and e-mail newsletters for distribution to donors and stakeholders.  Assist program and executive staff by creating copy as needed to support various initiatives.
  • Work with graphic design and other professionals as needed to see projects through.
  • Provide support for and participate in offsite conference presentations and tabling events.
  • Work with the Chair of the Marketing and Development Committee to develop committee meeting agenda and supporting materials.
  • Develop and produce annual report.

Because we are a small organization all staff members are expected to contribute to the overall success of the organization and carry out administrative, program, and development tasks as assigned.

Individuals with disabilities are strongly urged to apply.

Requirements:

3 - 5 years of experience in development work.

Compensation:

$43,000 - $52,000 annually for full time work, depending upon qualifications, with option of health, dental and vision benefits and SIMPLE IRA (matches up to 3% of salary). We will consider part-time work or work on a contract basis.

How to Apply:

Email resume and cover letter to Jack Brummel at jbrummel@nwaccessfund.org. In the cover letter, please specifically address relevant experience and reasons for your interest in this particular position.

Questions: Please contact Jack Brummel, Executive Director, with questions at 206-328-5116 or jbrummel@nwaccessfund.org. For more information about the organization, see www.nwaccessfund.org.

 

Loan Associate Baltimore Community Lending, Inc.
Baltimore, MD
Job Function: Lending/Loan Operations
Posted: July 17, 2017

Background:

Baltimore Community Lending (BCL) is a non-profit real estate financing corporation and certified Community Development Financial Institution (CDFI). The BCL mission is to support the revitalization and strengthening of Baltimore neighborhoods through innovative and flexible financing programs. The Company has a 28 year history of providing construction financing to non-profit and for-profit developers of properties in Baltimore City neighborhoods and neighborhood commercial districts. As our business continues to expand we need a well-organized individual who is able to assist our loan officers and learn the lending business.

Position Summary:

Baltimore Community Lending is looking for a dynamic individual driven to work with our lenders to assist them in providing capital to small and mid-sized developers who are acquiring and rehabbing properties to provide affordable housing throughout Baltimore City.

This position provides support to the Real Estate Loan Officers at Baltimore Community Lending. The primary function is to assist with the client services functions and directly coordinate the collection of required documents, the preparation of loan closing packages on approved loans, and follow-up documentation as needed. This position requires a significant amount of customer contact. The primary functions of the position are administrative in nature.

Responsibilities:

  • Assisting the Loan Officers with compilation of information during the application, underwriting and approval process for a loan
  • Assisting in the collection of all documentations as required by the loan officer and consistent with normal lending practices.
  • Collect financials from borrower/guarantors.
  • Contact customers, when directed, to gather loan application information for review.
  • Once the loan is approved, assist the Loan officers’ work with attorneys and Title companies to order loan documents, appraisals, environmental, flood certifications and all other required items needed for settlement.
  • Monitoring, collecting and removing items from the documentation exception list.
  • Complete all other duties as assigned.

Requirements:

  • Experience with commercial real estate or community development collateral and lending a plus
  • A minimum of an AA degree is required, with a Finance, Accounting or Real Estate concentration preferred. Experience in these fields can be substituted for a specific degree in these disciplines.
  • Must possess ability to work in a fast paced environment and maintain a high degree of accuracy.
  • Must have the ability to enter data in a computer with speed and accuracy; and exhibit good mathematical aptitude.
  • Must be a confident team member, who is not afraid to offer informed solutions when identified issues and challenges relating to loan program implementation arise.
  • Must be able to show experience to organize, and be able to perform timely, accurate and comprehensive analyses and detailed reporting.
  • Proficiency in Microsoft Suite of software, including Word, Excel and Outlook, is required.
  • Previous Experience: At least five years of experience in the areas of accounting, financial analysis, or credit for commercial, industrial and/or nonprofit organizations. Candidates with loan processing experience are preferred.

Compensation:

Compensation, paid as a salary with benefits, is commensurate with experience and qualifications. The excellent benefits package includes 40lk plan with match, health insurance, life and disability insurance, and paid annual leave.

