Careers

Vice President of Grantmaking

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects.

Inclusiv is hiring a Vice President of Grantmaking to develop and execute this transformational program by directing more than $1.68 billion in grants to credit unions, over 4-5 years, to build and scale clean energy projects that will reduce carbon emissions while equitably targeting 100% of all resources toward low-income and disadvantaged communities (LIDACs) that would otherwise be left behind in a greening economy.

The Vice President of Grantmaking will lead the team that designs, builds, and operates our grant program for CCIA over a 4–5-year period of time. Reporting directly to the Senior Vice President, Center for Resiliency and Clean Energy, this position will work closely with the CCIA Credit Union Success team, Network team, Inclusiv Senior Management, and credit union lenders.

While building the team, and throughout their tenure, the Vice President should be prepared to manage, oversee, and troubleshoot all aspects of the grantmaking process from drafting program guidelines and criteria to successful selection and launch at the credit union level.

Responsibilities

The Vice President of Grantmaking will build the strategy and team to develop and maintain Inclusiv’s uniquely accessible and agile grantmaking approach, and our streamlined and transparent grants management operations.

Grant Program Management

• Drive the strategy and execution of the new Inclusiv CCIA Clean Energy grantmaking effort.
• Build and lead a new, highly collaborative team of up to 12 staff members to enable the smooth implementation of the grantmaking strategy and application process. Supervise a team member responsible for recruiting, training, and overseeing a group of 6-12 external consultants to serve as independent grant review committees.
• Cultivate a professional environment that builds on the historic strength and expertise of Inclusiv and its leaders incorporating their vision, knowledge and input into an accessible and transparent grants program and process.
• Work with the General Counsel and senior leadership to ensure compliance with federal laws and regulations, and state and local laws that may be applicable.

Design and Implement Grantmaking Strategy

• Design and implement the organization’s approach to deploying $1.68 billion in combined grant funding to an estimated 300-500 credit unions over 4-5 years.
• Develop and maintain a deep understanding of critical issues affecting the viability of success for credit unions in achieving program goals. Establish clear and navigable program parameters including eligibility, expectations, and compliance requirements.
• Incorporate user experience by engaging credit union input into the process through interviews, focus groups and feedback sessions with diverse credit union segments.
• Establish an accessible and robust competitive application process, with clear and demonstrable evaluation criteria, based upon qualitative and quantitative success metrics.
• Elaborate application criteria based on what makes a credit union able to succeed as a CCIA grantee. These include organizational and management experience, demonstrated ability to effectively reach and serve low-income and disadvantaged people and communities, financial performance, operational capacity to manage the program and federal funds, ambitious but realistic plan and projections for scaling clean energy eligible projects and products.
• Formulate grant review process that differentiates success criteria based on different credit union segments (MDIs, CDFIs, Cooperativas in Puerto Rico, credit unions in territories, nascent versus mature energy markets, rural markets, urban markets, and representation within each of the 10 EPA regions, etc.).

Launch and Manage Application and Review Processes

• Implement the grants review process, building and managing a strong team, made up of staff members and outside expert reviewers with deep understanding and knowledge in program goals, credit union operations and energy markets and local context,
• Define and implement the review processes to include:
  • grant applicant pre-qualification process;
  • criteria for full grant application, along with the coordination between pre-qualification and full application; and
  • applicant support to ensure both customized attention and consistent delivery as needed within diverse market segments and regions.
• Deliver a deep and thorough review of each applicant to include: panel reviews and discussion, incorporation of public data, solicitation of additional information, directing (with resources) applicants to seek and obtain additional training, and virtual and in-person meetings with applicants.

Grant Decision and Transition to Grantee Success

• Implement selection and award notification process, with customized workplans, for each credit union that is selected for a grant.
• Ensure each credit union grantee is fully trained on the expectations of the program, the federal government compliance and reporting requirements, and the elaboration of milestones and disbursement schedule.
• Create and staff a clear structure and path for grant decisions, applicant communications, and grant decision communications.
• Partner with Inclusiv Legal team to create and staff a clear structure for new grantee contracting.
• Create and staff a team that will manage a smooth handoff from application stage to a separate “Grantee Success” team that will provide support for new grantee onboarding and orientation on grant reporting.
  

The Vice President of Grantmaking will work with the President/CEO, the SVP of the Center for Resiliency and Clean Energy, and other Inclusiv departments to develop the above steps.

Essential Experience, Skills, and Attributes

Our new Vice President of Grantmaking will be creative, collaborative, adaptable and ready to take up the implementation of this transformative moment.  We seek a leader with confidence, energy, and collaborative approaches to directing capital to build credit unions’ institutional strength and ability to advance lending that will dramatically reduce carbon emissions in communities most negatively impacted by environmental, energy and financial policy and systems. Our ideal candidate is open-minded, curious, strategic with a demonstrated commitment to community-based finance and clean energy.

