Background:
Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise Family of Companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low-income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about enterprise, please visit our website at www.enterprisecommunity.com.
Position Summary:
Proactive, results driven and highly experienced senior portfolio associate to support Loan Fund’s lending activities. This role is responsible for tasks associated with loan closings, loan servicing and program management with a range of varied loans (predevelopment, acquisition, construction and permanent loan) and diverse projects (affordable housing, charter schools, health care, facilities and other community development projects). Proficiency with numbers, problem solving, and collaborative skill.
Responsibilities:
Responsibilities
Loan Closing
Collects, prepares, and reviews loan documentation (letters, statements, notifications, etc.) prior to closing.
Serves as point of contact to loan officers, borrowers and external partners.
Enters and maintains loan data systems.
Reviews loan documents to ensure accurate implementation of key loan terms per the loan approval process.
Reviews insurance policies to ensure compliance with the Loan Fund’s Lending Standards and Guidelines.
Prepares and maintains loan closing checklists; works with Legal to ensure all loan closing conditions have been met and approved by appropriate/authorized parties.
Works with the Accounting and Capital Management staff to set-up new loans and programs in the Loan Fund’s lending databases.
Coordinates funds for disbursement required at loan closing.
Loan Monitoring/Servicing
Administers segments of the loan servicing activities to ensure procedures are properly and efficiently carried out.
Services and monitors a portion of Loan Funds “on and off-balance sheet” loans.
Processes monthly draw requests for construction and non-construction loans.
Monitors and/or follows-up on loan reporting and other milestones needed for loan compliance.
Updates loan information to include file maintenance, lending databases, processing loan payoffs and archiving records.
Assists Lenders and Chief Credit Officer with processing loan modifications.
Program Management
Assists with the administration of specific lending programs to develop reports, administer lender pools; selling participation in loans; maintenance of data in lending databases.
Requirements:
Undergraduate degree or 2 to 4 years of relevant experience in loan administration and loan monitoring/servicing.
Must be detailed oriented, advanced at working with and improving systems, and possess strong aptitude for numbers.
Working knowledge of real estate and construction lending; affordable housing and community development; and corporate and real estate insurance.
Strong oral and written communication skills.
Solid MS Office and Outlook skills. Knowledge of Salesforce and/or Precision LM (LMS) system is a plus.
Ability to establish and maintain systems for organizing work; well-developed time management skills and ability to meet stringent deadlines and time constraints in a busy department.
Ability to work with minimal supervision in a fast-paced department
Demonstrated professionalism, diplomacy and composure; flexible and able to adapt to a variety of situation.
Compensation:
Commensurate with experience.
How to Apply:
http://careers.enterprisecommunity.org/Careers.aspx?adata=EJur3BKMk3DbEX...
Background:
Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.
Position Summary:
The Enterprise Community Loan Fund has an immediate opening for a Loan Officer position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.
Responsibilities:
Reporting to the Chief Lending Officer, the Loan Officer is responsible for underwriting loan requests in support of community development projects with particular emphasis on affordable housing and community facilities, including both interim/bridge, New Market Tax Credits leverage loans and permanent term loans. The position will support ECLF’s lending activities across its national footprint. The responsibilities also include managing a defined portfolio of loans from origination through repayment. The Loan Officer is also expected to be the staff lead for ECLF’s local lending initiatives working collaboratively with local staff of Enterprise Community Partners.
The Loan Officer is expected to develop and maintain relationships with community development organizations and other relevant groups for the regions in which he/she works, as well as field representatives of Enterprise. The position requires an experienced professional with strong analytical, financial and relationship management skills.
Specific responsibilities include:
Contribute to production goals by identifying lending opportunities, and originating new loans upon referral through the Enterprise system and external partners.
Structure and negotiate financing proposals/commitments and prepare comprehensive written loan packages for review and approval by management or Loan Committee for both direct financing by ECLF and financing through various off-balance sheet funds.
