Background:
Position Summary:
The Compliance Specialist conducts all initial, annual, and physical reviews as assigned by the Compliance Manager. This includes completing all reviews using the approved letters, forms and procedures per Cinnaire’s Asset Management Manual.
Responsibilities:
1. Prepares annual files and site reviews as assigned. Prepares initial files for new communities as assigned.
2. Communicate any unresolved file and physical inspection issues to the Asset Manager following each review.
3. Update Cinnaire’s internal database system, MRI, in a timely manner following each file review and physical inspection.
4. Send file review and physical inspection reports to property management and general partners within prescribed timelines after reviews.
5. Maintain business relationships with investors, developers, management companies and site personnel and any other related parties.
6. Participate in continuous process improvement efforts.
Requirements:
Qualifications and Skills:
Two years of experience working with the Low Income Housing Tax Credit or other federal housing program.
Competencies:
Analysis to Synthesis: Interprets data and information from multiple sources and translates it into coherent messages that inform decisions.
Perseverance: Accepts uncertainty by remining focused and engaged on assignments. Looks for plausible solutions to difficult problems.
Customer Focus: Stays ahead of customer needs and uses insight to develop men and/or modify client services.
Self-Development: Operate with the mindset of continuous improvement. Embrace their career development, learn, and update skills
Reporting Relationship: Reports to Compliance Manager
Supervisory Relationship: None
Travel Required: Up to 75%
Compensation:
How to Apply:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Background:
NeighborWorks® Capital (NC) is a national community development financial institution (CDFI) that serves the real estate financing needs of the 250 members of the NeighborWorks® America network located across the United States. Its current capitalization is $145 million with more than $115 million in loans outstanding nationwide. NC is based in Silver Spring, MD and provides loans to the members of this network that undertake real estate development projects beneficial to their communities, including affordable rental, for-sale housing, and commercial projects. NC is a certified CDFI and is rated by Aeris Insight™.
NC’s loan portfolio includes short-term unsecured loans for predevelopment costs, acquisition of sites and properties, construction or rehabilitation, permanent and mini-perm loans for multifamily and commercial, lines of credit, and organizational/enterprise financing. NC is implementing its Five- Year Strategic Plan that includes continued growth in lending impact and development of new products that will result in the doubling of the loan portfolio. This is an exciting time to join the NC team as our impact grows.
Position Summary:
The primary responsibilities of this Senior Loan Officer position are to independently develop and maintain lending relationships with NeighborWorks affiliates and with NeighborWorks America field staff; identify lending and loan participation opportunities; and apply creativity to structure, underwrite, and secure approval for those loans. The Senior Loan Officer will be expected to meet Lending Team loan production goals, satisfy lending policies and NC Loan Committee requirements, and minimize legal and financial risks to the organization.
Reports to: Chief Lending Officer
Status: Full-time, exempt
Location: Remote location either from home or local office, must have ready-access to regional/major airport, within one of the regions covered
Evidence of full COVID-19 vaccination is required
Printable version available here
Responsibilities:
Loan Underwriting and Analysis
Guide prospective borrowers through the loan application, approval, and closing process
Analyze organizations and developments/projects in support of loan origination and underwriting
Provide technical assistance to borrowers in structuring their financing Analyze, evaluate, and recommend action on loan requests and risk ratings under established lending policy guidelines
Develop and maintain effective working relationships with borrowers, NC Loan Committee, CDFI partners, other lenders, consultants, vendors, and other staff
Assist Chief Lending Officer and other members of the Lending Team in coordinating activities of the NC Loan Committee including presenting loan requests, pipeline, and other information to committee members in a well-organized, accurate and timely fashion
Assist Loan Closing Manager on timely loan closings, including negotiating terms and reviewing due diligence items and loan documents
Business Development
Travel to meet with current and prospective Borrowers and evaluate developments
Build new and maintain existing relationships with potential and current borrowers, and with NeighborWorks America relationship managers and field staff
Attend appropriate network and industry conferences and represent NeighborWorks Capital
Coordinate business development activities with the Chief Lending Officer and Chief Executive Officer
Financing Solution Development
Collaborate with the Chief Lending Officer and other staff in designing/upgrading loan underwriting, servicing, and portfolio management processes and policies
Assess market needs and conduct research towards designing new or improved financing solutions
Provide training to other NeighborWorks Capital team members on various industry topics.
General
Work creatively, collaboratively, cooperatively, and constructively in a team environment with shared goals
Listen attentively to others - ask clarifying questions to gain a better understanding of the other person’s views
Communicate courteously and effectively with others – deal with issues directly, in a respectful and timely manner, focus on resolving the issue while not criticizing the person
Share responsibility for customer relationship management with Portfolio Managers to create loyalty and repeat business
Resolve conflicts through negotiation, effectively balancing borrower needs with risk mitigation for NeighborWorks Capital
Meet many deadlines while managing multiple borrowers’ needs
Maintain flexibility and adaptability to change
Positively recognize the accomplishments of co-workers
Come to meetings prepared, honor work commitments, meet deadlines
Honor the private and confidential matters of customers and co-workers
Moderate travel within U.S. required (15%-25%), including to headquarters in Maryland
Requirements:
The ideal candidate will possess most, if not all, of the following qualifications and experience:
At least seven (7) years of demonstrated relevant commercial and multifamily real estate credit analysis and lending experience, especially for complex community development projects, at a bank or CDFI
Demonstrated acumen to develop borrowing relationships with new organizations and maintain a regular book of business with existing customers
Commitment to community development and creating positive impact in distressed and underserved communities • Knowledge and experience with affordable housing finance and nonprofit real estate development organizations
Knowledge of federal and state affordable housing and community development subsidy programs that serve urban and rural areas
Ability to maintain active communication and engagement with Lending team in remote working environment
Demonstrated ability to prepare clear, accurate, well-organized written credit analyses and to communicate verbally in an effective manner
Willingness to provide formal and informal training to teammates and customers
Professional demeanor and willingness to cooperatively participate on a team in a mission-based organization
Capacity to prioritize multiple tasks to meet customer deadlines while ensuring credit integrity
Proficient with Microsoft Office (especially Excel), Salesforce, and willing to expand skill base
Fluent in English
Possess a valid U.S. driver's license
Compensation:
Annual salary range of $125,000 to $140,000, plus excellent employer-paid benefits package that includes medical, dental, vision, 11 paid holidays, PTO & sick leave, life insurance, disability, 6% contribution of eligible salary to 401(k), transportation subsidy, matching contribution plan to eligible nonprofits, and bonus potential up to 10% of salary.