Specific Qualifications sought:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Professional with more than 15 years’ experience, at least 8-10 years working in community development finance (with a strong preference for credit union experience), philanthropy and social impact investment
• Well-versed in clean energy and climate impact
• Skilled in working across multiple teams and with diverse stakeholders to create inclusive and collaborative processes and outcomes
• Adept at building both internal and external relationships.
• Strong project management skills and track record of completing complex projects with multiple stakeholders on time and on budget.
• Excellent verbal and written communication skills.

To Apply

Please send resume, cover letter, and two relevant writing or work product samples to hrvpgrantmaking@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled.

Location and Compensation

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Exceptional candidates within commuting distance of Atlanta or San Juan are also encouraged to apply. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Salary: The salary range for this position starts at $140,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Human Resources Manager

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF).  Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

Inclusiv is hiring a Human Resources Manager during this exciting period of growth. The Human Resources (HR) Manager is responsible for planning and coordinating recruitment, onboarding and orientation. This person will also uphold compliance and the cultivation of a positive workplace culture. The HR Manager plays a key role supporting the HR Director in driving strategic projects that align with the company’s mission and objectives. Additionally, the HR Manager is responsible for fostering employee engagement by creating programs and initiatives to enhance employee satisfaction and commitment.

The HR Manager role is a newly created position within the People & Organizational Development department led by the SVP, People & Organizational Development. The HR Manager will report directly to the HR Director and will work out of the New York City Office.

Responsibilities

• Oversee the full recruitment lifecycle, including job postings, interviews, onboarding, and retention strategies.
• Develop and maintain relationships with staffing agencies, universities, and others for talent pipelines.
• Implement talent acquisition strategies to attract high-quality candidates.
• Seek out innovative thought, practices, and technology emerging in human resources
• Develop and execute employee engagement strategies aimed at improving workplace morale and enhancing the employee experience.
• Design and implement ways to gather feedback and insights into engagement levels and develop action plans based on the results.
• Lead initiatives such as recognition programs, team-building activities, and internal communication strategies to boost engagement.
• Work with leadership to create a culture of recognition and appreciation, fostering an environment where employees feel valued and motivated.
• Triage employee concerns and conflicts.
• Foster a positive and collaborative work environment, encouraging open communication.
• Monitor and ensure consistent application of policies and procedures.
• Contribute to the development of training programs that align with the organization’s goals.
• Continue enhancing onboarding for onsite and remote staff.
• Ensure compliance with federal, state, and local labor laws and regulations (e.g., FMLA, ADA, FLSA, etc.).
• Take initiative in staying up-to date on new and changing legal requirements related to human resources.
• Conduct audits of HR processes to ensure adherence to best practices.
• Support workplace safety policies to ensure compliance with health and safety regulations.
• Promote a culture of wellness by researching and developing wellness programs (i.e stress management initiatives, mental health resources, etc).
• Manage HR systems and ensure accurate and timely employee data.
• Prepare reports to analyze employee data
• Ad hoc HR projects

Essential Experience, Skills and Attributes
The successful candidate is a leader who is able to adapt to a fast-paced, dynamic environment. This person will have a strong foundation in human resources and a desire to learn and execute more. A high-level of confidentiality is also necessary. Inclusiv works in collaborative, matrixed teams and the HR Manager should enjoy cross-team collaboration and be adept at building relationships. They must work well in geographically distributed, cross-functional teams. This role has potential for growth and offers many opportunities to contribute to the success of our growing, high-impact organization.

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Demonstrated ability to lead major communications campaigns while ensuring day-to-day communications work is both strategically aligned and high quality.
• Strong project management skills and track record of completing complex projects with multiple stakeholders on time and on budget.
• Experience recruiting for all levels of employment (entry, mid-range, and management level).
• Proven experience in full cycle recruitment
• Familiarity working with federally sponsored programs is a plus.
• Inclusiv communicates with our members in both English and Spanish, so Spanish fluency and/or experience managing bilingual communications is a major plus.
• Experience with ADP TotalSource and Microsoft Office Suite
• A Bachelor’s degree is required; a minimum of 3 years of progressive human resources experience is plus.
• HR certification (e.g., SHRM-CP, SHRM-SCP, PHR, or SPHR) preferred.
• In-depth knowledge of labor law and HR best practices.
• Strong interpersonal and communication skills.
• Ability to understand and appropriately delegate complex employee relations issues.
• Authorized to work in the US.

To Apply

Please send cover letter, resume and salary requirements to hrmgr@inclusiv.org.  Applications will be reviewed on a rolling basis until the position is filled.

Location and Compensation

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

The salary range starts at $90,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Technical Project Manager

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv is seeking a Technical Project Manager who will work within Inclusiv’s Operations team to manage projects related to Inclusiv’s data platform and other technical systems. Reporting directly to the Vice President of Systems Operations & Improvement, the Technical Project Manager will be responsible for planning, organizing, and directing specific projects, ensuring that these projects are on time, within budget and within scope.