Review and interpret third party due diligence reports, including appraisals, market assessments, entitlement/zoning classifications, and environmental reports to determine transaction viability and appropriate loan structure.
Coordinate the preparation of commitment letters and loan documents with attorneys.
Manage the closing process, including internal and external closing counsel, and the collection, review, approval and execution of all closing items.
Manage an existing portfolio of loans, including annual site visits, timely review of financial statements, review and approval of disbursement/funding requests, monitoring for covenant compliance and processing modification and extension requests.
Maintain loan files in audit-ready condition to ensure accuracy and completeness.
Work cooperatively with local and regional staff from Enterprise Community Partners, Enterprise Community Investment and Bellwether Enterprise to coordinate and leverage Enterprise resources (grants, loans and equity) in project development and advancement of the Enterprise strategic plan.
Assist with other projects as needed.
Requirements:
Undergraduate degree required; advanced degree in business, finance or related field preferred.
Three (3) years of commercial real estate lending experience with preference for experience in multi-family affordable housing and/or community facilities. Community development underwriting and knowledge of various housing programs and the broader community development field is a plus.
Demonstrated experience in preparing and negotiating complex, multi-layered transactions and balancing the programmatic needs of community based organizations with sound underwriting judgment and risk mitigation.
Ability to prioritize and manage multiple projects and assignments, meet tight deadlines, and coordinate and communicate effectively across all levels of an organization.
Strong business development, analytical, communication, and problem solving skills, with working knowledge of spreadsheet programs.
Detailed analytical skills with database management and spreadsheet knowledge.
Familiarity with federal, state and local community development programs, particularly programs that finance charter schools, federally-qualified health centers and affordable housing.
Ability to travel up to 30% of the time.
Compensation:
Commensurate with experience.
How to Apply:
http://careers.enterprisecommunity.org/Careers.aspx?adata=EOT4tjpEXgdUKx...
Background:
Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org. T
Position Summary:
he Enterprise Community Loan Fund has an immediate opening for a Credit Analyst position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.
***We have 2 openings which can be located in either Columbia, MD; Denver, CO and Seattle, WA
Responsibilities:
Reporting to the Director of Lending, the Credit Analyst is responsible for a variety of tasks associated with supporting ECLF’s Loan Officers, Director of Lending, Chief Lending Officer (CLO) and Chief Credit Officer (CCO) in underwriting, closing, and asset management of community development loans with particular emphasis on affordable housing and community facilities. In particular, the Credit Analyst will support the Loan Officers by performing financial analyses, third party review assessments, site visits, and various asset management tasks including but not limited to covenant compliance, financial reporting, loan modifications and annual reviews.
Specific responsibilities include:
Produce financial analysis of both for- and non-profit sponsors and/or guarantors.
Support Loan Officers by conducting thorough due diligence review and evaluation of various aspects of loan underwriting such as evaluating feasibility and likelihood of repayment sources, appraisal reviews, construction cost reviews, property condition reports, environmental reports and site inspections.
Participate in the loan closing process by reviewing loan documents and/or due diligence items required to close a loan.
Support the portfolio management function by providing financial analysis of existing sponsors, completing portfolio reviews, completing recommendations for modifications, drafting simple modifications, assisting with workout plans for troubled loans, reviewing loans for covenant compliance and performing site visits.
Assist with other projects as needed.
Requirements:
Undergraduate degree in business, finance, real estate, urban planning or related field is required; advanced degree in business, finance or related field preferred.
Three years of work experience.An advanced degree in business, finance, real estate, urban planning o related field can substitute for 2 of the 3 years of required work experience.
Experience in real estate-based or business lending, including credit analysis.
Proficiency in analyzing financials of nonprofit and for-profit organizations and real estate operations (in particular, rental housing and community facilities).
Experience with reviewing due diligence items required to close real estate transactions including but not limited to appraisals, environmental, and construction cost review reports.
Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
Experience working with both private sector financial institutions and public agencies.
Excellent written and verbal communication skills are required.
Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
Excellent skills in managing multiple tasks requiring strong attention to detail
Ability to work effectively in a team environment.
Ability to travel.
Compensation:
Commensurate with experience.
How to Apply:
http://careers.enterprisecommunity.org/Careers.aspx?adata=EKAAyeuG8BOkcD...
Background:
Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.
Position Summary:
The Enterprise Community Loan Fund has an immediate opening for a Credit Analyst position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.
***We have 2 openings which can be located in either Columbia, MD; Denver, CO and Seattle, WA
Responsibilities:
Reporting to the Director of Lending, the Credit Analyst is responsible for a variety of tasks associated with supporting ECLF’s Loan Officers, Director of Lending, Chief Lending Officer (CLO) and Chief Credit Officer (CCO) in underwriting, closing, and asset management of community development loans with particular emphasis on affordable housing and community facilities. In particular, the Credit Analyst will support the Loan Officers by performing financial analyses, third party review assessments, site visits, and various asset management tasks including but not limited to covenant compliance, financial reporting, loan modifications and annual reviews.
Specific responsibilities include:
Produce financial analysis of both for- and non-profit sponsors and/or guarantors.
Support Loan Officers by conducting thorough due diligence review and evaluation of various aspects of loan underwriting such as evaluating feasibility and likelihood of repayment sources, appraisal reviews, construction cost reviews, property condition reports, environmental reports and site inspections.
Participate in the loan closing process by reviewing loan documents and/or due diligence items required to close a loan.
Support the portfolio management function by providing financial analysis of existing sponsors, completing portfolio reviews, completing recommendations for modifications, drafting simple modifications, assisting with workout plans for troubled loans, reviewing loans for covenant compliance and performing site visits.
Assist with other projects as needed.
Requirements:
Undergraduate degree in business, finance, real estate, urban planning or related field is required; advanced degree in business, finance or related field preferred.
Three years of work experience.An advanced degree in business, finance, real estate, urban planning o related field can substitute for 2 of the 3 years of required work experience.
Experience in real estate-based or business lending, including credit analysis.
Proficiency in analyzing financials of nonprofit and for-profit organizations and real estate operations (in particular, rental housing and community facilities).
Experience with reviewing due diligence items required to close real estate transactions including but not limited to appraisals, environmental, and construction cost review reports.
Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
Experience working with both private sector financial institutions and public agencies.
Excellent written and verbal communication skills are required.
Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
Excellent skills in managing multiple tasks requiring strong attention to detail
Ability to work effectively in a team environment.
Ability to travel.
Compensation:
Commensurate with experience.
How to Apply:
http://careers.enterprisecommunity.org/Careers.aspx?adata=EIW4o78HLDZzAf...
Background:
Enterprise Community Loan Fund (ECLF) is a certified community development financial institution and a member of the Enterprise family of companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.
Position Summary:
The Enterprise Community Loan Fund has an immediate opening for a Credit Analyst position. The position would have lending and portfolio responsibilities throughout Enterprise’s national footprint.
***We have 2 openings which can be located in either Columbia, MD; Denver, CO and Seattle, WA
Responsibilities:
Job Responsibilities
Reporting to the Director of Lending, the Credit Analyst is responsible for a variety of tasks associated with supporting ECLF’s Loan Officers, Director of Lending, Chief Lending Officer (CLO) and Chief Credit Officer (CCO) in underwriting, closing, and asset management of community development loans with particular emphasis on affordable housing and community facilities. In particular, the Credit Analyst will support the Loan Officers by performing financial analyses, third party review assessments, site visits, and various asset management tasks including but not limited to covenant compliance, financial reporting, loan modifications and annual reviews.
Specific responsibilities include:
Produce financial analysis of both for- and non-profit sponsors and/or guarantors.
Support Loan Officers by conducting thorough due diligence review and evaluation of various aspects of loan underwriting such as evaluating feasibility and likelihood of repayment sources, appraisal reviews, construction cost reviews, property condition reports, environmental reports and site inspections.
