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:
Position Title: Finance Manager
FLSA Status: Exempt
Location: Juneau, Alaska or Remote (Southeast Alaska preferred)
Reports to: Spruce Root Executive Director
Salary: $90,000+ DOE
The Finance Manager contributes to Spruce Root’s overall organizational success by effectively managing all financial activities and ensuring the financial health of the organization, and serves as a member of the Leadership Team. The Finance Manager works closely with staff to manage and grow the CDFI. In addition, the position provides support to staff in the implementation and presentation of information vital to making data-based decisions for the organization.
Responsibilities:
Financial Accounting and Reporting
- Develop and maintain timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP).
- Develop, implement, and ensure compliance with internal financial and accounting policies and procedures.
- Ensure that all statutory requirements of the organization are met.
- Prepare all supporting information for the annual audit and liaise with the external auditors as necessary.
- Document and maintain complete and accurate supporting information for all financial transactions.
- Develop and maintain financial accounting systems for cash management, accounts payable, accounts receivable, credit control, and petty cash.
- Reconcile bank and investment accounts.
- Review monthly results and implement monthly variance reporting.
- Manage the cash flow and prepare cash flow forecasts in accordance with financial policies and procedures.
- Bookkeeping function including maintenance of the general ledger, accounts payable, accounts receivable and payroll.
- Develop and implement policies and procedures to ensure that personnel and financial information is secure and stored in compliance with current legislation.
- Manage the acquisition of capital assets and ensure that assets are properly recorded, amortized, and disposed of as appropriate.
- Assist the Executive Director and the Board Treasurer with financial reporting as required at Board of Directors meetings.
- Payroll preparation and administration
- Negotiate and manage the employee insurance and benefits plans.
- Establish guidelines for budget and forecast preparation, and prepare the annual budget in consultation with the Executive Director
- Assist other staff with the preparation of budgets for funding applications.
Project Management Accounting
- Oversee and support project managers’ tracking and management of grants and reporting to funders.
- Maintain financial records for each project in a manner that facilitates management reports.
- Ensure that accurate and timely financial statements are prepared in accordance with contract agreements with funders and quarterly Board meetings.
- Provide accurate and timely reporting on the financial activity of individual projects and/or divisions of Spruce Root.
Information Technology
- Evaluate the need for new technology to meet the organization’s financial data processing, control, and reporting requirements.
- Advise on appropriate technology that meets the organization’s information requirements and financial resources.
Risk Management
- Monitor risk management policies and procedures to ensure that program and organizational risks are minimized.
- Advise the organization’s leadership on appropriate insurance coverage for the organization and the Board of Directors.
- Maximize income where possible and appropriate.
- Negotiate with financial institutions for lines of credit or other financial services as required and appropriate.
Programs
- Support TA & Lending staff in development and delivery of CDFI client workshops
- Provide training to TA staff on finance related themes
Requirements:
General Qualifications, Knowledge and Skills:
- Bachelor’s degree or higher in accounting, economics, finance, business management/administration, or a related field with public/private sector experience.
- Licensed Certified Public Accountant (CPA) preferred
- Working knowledge of financial statements and GAAP standards
- Minimum three years of progressive financial responsibility managing finance and accounting functions of a non-profit organization.
- Knowledge of or experience with Community Development Financial Institutions (CDFI) preferred
- Any equivalent combination of training, education, and experience that would provide the required knowledge, skills, and abilities.
- 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
Preferred Knowledge, Skills, and Abilities (not required):
- Strong acumen with budgeting and planning process
- Strong communication skills (written and oral) and ability to speak in public settings
- Strong ability to work as a productive team member
- Flexible and a self-starter; able to manage multiple deadlines and be highly detail-oriented.
- Ability to supervise a dynamic and high-performing team.
- Knowledge of and experience in Southeast and/or rural Alaska is a strong plus.
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, cell phone, wellness program, and professional development.
How to Apply:
Applications will be reviewed on a rolling basis.
Send an email to aldyn@spruceroot.org with the subject line “Finance Manager – [YOUR NAME].”
In the email, please include the following as a single PDF attachment:
- Your resume
- 1-page cover letter explaining your interest in the organization and position
- List of 3 professional references with contact information and relationship to you
- Short answers to the following questions:
--Where do you see yourself in 5 years and how will this position support you on that path?
--What would you be most nervous about going into this role if you were offered and accepted the position?
--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.