How to Apply:

Application Instructions: Please submit a cover letter, resume and salary requirements to Resumes@BCLending.org with “Loan Associate” in the subject line.

BCL is an equal opportunity employer. EOE

Program Manager, Business Advising Pacific Community Ventures
San Francisco, CA
Job Function: Other
Posted: July 11, 2017

Background:

Pacific Community Ventures envisions an economy that works for everyone. For almost two decades, our programs have helped people achieve the American Dream by creating quality jobs and stimulating investment in local economies. Our approach is unique. Our Small Business Advising and Lending programs help local economies thrive by connecting entrepreneurs to the expertise and capital they need to grow their businesses. At the macro level, PCV InSight — our impact investing consulting practice — conducts research and evaluation so that investors and policymakers can more effectively deploy large pools of capital to underserved communities in ways that create social good. Our approaches are scalable and create systemic change — yet are implemented in ways that are relevant to particular local economies — a truly “think globally/act locally” philosophy.

Position Summary:

We are seeking a Program Manager to join our team as part of our innovative small business advising program. PCV’s BusinessAdvising.org business accelerator continues to scale and we are looking for a talented individual to help shape the future of this program with a keen eye on flawless execution. We work with business owners and volunteer advisors across America, and partners like Super Bowl, Capital One, Charles Schwab, eBay, PayPal and more to deliver on our brand promise. We combine technology and high touch; leveraging our advanced matching algorithm and SaaS platform along with personal interactions to achieve our mission. 2017 is on pace to become another record year in terms of growth and participant satisfaction, and we are looking to continue building on that success in 2018 and beyond.

Responsibilities:

  • Own the program participant experience from initial sign-up and beyond
  • Lead the onboarding process for small business owners and pro-bono advisors
  • Manage the matching process between advisors and entrepreneurs to meet program benchmarks and maintain program quality
  • Work to further develop and scale the program to create sustainable businesses and jobs for economically disadvantaged communities
  • Identify capacity building opportunities, increase programmatic efficiencies and processes to help scale all while improving the quality of the participant experience
  • Deliver quality programming through matching, events and education for entrepreneurs and advisors that reach a growing national audience and develop community within current program participants
  • Lead the execution of signed partnership agreements
  • Represent the organization at local events for partners, government, and others
  • Opportunity exists to build and manage part-time staff and intern(s)

Requirements:

  • Minimum five (5) years of work experience
  • Bachelor’s degree
  • Familiarity with business terminology
  • Outstanding time management and ability to multi-task
  • Self-starter willing to take initiative, but also works well in a team
  • Solution oriented and embraces working in a dynamic environment
  • Spanish language skills a plus
  • Interest in economic development, community development and/or entrepreneurship
  • Past experience might include: recruiting, inside sales, small business support, volunteer engagement, community building, education/resource development, scaling programs and/or online and offline events

Compensation:

Competitive with excellent benefits for full-time employees including: health and dental insurance, paid time off and holidays.

How to Apply:

To apply for this position, send a resume and cover letter to: HR@pcvmail.org. Please include the title of Program Manager, Business Advising in the subject of your email.

We aim to be a diverse and inclusive place to work. We value new perspectives, original ideas and different ways of working. We believe that diverse views and experiences improve the way we do our work. PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Data and Reporting Analyst Pacific Community Ventures
San Francisco, CA
Job Function: Research and Analytics
Posted: July 11, 2017

Background:

Pacific Community Ventures envisions an economy that works for everyone. For almost two decades, our programs have helped people achieve the American Dream by creating quality jobs and stimulating investment in local economies. Our approach is unique. Our Small Business Advising and Lending programs help local economies thrive by connecting entrepreneurs to the expertise and capital they need to grow their businesses. At the macro level, PCV InSight — our impact investing consulting practice — conducts research and evaluation so that investors and policymakers can more effectively deploy large pools of capital to underserved communities in ways that create social good. Our approaches are scalable and create systemic change — yet are implemented in ways that are relevant to particular local economies — a truly “think globally/act locally” philosophy.

