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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.orgSubmissions will be reviewed and posted within 1 business day to ensure relevancy to the industry.

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

Analyst, Capital Investment Primary Care Development Corporation
New York, NY
Job Function: Lending/Loan Operations
Posted: April 30, 2018

Background:

Quality primary care is transformative and a cornerstone of healthy, thriving communities. PCDC, a nationally recognized 501(c)(3) nonprofit organization and community development financial institution (CDFI), catalyzes excellence in primary care through strategic community investment, capacity building, and policy initiatives to achieve health equity. PCDC helps primary care practices improve delivery of care by providing affordable capital as well as a variety of training and technical assistance services. Since its founding in 1993, PCDC has assisted over 1,000 practices in 40 states, and has leveraged more than $1 billion to improve care in low-income communities. 

PCDC’s Capital Investment Team invests in communities by providing advisory services and flexible, affordable capital to create lasting and sustainable impact for the organizations and the communities they serve.  The Capital Investment team provides financing that is tailored to transforming and expanding primary care, including, wherever possible, the integration of comprehensive medical, dental and behavioral health services.

Position Summary:

PCDC seeks a full-time Analyst to join the Capital Investment (CI) team. The Analyst is responsible for leading analytical efforts for the CI team, and assists the team in other areas of healthcare investment. The Analyst reports directly to the Chief Lending Officer and is also be accountable to the Chief Credit Officer and the Managing Director.  The Analyst provides support to all members of the CI team for the responsibilities outlined below, including evaluating projected and actual performance of clients, and impacts from specific investments.  Responsibilities also include financial statement analysis, borrower credit reviews, loan requests, and MIS reporting. Assistance mainly involves spreading financial statements, maintaining borrower and loan production files, communicating with borrowers, composing written summaries, gathering and compiling data, analyzing and preparing reports, and preparing reports for internal and external stakeholders.

Responsibilities:

  • Financial Analysis – New Investments: Working closely with relationship managers, spread and analyze borrowers’ financial statements and projections, prepare financial analytics associated with Capital investments, including sourcing and collecting relevant financial data, preparing historical and projected cash flow models, and summarizing financial analysis, and prepare narratives as part of a credit memo. Assist with preparation of other components of the credit memo as requested.
  • Financial Analysis – Portfolio: Working with the CI Portfolio Manager(s), evaluate client actual performance against projected performance as initially modeled, over life of investment.
  • Compliance:  Monitor and maintain PCDC compliance with requirements set forth by government agencies, funders and investors. Support the appropriate CI team leader(s) to assemble data and complete necessary reports for advisory contracts.  Serve as liaison to internal partners to ensure timely compliance reporting.
  • Impact Analysis: Track projected and actual client and community impact from PCDC investments, including job creation, patient and visit volume changes, health outcomes, etc.
  • Customer Relations: Provide quality customer service at all points of contact with internal and external clients. Field general inquiries from prospects, coordinate the collection of due diligence from applicants, and coordinate the collection of impact data from borrowers.
  • Reporting: Assemble data, analyze trends, and prepare reports for management, committees, Board of Directors, and external investors and agencies.

Requirements:

  • Bachelor’s degree is required; degree in real estate, finance, accounting, or business is preferred.
  • At least three years’ experience in finance, community development, or real estate development or the equivalent combination of education and experience as determined by PCDC.
  • Formal credit or financial analysis training is strongly preferred. 
  • Strong financial skills and knowledge. 
  • Strong analysis and computer skills, particularly with Excel. 
  • Exemplary oral/written communication.
  • Excellent organizational skills with ability to manage and prioritize multiple assignments 
  • Strong attention to detail
  • Must have the ability to work productively with minimal supervision.
  • Self-starter, highly motivated and energetic, exercise initiative and mature judgment. 
  • Must have the ability to work effectively under time-critical conditions. 
  • Work as a strong team player within a collaborative process.

Compensation:

We offer a competitive salary and comprehensive benefits package.

How to Apply:

For immediate consideration, please email your cover letter, resume, and salary requirements to company contact email employment@pcdc.org with "Analyst, Capital Investment" in the subject line.

Director, Business Advising Pacific Community Ventures
San Francisco, CA
Job Function: Business Development
Posted: April 30, 2018

Background:

Pacific Community Ventures is a nonprofit social enterprise and community development financial institution (CDFI) with a 20-year track record of empowering small businesses, mission investors, and policymakers to create good quality jobs for working people and build an economy that works for everyone. Our programs strengthen small businesses and strengthen communities.