How to Apply:
Please submit letter of interest, resume, and salary requirements to jobs@neighborworkscapital.org.
Salary requirements must be provided in order to be considered. No phone calls, please.
Due to the nature of this position, background checks (including verification of education and employment, as well as criminal record) and credit checks will be conducted as a condition of employment. NeighborWorks Capital (“NC”) is an Equal Opportunity Employer. It is NC’s commitment to treat all its employees and candidates for employment with dignity and respect and to provide a workplace that is free from discrimination, whether that discrimination is based on race, color, religion, sex, national origin, disability, political affiliation, marital status, membership in an employee organization, age, sexual orientation, gender identity, pregnancy, or other non-merit factors. NC is committed to diversity and inclusion; and our goal is to have a workforce that is representative of the communities we serve.
Background:
Mountain BizWorks (mountainbizworks.org) was established in 1989 and is a non-profit certified community development
financial institution (CDFI) that provides tailored small business lending and peer learning
services across Western North Carolina. We do this towards a mission of building a vibrant
and inclusive local economy. Over the past few years, we have experienced strong growth and
are looking for a dynamic individual to join our team to help meet the growing need for capital
and entrepreneurial training in underserved communities. This position will be based out of
Mountain BizWorks’ Asheville office.
Position Summary:
The overarching goal of the Latino Entrepreneurship Program Coordinator is to develop and
operate Mountain BizWorks’ Latino Program in a manner that furthers small business success
and economic opportunity within WNC’s Latinx communities.
Responsibilities:
Provide proactive program management and development for the Latino
Entrepreneurship Program (LEP)
o Plan and coordinate an active program of classes tailored to the needs of Latinx
business owners such as our Fundaciones business planning course, Financial
Tools, and other offerings to address identified needs
o Understand the specific needs and challenges of Latino entrepreneurs to inform
the development of LEP programs by conducting roundtables, surveys and
research as well as facilitating a program advisory committee
o Create an annual program plan detailing key objectives, activities, timeline, and
metrics
o Prepare and submit a quarterly report on LEP accomplishments, outcomes, and
next steps
o Assist with LEP related grant reports, client surveys, new proposal/project
development, and other program funding development as needed and as
opportunities arise
o Benchmark MBW’s LEP with similar programs nationally and learn from best
practices
Expand access to and engagement with MBW’s lending and learning programs to
current and aspiring WNC Latinx small business owners
o Connect Latinx program clients with MBW coaches, classes, lenders, and partner
services as appropriate, and in some cases provide technical assistance directly
o Offer regular orientation/informational sessions on MBW’s services and LEP
offerings
Oversee MBW’s growing portfolio of pre-and post-loan LEP clients
o Lead client intake sessions and the creation and monitoring of tailored client
service plans for LEP clients
o Support the Multicultural Catalyst Fund and other initiatives that connect Latinx
entrepreneurs to funding opportunities
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o Guide and oversee LEP clients through the lifecycle of their Business Coaching
projects
o Ensure all LEP client records are up to date, complete, and accurate within
MBW’s client management database (Salesforce)
Proactively steward and expand Mountain BizWorks’ partnerships with other regional
Latino-support organizations including but not limited to Hola Carolina, Western
Women’s Business Center, True Ridge, CULA, El Centro, and Pisgah Legal Services
Ensure vibrant LEP communications by leveraging multiple channels such as social
media, direct email outreach, community events, creating compelling story content, etc.
As needed, help ensure Mountain BizWorks program content, marketing materials,
forms, and other resources are available in Spanish
Assist in identifying and onboarding new coaches and facilitators to support the LEP
Work closely with the Entrepreneurship Program Manager and Mountain BizWorks
management on the overall direction of the LEP and to ensure LEP services are
integrated to Mountain BizWorks' overall offerings
Additional Responsibilities
Be an active and supporting member of the learning team by participating in regular
meetings
Collaborate with team members and across organizational departments to advance
team and organizational goals and strategy
Serve as a member of the internal Mountain BizWorks committee focused on increasing
entrepreneurship in communities of color
Maintain a current understanding of Mountain BizWorks lending and learning programs
Demonstrate a commitment to continual program improvement and professional
development
Provide professional, courteous, and excellent customer assistance to our front office
operations including welcoming guests, assisting walk-in clients answering phones, and
other front-office support tasks
Requirements:
Commitment to the Mountain BizWorks' Vision, Mission, and Values
Spanish and English fluency: bilingual, bi-literate, and bi-cultural
Experience in and commitment to working in a team-oriented environment
Experience as owner of a small business and/or comfortable with business and
self-employment concepts
Strong understanding of the stages, needs, and challenges of starting/growing a
business
Excellent interviewing and active listening skills
Ability to work independently and to effectively manage time
Ability to juggle multiple projects in a self-directed manner and adapt to changing
priorities
Self-driven initiative and performance of the highest quality, with keen attention to
deadlines and details
Experience in program measurement & evaluation
Demonstrated success in building and maintaining strong community partner
relationships
Ability to routinely and efficiently input, organize, maintain, and update data and files
Ability to adapt to new technology quickly and enthusiastically
2+ years work experience in a related environment
College degree preferred
Compensation:
Mountain BizWorks provides a competitive salary. Full-time position with benefits package,
including medical insurance, retirement plan, paid vacation, and holidays. Significant
opportunities for growth.