Position Summary:

We are seeking a Data and Reporting Analyst to join our team as part of our innovative small business advising program. One of our key differentiators is our ability to collect and report data to funders, partners and clients. We are looking for a talented individual to advance our organizational capabilities, keeping us on the cutting edge of our industry.

PCV’s BusinessAdvising.org business accelerator continues to scale and add depth to the participant experience. We work with business owners and volunteer advisors across America, and partners like Super Bowl, Capital One, Charles Schwab, eBay, PayPal and more to deliver on our brand promise. We combine technology and high touch; leveraging our advanced matching algorithm and SaaS platform along with personal interactions to achieve our mission. 2017 is on pace to become another record year in terms of growth and participant satisfaction, and we are looking to continue building on that success in 2018 and beyond.

The primary responsibilities of the Data and Reporting Analyst are oversight of data reporting systems, report generation for internal and external purposes, and contributing to the overall success of the program.

Responsibilities:

Data and Reporting

  • Provides data on a monthly, quarterly, bi-annual, and annual basis for reports to funders, partners and clients
  • Generates reports to program leadership for grants management purposes, client proposals and responds to additional data requests from throughout the organization
  • Builds dashboards and reporting capabilities in a recently acquired business intelligence toolWorks closely with program leadership to design and develop custom reports for quality assurance and performance management
  • Writes regular participant success stories based on interviews and collected data points
  • Engages with program leadership, Development, Marketing and other departments to ensure timely and accurate reporting

Programmatic Responsibilities

  • Participates in onboarding small business and advisors
  • Serves as auxiliary staff for making advising matches during peak times
  • Identifies speaking opportunities for program leadership and spearhead local event attendance/tabling
  • Supports business development by creating lists of potential clients and participating in initial virtual outreach
  • Creates content and build program’s bi-weekly newsletter
  • Other duties as assigned

Requirements:

  • 2+ years professional experience with databases and data reporting required, preferably in a community-based nonprofit, or program evaluation setting
  • Bachelor’s degree
  • An outstanding writer and communicator who is comfortable reaching out to funders and organizations as well as representing the program at events
  • Advanced MS Excel skills, experience with GROW a plus
  • Ability to manage multiple concurrent projects
  • Demonstrated ability to learn quickly, be self-directed, and take initiative
  • Outstanding time management and ability to multi-task
  • Self-starter willing to take initiative, but also works well in a team
  • Solution oriented and embraces working in a dynamic environment
  • Must maintain a sense of humor
  • Interest in economic development, community development and/or entrepreneurship

Compensation:

Competitive with excellent benefits for full-time employees including: health and dental insurance, paid time off and holidays.

How to Apply:

To apply for this position, send a resume and cover letter to: HR@pcvmail.org. Please include the title of Data and Reporting Analyst in the subject of your email.

We aim to be a diverse and inclusive place to work. We value new perspectives, original ideas and different ways of working. We believe that diverse views and experiences improve the way we do our work. PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Loan Associate The Northern California Community Loan Fund
San Francisco, CA
Job Function: Lending/Loan Operations
Posted: July 7, 2017

Background:

The Northern California Community Loan Fund (NCCLF) was founded in 1987 to create a socially responsible investment vehicle to provide capital and expertise to revitalize low-income communities.  NCCLF has grown into a $60 million intermediary nonprofit organization that provides loans, New Markets Tax Credits, consulting, and technical assistance to groups that develop low-income housing, community facilities, essential health and human services, nonprofit enterprises, and solutions to the critical issues facing the nonprofit sector.  For more information on our programs and services, please visit our website at www.ncclf.org.
 
NCCLF has historically provided loans and NMTC financing primarily to nonprofits, alternatively structured enterprises such as co-ops, and food-related businesses throughout the 46 northernmost counties of California.  Our borrowers have made use of our financing to develop affordable housing, a wide range of community facilities, promote economic development and access to healthy foods, and provide working capital in order to make a difference in the lives of those who need help the most.  