Participate in the loan closing process by reviewing loan documents and/or due diligence items required to close a loan.
Support the portfolio management function by providing financial analysis of existing sponsors, completing portfolio reviews, completing recommendations for modifications, drafting simple modifications, assisting with workout plans for troubled loans, reviewing loans for covenant compliance and performing site visits.
Assist with other projects as needed.
Requirements:
Undergraduate degree in business, finance, real estate, urban planning or related field is required; advanced degree in business, finance or related field preferred.
Three years of work experience.An advanced degree in business, finance, real estate, urban planning o related field can substitute for 2 of the 3 years of required work experience.
Experience in real estate-based or business lending, including credit analysis.
Proficiency in analyzing financials of nonprofit and for-profit organizations and real estate operations (in particular, rental housing and community facilities).
Experience with reviewing due diligence items required to close real estate transactions including but not limited to appraisals, environmental, and construction cost review reports.
Knowledge of the closing process and loan documents utilized in real estate transactions.
Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, special needs housing, and community facilities (e.g. LIHTC, HUD programs, etc.) desired.
Experience working with both private sector financial institutions and public agencies.
Excellent written and verbal communication skills are required.
Strong computer aptitude skills, including knowledge of Microsoft Office Suite Programs are essential.
Excellent skills in managing multiple tasks requiring strong attention to detail
Ability to work effectively in a team environment.
Ability to travel.
Compensation:
Commensurate with experience.
How to Apply:
http://careers.enterprisecommunity.org/Careers.aspx?adata=EERkE66AErEDm6...
Background:
Creative Capital consists of three groups, Enterprise Community Loan Fund (ECLF), New Markets Tax Credits, and Opportunity Zones. The Business Analyst will report to Chief Credit Officer in ECLF. ECLF is a certified community development financial institution and a member of the Enterprise Family of Companies. Since its founding in 1982, Enterprise, our controlling entity, has raised and deployed more than $43.6B in equity, grants and loans to support low-income people and low-income communities including building or preserving nearly 585,000 affordable rental homes. For more information about enterprise, please visit our website at www.enterprisecommunity.com
Position Summary:
The business analyst is responsible for gathering, analyzing, documenting and prioritizing business requirements associated with performance and financial management activities with the goal of supporting the development and enhancement of enterprise software as a member of the Creative Capital Development Team. The business analyst (BA) works closely with the business stakeholders, project management and application development teams.
Responsibilities:
- Gather and document business requirements, workflow and processes and write functional specifications.
- Serve as the business liaison to the IT Project Manager for mid to large-size IT projects in addition to managing tasks from project initiation through completion and understanding how assigned tasks affect the overall project objectives, business processes and target dates.
- Coordinate project team meetings and teleconferences toward the development and maintenance of project plans, including timelines.
- Research and analyze departmental needs, users, and the roadmap for product(s).
- Facilitate quality assurance testing, ensuring all bugs, problems or issues that do not meet functional requirements have been adequately addressed.
- Lead elicitation and business process analysis sessions with stakeholders.
- Work closely with IT Project Manager to create and maintain a product backlog and define user stories according to business value or ROI.
- Provide guidance and training to the business teams on new development.
- Document business system processes and procedures.
- Support the design of meaningful data reports, dashboards, and other data visualizations.
- Manage technical maintenance and support for the business systems from the business side with IT support team
Other Duties as Assigned
- From time to time, the business analyst carries out other responsibilities as assigned such as assisting with data analysis for new programs and/or product initiatives, investor requests, capital funding applications, or other special requests as applicable.
Requirements:
- Bachelor’s degree in Computer Science, Information Systems, Business Administration, Finance, or Accounting (or equivalent).
- Education and 2-5 years of working knowledge in systems analysis and quality assurance techniques, project management techniques, communication, training and presentation techniques.
- Prior working experience with Project Planning tools and methodologies such as agile processes, JIRA, Visio, and/or Access.