The Technical Project Manager will play a crucial role in ensuring that all project stakeholders are appropriately invested and engaged in the projects the Technical Project Manager manages. With the organization undergoing growth that requires us to modify existing technological systems and create and maintain new systems that will facilitate new work, this role is a vital part of ensuring that the organization has systems that meet the evolving needs of the internal and external stakeholders.

The ideal candidate should live in the greater New York City area and be able to work on-site in the New York City office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote).

Responsibilities

• Lead the project team through the planning, coordination and documentation of project activities from the planning stages through completion.
• Support the development and execution of technical projects in a continuous deployment setting by contributing best practices around user testing, decision-making, and documentation.
• Manage day-to-day contact with project sponsors, stakeholders and cross-functional project teams.
• Assess and manage vendor performance against project milestones and timelines, serving as a key link between external teams and internal teams by balancing technical knowledge and good communication.
• Effectively maintain project management tools, including cloud-based project management systems, so they accurately reflect the current status of projects.
• Manage and report out to stakeholders any changes to the project scope, project schedule and project costs.
• Conduct and facilitate key activities across the process, including requirements gathering, trainings, deployment, and other related tasks.
• Ensuring alignment, execution, and delivery in complex environments involving compliance, regulatory requirements, and cross-functional collaboration.
• Develop and maintain program plans, including timelines, roadmaps, resource allocation/capacity planning, budgets, and risk management strategies.
• Coordinate internal resources and third parties/vendors for the flawless execution of projects.
• Produce regular project updates for sponsors, stakeholders and senior management.
• Perform risk management to identify and minimize project risks.
• Oversee quality assurance and ensure objectives are met.
• Conduct post-project evaluations to identify successful and unsuccessful project elements.
• Perform other duties as needed and as projects evolve.

Essential Experience, Skills and Attributes

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Bachelor’s degree required
• 3-5 years of experience as a project manager or business analyst in a technical field such as software development, data analytics systems, or information technology
• Superior leadership skills with the ability to work within cross-functional teams to meet goals
• Exceptional skills utilizing and managing project management tools ranging from cloud-based project management systems to Microsoft 365 Suite applications
• Excellent vendor management skills
• Exceptional time management, facilitation, and organization skills
• Excellent communications skills, both written and verbal
• Proven track record of building relationships with diverse internal and external project stakeholders
• Authorized to work in the US

To Apply

Please send a cover letter, resume and salary requirements to hrtechmgr@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.

Compensation

The salary range for this position starts at $90,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Director of Credit Union Engagement for Green Lending Initiatives

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects.

Inclusiv is seeking a passionate and dynamic Director of Credit Union Engagement for Green Lending Initiatives to lead efforts in engaging, recruiting, and supporting credit unions interested in applying to Inclusiv’s grant program for green lending, (the Clean Communities Investment Accelerator (CCIA) program). This transformational program will direct grants to credit unions, over 4-5 years, to build and scale clean energy projects that will reduce carbon emissions while equitably targeting 100% of all resources toward low-income and disadvantaged communities (LIDACs) that would otherwise be left behind in a greening economy.

This role is ideal for a professional with experience in credit union engagement and network building, and general knowledge of credit union operations. The Director will be based within Inclusiv’ s Network department and will collaborate closely with the Center for Resiliency and Clean Energy to create a national strategy for promoting credit union green lending initiatives and recruit credit unions to apply for green lending grants.

Position Overview:

The Director will play a key role in advancing Inclusiv’s grant program for credit unions, the Clean Communities Investment Accelerator (CCIA) program, by leading credit union outreach and engagement efforts. The Director will also be responsible for fostering and maintaining strong relationships with credit unions nationwide, driving their engagement in green lending initiatives.

This is a strategic leadership role with the opportunity to build and grow a dedicated team, making a substantial impact on promoting green lending within the credit union industry. The Director will report directly to the Vice President of Strategic Initiatives and will collaborate across multiple departments to ensure the success of the CCIA program.

Key Responsibilities:

• National Strategy Development for Credit Union Engagement
  • Design and implement a comprehensive strategy to engage credit unions in Inclusiv’ s CCIA program.
  • Develop a project plan with clear deliverables for credit union outreach and support.
  • Work with marketing and communications team to inform the development of resources and materials (e.g., presentations, website content, social media) to educate credit unions on the CCIA program.
  • Build and sustain relationships with credit unions interested in green lending, maintaining a process for tracking engagement, via Inclusiv’s customer relationship management software platform (Salesforce).
  • Organize Inclusiv sessions and represent Inclusiv at regional credit union events and convenings across the country.
  • Develop strategy for and oversee execution of Inclusiv CCIA outreach and engagement events for credit unions across the country.