Background:
The Homewise mission is to create successful homeowners and strengthen neighborhoods so that individuals and families can improve their long-term financial well-being and quality of life. We empower and support clients with financial education and coaching, real estate services, affordable mortgage lending, and down payment assistance, loan servicing, refinance and home improvement lending. We also strengthen neighborhoods by increasing homeownership through real estate development, property rehabilitation, and revitalizing communities. If you are looking for a purpose-driven, dynamic, high-energy work environment that focuses on creating positive change, consider a career with Homewise.
Position Summary:
Due to continued growth, we are searching for an experienced Mortgage Loan Professional to join our team as the Senior Director of Loan Operations & Servicing. The mission of the Senior Director, Loan Operations & Servicing is to oversee all mortgage operations, collections, and loan servicing functions. All members of the senior leadership team work collaboratively to set and implement organizational strategy and direction while ensuring we are achieving our mission in a highly impactful and organizationally sustainable way.
Responsibilities:
Essential Duties and Responsibilities
All members of the Department Leader team work collaboratively to set and implement organizational strategy and direction while ensuring we are achieving our mission in a highly impactful and organizationally sustainable way.
Additionally, the Senior Director, Loan Operations & Servicing is responsible for carrying out the following duties:
• Lead the Loan Operations (Underwriting, Closing and Quality Control functions) and Loan Servicing (including collections) teams in meeting production, efficiency and customer service goals.
• Ensure Loan Servicing procedures and practices stay in compliance with investor guidelines.
• Understand the unique lending environment of a Community Development Financial Institution (CDFI) and appropriately balance risk with mission impact.
• Ensure productive and harmonious relationships with other Homewise functional departments including, but not limited to, Home Purchase Advisors, Real Estate Sales, Lending Production, Real Estate Development and Finance to ensure best practices in service provided to customers.
• To ensure continued mitigation of risk in the loan portfolio, on an annual basis, seek input from Loan Production, underwriters and analysis from ongoing positive or negative trends in the loan portfolio to recommend updates to the Loan Policy. Ensure Board approval of all changes.
• Maintain lending licenses in applicable states.
• Maintain and enhance relationships with Fannie Mae, Self Help Credit Union, Freddie Mac and other lending capital providers.
• Ensure Homewise’s existing and new products and services, including loan pricing and terms, meet the evolving needs of our customers and are in line with Homewise’s strategic direction and plan.
• Design and implement tracking systems to ensure accountability among lending operations staff and adherence to stated goals such as on time closings.
• Participate in and arrange staff training to ensure that staff is qualified and knowledgeable regarding guidelines and policies.
• Ensure maximum efficiency in the use of Point-Of-Sale (POS) and Loan Origination Systems (LOS) and integration with other systems as needed.
• Manage outside vendor relationships including contract underwriters, software providers, etc.
• Ensure compliance with all consumer lending laws and regulations.
• Ensure compliance with reporting requirements to outside entities including NMLS and MERS.
Requirements:
Competencies
• Leadership. Engages, motivates, and influences others to achieve company and individual growth.
• Problem Solver. Using generic or ad hoc methods in an orderly manner to find solutions to problems.
• Results Oriented. Prioritizes and aligns work of self and others with a results-oriented focus on achieving business goals and objectives.
• Decision-making. Ability to generate innovative ideas and be an active decision maker to solve problems and move projects ahead.
• Collaboration. Builds relationships and rapport throughout organization by inviting and participating in collaborative team building.
• Proactivity – Acts without being told what to do. Brings new ideas to the organization.
• Openness to criticism and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback.
• Customer service. Extremely responsive to internal and external customer requests; exceeding customers’ expectations.
• Management Skills. Motivates, trains, coaches and develops successful team.
• Listening skills. Listens to understand others’ viewpoints. Anticipates customer needs and offers innovative solutions.
• Communication skills. Able to clearly present issues – both orally and in writing.
• Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Work independently. Ability to work independently with little or no supervision.
• High standards. Expect personal performance to be nothing short of the best.
Education and Experience
• Bachelor’s degree in related field.
• Demonstrated experience in senior leadership, including: strategic initiative development, team building, self-motivation and collaborative leadership practices.
• 10+ years of progressive experience in mortgage operations field, CDFI lending experience is highly desirable.
Compensation:
How to Apply:
Along with your resume, please submit a cover letter explaining why you think you are a good fit for this role and for Homewise.Visit the Job Opportunites page of the Homewise website - www.homewise.org.
Background:
The Homewise mission is to create successful homeowners and strengthen neighborhoods so that individuals and families can improve their long-term financial well-being and quality of life. We empower and support clients with financial education and coaching, real estate services, affordable mortgage lending, and down payment assistance, loan servicing, refinance and home improvement lending. We also strengthen neighborhoods by increasing homeownership through real estate development, property rehabilitation, and revitalizing communities. If you are looking for a purpose-driven, dynamic, high-energy work environment that focuses on creating positive change, consider a career with Homewise.