- CSM or CPO certification is a plus.
- Knowledge of commercial real estate finance a plus.
- Strong critical thinking, analytical and problem-solving skills.
- Strong oral and written communication skills.
- Knowledge of Salesforce is a plus.
- Demonstrated ability to work as part of a project management team, coordinate multiple activities, prioritize conflicting demands and meet expected deadlines.
- Demonstrated ability to understand and explain business needs to the Development team, and the ability to explain why and how the system is built to business stakeholders.
- Strong ability to establish and maintain systems for organizing work; well-developed time management skills and ability to meet stringent deadlines and time constraints in a busy department.
- Strong investigative and problem-solving skills.
- Ability to work effectively with individuals at all levels of the organization.
- Ability to work cross-functionally with multiple business departments and in a team environment.
- Ability to travel on a limited basis.
Compensation:
Commensurate with experience
How to Apply:
https://careers.enterprisecommunity.com/Careers.aspx?adata=EL7ixmt3g7gCx...
Background:
Enterprise Community Loan Fund is a certified community development financial institution and a member of the Enterprise family of companies. For almost 30 years, Enterprise has been at the forefront of impact investing, having raised and invested over $43 billion to help finance 585,000 affordable homes in communities across the nation. We amplify the impact of those investments by developing programmatic and policy solutions at scale for low- and moderate-income communities. For more information about Enterprise, please visit our website at www.enterprisecommunity.org.
Position Summary:
The Loan Fund has an immediate opening for a Marketing and Impact Associate. The position will be in Columbia, MD. Reporting to the Senior Director, Impact Investing, the Marketing and Impact Associate is responsible for managing the daily operations of the Enterprise Community Impact Note program (Impact Note) as well as helping develop marketing assets to promote the Note program and content for impact/financial reporting to investors. Additionally, he/she will support the Loan Fund team as needed, including around marketing, communications, compliance, and application writing efforts.
***Please include Cover Letter
Responsibilities:
Sales Support and Customer Service
- Serve as primary point of contact for investors, including initial point of contact for cold calls
- Provide background research on possible investors and partnerships
- On-board new investors, answer questions regarding their investment, and provide impact and financial reporting
- Represent Enterprise and Loan Fund to external parties.
Marketing, Communications and Impact Reporting
- In partnership with Enterprise’s Knowledge, Impact and Strategy team, develop content to expand impact measurement and reporting on Loan Fund’s work
- Create and distribute regular updates of Loan Fund’s work, including web, social media, electronic and print materials
- Provide operational support to the Senior Director, Impact Investing
- Provide support to Loan Fund team, including coordination and writing for the submission of RFPs, other applications and comment letters, and for the Loan Fund president directly, including drafting
speeches, presentations and talking points as well as other communications all as it relates to Loan Fund’s impact investing work (e.g. articles, blogs, etc.)
Operations and Compliance
- Work with internal legal counsel to assist in updating all offering, marketing and registration documents annually or as needed
- Work with both internal and external legal under direction of Senior Director, Impact Investing
- Draft and send communications to investors, in partnership with the Senior Director, Impact Investing
- Manage and maintain accurate and timely data in Loan Fund’s technology systems (to include Salesforce)
- Serve as primary contact for accounting team for Impact Note
- Other Capital Management duties as assigned
- Some travel will be required on occasion (~10%)
Requirements:
- Undergraduate degree in political science, communications, business, marketing, finance or related field.
- Two (2) to five (5) years of relevant work experience preferred.
- Demonstrated ability to prioritize and manage multiple projects and assignments and meet tight deadlines.
- Excellent oral and written communication, with demonstrated ability to write persuasively
- Strong critical thinking and problem-solving skills
- Detail-oriented self-starter with proven analytical skills.
- Excellent interpersonal skills and the ability to work effectively across a wide range of internal and external parties.
- Basic understanding of accounting and finance preferred but not required
- Highly motivated, team player.