PCV’s BusinessAdvising.org is an award-winning national small business mentoring platform that connects entrepreneurs with pro-bono advisors. We target diverse entrepreneurs working in economically underserved communities and pair them with volunteer business advisors from major banks, consulting firms, and Fortune 500 companies who provide free tailored, confidential assistance to help people meet small business challenges and seize new opportunities. Over the past decade we’ve helped thousands of small businesses thrive, grow, and create tens of thousands of good local jobs.

BusinessAdvising.org is supported by revenue-generating partnerships with organizations like Google, Capital One, PayPal, Opportunity Fund, and eBay, enabling us to reach more small business owners and advisors than we could ever do on our own.

BusinessAdvising.org combines technology with personal interaction. Leveraging our advanced matching algorithm and cloud-based platform lets us work with thousands of people cost effectively. Personal connections drive repeat engagement and high levels of satisfaction, generating commitment and loyalty. Small businesses working with BusinessAdvising.org increase their annual revenue by 20% on average, and add jobs at ten times the national rate.

Position Summary:

Do you believe in the power of small businesses to strengthen communities and create good local jobs? Do you thrive on developing new business partnerships that will make the world a better place?

Then you just might be the person PCV is seeking! The Director of PCV’s BusinessAdvising.org program is a newly-created position charged with leading and growing our unique and innovative small business mentoring platform. BusinessAdvising.org has been growing by 20%–40% annually for three years, and is now serving almost 400 small business owners across the country each year with a network of over 1,000 volunteer advisors. The growth has largely been driven by partnerships with other community lenders, economic development agencies, and corporations like PayPal, eBay, and Google.

The Director will lead our BusinessAdvising.org team, manage existing partnerships, work closely with the President and CEO to develop new revenue-generating partnerships, and continuously improve the BusinessAdvising.org model, enabling us to serve thousands of small business owners across the country.

Responsibilities:

  • Cultivate and manage partnerships, including:
    • Tracking progress and delivering on partnership goals
    • Collaborating with Marketing on communication to attract and retain small businesses and volunteer advisors
    • Collaborating with PCV InSight to capture and report on impact metrics
    • Managing partner relationships to ensure satisfaction and repeat engagements
  • Conducting business development to secure new paid partnerships, including:
    • Recommending product options and pricing to meet partner needs
    • Developing pitch decks and presenting to prospective partners
    • Collaborating with Marketing on communication and lead generation strategies to attract new fee-for-service clients
    • Capturing learnings from past engagements to inform “who and what we sell”
    • Representing the organization at local events
  • Manage the team
    • Develop clear responsibilities for manager and associate, and help them develop in their careers
    • Create people strategy to efficiently serve small businesses and advisors as we scale.
  • Oversee and continually improve the model, including:
    • Recruitment and delivery model and metrics for both small business owners and volunteer advisors
    • Developing strategies for reaching and better serving the needs of minority-led small businesses and other underserved entrepreneurs
    • Testing new approaches to foster positive outcomes among small business owners, including ways a good jobs focus can drive better financial results for business owners
    • Financial modeling and projections
    • Marketing strategies and metrics, in collaboration with Director of Marketing and Communications
    • Impact tracking technology, methodology, and execution, in collaboration with PCV InSight team
    • Technology strategy

Requirements:

  • 8+ years of work experience, including at least 2 years in a business development role
  • Successful track record of large client acquisition and retention in a B2B, service-oriented industry
  • Strong networking and relationship-building skills
  • Outstanding people leader
  • Strategic and data-driven decisionmaker who embraces technology
  • Models PCV’s core values:
    • Coming from a place of yes
    • Living our mission
    • Oriented towards transparency
    • Seeking collaboration
    • Exhibiting empathy
  • Fluency in Spanish is highly desired
  • Experience in working with small businesses and/or community economic development is a plus
  • Associate’s or Bachelor’s degree required, masters preferred

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 Director, 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.

Consumer Loan Officer Neighborhood Trust Federal Credit Union
New York, NY
Job Function: Financial Services
Posted: April 27, 2018

Background:

Neighborhood Trust Federal Credit Union is a community development financial institution located in Washington Heights with over $10 million in assets and 4,400 members. NTFCU has a mission to provide low-cost financial services to the underserved market in Northern Manhattan and to New Yorkers across all five boroughs. The credit union is committed to helping everyone access affordable savings/checking accounts, loans, and other financial services.