Position Summary:
We are looking for a Home Preservation Lending Program Director to lead our Home Improvement and Refinance Team. The mission of the Home Preservation Lending Program Director is to ensure that Homewise Home Improvement and Refinance lending customers experience customer service that meets or exceeds their expectations and direct the team in developing and delivering efficient and effective processes and tools to support the lending function. This includes effectively managing current and future home preservation assistance programs ensuring optimal program impact in alignment with the Homewise mission.
Responsibilities:
Essential Duties and Responsibilities
The Home Preservation Lending Program Director is responsible for carrying out the following duties:
Lead the Home Improvement and Refinance Lending Team through mentorship and opportunities for continuous improvement and development.
Create and implement team and individual plans for continual efficiency and effectiveness improvement and opportunities for professional growth.
Oversee implementation and execution of the home preservation program to provide financial and technical assistance to low-income homeowners in need of home improvement and repair services. This includes overseeing the deployment and compliance of various grant-funded deferred loan programs.
Lead the Home Improvement and Refinance Lending Team in setting and meeting individual and team production and customer service goals, and ensure that loans close on the original Closing Date.
Grow the volume of home improvements and refinance loans produced, with a particular focus on helping traditionally underserved homeowners.
Ensure Homewise offers competitive rates and terms for our home improvement and refinance products.
Recommend appropriate home improvement and refinance loan structures, seeking to access the lowest cost funding sources for which the borrower qualifies while maximizing the effectiveness of Homewise resources.
Ensure productive and harmonious relationships with other team members across the homeownership teams including the Home Purchase Advisors, Home Buyer Coaches, Real Estate Sales, Real Estate Development, Finance, and Education to ensure best practices in service provided to customers.
Work with the team to proactively troubleshoot and resolve customer and process issues at their source to eliminate repeated instances and train staff to systematize improvements.
Ensure that staff is qualified and knowledgeable regarding guidelines and policies.
Ensures maximum efficiency in the use of Point-Of-Sale (POS) and Loan Origination Systems (LOS) and integration with other systems as needed.
Ensure compliance with all consumer lending laws and regulations.
Requirements:
Competencies
Customer service. Extremely responsive to internal and external customer requests; exceeding customers’ expectations.
Management Skills. Motivates, trains, coaches and develops successful team.
Listening skills. Listens to understand others’ viewpoints. Anticipates customer needs and offers innovative solutions.
Communication skills. Able to clearly present issues – both orally and in writing.
Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Computer skills. Competence in Microsoft Excel, Word, Outlook; Windows and other software applications as appropriate including familiarity with Loan Origination Systems.
Work independently. Ability to work independently with little or no supervision.
High standards. Expect personal performance to be nothing short of the best.
Education and Experience
Bachelor’s degree or equivalent.
Minimum of five years demonstrated leadership experience.
Work Schedule
Must be able to work flexible hours including evenings and/or weekends on occasion.
Physical Requirements
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Must be able to occasionally lift up to 20 pounds.
Must be able to maneuver around various client business offices and workspaces.
Compensation:
How to Apply:
Along with your resume, please submit a cover letter explaining why you think you are a good fit for this role and for Homewise. Visit the job opportunities page of our website at www.Homewise.org.
Background:
Our mission at Homewise is to create successful homeowners and strengthen neighborhoods so that individuals and families can improve their long-term financial well-being and quality of life. We empower and support clients with financial education and coaching, real estate services, affordable mortgage lending, down payment assistance, loan servicing, refinance, and home improvement lending. We strengthen neighborhoods by increasing homeownership through real estate development, property rehabilitation, and revitalizing communities. If you are looking for a purpose-driven, dynamic, high-energy work environment that focuses on creating positive change, consider a career with Homewise.
Position Summary:
Due to continued growth, we are searching for an experienced Mortgage Loan Professional to join our team as the Senior Director of Loan Operations & Servicing. The mission of the Senior Director, Loan Operations & Servicing is to oversee all mortgage operations, collections, and loan servicing functions. All members of the senior leadership team work collaboratively to set and implement organizational strategy and direction while ensuring we are achieving our mission in a highly impactful and organizationally sustainable way.
Responsibilities:
Essential Duties and Responsibilities
The Senior Director, Loan Operations & Servicing is responsible for carrying out the following duties:
Lead the Loan Operations (Underwriting, Closing and Quality Control functions) and Loan Servicing (including collections) teams in meeting production, efficiency, and customer service goals.