Mountain BizWorks values and respects all types of diversity and strongly encourages
applicants from traditionally marginalized groups to apply. We prohibit discrimination and
harassment and provide equal employment opportunity without regard to, and not limited to,
ethnicity, religion, race, national origin, abilities, gender identity, sexual orientation, age or
genetic information.
How to Apply:
Qualified/interested candidates should email their resume and cover letter to
careers@mountainbizworks.org with the subject line “Latino Entrepreneurship Program
Coordinator”. The position will remain open until filled.
Background:
Mountain BizWorks (mountainbizworks.org) is a non-profit certified community development
financial institution (CDFI) that provides tailored small business lending and peer learning
services across Western North Carolina. We do this towards a mission of building a vibrant and
inclusive local economy. Over the past few years, we have experienced strong growth and are
looking for a dynamic individual to join our team to help meet the growing need for capital and
entrepreneurial training in underserved communities. This position will be based out of Mountain
BizWorks’ Asheville, North Carolina office.
Position Summary:
The overarching goal of the Business Coaching Specialist position is to maximize the Business
Coaching program’s effectiveness in supporting borrowers and prospective borrowers from
initial loan readiness through post-loan ongoing business success.
Responsibilities:
KEY RESPONSIBILITIES
● Maintain a robust understanding of the needs and challenges of entrepreneurs at different
stages of business and sectors in order to create tailored learning solutions
○ Conduct intake assessments and capture a comprehensive profile of the client’s
background, skills, business development stage, market opportunities, and goals
○ Create individualized learning plans and connect clients to support services laid out in
the plan, including but not limited to coaching, classes, and direct business services
○ Proactively make referrals to the Lending Department when clients demonstrate a
relevant financing need and an appropriate level of loan readiness
● Make effective client-coaching pairings by maintaining a deep familiarity of the Business
Coaching team members’ unique backgrounds, skills, and coaching styles
○ Provide continuous follow up with coaches and clients to evaluate progress of coaching
projects and client satisfaction
● Foster a high level of utilization of the business coaching program by active loan clients and
communicating the benefits of coaching to prospective clients
● Work closely with lenders to create targeted learning plans to support existing and
prospective borrowers in addressing specific loan readiness gaps
○ Maintain regular communication with client’s lender, sharing information on client needs,
status updates on coaching projects and potential issues as they arise
○ Proactively monitor progress of coaching clients in the lending pipeline and facilitate
loan-readiness by connecting clients to resources
○ Coordinate with lenders to refine and add to clients’ learning plans
● Contribute to the strategic direction of the Business Coaching program by discovering and
implementing strategies that will maximize the program’s effectiveness in getting loan-ready
clients across the finish line and sustaining their success post-loan
○ Identify skills gaps in the Business Coaching portfolio and assist in the recruitment,
onboarding and training of new, highly qualified Business Coaches
○ Contribute to the efficiency of the Business Coaching Program’s systems and processes
by developing automation and streamlining solutions
● Provide administrative and communications support to ensure an excellent customer
experience for all assigned coaching clients
○ Oversee the coaching lifecycle from processing applications, setting project goals and
objectives, coach pairing, monitoring, communications, payments and scholarship
processing, project close-out, and related functions
○ Convert intake assessment reports into client service plans including setting up coaching
projects, classes, loan inquiries or other services as appropriate
○ Enter and maintain accurate and up-to-date client records in CRM for scholarships
documents, contact & account information, as well as coaching project activities
○ Other coaching program operations and administrative duties as assigned
● Maintain excellent relationships with the 50+ members of our Business Coaching team
○ Be responsive to coach questions, concerns, and requests
○ Assist with monthly invoicing to ensure accurate, and timely payment of coaches
● Help ensure consistent communications, assessment tools, processes, and systems are
used across both Learning and Lending departments
● Maintain a monitoring dashboard and provide a monthly report covering borrower coaching
utilization and related accomplishments, metrics, and recommendations
ADDITIONAL RESPONSIBILITIES:
● Assist in the marketing of the Business Coaching program
● Share client success stories with the Communications team
● Be an active and supporting member of the Learning team
● Collaborate with team members and across departments to advance team and
organizational goals and strategy
Requirements:
● Commitment to Mountain BizWorks’ Vision, Mission, and Values
● Experience and familiarity with small business development and entrepreneurship, ideally
having experience in starting and/or running a local small business
● 4+ years working experience within a similar position of understanding the challenges and
needs of small business owners throughout the business lifecycle
● Demonstrated proficiency in being able to quickly assess small business (and small
business owner) needs and opportunities, and develop and communicate effective guidance
● Comfort with small business financial statements and projections
● Ability to prioritize the urgency of competing requests and take charge to meet deadline
● Timely follow-through and excellent organizational skills
● Excellent communication and customer services skills, both verbally and written
● Self-driven initiative and performance of the highest quality, with keen attention to detail
● Strong technological proficiency preferably including Google Suite, CRM databases (e.g.