Position Summary:

The Loan Officer identifies and analyzes member needs and desires to recommend products and services that best match member needs and provides a full range of products and services to members with an emphasis for acquiring, expanding and enriching member relationships (services may include mortgage & consumer lending, deposit accounts, etc.)

Responsibilities:

  • Intake, processing, packaging, and presentation of consumer loans: personal and debt consolidation loans, credit cards and car loans.
  • Assist with loan servicing for existing consumer loans.
  • Handling in-house collection practices
  • Maintain high portfolio quality
  • Representing the credit union

The Consumer Loan Officer reports to the Director of Lending.

Requirements:

The ideal candidate will possess the following skills and experience:

  • Previous exposure to consumer loan underwriting (reading credit reports, knowledge of standard metrics like debit-to-income) a strong plus
  • Detail-oriented and the ability to maintain a high level of accuracy
  • Excellent written and verbal communication skills
  • Computer skills, Excel and Word
  • Bilingual Spanish/English a plus
  • Energetic in meeting institutional goals with an emphasis on detail
  • Outgoing, professional and strong interpersonal skills
  • Credit union, banking, marketing or related experience a plus but not required
  • Commitment to community economic development

Experience:

  • Full time: 3 years (Required)

Compensation:

Salary: $35,000 to $40,000/year

How to Apply:

To Apply: Send cover letter and resume to hr@neighborhoodtrustfcu.org

Director of Major Gifts and Stewardship Accion
Dallas, TX
Job Function: Fundraising
Posted: April 24, 2018

Background:

A nonprofit leader in the high-impact fields of community development and microfinance, Accion is dedicated to helping entrepreneurs realize their dreams and fuel increased economic opportunity and mobility through business ownership.  Since 1994, Accion has infused more than $123 million in the growth and success of more than 8,000 small businesses across Arizona, Colorado, Nevada, New Mexico, and Texas.

Accion is a member of the Accion U.S. Network, the largest and only nationwide nonprofit micro- and small business lending network in the United States. Since 1991, the members of the Accion U.S. Network have collectively made more than 57,000 loans totaling over $500 million. Globally, Accion is a pioneer in microfinance, reaching millions of individuals through its international network of partners. Learn more at www.us.accion.org.

Position Summary:

We’re looking for a Director to join our team in either Denver or Dallas to support Accion’s culture of philanthropy by providing high-touch and hands-on work with prospects to fill a pipeline of new individual donors and key players at companies and foundations in Accion’s major markets, and then take them through a cultivation cycle resulting in charitable commitments. Current donors will be stewarded for enthusiastic engagement resulting in sustained and increased giving. This position will report to our Vice President of Strategic Philanthropy and Investments and will play a key role on our Advancement team.

Responsibilities:

  • You will help donors accomplish their philanthropic goals and ambitions through a relationship with Accion;
  • You will cultivate and carry a portfolio of at least 30-50 donors throughout Accion’s five-state region;
  • You will secure major gifts, especially at the $10,000 and above level;
  • You will develop cultivation, solicitation, and partnership strategies for donors and prospects based on the assessment of philanthropic intent and interest in supporting Accion;
  • You will partner with the VP in providing the President/CEO and Board members with fundraising support and coaching for their identification, cultivation, and solicitation of major gifts, always treating donors with the utmost in courtesy and respect;
  • You’ll be expected to energize team members and persuade prospects with tenacity.

Requirements:

  • You have a passion for Accion’s mission and a strong commitment to Accion’s culture of exceptional customer service, excellence and accountability;
  • You preferably have a bachelor’s degree and five years advancement, major gifts, or fundraising experience.
  • You are enthusiastic and skilled at making asks.

Compensation:

Accion offers an excellent total compensation package, including competitive base salary, health and dental coverage, retirement benefits, and generous paid time off.