• Application Recruitment and Support
  • Lead the recruitment of credit unions for the CCIA program by developing and executing a national strategy.
  • Work with marketing and communications team to inform the management of a multi-channel outreach and communications campaign to drive credit unions to Inclusiv’s CCIA program and application process.
  • Collaborate with the Center for Resiliency and Clean Energy to develop and manage an application pipeline that aligns with CCIA requirements.
  • Oversee the application pipeline, guiding credit unions to move to the application stage.
  • Provide tailored support to credit unions throughout the application process, addressing their specific needs and challenges.

• Leadership and Collaboration
  • Work closely with the Vice President of Strategic Initiatives to develop a plan for expanding the CCIA network team.
  • Collaborate with internal departments to ensure coordination and alignment of CCIA program goals and objectives.
  • Engage with external partners and stakeholders to advance Inclusiv’ s mission of promoting green lending in the credit union industry.

• Additional Responsibilities
  • Perform other duties as needed and as projects evolve.
  • Position requires 25% travel across the US.

Qualifications:

• Commitment to Inclusiv’ s mission to help low- and moderate-income people and communities achieve financial independence.
• Proven experience in credit union engagement or network building, or other comparable experience with financial institutions.
  • Experience in managing recruitment pipelines and grant application processes is preferred.
  • Strong understanding of the unique challenges and opportunities faced by credit unions.
  • Experience tracking business development, outreach, or sales pipeline in Salesforce.com or similar customer relationship management (CRM) software platform.
• Familiarity with credit union green lending is very welcome, but not required.
• Strong project management, organization, and written and oral communication skills.
  • Experience effectively managing multiple projects across different internal and external constituents to drive results.
  • Ability to work collaboratively across departments and with external stakeholders.
• Proven track record of leading successful programs and initiatives focused on credit union financial inclusion and community development.
  • Proven track record of building and nurturing relationships with diverse stakeholders.
  • Demonstrated ability to manage programs and build relationships in communities of color, particularly in African American and Hispanic communities
• Strong leadership and management skills, with the ability to inspire and motivate teams.
• Dedication to always producing the highest quality work and motivation to constantly seek new and better ways to reach goals.
• Skilled in working across multiple teams and with diverse stakeholders to create inclusive and collaborative processes and outcomes

To Apply: Please send a cover letter and resume to hrcudirector@inclusiv.org  Applications will be reviewed on a rolling basis until the position is filled, applications that do not have a cover letter will not be reviewed.

Location and Compensation

This role is located in New York City. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Salary: The salary range for this position starts at $120,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Senior Financial Analyst

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF). Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

Inclusiv is seeking a Senior Financial Analyst to join our finance team during an exciting period of growth and impact. Reporting directly to the VP of Finance, this role will play a key part in shaping the organization’s financial strategy through analysis, budgeting, and reporting. If you are a proactive, detail-oriented professional with a knack for financial modeling and a desire to contribute to a mission-driven organization, this may be the role for you.

The ideal candidate should live within commuting distance of the New York City office and be able to work on-site in the local office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote).

Key Responsibilities

• Lead and refine the organization’s annual budgeting, reforecasting, and grant financial modeling processes, creating "what-if" scenarios to support decision-making.
• Develop and integrate KPIs into financial models, while benchmarking KPIs against plan.
• Prepare and present monthly financial performance reports, identifying and explaining key drivers of variances.
• Analyze and verify cost allocations (direct and indirect), headcounts, membership dues, investments, and grants to ensure accurate financial reporting.
• Collaborate with the Controller and accounting team to ensure journal entries align with budget categories and are consistently applied.
• Monitor grant spending to ensure alignment with budgeted resources and funder guidelines, particularly for the CCIA grant, which spans multiple departments.
• Partner with the VP of Finance and department heads to conduct regular budget reviews, offering insights and recommendations for managing grant and program finances.
• Prepare quarterly investor reports, ensuring clarity and accuracy.
• Support the integration and ongoing development of financial planning tools (e.g., Vena) to enhance automation and reporting.
• Identify opportunities for improving financial systems, tools, and processes to increase efficiency and control.
• Lead ad hoc financial projects, providing critical insights to support organizational growth and decision-making.

Qualifications

• Passion for Inclusiv's mission to support low- and moderate-income communities in achieving financial independence.
• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 3-4 years of progressive experience in finance, accounting, budgeting, or forecasting, ideally in a fast-paced environment.
• Advanced Excel skills include financial modeling, with proficiency in functions like Sumifs, VLOOKUP’s, pivot tables, and visualization techniques (e.g., charts, graphs).
• Strong grasp of financial statement analysis, with the ability to identify anomalies and ensure data integrity.
• Ability to balance attention to detail with a strategic, big-picture perspective.
• Strong analytical and problem-solving skills, with a continuous improvement mindset.
• Tech-savvy, familiar with financial systems and willingness to learn new software tools.
• Experience with grants and federally sponsored programs is preferred.
• Loan and investment analysis experience is a plus.
• Knowledge of GAAP accounting and experience with FundEZ, ADP, and Vena is an advantage.
• Strong interpersonal and communication skills, with the ability to work cross-functionally and build relationships across departments.
• Have authorization to work in the U.S.