Position Summary:

The Loan Associate will assist with the lending, monitoring and reporting operations for a highly successful community development financial institution.  Responsibilities will include documenting and closing commercial real estate, construction and working capital loans and lines of credit to organizations serving low-income communities in Northern California. The Loan Associate will also be responsible for Lending Department operations and monitoring functions to ensure compliance with terms and conditions of all loans including preparing and maintaining lending records and reports.  NCCLF currently has a loan portfolio of approximately 70 borrowers with aggregate outstanding balances of over $45 million, and a New Market Tax Credit (NMTC) portfolio of over $158 million, covering seventeen projects. 

The position requires a highly motivated person with a background in commercial real estate or small business lending operations.  The ideal candidate is also someone who understands the unique needs of nonprofit human service providers, affordable housing developers, or healthy foods enterprises.  The candidate must be a self-starter, have the demonstrated ability to accurately and efficiently work on several tasks simultaneously and have superior written and verbal communication skills.  Finally, the candidate should enjoy working in an active and expanding nonprofit and thrive in a friendly, cooperative, and fast-paced environment

Responsibilities:

Loan Documentation and Closing (40%)
  • Coordinate closing and funding process in conjunction with the other Loan Associates and Manager of Loan Administration, Loan Officers, borrowers, outside legal counsel, title officers and related parties
  • Document commercial real estate loan transactions (including construction loans and New Markets Tax Credit loans) from commitment to funding in a timely manner
  • Review title reports, escrow instructions, loan documents, surveys, environmental, property condition reports, insurance and other exhibits ensuring no losses as a result of improper closing procedures
  • Ensure compliance with all loan requirements, commitment and approval conditions
  • Anticipate and effectively manage closing problems by identifying and recommending solutions to meet the needs of NCCLF and our borrowers
  • Ensure files are kept organized, maintaining an audit trail of all closing steps
Lending Operations (40%)
  • Communicate effectively with borrowers and serve as one of the primary points of contact for loan closing and post-closing 
  • Review and process funding disbursement requests, ensuring proper documentation and compliance with loan conditions.
  • Collect  quarterly financial statements and reporting documentation and assist in determining financial condition, credit-worthiness and project compliance for all borrowers
  • Monitor compliance with credit policies covering risk management and participate in quarterly monitoring and loan loss reserve meetings 
  • Maintain working knowledge of loan policies and protocols
  • Work closely with Finance Department to ensure correct accounting for all loans 
  • Effectively track, analyze, communicate, and make recommendations to address loan delinquencies 
  • Maintain post-closing credit and monitoring of original documents and electronic files
  • Prepare and maintain Lending Department operations and activity reports
  • Maintain the loan portfolio management system and related databases
Social Impact, Compliance & Reporting (10%)
  • Work with Finance and other staff to prepare annual and quarterly reports to the CDFI Fund and multiple other funders and investors
  • Work collaboratively with other departments to manage information, reporting and document preparation for various internal and external needs include funding requests, grant reports, annual audit, securities permit application and compliance with investor covenants.
Other duties as assigned (10 %)
  • Assist or lead ad-hoc projects as assigned that may include industry research, product development, operational efficiency, compliance and reporting systems protocol, social impact tracking development, funding applications or policy analysis 

Requirements:

Minimum Required Qualifications
  • Undergraduate degree in business, finance, economics, accounting or related field
    Minimum of two years of commercial real estate or small business loan operations experience with a demonstrated expertise in loan closing and monitoring, preferably in the field of community development lending
  • Must demonstrate a high level of attention to detail and commitment to accuracy
  • Excellent communication and organizational skills
  • Superior judgment and prudent decision making abilities
  • Financial analysis and database skills (e.g. Salesforce) with a demonstrated proficiency in MS Office Suite
  • Demonstrated ability to consistently multi-task and manage a varied and occasionally intense workload 
  • Exhibit a high degree of professionalism demonstrating accuracy, timeliness, and teamwork
  • Ability to build relationships internally and externally and elicit confidence by demonstrating reliability and professionalism 
  • Strong team player and ability to work effectively in a cooperative and diverse environment
  • Enthusiasm, entrepreneurial spirit, and a strong commitment to work in community development
  • Ability to develop strong relationships with clients and other stakeholders.
Desired Qualifications, Skills and Experience
  • Understanding of and experience with affordable housing development, nonprofit community facility construction, and asset management
  • Familiarity with real estate loan documents and basic legal term
  • Understanding of and experience with either the New Markets Tax Credit program or Healthy Foods access.
  • Knowledge and experience with nonprofit community-based organizations 
 