How to Apply:

Please upload a cover letter and resume at https://careers-accionnm.icims.com/jobs/1054/director-of-major-gifts-and-stewardship/job

Director of Major Gifts and Stewardship Accion
Denver, CO
Job Function: Fundraising
Posted: April 24, 2018

Background:

A nonprofit leader in the high-impact fields of community development and microfinance, Accion is dedicated to helping entrepreneurs realize their dreams and fuel increased economic opportunity and mobility through business ownership.  Since 1994, Accion has infused more than $123 million in the growth and success of more than 8,000 small businesses across Arizona, Colorado, Nevada, New Mexico, and Texas.

Accion is a member of the Accion U.S. Network, the largest and only nationwide nonprofit micro- and small business lending network in the United States. Since 1991, the members of the Accion U.S. Network have collectively made more than 57,000 loans totaling over $500 million. Globally, Accion is a pioneer in microfinance, reaching millions of individuals through its international network of partners. Learn more at www.us.accion.org.

Position Summary:

We’re looking for a Director to join our team in either Denver or Dallas to support Accion’s culture of philanthropy by providing high-touch and hands-on work with prospects to fill a pipeline of new individual donors and key players at companies and foundations in Accion’s major markets, and then take them through a cultivation cycle resulting in charitable commitments. Current donors will be stewarded for enthusiastic engagement resulting in sustained and increased giving. This position will report to our Vice President of Strategic Philanthropy and Investments and will play a key role on our Advancement team.

Responsibilities:

  • You will help donors accomplish their philanthropic goals and ambitions through a relationship with Accion;
  • You will cultivate and carry a portfolio of at least 30-50 donors throughout Accion’s five-state region;
  • You will secure major gifts, especially at the $10,000 and above level;
  • You will develop cultivation, solicitation, and partnership strategies for donors and prospects based on the assessment of philanthropic intent and interest in supporting Accion;
  • You will partner with the VP in providing the President/CEO and Board members with fundraising support and coaching for their identification, cultivation, and solicitation of major gifts, always treating donors with the utmost in courtesy and respect;
  • You’ll be expected to energize team members and persuade prospects with tenacity.

Requirements:

  • You have a passion for Accion’s mission and a strong commitment to Accion’s culture of exceptional customer service, excellence and accountability;
  • You preferably have a bachelor’s degree and five years advancement, major gifts, or fundraising experience.
  • You are enthusiastic and skilled at making asks.

Compensation:

Accion offers an excellent total compensation package, including competitive base salary, health and dental coverage, retirement benefits, and generous paid time off.

How to Apply:

Please upload a cover letter and resume at https://careers-accionnm.icims.com/jobs/1054/director-of-major-gifts-and-stewardship/job

Data and Compliance Manager South Carolina Community Loan Fund
Charleston, SC
Job Function: Administrative/Operations/IT
Posted: April 23, 2018

Background:

South Carolina Community Loan Fund (SCCLF) is a U.S. Treasury and South Carolina certified Community Development Financial Institution (CDFI) with offices in Charleston, Columbia, and Spartanburg whose mission is to advance equitable access to capital by providing loans, technical assistance, and advocacy for the development of affordable housing, healthy food retail, community facilities, and community businesses throughout South Carolina.  Since 2004, SCCLF has provided 327 loans for $45.4 million in financing that facilitated more than $309.8 million in community development projects; financing 1,880 housing units, 11 healthy food outlets, 11 community facilities, and 20 community businesses, creating or retaining 3,116  jobs and providing a safe, affordable place to call home for 4,700  individuals and families.

SCCLF is a dynamic non-profit organization with a small, but highly effective, staff that raises program and operating support through a combination of donations, grants, and impact investments.  SCCLF currently operates with an annual operating budget of $1.7M and program budget of $10M.  The organization loans and revolves capital to continually expand and sustain its mission.

Position Summary:

SCCLF is in the process of implementing Salesforce as its CRM system, to collect data on borrowers, potential borrowers, funders, partners and other stakeholders. SCCLF staff will record their interactions with clients, funders, and other stakeholders in Salesforce; SCCLF seeks to aggregate that data into reports in order to monitor our programs, report to our partners and to improve the services and products we offer. The Data and Compliance Manager will provide primary oversight of SCCLF data reporting system (Salesforce) and generate reports for internal and external stakeholders. The Data and Compliance Manager will further develop SCCLF’s reporting capabilities in support of its growing internal and external needs.  The ideal candidate will be detail oriented, a problem solver, and have a passion for improving systems and processes. The Data and Compliance Manger reports to the Chief Financial Officer.