Ensure Loan Servicing procedures and practices stay in compliance with investor guidelines.
Understand the unique lending environment of a Community Development Financial Institution (CDFI) and appropriately balance risk with mission impact.
Ensure productive and harmonious relationships with other Homewise functional departments including, but not limited to, Home Purchase Advisors, Real Estate Sales, Lending Production, Real Estate Development, and Finance to ensure best practices in service provided to customers.
To ensure continued mitigation of risk in the loan portfolio, on an annual basis, seek input from Loan Production, underwriters, and analysis from ongoing positive or negative trends in the loan portfolio to recommend updates to the Loan Policy. Ensure Board approval of all changes.
Maintain lending licenses in applicable states.
Maintain and enhance relationships with Fannie Mae, Self Help Credit Union, Freddie Mac and other lending capital providers.
Ensure Homewise’s existing and new products and services, including loan pricing and terms, meet the evolving needs of our customers and are in line with Homewise’s strategic direction and plan.
Design and implement tracking systems to ensure accountability among lending operations staff and adherence to stated goals such as on time closings.
Participate in and arrange staff training to ensure that staff is qualified and knowledgeable regarding guidelines and policies.
Ensure maximum efficiency in the use of Point-Of-Sale (POS) and Loan Origination Systems (LOS) and integration with other systems as needed.
Manage outside vendor relationships including contract underwriters, software providers, etc.
Ensure compliance with all consumer lending laws and regulations.
Ensure compliance with reporting requirements to outside entities including NMLS and MERS.
Requirements:
Competencies
Leadership. Engages, motivates, and influences others to achieve company and individual growth.
Problem Solver. Using generic or ad hoc methods in an orderly manner to find solutions to problems.
Results-Oriented. Prioritizes and aligns work of self and others with a results-oriented focus on achieving business goals and objectives.
Decision-making. Ability to generate innovative ideas and be an active decision-maker to solve problems and move projects ahead.
Collaboration. Builds relationships and rapport throughout the organization by inviting and participating in collaborative team building.
Proactivity – Acts without being told what to do. Brings new ideas to the organization.
Openness to criticism and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback.
Customer service. Extremely responsive to internal and external customer requests; exceeding customers’ expectations.
Management Skills. Motivates, trains, coaches and develops a successful team.
Listening skills. Listens to understand others’ viewpoints. Anticipates customer needs and offers innovative solutions.
Communication skills. Able to clearly present issues – both orally and in writing.
Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Work independently. Ability to work independently with little or no supervision.
High standards. Expect personal performance to be nothing short of the best.
Education and Experience
Bachelor’s degree in a related field.
Demonstrated experience in senior leadership, including strategic initiative development, team building, self-motivation and collaborative leadership practices.
10+ years of progressive experience in the mortgage operations field, CDFI lending experience is highly desirable.
Compensation:
How to Apply:
Along with your resume, please submit a cover letter explaining why you think you are a good fit for this role and for Homewise.
<a href="">https://recruiting.paylocity.com/recruiting/jobs/Details/829670/Homewise... Homewise recruiting</a>
Background:
About Tideline:
Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, our services include investment strategy, investment product development, market intelligence and due diligence, strategic advice, and thought leadership. Tideline was founded in 2014.
BlueMark, a Tideline company, is a leading provider of independent impact verification services for investors and companies. Our mission is to strengthen trust in impact investing by delivering independent, incisive verification services, enabling the market to scale with integrity. BlueMark was founded in 2020.
Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading investment firms and foundations active in impact investing. Tideline has offices in New York City, San Francisco, and Portland.
At Tideline and BlueMark, we value diversity of experience and perspectives and the unique contributions of each person. We work hard to create and maintain an open, inclusive environment where every individual feels free to bring their full self to the table. Tideline and BlueMark are equal opportunity employers.
Position Summary:
Salary: Salary commensurate with experience, 401(k), Health Benefits, among other benefits
Location: Various, with a preference for Portland, OR (Note: those who would prefer to be fully remote are also encouraged to apply)
Responsibilities:
Core responsibilities include:
● Provide support and oversight for general accounting functions in collaboration with the Director of Accounting, including but not limited to:
o Bookkeeping
o Reviewing general ledger accounts and preparing and adjusting journal entries
o AP/AR management
o Payroll processing
o Expense reimbursement
o Supporting monthly close
● Play a support role in select financial planning and analysis (FP&A) activities, in collaboration with the Director of Accounting, including but not limited to:
o Ad hoc analyses
o Cash management reports
o Project profitability analysis
o Internal reports for management
o Variance analysis
● Support limited aspects of human resources and operations, such as employee benefits, HR compliance, and elements of employee onboarding and offboarding (note: can be tailored to experience and interests)
Requirements:
Qualifications:
The ideal candidate has proficiency in bookkeeping / accounting, an exceptional level of attention to detail and accuracy, and an inclination for designing improvements and solutions. Candidates also must have a demonstrable track record of integrity and for protecting privacy and confidential information.