Salesforce), Microsoft Word and Excel
● Business coaching, training, or other adult education experience is a plus
● Experience in and commitment to working in a team-oriented environment
● Commitment to economic development, social justice & serving disenfranchised individuals
● Spanish written/spoken capabilities is a strong plus
● 4-year college degree or its equivalent
Compensation:
Mountain BizWorks provides a competitive salary. Full-time positions are eligible for a benefits
package, including medical insurance; retirement plan; paid vacation, and holidays. Significant
opportunities for growth.
Mountain BizWorks values and respects all types of diversity and strongly encourages
applicants from traditionally marginalized groups to apply. We prohibit discrimination and
harassment and provide equal employment opportunity without regard to, and not limited to,
ethnicity, religion, race, national origin, abilities, gender identity, sexual orientation, age or
genetic information.
How to Apply:
Qualified/interested candidates should email their resume and cover letter to
careers@mountainbizworks.org with the subject line “Business Coaching Specialist position”.
The position will remain open until filled.
Background:
Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided more than $9.3 billion in financing to over 175,700 families, families, individuals and businesses. We help drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. Through our credit union network, Self-Help serves more than 167,000 people in California, Florida, Illinois, North Carolina, South Carolina, Virginia, and Wisconsin. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.
Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.
Position Summary:
Self-Help is seeking a Director, Impact Management & Assessment to join our team! The Director, Impact Management & Assessment will manage how we define and measure impact and report to internal and external audiences. They will facilitate the development of Self-Help’s impact strategy and bring expertise in data collection, analysis, program evaluation, research methodology and policy change along with a track record in collaborating across teams and organizations, managing complex projects that are, at times, under-resourced. Successful candidates will be pragmatic and strive to demonstrate Return on Investment (ROI) of Self-Help’s programs and impact assessments, from community, Self-Help’s, and funder perspectives.
Responsibilities:
Essential Responsibilities:
-Lead and promote impact planning, collection and use.
-Facilitate the development of Self-Help’s impact strategy and goals in partnership with leadership, business/operational teams, and with Self-Help's Center for Responsible Lending and Data Intelligence Group.
-Move Self-Help’s impact assessment beyond outputs to outcomes when strategically important and feasible.
-Develop and test hypotheses related to Self-Help’s nascent theory of change and represent findings in writing and in creative data visualization for use in internal program strategy and external communications and fundraising.
-Serve as internal consultant to help program teams and executive staff craft data and outcome feedback loops to:
communicate their impact
-Improve products and programs
inform Self-Help’s strategic planning
-Design and prepare impact reports and analysis.
-Support fundraising team in designing monitoring and evaluation frameworks for grant proposals, and in reporting results using those frameworks.
-Collaborate with Self-Help’s marketing and communications team to convey our impact in print and digital media, using quantitative and qualitative data.
-Support product and service teams with programmatic impact assessments.
-Stay abreast of impact field: research, tools and best practices and current research on affordable housing, commercial lending and small business development, predatory lending, asset building, financial capability and economic mobility.
-Understand policy needs to craft useful data analysis of our lending, connecting policy to practice and identify how our research and evaluation efforts can complement our advocacy agendas.
-Create and foster relationships with peer organizations, research organizations and universities to support Self-Help research and impact evaluation work.
-Represent Self-Help at conferences and other peer gatherings to formally present on impact work and informally share with funders, investors and other partners.
-Supervise staff members (e.g., program evaluation specialist, interns) in supportive roles and coach them to promote their professional and personal development.
-Act as a change agent to drive Self-Help’s economic inclusion initiatives by integrating supplier diversity and the use of businesses owned by women and people of color in third party contracting and vendor management for relevant products and services
-Perform other duties as may be deemed necessary.
Requirements:
Credentials, Experience and Skills:
-Master’s degree in economics, economic development, sociology, anthropology, statistics, policy, business or related field OR equivalent related experience.
-7-10 years’ of experience as an impact analyst and evaluator, including relevant education.
-Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
-Preference for working in organizations that place priority on teamwork and collaboration.
-Highly motivated individual who is intellectually curious, adept at multi-tasking, and eager to work in a fast-paced, entrepreneurial environment.
-Working knowledge of database design and principles.
-Advanced proficiency with MS Office Suite (Office 365, Word, Excel, PowerPoint), Power BI and SQL a plus.
-Strong analytical and problem-solving skills.
-Experience with or willingness to learn surveying software.
-Superior oral and written communications skills, including experience synthesizing research findings.
-Strong project management skills.
-Understanding of basic concepts around lending, financial services and information security.
-Understanding of behavioral economics.
-Ability to view data/impact through a racial equity lens and an understanding of structural racism.
-Deep embrace of “2x2” program analysis with impact and financial sustainability on the axes.
-Experience in effectively supervising the work of others.
-Ability to build and maintain productive relationships throughout organization.
-Ability and willingness to travel, periodically, approximately 15% of time.
-Ability and willingness to work beyond normal work hours, as needed.