Relationships
  • Position reports to the Manager of Loan Administration; communicates regularly with borrowers and clients; attends and participates in Loan Committee meetings; interacts extensively with the lending team and staff/management in other NCCLF departments; and represents NCCLF to outside constituencies.
Job Context
Position is pivotal to the success of the Lending and Finance Departments and operates in a collaborative, cooperative, team environment.  Workload will vary requiring flexibility with time. Outside and evening meetings are occasionally required.  
 
Hours and Location
  • Full-time position
  • Work hours will be predominantly during regular business hours, although occasional evening or weekend hours will be required.  A flexible schedule can be accommodated.
  • Worksite will be based within the offices of NCCLF in San Francisco

Compensation:

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

NCCLF is an equal opportunity employer; people of color and women are strongly encouraged to apply.

How to Apply:

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

 

Community Lending Consultant Federal Home Loan Bank of San Francisco
San Francisco, CA
Job Function: Finance
Posted: July 5, 2017

Background:

The Federal Home Loan Bank of San Francisco helps meet the borrowing needs of communities by providing wholesale credit products and services to member financial institutions. The Bank is privately owned by its members, which include commercial banks, credit unions, industrial loan companies, savings institutions, insurance companies, and community development financial institutions headquartered in Arizona, California, and Nevada. We are part of a network of 11 regional Federal Home Loan Banks chartered by Congress in 1932 to provide low-cost credit to residential housing lenders. 

We make credit available so local financial institutions can make home mortgage, commercial real estate, small business, and other loans. We also support affordable housing and economic development through partnerships with local communities. As part of this effort, we contribute 10% of our income to the Affordable Housing Program, which provides grants to create affordable housing for lower-income households.

Position Summary:

Consult and provide expertise on the Affordable Housing Program (AHP) set-aside and other community lending programs to Bank management, members, prospective members and community organizations as required. Perform disbursement reviews of the AHP set-aside programs.  Provide technical assistance to support member’s and community organizations, and support the department‘s goal of having no significant adverse examination findings.

Responsibilities:

  • Coordinate the application process for the AHP set-aside programs and the AHEAD program, including application package revisions, website updates, and application in-take and processing.
  • Review AHP set-aside and AHEAD disbursements to ensure compliance with regulatory requirements and Bank guidelines. Maximize process efficiency, work quality and proper record entry in IRIS database as well as for record retention.
  • Provide operational and administrative support for the Bank’s Community Lending Plan, including support for the AHEAD program.
  • Provide technical assistance to members and community organizations on the AHP set-aside programs.
  • Organize, manage and deliver AHP set-aside workshops and webinars to members and local and regional community organizations.
  • Represent the Bank at conferences, workshops and meetings including the preparation and presentation of material, if required
  • Provide support on all aspects of testing, data validation, and data reporting from IRIS database, including semi-annual Finance Agency reporting. Produce reports as required. Assist operations team with month-end, Board and ad hoc reporting.
  • Maintain and manage AHP set-aside defect’s list in Quality Center. Coordinate with IS to ensure resolution of pending issues, maintenance, and quality validation of data.
  • Coordinate with Marketing Department and implement all aspects of web updates for the AHP set-aside programs, AHEAD program, and the Calendar of Events.
  • Track and process sponsorship requests and maintain records.
  • Assist with research and preparation of Board, Advisory Council and ad hoc reports.
  • Assist AVP, Community Lending in other tasks as needed.
  • Assist in other Community Investment Department projects as needed

Requirements:

  • Bachelor’s Degree in Public Policy, Business, a related field or equivalent work experience, is required.
  • Minimum three years experience in community investment, program development and administration or public policy is required. Familiarity with AHP regulations, established guidelines, policies and procedures is highly desired.
  • Excellent presentation, verbal and written communication skills, as well as strong analytical and problem solving skills are required.
  • Must be able to comfortably interface with all levels of customers, both internal and external.
  • Demonstrated project management skills, including the ability to take initiative in a fast-paced work environment, work effectively under pressure, either independently or as a member of a team and ability to interface with all levels of customers, both internal and external.
  • Ability to operate PC-based software and/or automated database systems required (e.g., Microsoft Office Suite).
  • Ability to analyze, apply, interpret, and communicate policies, procedures and regulations effectively.