The most successful candidates will be those interested in being part of a growing business and those who would gain satisfaction from being part of an organization committed to helping our clients achieve positive social and environmental change.
Minimum qualifications and experience include:
● Minimum bachelor’s degree in accounting, and/or a related certification or license (additional relevant education and certification a positive, though not required)
● 3-10 years of experience in accounting and bookkeeping
● Exceptional attention to detail
● Proficient with Microsoft Office, particularly with Excel
● Proficiency with QuickBooks, Expensify, and/or Bill.com
● Demonstrated ability to exercise initiative, sound judgment, and discretion
Preferred qualifications and experience:
● Prior experience working in a consulting / service industry
● Experience with benefits administration
● Exposure to other HR responsibilities & compliance
● Tax planning exposure
● Familiarity with diverse accounting software platforms
● Experience supporting budgeting
Compensation:
How to Apply:
Please apply through this link:https://app.beapplied.com/apply/mlir9faljq?utm_source=[OPPFinance]
Background:
About BlueMark:
BlueMark, a Tideline company, is a leading provider of independent impact verification services for investors and companies. Our mission is to strengthen trust in impact investing by delivering independent, incisive verification services, enabling the market to scale with integrity. We evaluate and verify how clients approach the impact in impact investing based on accepted industry standards. Our services are designed to meet the growing investor demand and market expectation for greater confidence and credibility in the impact label, especially as impact claims are more closely scrutinized by a range of stakeholders.
Diversity, Equity & Inclusion
At BlueMark, we believe that compassion, equity, diversity, and inclusion are fundamental to our success. Our commitment to diversity, equity and inclusion manifests in three key ways:
The mission and vision of BlueMark
Our firm’s vision of shared, sustainable prosperity is inseparably rooted in the credo of a diverse, equitable, and inclusive world.
How we conduct ourselves as an employer
BlueMark is an equal opportunity employer, and we value the unique contributions of each of our team members. Through our hiring, mentoring, and managing, we encourage our team to bring their full selves and individuality to Tideline’s work.
How we use our influence
In our work with clients, we strive to be an enabling force in the equitable distribution of wealth, opportunities, and privileges within our society.
Position Summary:
Term: Permanent
Commitment: Full-time
Experience level: Early-career (0-2 years post-Bachelor’s degree work experience or equivalent)
Location: Various, with a preference for New York, NY, or London, UK (those who are remote are still encouraged to apply)
Compensation: Commensurate with experience, 401(k), Health Benefits, among other benefits
Application deadline: January 16th, 2022
About the position:
This is a unique opportunity for an early-career individual to gain exposure to impact investing. The Analyst will gain diverse experience playing an important role in BlueMark’s impact verification services, through executing research and analysis, producing materials, and supporting project coordination and management, among other responsibilities.
Responsibilities:
Core responsibilities:
● Performing research and analysis related to client projects, including review and analysis of client documentation, summaries of findings, participation in client interviews, etc.
● Developing client materials, including PowerPoint presentations and written reports
● Leading scheduling and supporting project and client management for projects
● Contributing to team meetings, brainstorming, and project planning
Requirements:
Qualifications:
The ideal candidate has a collaborative disposition; is analytical and driven to learn; is exceptionally well-organized with an eye for detail; communicates well; and is committed to advancing social and environmental outcomes. Every member of the team embodies our firm’s values: excellence, commitment, and openness.
Minimum qualifications include:
● Bachelor’s degree
● Strong written and oral communication skills
● Ability to think critically and analytically
● Demonstrated ability to exercise initiative, sound judgment, and discretion
● Strong interpersonal and relationship-building skills
● Sense of humor and self-awareness
● Ability to manage multiple tasks with high attention to detail and organization
● Adept at using Microsoft Office and Google Suite
Although not required, preferred qualifications include:
● Knowledge of impact investing, finance, and/or philanthropy
● Knowledge of impact measurement and management
● Experience in consulting, impact investing, finance, philanthropy, and/or research
● Strong design sensibilities
● 0-2 years post-Bachelor's degree work experience or equivalent
Compensation:
How to Apply:
Please apply using this link: https://app.beapplied.com/apply/uczefifuhu?utm_source=[OPPFinance]
Background:
About BlueMark:
BlueMark, a Tideline company, is a leading provider of independent impact verification services for investors and companies. Our mission is to strengthen trust in impact investing by delivering independent, incisive verification services, enabling the market to scale with integrity. We evaluate and verify how clients approach the impact in impact investing based on accepted industry standards. Our services are designed to meet the growing investor demand and market expectation for greater confidence and credibility in the impact label, especially as impact claims are more closely scrutinized by a range of stakeholders.