-Ability to demonstrate Self-Help's Core Values:
1.Mission Before Self
2.Service With Excellence
3.Embracing & Promoting Change
4.Results Not Credit
5.Diversity as a Strength
-Financial Sustainability for Mission Impact
Compensation:
We offer highly competitive benefits for eligible staff, including the following:
Medical, dental & vision insurance for employees and eligible dependents, with 80% to 100% of premiums paid by Self-Help depending on coverage levels selected
401k match - $1 for $1 on first 6% that employee contributes, plus an additional 3% company contribution
Vacation accrued at 15 days/year; sick time accrued at 12 days/year
10 paid holidays
Paid parental leave of 12 weeks*
Self-Help paid life insurance of $50,000, plus long-term disability and accidental death & dismemberment coverage
Tuition Reimbursement
Highly collaborative work environment
How to Apply:
Please apply to this position through the provided link:
https://bit.ly/3tXf0m0
Background:
Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided more than $9.3 billion in financing to over 175,700 families, families, individuals and businesses. We help drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. Through our credit union network, Self-Help serves more than 167,000 people in California, Florida, Illinois, North Carolina, South Carolina, Virginia, and Wisconsin. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org.
Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.
Position Summary:
Self-Help is seeking a Development, Policy and Impact Associate I to join our team! The Development, Policy and Impact (DPI) Associate I performs a key role in securing funding to support Self-Help’s community initiatives and programming. While this work includes prospecting and developing relationships with potential funding sources as well as stewarding relationships with existing funders, greater emphasis will be placed on writing proposals and preparing reports as needed for a range of funding opportunities. Additionally, the DPI Associate is accountable for maintaining accurate and current data in our proprietary CRM system and in supporting the broader data infrastructure used to convey the impact of Self-Help’s programs and initiatives.
** This position has three openings available, one in each of the following locations:
- Chicago, IL
- Oakland, CA
- Durham, NC
Please apply through the correct location through the links provided below.
Responsibilities:
Essential Responsibilities:
Serve as a key bridge between Self-Help and a broad and expanding network of public and private funders. Use prospect research and databases to identify potential new funding sources. Actively network with prospective and existing supporters that are particularly aligned with Self-Help’s mission, geographies, and programs to deepen relationships and identify potential opportunities for funding.
Prepare and submit proposals to secure funding from aligned and prospective supporters.
Represent the organization at local, state and national meetings and conferences in order to promote the work of Self-Help and to better understand trends and opportunities within the broader funding community.
Maintain strong relationships with programmatic teams and key stakeholders throughout Self-Help in order to remain current on all existing and/or upcoming initiatives, particularly those that may be of interest to potential funders.
Develop effective grant proposals based on the funding requirements and Self-Help’s existing and projected activities. Will often require effective liaison work with the potential funder as well as programmatic and DPI leaders on the Self-Help side to ensure the proposed activity meets the needs of and makes sense to both parties.
Write regular reports to comply with requirements on existing grants. Writing will often include research out databases for output and outcome information. Serve as principal point of contact between Self-Help and a selected portfolio of grant funders.
Support the overall data infrastructure of the team by gaining mastery over the principal systems used to track and analyze data across all of our programs and initiatives.
Tabulate and analyze performance-related program data; and compile information to produce descriptive and data-based reports for funders and investors.
Develop data and reports as needed for funding proposals.
Maintain accurate and current funder information within Salesforce CRM.
Contribute to a wide range of team-related activities including support for DPI policy work, strategic communications, special event planning, and other miscellaneous tasks.
Perform other duties as may be deemed necessary.
Requirements:
Credentials, Experience and Skills:
Bachelor’s degree and 3 to 5 years of relevant experience; or an equivalent combination of education and experience. Master’s degree preferred.
Experience in writing grant proposals and securing grants a plus.
Strong commitment to our mission – creating economic opportunity for all.
Preference for working in organizations that place priority on teamwork and collaboration.
Ability to utilize all forms of social media as well as working knowledge and experience with Salesforce, Word, Excel, and Power Point.
Understanding of databases from an information-user perspective and appreciation for the role data plays in telling the story of our impact. SQL query and report writing experience or interest a plus.
Self-starter able to initiate and coordinate numerous activities with a minimum of supervision and ability to learn quickly.
Excellent written, verbal and public speaking communication skills. Strong editing and proofreading skills.
Excellent interpersonal skills; ability to work under pressure and adapt to changing priorities.
Keen attention to detail; strong organizational skills and ability to effectively plan and prioritize work independently and to meet deadlines.
Ability to form and maintain strong and trusting relationships, and exercise discretion, with internal and external partners.
Ability to effectively respond to questions and present information individually as well in in front of groups.
Ability and willingness to work beyond normal work hours, as needed.
Ability to demonstrate Self-Help's Core Values:
Mission Before Self
Service With Excellence
Embracing & Promoting Change
Results Not Credit
Diversity as a Strength
Financial Sustainability for Mission Impact
Compensation:
Compensation:
Competitive nonprofit compensation, based on experience, plus a generous benefits package.
How to Apply:
Please apply to this position using the correct link below:
- Durham,NC:https://bit.ly/3AlNscm
- Oakland, CA: https://bit.ly/3zjn3um
- Chicago, IL: https://bit.ly/3EtfULJ
Background:
Aeris guides capital to good. We are a rating and information service in the impact investing field, which has grown into a $500 billion industry over the last decade. Impact investments aim to address some of the world’s most pressing social and environmental challenges as well as yield a financial return. Aeris provides ratings, analysis, information, and consulting services that bring accountability and transparency to impact investing.
Aeris was established in 2004, focusing first on rating private community development loan funds (CDFIs). These loan funds invest in women and minority-owned small businesses, commercial real estate, affordable housing, and community facilities in socially and economically challenged communities throughout the United States. In 2013, Aeris built a cloud-based platform to collect and manage impact and financial information on CDFIs to further support Aeris services and to provide impact investors with timely data.
More recently, Aeris began applying our knowledge, expertise, and tools to the broader impact investment world. Today, we are expanding the functionalities of our platform to offer impact fund managers a highly reliable SaaS product that supports the collection, management, and analysis of impact and financial performance data of their investments.