To Apply

Please send a cover letter, resume and salary requirements to hrfinanalyst@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.

Compensation

The salary range for this position starts at $95,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Program Officer, MDI Network

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

At Inclusiv, we believe that true financial inclusion and empowerment is a fundamental right. We dedicate ourselves to closing the gaps and removing barriers in financial opportunities for distressed and underserved communities by providing capital, making connections, and building capacity, developing innovative products and services for community development credit unions (CDCUs) and working to transform local progress into lasting change at the national level. Founded in 1974, Inclusiv is headquartered in Lower Manhattan with offices in Madison, WI and Atlanta, GA. Inclusiv offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs.

Inclusiv is hiring a Program Officer for the Minority Depository Institutions (MDI) Network. This is a role newly created to support the Network Team during this exciting period of growth for our organization. The role will be instrumental in expanding Inclusiv’s impact by leading recruitment, engagement, and support for MDI credit unions to expand financial inclusion in communities of color.

Reporting to the VP of Member Development and Support, the Program Officer, MDI Network will drive growth initiatives in Inclusiv’s Network of MDIs and help shape new initiatives that seek to improve the financial health of low-income communities. This is a wonderful opportunity for a passionate, committed person with exceptional relationship development, leadership, and project management skills seeking to help build a more equitable financial system.

This role is located in New York City and is hybrid with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Key Responsibilities

• Coordinate strategy of Inclusiv’s outreach, engagement, and support for MDI credit unions with a goal of building MDIs capacity to grow and serve their communities
• Manage strong relationships with MDI credit union leaders and partner organizations.
• Coordinate trainings, providing in-depth guidance and support and working across teams to achieve program goals.
• Track progress against MDI Network goals, including tracking in the Inclusiv Salesforce platform.
• Excel at working across units and leading teams to achieve program goals.
• Represent Inclusiv in a range of contexts, such as leading training sessions and speaking at conferences.
• Work with Communications team to prepare and disseminate information, press releases, articles, and other communications on MDI Network accomplishments and activities.
• Support fundraising activities including grant writing and
• Other duties as needed and as projects evolve.
• Position requires 15-20% travel across the US.

Qualifications

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Bachelor’s degree required; Master’s Degree preferred.
• 4-6 years relevant work experience in nonprofit program management, community development, consumer finance/banking, or policy advocacy.
• Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results.
• Demonstrated ability to manage programs and build relationships in communities of color, particularly in African American and Hispanic communities.
• Excellent communication skills, both written and oral.
• Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.
• Familiarity with Salesforce, Excel, Monday.com and Microsoft Office Suite
• Ability to work well in teams as well as independently.
• Authorization to work in the US.

To Apply

Please send cover letter, resume, and salary requirements to hrprogofficermdi@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled.

Compensation

The salary range starts at $80,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Training Associate, Center for Resiliency and Clean Energy

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

The Inclusiv Center for Resiliency and Clean Energy was created in 2019, in partnership with the Center for Impact Finance at the Carsey School of Public Policy at the University of New Hampshire. The climate finance training program was launched with generous grant support from the U.S. Department of Energy. The Center provides training and technical assistance in climate finance to Community Development Financial Institutions, Minority Depository Institutions, Low-Income Designated Credit Unions, green banks, and other mission-driven and community-based lenders. In just four years, the Center has trained and guided over 700 lending professionals to develop accessible and affordable financing solutions for clean energy, energy efficiency, electrification, resiliency, and other green improvements. The training program has grown rapidly, and Inclusiv is expanding its training team.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF). Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

Inclusiv seeks a passionate, dynamic, experienced professional with background in clean and green energy solutions, finance, and adult learning to support the Climate Finance Training program at Inclusiv’s Center for Resiliency and Clean Energy. The Training Associate will be responsible for supporting all aspects of the climate finance training program. The ideal candidate will have a demonstrated interest in training lending professionals in creating flexible financing vehicles to stimulate and grow the availability and deployment of clean and green energy solutions, particularly among low- and moderate-income residents and communities. This person will support and advise on in-person and online training curriculum for lenders, engage community lending professionals in a learning network, and support and guide the implementation of green lending programs.

The Training Associate is a key member of Center for Resiliency team, with responsibilities for building and delivering lending capacity at 100-150 financial institutions each year. Specifically, the Training Associate will report to the VP, Center for Resiliency and Clean Energy to support all aspects of training program design and implementation, working in close partnership and coordination with the University of New Hampshire and colleagues at Inclusiv.