- Ability to provide a high-level of customer service
- Demonstrated interest in impact investing, community development, and/or affordable housing
- Prior work in the CDFI, affordable housing, or impact investing field a plus but not required
Compensation:
Commensurate with experience
How to Apply:
https://careers.enterprisecommunity.com/Careers.aspx?adata=EEw7auVke8XMU...
Background:
Fiscal Management Associates (FMA) is a growth-oriented management consulting firm dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement.
FMA is made up of a highly diverse team, coming from a wide range of cultural and economic backgrounds and representing a spectrum of experience, race, age, gender, ethnicity, ability, and sexual orientation. A Latina-founded and led organization, FMA draws upon its staff to deliver services that are sensitive to the needs and values of both nonprofit and funding organizations.
Our team works with leaders who are organizing youth movements, fighting against racial and gender inequities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Our consulting and training services have consistently earned recognition for their pragmatism and relevance.
Position Summary:
FMA is seeking a Senior Client Service Associate to support the firm’s Outsourcing services team, reporting to the Principal overseeing the team. This multifaceted position will give you the opportunity to, on a typical day, speak to prospective clients, update and analyze CRM data, schedule meetings and ensure fully functioning technology for team events with support from our current Technology Department.
You will be a critical member of the team’s business development activities by attending weekly business development meetings with key team members and following up on open proposals and other leads. You will be in touch with existing clients as part of the firm’s ongoing client management efforts. You may also be asked to attend business development activities and be a representative of FMA.
You should have excellent customer service skills and a proactive, self-starter attitude that is always thinking ahead. Strong verbal and written communication skills are required, along with experience in Microsoft Office and a willingness to learn new technology such as the firm’s CRM portal and the firm’s time/billing software.
Light travel may be required to other FMA locations, as needed.
FMA is proud to be an Equal Opportunity Employer. FMA is committed to building a culturally diverse team and encourages people of color, LGBTQI individuals, and all qualified persons to apply for this position.
Responsibilities:
Serve as an operational point person for a 35+ person Outsourcing team, ensuring that they have access to all systems and tools to successfully do their work, scheduling meetings, helping with technology, booking business development calls, and supporting logistics for team events
Liaise with firm’s marketing and communications team in planning and supporting “day of” marketing and business development events
Manage an open pipeline of business development opportunities and work with team members to bring opportunities to a close
Coordinate the onboarding of new Outsourcing clients, including communicating with the client, as well as all required set-up in FMA’s internal systems
Manage and oversee the Principal’s calendar and coordinate planning for all team level meetings and activities
Update CRM and perform data analyses for the current portfolio of clients receiving outsourcing services
Book travel and hotels for conferences, continuing education, and training events
Update the Practice Management system to ensure time and expenses are properly recorded
Bookkeeping (light) on billing and collections including management of monthly credit card reconciliations for team expenses
Support talent development efforts during the interview and onboarding process
Requirements:
You have at least 7 years of experience supporting a Principal/Partner and their team and/or supporting their operations
You are a strong relationship builder with a customer service orientation and excellent communication skills
You are proactive and have a knack for thinking ahead to anticipate challenges
You are comfortable learning your way around new technology; proficiency in Microsoft Office is required
You can adjust to rapidly changing priorities
You’re an excellent problem-solver and are driven to identify what could be better
You are open to receiving honest and direct feedback, and can seamlessly incorporate feedback into your work
You are a self-starter who enjoys working independently, are able to work remotely, if necessary, and have a track record of meeting deadlines
You are a team player who enjoys supporting your colleagues and doesn’t hesitate to offer to help
You have experience in project management and sales (not required but a plus)
Compensation:
63k - 70k
How to Apply:
To apply to the Senior Client Service Associate role, please submit a resume and cover letter using the link below:
https://fma.applytojob.com/apply/8Dj9Y9cP30/Senior-Client-Service-Associate
Background:
Fiscal Management Associates (FMA) is a growth-oriented management consulting firm dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement.