Position Summary:
Responsibilities:
Aeris offers mature financial professionals the opportunity to use your financial analysis and credit skills for social good. We are seeking qualified candidates to join our team of experienced financial analysts. We provide rating reports on community development (CDFI) loan funds across the country that support impact investing.
• The impact management rating is an assessment of how well a CDFI pursues and achieves positive change related to its mission and impact goals.
• The financial rating assesses CDFI strength from the perspective of an unsecured investor with a 3- to 5-year investment horizon.
You will
• Be assigned rating analyses of specific CDFIs.
• Analyze the most recent five years of financial information, including audits, portfolio performance reports, and Aeris standardized financial spreads, ratios, tables, and charts.
• Review written policies and narrative documents relating to impact, financial performance, and management, such as strategic plans, board minutes, and underwriting policies.
• Conduct one to two days of interviews with management and board members.
• Write the rating report, averaging 50 pages in length, including opinions on the significant strengths and weaknesses, descriptions of programs and processes, Aeris standardized tables and charts, and explanations for changes.
• Present the rating report and recommended rating to the Aeris rating committee.
Analysts are supported by an operations team that produces initial financial spreads, and a quality review team to ensure credit analysis and writing standards.
Aeris management and experienced analysts are rating committee members. You will have the opportunity to qualify as a rating committee member after completion of several rating analyses, based on management’s assessment of your skills and Aeris experience.
Requirements:
Your professional experience and skills should include
• Extensive experience underwriting financial institutions or structured funds for investment, including qualitative aspects of organizations.
• Sound judgement of financial strengths and weaknesses.
• Solid understanding of accounting concepts.
• Writing skills of publication quality.
• Excellent attention to detail.
• Work well with rote processes, standard conventions, and project deadlines.
• Proficiency in MS Office Word and Excel; experience with SalesForce is a plus.
• Understanding issues, trends, and operations of CDFIs and other impact sectors is a plus.
Aeris analysts are mostly drawn from mid-career to semi-retired financial services professionals.
No extraordinary physical requirements beyond ability to travel. ADA/EOE
Compensation:
Part- Time Contract Terms
For part time Contractor positions, qualified analysts are assigned a minimum of three CDFI analyses per year when fully onboarded. Rating assignments typically complete over a period of four to five months with total analyst hours ranging between 80 to 120 per assignment. Some training time should be factored into the first three to four assignments.
Analysts scheduling is done roughly six months ahead although some scheduling flexibility is required to accommodate unforeseen changes. Site visits for management interviews are periodically scheduled; currently all interviews are being done remotely.
Compensation is based on scope of analysis and complexity of organization.
Full-time Analysts
Full-time analysts on staff work a regular 40 hour week with paid time off and benefits.
How to Apply:
Please send applications electronically to Helen Leung, Chief Operating Officer at Careers@AerisInsight.com
To be considered, applications must include:
1. A cover letter stating how your interest and relevant experience fit this opportunity, and
2. A full resume or CV.
Background:
The Organization
What We Do
With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.
Strategies We Pursue
• Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
• Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
• Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places.
• Develop leadership and the capacity of partners to advance our work together
• Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being.
Over the last 40 years, LISC and its affiliates have invested approximately $20 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 37 markets with offices extending from Buffalo to San Francisco and in 2,400 rural counties across 49 states and Puerto Rico. Visit us at www.lisc.org.
LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMITTED TO DIVERSITY, EQUITY, INCLUSION AND JUSTICE
Position Summary:
About Strategic Investments
The LISC Strategic Investments team leads the design, development, and deployment of impact investment funds in LISC’s local markets nationwide. Strategic Investments employs an “impact first” investment methodology that optimizes the impact on the communities we care about while achieving sustainable risk-adjusted returns for investors.
The unique power of LISCs local office presence combined with the strength of our national investment expertise is a powerful combination for creating real impact in the communities we serve. This network requires careful coordination between Strategic Investments, the LISC Local Offices, and other stakeholders within LISC. While many groups within the LISC organization support fund management activities, the Strategic Investments team is ultimately responsible for ensuring a successful track record for LISC’s off balance sheet fund investments. Visit us at www.liscstrategicinvestments.org
About This Role
The Strategic Investments team has been organized into functional expertise groups that lead and support the activities necessary to design, raise, deploy, and manage Impact Funds. Those functional groups are listed below:
1. Fund Design & Modeling – fund concept design and modeling, market testing
2. Fund Development – raising money from investors for the fund
3. Fund Deployment – creating the investment origination strategy and managing the underwriting and investment process
4. Fund Performance & Reporting – managing the performance of existing investments, completing impact reporting, and managing conduit funds
This role will support the Fund Performance function. More specifically, this position will focus on the operations of loan funds that provide liquidity to financial intermediaries (primarily Community Development Financial Institutions, or CDFIs) working with small businesses and nonprofits across the country.
Responsibilities:
The following are an indication of the position’s core responsibilities; these are intended to illustrate the scope of responsibilities and are not exclusive of other duties that may be required.