The ideal candidate should live within commuting distance of the New York City office and be able to work on-site in the local office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote). Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Key Responsibilities

• Support the VP, Center for Resiliency, and train instructors with the logistics of building new courses (including, but not limited to, coordinating and project managing course curriculum, fact-checking PowerPoint lectures, testing course user experience of the LMS, etc).
• Organize and prioritize time to meet deadlines based on overall training schedule.
• Conduct internet research as needed to assist instructors in developing curriculum for new courses and refreshing existing courses.
• Provide project management support for all courses (currently three different courses that each run 8-10 times per year). More information on these courses can be found here: https://carsey.unh.edu/center-for-impact-finance/education-and-trainings/solar-green-lending-professional-training-virtual-series;
• Execute communications and outreach plans to recruit applicants for the training program through speaking engagements, social media, email campaigns, website, and other channels.
• Review hundreds of student applications each year to identify lending professionals that qualify for the courses.
• Interview top student candidates to screen them for readiness to launch green loan programs.
• Implement the student enrollment process and track detailed enrollment information to prepare qualitative and quantitative reports for grants and investors.
• Collect data for quarterly training goals and outcomes, including commitments to government grant programs, philanthropic supporters, investors, and other funders.
• Partner with VP, Center for Resiliency and the Director of Development to produce grant reports.
• Partner with the Center for Resiliency Training Alumni Director to transition students from training to alumni program during and after each cohort.May include occasionally representing Inclusiv during webinars; and other duties as needed and as projects evolve.

Qualifications

• Bachelor’s degree required; Master’s Degree preferred in clean energy, climate finance, and/or related fields.
• At least 1 year of relevant work experience in clean energy, adult learning, project management and/or community development finance.
• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Preference for candidates who have a commitment to, and, ideally, experience working with communities of color.
• Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results.
• Demonstrated ability to establish and build relationships with a diverse array of people and organizations.
• Excellent communication and writing skills, including spelling, grammar, punctuation, composition, editing and proofing.
• Detail-oriented, with the ability to rapidly review and edit written documents, including curriculum plans, lecture notes, PowerPoint decks, etc.
• Ability to work well in teams as well as independently; working comfortably across units and leading teams to achieve program goals.
• Preference for candidates comfortable thriving in a rapidly evolving program and shifting work priorities in response to changing conditions.
• Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.
  

To Apply

Please send a cover letter, resume and salary requirements to trainingassoc@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.

Compensation

The salary range for this position starts at $65,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Manages and directs Consumer Lending staff, resources, and processes which consist of loan application, underwriting, processing and booking, third-party vendor management, loan origination system configuration, and deploying internal credit risk controls. Attendance is an essential function of performing the duties of this job.

Essential Functions & Responsibilities:
20% Ensures the efficient and effective delivery of consumer loans to members and prospective members through various direct and indirect channels.
20% Creates and develops strategies to drive consistent loan decisions, portfolio performance, and channel growth to align with ACU's sales and lending goals.
20% Develops, motivates, and retains high-quality staff, with a focus on training, coaching, and developing the team.
15% Works collaboratively to evaluate the effectiveness and relevance of systems and software utilized by the Credit Union to originate loans, generates sales leads, evaluate risk, assess potential fraud, appraise credit, and comply with regulatory governance.
10% Ensures departmental compliance with laws, regulations, standards, and best practices including completion and maintenance of documentation and records.
5% Works with Marketing to develop campaigns to support direct sales strategies and goals.
5% Develops and implements new consumer loan products and lead and participate in department and organizational projects.
5% Performs other related duties as assigned.

Performance Measurements:
1. Meet Annual Budget Loan Growth Goals by providing sales leadership to consumer loan officers, indirect lending team, and relevant support staff.
2. Provide coaching to each employee at least once a month through shadowing and silent monitoring.
3. Utilizes resources and tools to track team performance to meet deadlines and goals. Reports executive summary to SVP/CLO monthly.
4. Embodies and demonstrates ACU's Core Values each and every day.

• Inclusion
• Integrity
• Service

5. Embodies and demonstrates ACU’s Leadership Values each and every day.

• Growth
• Innovation
• Collaboration

Experience
Five to ten years of similar or related experience
Education
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills
Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills
Embodies and demonstrates ACU's Core Values each and every day.
1. Inclusion
2. Integrity
3. Service

Embodies and demonstrates ACU's Leadership Values each and every day.
1. Growth
2. Innovation
3. Collaboration

Must have good communication and supervisory skills.
Must have a working knowledge of spreadsheets and word processing software; be able to use PC and general office equipment including 10-key calculator.

Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is often required to stand; walk; sit; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Vision abilities required by this position include close vision. Safety Sensitive Position.

Work Environment
This position is in an office environment and the noise level is usually low to moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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Charting the Future:

Seeking a Chief Executive Officer with a Heart for Service at Holy Rosary Credit Union

Holy Rosary Credit Union is at the heart of Kansas City's financial community, built on a foundation of serving the underserved with unwavering passion and a calling for economic justice. We pride ourselves in upholding values not just etched into our policies but lived out through our daily operations - community, integrity, service, growth, and dedication. These aren't mere words; they are the keystones of our identity.