FMA is made up of a highly diverse team, coming from a wide range of cultural and economic backgrounds and representing a spectrum of experience, race, age, gender, ethnicity, ability, and sexual orientation. A Latina-founded and led organization, FMA draws upon its staff to deliver services that are sensitive to the needs and values of both nonprofit and funding organizations.
Our team works with leaders who are organizing youth movements, fighting against racial and gender inequities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Our consulting and training services have consistently earned recognition for their pragmatism and relevance.
Position Summary:
FMA is seeking a Senior Client Service Associate to support the firm’s Outsourcing services team, reporting to the Principal overseeing the team. This multifaceted position will give you the opportunity to, on a typical day, speak to prospective clients, update and analyze CRM data, schedule meetings and ensure fully functioning technology for team events with support from our current Technology Department.
You will be a critical member of the team’s business development activities by attending weekly business development meetings with key team members and following up on open proposals and other leads. You will be in touch with existing clients as part of the firm’s ongoing client management efforts. You may also be asked to attend business development activities and be a representative of FMA.
You should have excellent customer service skills and a proactive, self-starter attitude that is always thinking ahead. Strong verbal and written communication skills are required, along with experience in Microsoft Office and a willingness to learn new technology such as the firm’s CRM portal and the firm’s time/billing software.
Light travel may be required to other FMA locations, as needed.
FMA is proud to be an Equal Opportunity Employer. FMA is committed to building a culturally diverse team and encourages people of color, LGBTQI individuals, and all qualified persons to apply for this position.
Responsibilities:
Serve as an operational point person for a 35+ person Outsourcing team, ensuring that they have access to all systems and tools to successfully do their work, scheduling meetings, helping with technology, booking business development calls, and supporting logistics for team events
Liaise with firm’s marketing and communications team in planning and supporting “day of” marketing and business development events
Manage an open pipeline of business development opportunities and work with team members to bring opportunities to a close
Coordinate the onboarding of new Outsourcing clients, including communicating with the client, as well as all required set-up in FMA’s internal systems
Manage and oversee the Principal’s calendar and coordinate planning for all team level meetings and activities
Update CRM and perform data analyses for the current portfolio of clients receiving outsourcing services
Book travel and hotels for conferences, continuing education, and training events
Update the Practice Management system to ensure time and expenses are properly recorded
Bookkeeping (light) on billing and collections including management of monthly credit card reconciliations for team expenses
Support talent development efforts during the interview and onboarding process
Requirements:
You have at least 7 years of experience supporting a Principal/Partner and their team and/or supporting their operations
You are a strong relationship builder with a customer service orientation and excellent communication skills
You are proactive and have a knack for thinking ahead to anticipate challenges
You are comfortable learning your way around new technology; proficiency in Microsoft Office is required
You can adjust to rapidly changing priorities
You’re an excellent problem-solver and are driven to identify what could be better
You are open to receiving honest and direct feedback, and can seamlessly incorporate feedback into your work
You are a self-starter who enjoys working independently, are able to work remotely, if necessary, and have a track record of meeting deadlines
You are a team player who enjoys supporting your colleagues and doesn’t hesitate to offer to help
You have experience in project management and sales (not required but a plus)
Compensation:
63k - 70k
How to Apply:
To apply to the Senior Client Service Associate role, please submit a resume and cover letter using the link below:
https://fma.applytojob.com/apply/8Dj9Y9cP30/Senior-Client-Service-Associate
Background:
Fahe is on a mission to eliminate persistent poverty. Our unique collaborative model connects a Network of local, regional, and national leaders, all working together to uplift our nation’s rural places. Since our inception in 1980, the Fahe Network has served 616,694 people, made $908.2 million in direct investments, and achieved a total cumulative financial impact of over a billion dollars in Appalachia.