Conduit Fund Management
• Manage an online system to collect weekly and monthly information from more than 15 partner intermediaries
• Use a SQL database and DOMO business analytics for weekly & monthly financial reporting
• Communicate with intermediaries on data reconciliation
• Identify, prioritize and engage in problem solving with CDFI partners, internal teams including IT, and offer recommendations when issues arise
• Create and/or update policies & procedures
• Reconcile cash purchases and transfers with intermediaries and conduit loan funds
• Perform all other duties as assigned
Fund Reporting
• Analyze data for key data metrics on fund performance such as utilization and concentration; create reports for internal use and for partners
• Complete all required financial and impact reporting for funds
• Perform all other duties as assigned
Requirements:
• Bachelor’s degree from an accredited college or university
• Minimum three (3) years of finance experience, preferably in banking/finance or community development
• Working knowledge of small business lending preferred
• Strong communication, analytical, decision-making, time management, organizational, follow-up and relationship management skills
• Self-starter, ability to work independently as well as collaboratively
• Strong organizational and presentation skills
• Expert in Microsoft Excel (e.g. If/then statements, VLOOKUP, HLOOKUP)
• Knowledge of SQL databases and/or DOMO preferred
• Passion for impact investing and helping under-served communities
Compensation:
LISC offers a competitive salary and excellent fringe benefits. This position is expected to travel less than once per month, up to 15% annually.
How to Apply:
To apply, please send a cover letter and resume via email to: strategicinvestments@lisc.org. Please be certain to include the title of the position for which you are applying and your name in both the subject of your email.
LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMITTED TO DIVERSITY, EQUITY, INCLUSION AND JUSTICE
Background:
What We Do
With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.
Strategies We Pursue
• Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities
• Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities
• Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places
• Develop leadership and the capacity of partners to advance our work together
• Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being
Background
Over the last 40 years, LISC and its affiliates have invested approximately $20 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 36 markets with offices extending from Buffalo to San Francisco and in 2,400 rural counties across 49 states and Puerto Rico. Visit us at www.lisc.org.
Qualifications
Applicants should have the following qualifications:
• Bachelor’s degree from an accredited college or university required.
• 2-3 years of professional work experience
• Proficiency with Microsoft Word, Excel and PowerPoint and Adobe Acrobat
• Basic financial analysis skills, including ability to analyze financial statements, project development budgets, and project operating pro formas.
• Strong written and oral communication skills and excellent attention to detail.
• Excellent interpersonal skills and ability to work effectively across the LISC network of local and national programs and affiliates
• Good organizational abilities, including ability to work independently and to manage multiple assignments simultaneously.
Compensation
LISC provides a competitive salary and excellent fringe benefits for this position.
To Apply:
To apply, please email a cover letter and resume to: pgomez@lisc.org
LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMMITTED TO DIVERSITY, EQUITY, INCLUSION, AND JUSTICE
Position Summary:
Position Description
LISC is seeking a qualified candidate for an Asset Management Analyst at the Assistant Program Officer (APO) level. This position will be part of LISC’s Lending Department and will report to LISC’s Director of Asset Management. The APO will be responsible for supporting a team of Asset Managers that oversee over 400 loans, liaise with Loan Servicing/Administration, and coordinate with local program staff on various asset management tasks and requirements.
Responsibilities:
Responsibilities:
Asset Management Process
• Maintain annual Portfolio Monitoring and Loan Watch Committee schedule and trackers to ensure that all loans are reviewed in accordance with Lending policy
• Compile monthly Portfolio Monitoring Committee (“PMC”) reports and quarterly Loan Watch Committee (“LWC”) reports into PDF documents and distribute to committee members
• Maintain PMC and LWC notes, make updates to Loan Administration System to upgrade or downgrade loan risk ratings
• Track insurance certificates for active loans and make updates to Loan Administration System
• During busy cycles, support Asset Managers with writing sections of the PMC and LW reports, spreading financials and completing risk ratings
• Run reports from LISC’s reporting system on late loans, maturing loans and other asset management functions in advance of meetings. Maintain notes from such meetings and follow-up with Asset Managers and local program staff for updates
• Prepare reports and PowerPoint presentations on portfolio performance as needed
• Support the Director of Asset Management during the audit cycle
Loan Amendment and Workout Process
• Work with the Director of Asset Management to track loans in the amendment process
• Maintain workout loans and write-off projections spreadsheet
Loan Administration
• Coordinate with Loan Administration staff and Asset Managers to resolve loan servicing issues
• Track KPIs related to Loan Administration agreement
Communications & Training
• Support the development and preparation of LISC Lending trainings and webinars, ranging from financial analysis to key considerations in underwriting specific asset classes
• Provide technical assistance to LISC local program staff regarding asset management policies, procedures, and system guidance
Perform other related duties as needed.
Requirements:
Qualifications
Applicants should have the following qualifications:
• Bachelor’s degree from an accredited college or university required.
• 2-3 years of professional work experience
• Proficiency with Microsoft Word, Excel and PowerPoint and Adobe Acrobat
• Basic financial analysis skills, including ability to analyze financial statements, project development budgets, and project operating pro formas.
• Strong written and oral communication skills and excellent attention to detail.
• Excellent interpersonal skills and ability to work effectively across the LISC network of local and national programs and affiliates
• Good organizational abilities, including ability to work independently and to manage multiple assignments simultaneously.
Compensation:
Compensation
LISC provides a competitive salary and excellent fringe benefits for this position.