Responsibilities:

  • Lending: Sets up new loans in Microsoft Dynamic’s Loan Manager software and ensures all documents are uploaded to Docufree within five business days of closing. Maintains loan files in all systems for audit and review by external or internal staff, coordinating and maintaining files (either electronic or paper), issuing correspondence and providing good borrower relations. Prepare and process semi-monthly ACH loan payments from borrowers. Processes loan disbursements and draws. Ensure all relevant documentation is uploaded to Docufree and entered in MSD Loan Manager. Manage Salesforce borrower data quality by spot-checking data entry and auditing data to identify and resolve issues. 
  • Technical Assistance: Support business development by creating lists of potential clients who may have technical assistance needs. Ensure that data is accurately entered for all technical assistance workshops. 
  • Assessment and Knowledge Sharing: Provide data on a monthly, quarterly, bi-annual and annual basis for reports to funders, partners and other stakeholders. Build dashboards and reporting capabilities in Salesforce. Coordinate the production of reporting needed for various reports, both internal and external. Serve as primary staff liaison with Salesforce consultant. 
  • Advocacy and Policy Change: Provide data and reports for meeting with legislators and other advocacy activities. 
  • Finance:  Tracks incoming checks and maintains cash receipts files in Docufree. 
  • Development: Process and track donations, grants, and investments using Salesforce. Generate reports on specific campaigns and activities. Liaise with Investments and Grants Manager and CFO to ensure that fundraising record keeping is consistent and matches finance records. 

Requirements:

MINIMUM QUALIFICATIONS

  • 2+ years professional experience with databases and data reporting and analysis required, preferably in a community-based nonprofit, or program evaluation setting
  • Experience using Salesforce required
  • Proven ability to learn new systems, operations and processes. 

Compensation:

Salary: $52,500

BENEFITS INCLUDE

  • SCCLF contributes 3% of employee’s annual salary toward retirement plan after six months
  • Medical, life, and long term disability insurance after sixty days
  • 20+ days of Paid Time Off (PTO) per year + 12 paid holidays per year
  • Flex schedule
  • Mileage reimbursement for out of town travel at the federal rate of reimbursement
  • Cellular phone stipend

How to Apply:

Please send cover letter and resume to Anna Lewin, Chief Operating Officer, at anna@sccommunityloanfund.org

Affordable Housing Investment Associate The San Francisco Housing Accelerator Fund
San Francisco`, CA
Job Function: Investment
Posted: April 20, 2018

Background:

The San Francisco Affordable Housing Accelerator Fund (SFHAF) is an innovative public-private partnership that leverages private capital to help the city of San Francisco keep low income and working families in their current homes, provides financing for developers to acquire property for affordable housing, and secures long-term housing stability and affordability. Established in 2016 in collaboration with the SF Mayor’s Office of Housing and Community Development, the Fund has closed on six loans that will preserve existing homes and produce new housing, and has several more projects in the pipeline. We are also managing several partnerships to support affordable housing production and preservation. 

Position Summary:

SFHAF is launching a new social impact investment initiative in partnership with a large institution, focused on structuring equity and subordinate debt investments in supportive housing projects. The new Investment Associate would be primarily focused on underwriting and preparing supportive housing investments for the Fund’s investment committee, and overseeing projects and development progress in the portfolio. Given our growth stage, the Associate will also play a key role in building this new investment platform and its strategy, guidelines, and processes. In addition to managing and coordinating the projects’ investment diligence and reviewing for supportive housing investment opportunities, as part of our small team the Investment Associate will also participate in other Fund lending oversight as well as a range of “startup” related office management tasks and other policy and administrative work as needed. This role is based in San Francisco and given the focus of our portfolio, there will be limited travel required for the role, outside of professional development related opportunities. The Investment Associate would report to the Executive Director of the Fund and work closely with our Loan & Portfolio Associate, Loan Administrator, our financial advisor, accounting team, construction manager rep, and underwriting consultants. 

Responsibilities:

Preferred Qualifications / Requirements - We are looking for someone with experience:

  • Experience originating debt and equity investments to affordable and supportive housing projects, especially those that utilize the federal Low Income Housing Tax Credit program.
  • Understanding and experience in supportive and affordable housing finance and project oversight. 
  • Knowledge of lending and/or equity investment operations, real estate development and finance, affordable housing regulatory programs and/or community development financial institutions (CDFIs) a plus.
  • Experience with, or overseeing housing development activity, and experience in San Francisco specifically a plus.