Position Summary:
The Partners for Rural Transformation consists of regional and national community development organizations that work together to affect change in rural America. The PRT is led by a Steering Committee, which consists of six regional CDFIs, Hope Enterprise Corporation / Hope Credit Union (HOPE), Fahe, cdcb, First Nations Oweesta Corporation, Communities Unlimited, and RCAC. Collectively these organizations are working to change the narrative about rural persistent poverty areas of the country, and to change the way resources flow to these regions. The Project Director will be responsible for providing thought leadership and initiative to strategically engage PRT members to: implement the strategic plan and other evolving priorities; coordinate the collective and individual efforts of the member organizations; develop/expand the group’s reputation and influence, and identify and generate opportunities to engage philanthropic, government and financial institutions in dialogues that can result in policies and resources to eradicate persistent rural poverty. This is a senior-level position.
For the past three years, our staff nominated Fahe has one of the top 100 Best Places to Work in Kentucky. Fahe is an Equal Opportunity Employer seeking applicants who can bring diverse viewpoints, experience, talents, and culture to promote our organization’s mission of eliminating persistent poverty in Appalachia.
Responsibilities:
The following is a list of the duties that the Project Director will be expected to carry out. A specific work plan will be developed collaboratively between the Project Director and the CEO’s of the six Steering Committee organizations:
- Provide leadership in moving the PRT forward as a collective;
- Strengthen partner relationships, expand and implement strategies to enhance the group’s influence and impact.
- Provide thought leadership, initiative, and energy to build on existing momentum.
- Strategically engage the expertise, influence, and reputations of the CEOs and their respective organizations.
- Steward the ongoing evolution and implementation of the group’s strategies and priorities over time.
- Develop strategies to engage across multiple services and economic sectors in the PRT’s strategic plan and evolving priorities.
- Create and identify opportunities for CEOs to engage in discussions with senior government, philanthropic and banking officials, and participate in these discussions;
- Oversee and engage in producing position papers, proposals, opinion pieces/editorials/articles for publication. Identify places to publish the writing.
- Oversee research focused on creating better data and evidence about persistent poverty areas and solutions to eliminating persistent poverty.
- Plan and facilitate regular meetings of the PRT and subcommittees; coordinate, plan and facilitate in-person meetings of the PRT Steering Committee.
- Collaborate with PRT members to ensure completion of work assignments and general progress on the various parts of the strategic plan and the group’s evolving priorities.
Requirements:
Skills and Qualifications
- Ability to manage, coach, and direct workgroups without supervision authority.
- Facilitation and meeting management skills.
- Familiarity with rural persistent poverty communities, cultures and social norms.
- Understanding of research methods and the ability to analyze data and draw logical conclusions.
- Ability to work with funders.
- Ability to deliver and carry out multi-year strategies, and manage strategy evolution over time based on ongoing learning and evolving contexts.
- Proficiency in Microsoft Office, meeting planning programs, Zoom and other visual meeting platforms.
- Ability to listen effectively and communicate, verbally and in writing.
- Ability to work independently and in teams, and to effectively prioritize multiple tasks.
- Strong initiative and collaborative nature. Ability to lead from behind.
Physical Job Requirements
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.
- Work performed in an office requires the ability to operate computers and various pieces of office equipment, including telephone. Use may be heavy, 4 or more hours per day.
- This position also requires moderate (up to 2 days per month) to heavy (up to 10 days per month) automobile and airline travel, including overnight travel. Preferred Education and Experience: A combination of experience and education is necessary to qualify for the position.
Typical Qualifying Combination
- Experience:
- Seven (7) years of any combination of applicable experience in community development finance or planning (education may be substituted for experience). Including at least three (3) years of leadership and project management experience.
Preferred Education
- Master’s degree (additional qualifying experience may be substituted).
Compensation:
We offer a diverse work environment with competitive salaries and excellent benefits. Visit www.fahe.org to learn more about Fahe.
How to Apply:
Qualified candidates may submit a resume and cover letter with salary expectations to hr@fahe.org or mail to Fahe/ATTN: Human Resources; 319 Oak Street; Berea, KY 40403.