Diversity, Equity & Inclusion
At BlueMark, we believe that compassion, equity, diversity, and inclusion are fundamental to our success. Our commitment to diversity, equity and inclusion manifests in three key ways:
The mission and vision of BlueMark
Our firm’s vision of shared, sustainable prosperity is inseparably rooted in the credo of a diverse, equitable, and inclusive world.
How we conduct ourselves as an employer
BlueMark is an equal opportunity employer, and we value the unique contributions of each of our team members. Through our hiring, mentoring, and managing, we encourage our team to bring their full selves and individuality to Tideline’s work.
How we use our influence
In our work with clients, we strive to be an enabling force in the equitable distribution of wealth, opportunities, and privileges within our society.
Position Summary:
Term: Permanent
Commitment: Full-time
Experience level: Early-career (0-2 years post-Bachelor’s degree work experience or equivalent)
Location: Various, with a preference for New York, NY, or London, UK (those who are remote are still encouraged to apply)
Compensation: Commensurate with experience, 401(k), Health Benefits, among other benefits
Application deadline: January 16th, 2022
About the position:
This is a unique opportunity for an early-career individual to gain exposure to impact investing. The Analyst will gain diverse experience playing an important role in BlueMark’s impact verification services, through executing research and analysis, producing materials, and supporting project coordination and management, among other responsibilities.
Responsibilities:
Core responsibilities:
● Performing research and analysis related to client projects, including review and analysis of client documentation, summaries of findings, participation in client interviews, etc.
● Developing client materials, including PowerPoint presentations and written reports
● Leading scheduling and supporting project and client management for projects
● Contributing to team meetings, brainstorming, and project planning
Requirements:
Qualifications:
The ideal candidate has a collaborative disposition; is analytical and driven to learn; is exceptionally well-organized with an eye for detail; communicates well; and is committed to advancing social and environmental outcomes. Every member of the team embodies our firm’s values: excellence, commitment, and openness.
Minimum qualifications include:
● Bachelor’s degree
● Strong written and oral communication skills
● Ability to think critically and analytically
● Demonstrated ability to exercise initiative, sound judgment, and discretion
● Strong interpersonal and relationship-building skills
● Sense of humor and self-awareness
● Ability to manage multiple tasks with high attention to detail and organization
● Adept at using Microsoft Office and Google Suite
Although not required, preferred qualifications include:
● Knowledge of impact investing, finance, and/or philanthropy
● Knowledge of impact measurement and management
● Experience in consulting, impact investing, finance, philanthropy, and/or research
● Strong design sensibilities
● 0-2 years post-Bachelor's degree work experience or equivalent
Compensation:
How to Apply:
Please apply using this link: https://app.beapplied.com/apply/uczefifuhu?utm_source=[OPPFinance]
Background:
Accompany Capital (formerly The Business Center for New Americans) is a 501(c)(3) non-profit that creates a pathway to self-sufficiency for immigrant and refugee entrepreneurs in New York City by providing access to affordable credit, empowering them with financial education, and offering training in best business practices and technology
Accompany Capital is a Small Business Administration (SBA) Approved Microloan and Community Advantage
Lender and is certified as a Community Development Financial Institution (CDFI) by the US Department of the Treasury. As of September, 2021, we have made over $41 MM in loans, which range from $500 to $250,000. More information is available at www.accompanycapital.org.
We currently have an excellent opportunity for a Senior Loan Officer to be located in our Jackson Heights, Queens or Downtown Manhattan locations.
Position Summary:
Job Description Summary
Reporting to the Chief Lending Officer in the Manhattan office, this senior level position has primary responsibility for larger loans up to $75,000, including promotion, analysis, loan packaging, underwriting, loan servicing and required reporting.
Responsibilities:
Job Responsibilities
• Prepares comprehensive credit memoranda for Loan Committee review, based on loan application data and other pertinent information collected from the loan applicant(s) as well as other sources.
• Prepares spreadsheets and analyzes loan client financial statements and tax returns using internal computer systems and files.