The Federal Home Loan Bank of San Francisco is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve. It is the policy of the Bank to comply with all applicable laws concerning the employment of persons with disabilities.

Compensation:

Competitive salary, excellent benefits.

How to Apply:

Email: callista@fhlbsf.com

 

Senior Treasury Analyst Mortenson
Minneapolis, MN
Job Function: Financial Services
Posted: June 30, 2017

Background:

Mortenson's success is not a matter of luck; it's a result of our ingenuity, expertise, and exceptional people coupled with our unparalleled focus on customer service.

Position Summary:

Mortenson's success is not a matter of luck; it's a result of our ingenuity, expertise, and exceptional people coupled with our unparalleled focus on customer service.

Our foundation and culture are based upon our company values of trust, safety, teamwork, responsibility, service and stewardship. We are inspired by a compelling purpose to build structures and facilities for the advancement of modern society and a mission to create an exceptional customer experience. Mortenson has built a reputation for being a leader in our industry and in the communities in which we live and work.

It all starts with our exceptional people and exceptional teams. Mortenson has been voted a "best place to work" 38 times regionally over the past decade…

…What are you waiting for?!

Summary:

Mortenson is currently seeking a Senior Treasury Analyst. The Senior Treasury Analyst will play a key role in developing complex treasury and investment related analyses and forecasting models; act as project leader for Treasury related business initiatives and system enhancements; and be responsible for critical investment functions across various Mortenson entities.

The Senior Treasury Analyst will also partner with Treasury and Finance leadership to manage working relationships with external service providers, and step in for the Treasury Manager as a leadership contact for internal customers as needed.

Responsibilities:

  • Partner with Treasury leadership to develop strong working relationships with financial service providers, including banks, brokerage firms, investment managers, and other consultants. Act as a liaison between these providers and internal customers and business partners.
  • Play a lead role in the ongoing development of complex treasury and investment related analyses and forecasting models, often by partnering with other Finance and Accounting Team Members and external business partners. Integrate this knowledge into day-to-day cash and investment planning processes.
  • Make recommendations to Treasury and Finance leadership related to longer-term liquidity management at the entity level and across the broader enterprise. Communicate implementation plans effectively to junior Treasury, Finance and Accounting Team Members.
  • Supervise Treasury related activities for business initiatives, process improvements, system enhancements, and the formation of new entities.
  • Assist in managing the more complex investment portfolios for which Treasury is responsible, and oversee investment activities for Mortenson's insurance captives and non-qualified benefit plans. Ensure appropriate investment performance reporting is implemented and maintained for these portfolios.
  • Work with outside investment advisor's, managers and custodians to resolve investment related problems, and to implement Investment Committee directives and policy changes as required.'
  • Partner with the Treasury Manager to create and maintain investment analytics, performance reporting, proposals and other materials in support of Mortenson Management Investment Teams and Investment Committees of the Board for multiple Mortenson entities.
  • Act as a knowledge resource to less experienced Treasury, Finance and Accounting Team Members. Provide leadership and work direction to address more complex problems and service requests, such as reverse factoring payment processes, foreign letters of credit, hedging requests, fraud situations and legal settlements.
  • Learn all day-to-day and month-end cash management and investment related functions. Be prepared to act as a back-up in any of them.
  • Perform special requests as directed from senior staff.