Responsibilities / As SFHAF’s Investment Associate you would...

  • Oversee the diligence, investment committee material preparation, documentation, and disbursing of equity investments
  • Work closely with the developer selection process and oversee individual investments by the Fund
  • Provide relevant asset management reporting to the Funds’ investors
  • Work with the Fund’s third party fiscal managers
  • Serve as a primary point of contact for potential program investments
  • Work closely with SFHAF’s legal team on loan documentation and form documents associated with new equity and debt investment products

Requirements:

Additional Considerations / You’d be a great fit for this role if you are:

  • An excellent communicator
  • Resourceful / self-starter
  • Comfortable working in a startup-like environment
  • Highly detail-oriented
  • Excellent judgment

Compensation:

Competitive based on experience.

How to Apply:

Please send your resume, Linkedin profile, and a cover letter detailing your relevant experience and interest in the job to Abby Murray (abby@sfhaf.org). Applications will be considered on a rolling basis.

Regional Office Coordinator WWBIC
Appleton, WI
Job Function: Administrative/Operations/IT
Posted: April 19, 2018

Background:

Wisconsin Women’s Business Initiative Corporation (WWBIC) is a leading, innovative economic development corporation “Putting Dreams to Work.” WWBIC’s primary focus is on women, people of color and low income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability. Since 1987, WWBIC has lent over $60 million in micro and small business loans with a current loan portfolio of $18 million and nearly 500 active borrowers. To learn more about WWBIC visit: www.wwbic.com

We are currently recruiting for a team player to support our mission in our NEW Northeast Regional office in the following capacity. 

 

Position Summary:

The Regional Office Coordinator is a part time position (20 hours/week) with responsibility for administrative and program support for the northeast region which is made up of 12 counties. The Coordinator will help establish and maintain a professional & friendly environment in this new office and will be the first point of contact for all phone calls and guests. In addition, they will have responsibility for a variety of administrative tasks that support our educational programming, events and regional staff.

Responsibilities:

In addition, they will have responsibility for a variety of administrative tasks that support our educational programming, events and regional staff.  This may include class preparation & set up, collecting payments & required forms, coordinating meeting logistics and materials, event/class promotion and attending classes or events on behalf of WWBIC.  

Requirements:

The position requires 3 years of experience in an administrative position and a high school diploma or GED. An Associate degree is preferred. Must have solid Microsoft Office skills and the ability to function independently in a fast-paced busy office. Excellent relationship building, flexibility, organization and communication skills are critical for success. Must have ability to work occasional evening and weekend hours. Valid drivers license & proof of insurance is required.

Compensation:

Hourly salary determined by job experience.

How to Apply:

To apply, please email a letter of application, resume & salary requirements to patricia.lohmann@wwbic.com.

Regional Project Director WWBIC
Milwaukee, WI
Job Function: Project Management
Posted: April 19, 2018

Background:

Wisconsin Women’s Business Initiative Corporation (WWBIC) is a leading, innovative economic development corporation “Putting Dreams to Work.” WWBIC’s primary focus is on women, people of color and low income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability. Since 1987, WWBIC has lent over $60 million in micro and small business loans with a current loan portfolio of $18 million and nearly 500 active borrowers. To learn more about WWBIC visit: www.wwbic.com

 

Position Summary:

The Regional Project Director is a full-time position responsible for opening a new WWBIC office in Appleton, WI.  Once the office is functioning, the Project Director will have responsibility for overall coordination and expansion of WWBIC’s business education and financial awareness programs for the 12- county northeast region. They will implement and direct education and outreach initiatives to meet deliverables, supervise and coach staff and volunteers, serve as liaison on partner/funder/co-provider teams that serve clients in the region, and develop, maintain and expand local and regional partnerships.  In addition the Director will work collaboratively with WWBIC Staff and Advisory Council, and represent or speak on behalf of WWBIC at community or professional events.

Responsibilities:

The position requires a bachelor’s degree and at least 5 years of experience in economic development or private sector business along with direct program management and supervisory skills.  Must have the ability to communicate effectively and work collaboratively with diverse audiences, both in groups and one-on-one.  Must have ability to work occasional evening and weekend hours and travel throughout the region.

Requirements:

Valid drivers license & proof of insurance is required.  Working knowledge of micro-enterprise and small business in preferred.