How to Apply:
To Apply:
To apply, please email a cover letter and resume to: pgomez@lisc.org
Background:
Spruce Root is a 501(c)(3) non-profit Community Development Financial Institution (CDFI) creating a sustainable future for Southeast Alaska’s people, communities, and environment. We are shifting the paradigms of power to support localized economies grounded in Indigenous values and ways of living. Spruce Root is a team of ambitious people dedicated to a new way of working in our region; working collaboratively with others, prioritizing family and wellbeing, and honoring our ancestors while building for the future. Learn more at www.spruceroot.org
Position Summary:
In conjunction with the Spruce Root, Inc. team, the Lending Outreach Specialist is responsible for supporting the continued growth of Spruce Root, Inc., a Native Community Development Financial Institution (CDFI) based in Southeast Alaska. Spruce Root provides financing and technical assistance to small business owners in Southeast Alaska. The primary functions of the Lending Outreach Specialist is to review and underwrite loan applications, assist borrowers in acquiring and successfully paying off loans, implement lending policies and keep the organization in compliance with its certifications and funders. The position must have, or be willing to obtain, the skills needed to become a loan underwriter, analyze financial statements/projections, review proposed business plans for feasibility and assess the creditworthiness of potential borrowers. This position also assists the Executive Director in maintaining a strong rapport with key regional, state and national financing partners.
Responsibilities:
Essential Responsibilities:
- Conducting credit analyses including gathering, analyzing and interpreting all types of credit information for existing and prospective business loan clients in order to maximize credit and minimize risk and potential loss.
- Approve and/or deny loans within certain limits and make credit structure and loan pricing decisions.
- Prepare and present loan/credit recommendations to the Senior Loan Advisory Committee and Board of Directors for approval.
- Develop and foster relationships with partners and entrepreneurs.
- Work with the small business technical assistance team to evaluate lending opportunities and improve processes.
- Assist individuals in making wise credit decisions and help develop their financial acumen.
- Assist the administrative team in monitoring and proactively managing existing clients to ensure loan portfolio quality.
- Work with the administrative team to bring non-performing loans into compliance, up to and including restructuring or liquidation.
- Responsible for deploying loans to meet CDFI development and lending goals.
- Participate in annual strategic planning with the Spruce Root Team.
- Work with the Executive Director or his/her designee to improve internal loan processes and maintain standard operating procedures for loan program, funder reports, compliance and tracking documents, updating as needed.
- Assist administrative team in monitoring and tracking the loan portfolio, loan loss reserve and mission metrics on a quarterly basis.
- Work with the Finance Department to develop the annual budget and planning for the lending program.
- Review and update lending policies and guidelines on an annual basis.
Non-Essential Responsibilities:
- Support efforts that promote rural community and economic development
- Ensure adherence to CDFI and regulatory reporting requirements
- Write grant proposals and loan capital requests to support the loan program
- Support fundraising activities, workshops, and events, as needed
Requirements:
Knowledge, Skills, and Abilities:
- Competency in 6 C’s of credit, credit risks and underwriting
- Proficient in understanding financial statements and GAAP standards
- Demonstrated capacity for safeguarding client privacy, confidentiality and data security
- Strong acumen with budgeting and planning process
- Strong ability to work as a productive team member
- Strong communication and customer service skills
- Acute attention to detail
- Proficiency using LaserPro, Downhome or other supporting loan software
- Strong personal passion for Spruce Root’s mission
Training and Education:
- Bachelor’s degree in Business-related field or equivalent work experience in Financial Industry
- Trained in Lending, Underwriting and Credit Risk
Additional Skills:
- Broadly applied software skills including software for lending, accounting, portfolio management, client management, etc.
- Experience or training in working with small business owners and entrepreneurs
- Grant proposal writing or other fundraising capacity
- Knowledge of/experience in Southeast Alaska and industries relevant to the region
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.
Physical Demands and Work Environment:
The physical and work environment characteristics 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.
Physical demands: While performing the duties of this job, the employee is required to walk, use hands to finger, handle objects, tools, or controls; reach with hands and arms; balance; stoop; bending or crouching; talk or hear. The employee must be able to lift/carry and/or move up to 30 pounds safely. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment: While performing the duties of this job, the employee is exposed to weather conditions and other elements prevalent at the time. The noise level in the work environment is usually minimal. This job requires regular travel in commercial planes, AMHS ferries, float planes, and twin engine planes.
Compensation:
This is a permanent, full-time position. Salary is commensurate with experience and qualifications. Benefits include flexible work schedules, paid personal leave, holidays and retirement benefits, medical/dental/vision insurance, 401(k) retirement plan, wellness program, and professional development.
Spruce Root, Inc. is committed to equal opportunity for all persons without regard to sex, age, race, color, religion, creed, national origin, marital status, disability, or sexual orientation, and any other class of individuals protected from discrimination. It is Spruce Root’s policy to comply with all federal, state, Tribal and local laws and regulations regarding equal opportunity.
This description is not intended to be, nor should it be construed as an all-inclusive list of responsibilities, skills or working conditions associated with the position. It is intended to accurately reflect the activities and requirements of the position, but duties may be added, deleted, or modified as necessary. This description does not constitute a written or implied contract of employment.
How to Apply:
Applications will be accepted on a rolling basis, with a first round of reviews on November 1, 2021.
To apply, send an email to aldyn@spruceroot.org with the subject line “Lending Outreach Specialist – [YOUR NAME].” In the email, please include the following as a single PDF attachment:
1. Your resume
2. One-page cover letter explaining your interest in the organization and position
3. List of 3 professional references with contact information and relationship to you
4. Short answers to the following questions:
a) Where do you see yourself in 5 years and how will this position support you on that path?
b) What would you be most nervous about going into this role if you were offered and accepted the position?
c) Spruce Root conducts background checks, is there anything you want to share with us about your background?
In the body of the email, please also copy and paste the content of your short answers and include your name, phone number, and email address. As attention to detail is critical for success in this role, only applicants who follow these specific application guidelines will be considered.
For questions regarding the position, please reach out to Aldyn Brudie at aldyn@spruceroot.org. More info and full job description can be found at www.spruceroot.org/careers