As we look ahead, Holy Rosary Credit Union seeks a new Chief Executive Officer to lead with a vibrant vision, adept at navigating the financial realm and driven by a genuine aspiration to empower and uplift our community. A calling to this role signifies more than occupation; it symbolizes a commitment to a cause greater than oneself.

Your responsibility as our CEO extends beyond traditional leadership - it is an invitation to be a harbinger of positive transformation. To pilot this flagship, you must encompass strategic ingenuity, financial sophistication, and, most critically, a heartfelt zeal to serve those on the peripheries of financial inclusion.

Holy Rosary Credit Union offers a rewarding career pathway that intertwines professional gratification with social causes. Embrace this opportunity to enact financial justice, pursue a collective goal of community betterment, and champion the noble cause that Holy Rosary Credit Union stands for. Please apply now to steer this vessel toward a horizon of hope and prosperity for all we serve.

Holy Rosary Credit Union is an Equal Opportunity Employer that cherishes diversity and inclusion. We extend our hand to every passionate individual committed to this cause, particularly those who can resonate with immigrant experiences and the drive to support our mission. Accessibility stands high on our priority list - let us know how we can accommodate you during our hiring process.

To Apply: Resumes should be sent to Maria.cain@cainsulting.com, copied to cwight@holyrosarycu.org.

FLORIDA A & M UNIVERSITY FEDERAL CREDIT UNION JOB DESCRIPTION

Title: President                                                            
Department: Senior Management
Position Grade: Exempt                                                
Reports To: Board of Directors
Location: Tallahassee, FL                                             

POSITION OVERVIEW

At Florida A & M University Federal Credit Union, we strive to deliver the best experience for our members and employees.  Under the guidance of the Board of Directors, the President is responsible for the administration and operation of the credit union. This includes planning, directing, and controlling all credit union activities in accordance with credit union plans and policies, Governance Policies, and Board directives. The President is responsible for ensuring the short and long-term profitability and financial stability of the credit union; equitable treatment and development of employees; strong community relationships; and member satisfaction commensurate with the best interest of the members, employees, and credit union.

The President provides strategic direction, vision, leadership, and management of all functional areas.

DUTIES AND RESPONSIBILITIES

• Directs all credit union operations. Develops, recommends, and implements programs, policies and procedures.
• Have the professional demeanor consistent with the overall credit union’s image, values and mission statement, treating members, colleagues, subordinates and Board members with the utmost respect.
• Continuously appraises the regulatory environment and anticipates changes in the economy and technologies that may affect money management. Implements credit union investment policies in accordance with Board policy; safeguards funds and valuables in custody; maintains fiscal solvency of the credit union. Develops and recommends to the Board, and upon their approval, implements financial policies and procedures to best utilize the assets of the credit union and maintain adequate reserves and liquidity to meet the demands for loans and share withdrawals.
• Makes certain all legal obligations of the credit union are met. These include payment of all taxes, maintenance of sufficient liability insurance of all risk exposures, current and timely filing of all required reports to supervisory agencies, compliance with state and federal labor laws, and operating within legal boundaries granted by the charter and the Federal Credit Union Act.
• Reviews completeness and ensures accuracy of all financial, statistical, and accounting records of the credit union.
• Ensures that actions, policies, and procedures adopted by the Board are properly implemented; and institutes programs, procedures, and controls to ensure effective administration.
• Annually reviews the adequacy of bond and insurance coverages. Amends coverage as necessary. Reviews bond and insurance coverage with the Board once per year.
• Maintains effective communication with all credit union employees, the Board, and committee members to ensure coordination and exchange of information for accomplishing goals.
• Drives the development and maintenance of digital solutions and guidelines. Verifies implementation and controls.
• Builds sound relations with the Board and keeps them fully informed on the condition of all important factors influencing the credit union. Ensures the validity of all information provided in board meetings and on financial statements.
• Organizes and conducts the annual strategic planning process seeking input from the Board, managers, and volunteers. Presents the final strategic plan to the Board for approval and in turn presents periodic updates on the progress toward meeting the goals and revises the strategic plan as necessary.
• Recommends approval of capital expenditures, develops an operating budget, and implements long and short-range objectives to meet the intention of the strategic plan.
• Stays abreast of member needs and external trends to develop the most competitive product mix.
• Develops and implements business development and marketing programs designed to stimulate the growth of the credit union.
• Supervises, consults, guides, coordinates, supports and encourages leadership. Delegates and empower subordinates to make decisions.
• With ongoing communication to and involvement from the Board: plans, organizes, and staffs the credit union with competent employees to accomplish the objectives of the organization.
• Approves additions and deletions of staff positions. Approves the promotion, demotion, or termination of employees.
• Implement a board approved wage, salary and benefit structure.
• Establishes performance standards. Ensures annual reviews are completed.
• Approves the hiring of new employees and the disciplinary actions for current employees.
• Plans and oversees the employee benefits program including competitive insurance and retirement programs to attract, retain, and motivate employees.
• Maintains relationships with other credit unions, corporate credit unions, and trade associations which are in the best interest of the Credit Union.
• Maintains community contacts and relationships with representatives of such groups as are necessary, desirable, or in the best interest of the credit union as a responsible member of the community, and other activities that will further the credit union movement.