Compensation:

The salary is competitive, depending on qualifications.  Benefits include full health and dental coverage, 403(b) savings plan and more in a family-friendly environment.

How to Apply:

Please email a letter of application, resume & salary requirements to patricia.lohmann@wwbic.com.

Executive Director Spruce Root, Inc.
Juneau, AK
Job Function: Other
Posted: April 19, 2018

Background:

Spruce Root helps entrepreneurs overcome barriers to financial services and develop local capacity within our Southeast Alaskan communities. Headquartered in Juneau, Alaska Spruce Root was founded by Haa Aaní, LLC in 2012 under the name Haa Aaní Community Development Fund, Inc. with the goal of improving entrepreneurial capacity and access to capital for entrepreneurs in Southeast Alaska. As an emerging Community Development Financial Institution (CDFI), we spent our infancy learning about CDFI best practices, building community relationships, raising capital to lend. By 2016 we had 8 loans in our portfolio and $3.5 million in lending capital. In early 2017 we underwent a name change and re-branded as Spruce Root, Inc. This signified our own transformation from an emerging CDFI to an established organization with the governance, staffing, and resources necessary to operate as an autonomous entity.

Position Summary:

The Executive Director is responsible for executing and directing Spruce Root’s operations and carrying out the mission of the organization. The Executive Director is fully responsible for financial (P&L) oversight of the organization, maintaining a strong and growing balance sheet, and capitalization of the CDFI to meet strategic growth goals. The position reports to the Board of Directors and is responsible for carrying out the initiatives and policies of the organization.

Responsibilities:

  • Provide general operational oversight of the CDFI operations. Works with the Spruce Root team to develop and implement a comprehensive regional and statewide economic development strategy to be Alaska's leading entity promoting community-based economic development initiatives.
  • Represent Spruce Root’s interests with regional, statewide and national stakeholders to advance and support the mission of the CDFI.
  • Develop and implement long-term, sustainable growth strategies to position organization to be self-sustaining and meet organizational growth goals.
  • Negotiate and approve all contractual agreements binding the CDFI.
  • Full organizational budgeting, planning and P&L oversight and responsibility.
  • Ensures all CDFI activities employ best practices and meets industry benchmarks.
  • Proactively engage with federal, state and philanthropic stakeholders to overcome any obstacles for achieving mission in the region.
  • Responsible for ensuring company visibility in all aspects of the community, establishing and maintaining relationships with other organizations in the community to maximize economic development services.
  • Ensure program managers meet financial and performance metrics.
  • Report quarterly to the Board and develop policies to ensure organizational impact and growth in the region.
  • Execution of the 5 Year Strategic Plan
  • Lead external relationship building and marketing efforts to build consulting and lending pipeline.

Requirements:

General Qualifications, Knowledge and Skills

  • Bachelors or higher degree in business, finance, public administration, economic development, or a related field within the private sector.
  • Minimum of seven years of experience in an economic/community development capacity and for-profit and non-profit experience impacting communities.
  • Ability to effectively develop and lead a diverse and dynamic team located across the Southeast Alaska region.
  • Managerial skills – leading, planning, organizing, controlling and administering.
  • Knowledgeable of state and federal government, with an ability to read, interpret, understand and affect policies and legislation.
  • Ability to work cooperatively and collaboratively with all levels of employees, management, external agencies and philanthropic/impact investment partners to maximize performance, creativity, problem-solving, and results.
  • Strong personal passion for Spruce Root’s mission
  • Worked for a CDFI or related entity.
  • Strong acumen with budgeting and planning process
  • Proficient in developing and executing organizational policies
  • Working knowledge of financial statements and GAAP standards
  • Strong communication skills (written and oral) and ability to speak in a public setting
  • Strong ability to build and grow productive team members in remote settings
  • Experience working in community development and achieving results
  • Strong attention to detail and organization
  • Background in rural economic development activities

Additional Requirements:

  • Position is subject to satisfactory completion of a background check, and reference check. A valid driver’s license is also required for this position.

Compensation:

Competitive, DOE

How to Apply:

For more information, visit www.spruceroot.org or call 907-586-9251.

To apply: Please submit a resume and cover letter by email describing your qualifications and interest in the position at Spruce Root to:
Email: grow@spruceroot.org
Subject line: Attention: Hiring Committee

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