• Ensures that all credit memoranda are accurate and complete with proper loan structuring, identifies risk analysis and risk mitigation strategies, and adheres to Accompany Capital’s Loan Policies and Procedures.
• When appropriate provides post-loan technical assistance to loan recipients.
• Follows department procedures for monitoring the health of their portfolio of active clients, maintaining accurate client financial statements / tax returns, follows up for annual renewals, and updates requirements as defined in Loan Policies and Procedures or as needed.
• Attends Loan Committee meetings and, as needed, participates in credit discussions with Loan Committee members.
• Attends events to promote Accompany Capital’s loan products.
Requirements:
Requirements
• Minimum five years related work experience including two years in commercial loan underwriting in a non-profit or for-profit environment. Knowledge of SBA guaranteed Community Advantage loans a plus.
• Bachelor’s degree, preferably in business or finance.
• Knowledge of credit principles, policies and practices; financial / cash flow analysis and current lending regulations. (On the job training in underwriting/underwriting software will be provided as needed).
• Excellent mathematical, analytical and computer skills, including strong proficiency in Word and Excel.
• Strong English verbal and written communications skills. Fluency in a second language (Spanish or South Asian languages) a plus.
• Ability to work in a multicultural environment; commitment to working with refugees and immigrants
• Ability to work effectively and professionally with internal and external contacts, to maintain confidentiality and to coordinate and prioritize to meet specified deadlines.
• Knowledge of NYC with willingness and ability to travel to engage in marketing and outreach activities. Normal office hour are 9:00a m. to 5:00 p.m. May occasionally be expected to work some evenings and occasional weekend days to attend meetings, seminars and community events and travel for multi-day conferences. (There are modifications during the COVID-19 Pandemic including hybrid schedules).
• COVID-19 Vaccine Mandate for staff.
Compensation:
Job Type: Full-time
Pay: $75,000-85,000 per year commensurate with qualifications.
Excellent benefits including medical, dental, 403(b) with match, leave including 3 weeks’ vacation (4 weeks after one year of service)
How to Apply:
Please send resume to hr@accompanycapital.org. with the subject line “Senior Loan Officer.”
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:
Calling all writers, editors and corporate communications folks! Self-Help is hiring a Content Developer/Writer role. The Content Developer/Writer will work with colleagues to develop a variety of content that promotes our work and initiatives and engages readers with insightful and thoughtful information.
If you love writing and want to work for a mission-driven CDFI/CU that's working to create economic opportunity for all, check it out!
Responsibilities:
Essential Responsibilities:
* Develop and strengthen Self-Help’s storytelling content strategy across member-facing and internal channels, including digital and print such as blog posts, static web copy, social media, podcasts, and video content.
* Develop and manage editorial calendars for various member communication channels.
* Interpret the goals of communications plans and define positioning to deliver on strategy as defined in assignments.
* Contribute to strengthening other messaging and collateral such as Self-Help’s annual report and impact report.
* Work closely with graphic designers to develop overall creative concepts and content that fits within Self-Help’s brand.
* Participate in the creation of thought leadership content working closely with Self-Help subject matter experts.
* Present ideas and concepts to key stakeholders, seek and provide constructive feedback to ensure most effective content development.
* Contribute to the development and maintenance of brand tone, voice and copy guidelines.
* Help develop strategy and tactics for creating and deploying materials in Spanish; review Spanish content for alignment with brand tone and voice.
* Participate in the oversight of our messaging guidelines and contribute to keeping these guidelines relevant and up to date.
* Monitor and share industry trends and competitor activity related to content and brand positioning.
* Research, write and edit articles for website, advertorials, internal communications, planning the structure and flow of information to achieve communication goals.
* Lead the creation of Self-Help’s annual report.
* Contribute to creation of internal and external content, including editing and proofreading content written by others.
* Co-lead our social media marketing and strategy.
* Translate industry-related data, news, and topics into engaging stories, using in-depth explanations and descriptions to educate.
* Understand and integrate SEO best-practices and keywords into engaging web content to drive conversion.
* Contribute to the accurate definition of project scope, estimates and timelines.
* Manage to deadlines and ensure projects are completed on time.
* Maintain regulatory compliance for marketing materials.
* Be an advocate for strategic content planning and brand voice development and continually strive to improve our capabilities.
* Document storytelling content strategy process and standards and mentor/train writing and design teams in executing on strategies.
* Stay up to date on various methods to create engaging content.
* Serve as an advocate for strategic content planning and brand voice development and continually strive to improve our capabilities.