Requirements:

  • Four-year degree or equivalent work experience in applicable field required. Certified Treasury Professional (CTP) required. Masters of Business Administration (MBA) preferred.
  • Demonstrated experience in corporate treasury and investment management required. Experience in banking or financial services strongly preferred.
  • Demonstrated analytical and problem-solving skills required, with an emphasis on modeling and forecasting.
  • Demonstrated project management skills required, particularly involving cross-functional project teams to implement system enhancements and process improvements."
  • Demonstrated oral and written communication skills required, with an emphasis on presentations and proposals to management.
  • 'Must be reliable, detailed-oriented, and capable of managing multiple projects with little or no supervision.
  • Knowledge of finance and accounting concepts required.
  • Advanced Excel skills required.
  • Strong proficiency in Word for Windows, PowerPoint and e-mail skills required.

Compensation:

DOE

How to Apply:

Apply Here: http://www.Click2apply.net/jb9mbj6pgnjnzv9f

Consultant-Financial Services Religious Communities Investment fund
Oakland, CA
Job Function: Lending/Loan Operations
Posted: June 30, 2017

Background:

The Religious Communities Investment Fund (the Fund), based in Oakland, CA,  is a coordinated effort of various Catholic Religious Congregations who believe, as Gospel people, that they are called to use their financial resources as a ministry to assist in overcoming social and environmental inequities.  The Fund is a portfolio of loans in projects consistent with the Gospel mission of economic justice for all.  The investments benefit the economically poor; especially women and children, concentrating on those who are unserved or poorly served through traditional financial sources.

Position Summary:

The consultant for financial services will assist with the monitoring and underwriting operations of the Fund.  Responsibilities will include performance reviews of loans and underwriting of loans on a case-by-case basis as well as providing back-up for loan management and accounting systems.  
 
The position requires a background in financial analysis. The ideal candidate is also someone who understands the unique needs of the nonprofit sector, particularly nonprofit community development organizations.  The candidate must be a self-starter, have the demonstrated ability to work accurately and efficiently and have superior written and verbal communication skills.  Finally, the candidate should enjoy working alone and have access to a secure internet connection and computer.

 

Responsibilities:

  • Review annual and quarterly financial statements and reporting documentation and assist in determining financial condition, credit-worthiness and project compliance for all borrowers
  • Maintain working knowledge of loan policies and protocols
  • Provide back-up for the loan portfolio management and accounting systems
  • Assist with underwriting on a case-by-case basis

Requirements:

  • Undergraduate degree in business, finance, economics, accounting or related field 
  • Minimum of two years of experience, preferably in the field of community development lending 
  • Must demonstrate a high level of attention to detail and commitment to accuracy 
  • ]Excellent communication and organizational skills 
  • Financial analysis and database skills with a demonstrated proficiency in MS Office Suite
  • Experience with Quickbooks desirable 

Compensation:

  • 10-20 hours per month. Flexible schedule.
  • Worksite will be based at home with visits to main office I Oakland, CA once or twice monthly.
  • Hourly rate depends upon experience and ranges from $75-$135 per hour.
  • Consultant is an independent contractor

How to Apply:

Send resume and cover letter to Corinne Florek, O.P. at jolt1@sbcglobal.net.  

Business Lender Craft3
Walla Walla, WA
Job Function: Financial Services
Posted: June 28, 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 Business Lender position is responsible for generating and underwriting new mission based business loans and servicing a loan portfolio that meets Craft3’s mission, financial and risk goals. The primary focus of lending targets small and medium businesses (not micro) in the Pacific Northwest, specifically those owned by minority, woman, veteran, and immigrant entrepreneurs and those located in low to moderate income/redevelopment areas.

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.  

  • Actively prospects for strategic business loan opportunities from multiple sources.  Works with Craft3 Marketing professional to coordinate strategy and support.
  • Meets prospective borrowers, collects information, evaluates loan requests, negotiates loan terms and conditions.  
  • Determines the level of complexity, mission and strategy fit, and prospect’s readiness to borrow. Underwrites loans in accordance with policy or works cooperatively with assigned Underwriter to prepare detailed risk analysis of borrowers' repayment ability including financial and industry analysis of the borrowers' businesses, presents and defends loan proposals to loan committee based on effective critical thinking.
  • Provides informal consulting to clients regarding business plans, projections and business practices. Knows and refers to effective Technical Assistance providers who will help prospects with basic pre-application work such as business plan review and feedback.
  • Monitors 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.
  • Manages portfolio risk in accordance with industry and organization standards and directives of the Credit Risk Manager. 
  • Participates in loan collections and enforcement actions when necessary.  May specialize in a specific loan product or targeted market sectors. 
  • Participates fully with all members of the Craft3 team. Effectively uses technology tools to perform required duties.
  • Contributes to the body of knowledge, sharing best practices and suggesting process improvement ideas.