* Document storytelling content strategy process and standards and mentor/train writing and design teams in executing on strategies.
* Perform other duties as may be deemed necessary.
Requirements:
Credentials, Experience and Skills:
* Bachelor’s degree in Journalism, Advertising, Marketing, Communications or related field OR equivalent related experience.
* 3-5 years of experience as a Writer/copywriter for B2B and B2C audience required.
* Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
* Preference for working in organizations that place priority on teamwork and collaboration
* Ability to manage multiple projects in a fast-paced, dynamic environment and meet tight deadlines.
* Strong cognitive skills - including problem solving, decision making and analysis, solution-focused.
* Understanding of web analytics tools, social media marketing applications, and social media monitoring platforms.
* Energetic, flexible, adaptable, and creative.
* Highly organized with outstanding attention to detail.
* Strength in building collaborative, positive, productive relationships across the organization (and locations).
* Demonstrated ability to influence others without direct authority.
* Excellent written communication skills.
* Skilled in writing clear, concise and grammatically correct copy.
* Preferred qualification: fluency in written Spanish.
* Proficiency in deciphering and integrating a variety of inputs including copy and data.
* 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:
Competitive nonprofit compensation, based on experience, plus a generous benefits package.
How to Apply:
Apply online here: https://recruiting.ultipro.com/SEL1003SELF/JobBoard/2c3e9120-4a22-4d21-b...
Background:
TruFund Financial Services, Inc. (TruFund) is a minority-led nonprofit small business lender with a mission to help historically disadvantaged individuals and communities create thriving and resilient small businesses and entrepreneurial ecosystems in order to close racial and economic disparities and ensure an inclusive and equitable society. Operating since 2001 and certified in 2005 by the U.S. Treasury as a community development financial institution (CDFI), TruFund provides affordable capital and training and advisory services (TA) to small minority and women-owned business enterprises (MWBEs) and small businesses and nonprofits located in and serving low and moderate-income (LMI) communities in Alabama, Louisiana, New York, and Texas. Since 2005, TruFund has provided TA to over 14,000 clients and disbursed $197 million in financing through 2,770 loans to small business owners and nonprofit organizations, which in turn has contributed to the creation and retention of over 15,000 jobs. Some 74% of our loans have been to MWBEs and 51% to businesses operating in LMI communities. This focus has intensified even as our lending volume grew dramatically with, for example, lending to MBEs at 79% in 2020 on loan volume of $24 million (up from average annual lending of $7 million in 2017-19) and on track to hit 80% in 2021 with $57 million in lending.
Position Summary:
Reporting to the Vice President, Resource Development, the Manager’s primary responsibilities are creating grant solicitation materials and grant reports for government, corporate and private foundation funders. This position will work closely with all members of the Resource Development team. In addition, they will collaborate across the organization, working largely with our Market Directors and Finance Department to support our fundraising efforts.
Responsibilities:
Core Responsibilities
• Solicitation includes letters of interest and proposals, cover letters, follow up e-mails, presentations, and grant submission packages requiring extensive collaboration with program staff to create content and with finance staff to develop proposal/grant budgets.
• Developing and submitting solicitation materials to 30-40 prospective grantors as part of Resource Development Department overall annual goal of 90+ requests for a total of $20 million, with the goal of raising $5.6 million.
• Administering, maintaining, and enriching our CRM system to track prospects, fundraising goals, and funder contacts.
• Generate reports, grant award updates, and gather internal data for organizational impact measurement and as required by grant-makers and funders.
Requirements:
Experience and Education
• Required
o Bachelors degree or equivalent experience
o At least four years of experience creating grant solicitation and reporting materials
• Preferred – Experience in the CDFI sector or a related field such as economic or community development, financial empowerment, and workforce development
Skills and Knowledge:
• Ability to translate program details and impact into compelling text
• Advanced writing skills with experience executing successful grants and proposals
• Experience collaborating with program and finance staff to create compelling requests for funding
• PowerPoint software
• SharePoint or Cloud-based document sharing applications
• Familiarity with fundraising focused CRMS
Attributes:
• Proactive and self-starting
• Keen attention to detail and highly organized
• Efficient: understands where and how to expend limited time and resources,
• Excellent follow-through with a focus on meeting deadlines and working together as a team to reach fundraising goals
• Optimistic and persistent
Compensation:
How to Apply:
To Apply: Please email your resume and cover letter with salary requirements to tmonk1979@gmail.com with the subject line: Manager - Grants and Reporting, Last name, First name
TruFund Financial Services is proud to be an Equal Opportunity Employer. E-Verify Employer.