Brand Management

  • Support the organization's All Team Performance Standards: Ownership, Respect and Flexibility.
  • Demonstrate stewardship for the Craft3 Brand.

AUTHORITIES

Loan Approval

  • Limited approval authority to be determined. Full voting participation on Staff Loan Committee approvals, assigned to individuals in peer group, on a rotating basis.

Portfolio Management 

  • Interact with a portfolio of clients and outstanding loans.  This portfolio will include loan relationships initiated by the lender and also other relationships that are originated by other lenders.  
  • Insure required financial information is submitted timely by the borrower
  • Complete analysis of borrower data, and draws a conclusion if there is a change in the level of risk associated with the borrower. 

Business Development 

  • Develops and manages referral network maintaining Craft3 brand in the marketplace with quality mission fit transactions to meet lender goals.

POSITION SCOPE - Direct Reports -- None

POSITION SCOPE - Indirect Reports -- None

PEER POSITIONS -- Other lenders

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

Requirements:

QUALIFICATIONS

  • A minimum of three years previous commercial banking, community development lending, financial, or similar experiences required. Previous successful business ownership highly desired.  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: resolving staff conflicts, dealing with sometimes irate and impatient individuals, and managing many simultaneous high priority projects and user requests.

MINIMUM EDUCATION REQUIREMENTS AND WORK REQUIREMENTS

  • Bachelor's degree or relevant experience required. Five years of significant coursework in accounting, finance or economics required.  

OTHER SKILLS AND ABILITIES

  • 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 deadline is June 23, 2017

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

Or Copy URL:  https://workforcenow.adp.com/jobs/apply/posting.html?client=craft3&jobId=79806&lang=en_US&source=CC2 

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

General Manager Boston Community Capital
Boston, MA
Job Function: Financial Services
Posted: June 27, 2017

Background:

Boston Community Capital (BCC), a national Community Development Financial Institution (CDFI), seeks a General Manager for its SUN (Stabilizing Urban Neighborhoods) Initiative, an innovative and nationally-acclaimed program that helps individuals and families who are facing foreclosure or eviction to remain in their homes with mortgages they can afford. SUN negotiates with the current lender to purchase the home at distressed values and resells the home back to the occupants providing an affordable, 30 year fixed-rate mortgage.

Position Summary:

Since 2009, SUN has provided over $100 million in mortgage financing to help over 700 families remain in their homes, reducing monthly mortgage expense and principal balances an average of 35%. SUN is currently operating in five states (Massachusetts, Maryland, Rhode Island, New Jersey and Illinois) with plans to expand to other high foreclosure rate states. The organization's headquarters are located in the Dudley Square neighborhood of Boston.

Responsibilities:

Reporting to the CEO, Elyse Cherry, the General Manager of SUN will provide leadership and direction to a dedicated team of 17 professionals responsible for lending, including origination and underwriting, closing, post-closing, servicing, and relationship management with banks, investors, and borrowers.

Requirements:

The preferred candidate is a practical visionary dedicated to BCC's mission. The General Manager must be a creative, strategic, and tactical thinker capable of growing the SUN Initiative. S/he will be able to craft and communicate a vision of the program's possibilities and promise that will inspire staff and stakeholders to support that vision.

Compensation:

TBD

How to Apply:

Acceptance of inquiries, nominations, and applications will begin immediately and continue until the completion of the search process.

Applicants are encouraged to transmit a detailed letter of interest and resume to www.imsearch.com/6279

Daniel Rodas, Vice President Donna Cramer, Managing Associate Isaacson, Miller

Boston Community Capital is an Equal Opportunity provider

Apply Here: http://www.Click2Apply.net/3z72rwc5fjbdxf8n

PI98420330

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