• Attends management seminars, conferences and meetings as deemed appropriate,

BASIC QUALIFICATIONS/CORE COMPETENCIES

• At least ten years of similar or related experience in a financial institution with responsibility for the day-to-day operations and entire organization.
• Bachelor’s or advanced degree and applicable professional certifications.
• Knowledge of the principles, practices and regulations of banking and financial services delivery.
• A demonstrated working knowledge of the following areas:
  • Member Services/Membership Expansion
  • Leadership
  • Accounting/GAAP/CECL
  • Digital/Cybersecurity/Data Processing
  • Regulatory Compliance
  • Risk Management/Insurance
  • Marketing/Business Development
  • Mortgage, Business, and Consumer Lending
• Experience building, leading and inspiring high performing teams.
• Effective collaboration and conflict management/problem solving skills

Florida A & M University Federal Credit Union is committed to a diverse and inclusive workplace.

Competitive Salary/Benefits

Florida A & M University Federal credit union (FAMUFCU) is seeking a President to work at its ’Tallahassee Office who leads with a collaborative team approach, vision, motivation, and result oriented strategies. The Credit Union is CDFI Certified, $29 million assets, not-for-profit, financial institution, providing quality financial services for over 89 years.  FAMUFCU serves the needs of its members by providing personal attention, a wide array of products and services, as well as digital innovation.

Send Resume to: famuherb@aol.com

Member Service Representative
Job Description

Exempt/Non-Exempt: Non-Exempt

Employment Type: Part Time (5 hours per day; 3 days per week)

Description: The Member Service Representative (MSR) reports to the Operations Manager and assists in carrying out the mission of the Credit Union. The MSR will work to ensure that the day-to-day needs of the Credit Union members are met on a timely basis and in a professional, courteous and friendly manner. The MSR must have a proactive and positive attitude.

Salary Range: $35,000 - $40,000

Duties: Duties may include, but not be limited to:

• Assist members and potential members with their financial needs
• Open new accounts and close accounts; assist members in registering for new products and services
• Process teller transactions including deposits, withdrawals, loan payments, transfers, check cashing, selling of cashier’s checks
• Resolve problems and provide assistance regarding other credit union products and services
• Maintain a balanced cash drawer
• Answer questions and solve member problems
• Maintain member records by updating account information
• Answer phones in a courteous manner
• Scan and file documents
• Respond to email correspondence from members
• Adhere to safety and security practices and procedures
• Maintain a working knowledge of Credit Union products, services and systems
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements
• Participate in all required and recommended training and development

Qualifications: We are a growing Credit Union. We are looking for an outgoing and friendly individual who is a self-starter and can take initiative
when responding to our members’ concerns. The ideal candidate will have the following qualifications:

• At least 3 years of customer service experience; preferably in a financial institution
• HS diploma; some college is a plus
• A positive and professional attitude and manner
• Love interacting with people
• Be able to work as part of a team
• Accurately handle cash and the balancing of a teller drawer
• Be organized
• Be detailed oriented and have the ability to multitask
• Be able to problem solve and provide solutions to members issues
• Be flexible with daily changes to duties as needed for the smooth flow of the office

Previous customer service and/or financial experience is a plus. Familiarity with MS Word, Excel and Google Workspace is a plus. Proficiency in Spanish or another language is also a plus.

To apply, contact HR@concordfcu.org.

Independent Contractor - Business and Community Development and Outreach Director

Job Description:

Concord Federal Credit Union (CFCU) is looking for a passionate and results-driven Independent Contractor to serve as the Community Development and Outreach Director. This role is vital for building and nurturing relationships with community organizations, businesses, and individuals to elevate CFCU's profile, grow its membership base, and expand its loan portfolios. Reporting directly to the CEO, the Independent Contractor will collaborate closely with staff and the Board of Directors to execute effective public relations strategies, aiming to enhance CFCU’s Field of Membership (FOM), recruit new members, and increase loan portfolios, thereby driving financial growth for the credit union. The contractor will also lead the board’s marketing and new products committee.

Responsibilities:

• Develop and sustain strong relationships with community organizations, businesses, and individuals to promote CFCU.
• Design and implement public relations and outreach strategies to boost CFCU’s visibility and growth.
• Expand CFCU’s Field of Membership (FOM) by actively recruiting new
• Increase CFCU’s loan portfolios by identifying and attracting new
• Lead and facilitate the board’s marketing and new products committee to align marketing efforts with organizational goals.
• Plan, organize, and host events aimed at marketing CFCU’s products and services to potential members, businesses, and community organizations.
• Analyze market trends and community needs to identify opportunities for growth and development.
• Monitor and report on outreach activities, providing insights and recommendations for continuous improvement.

Education Requirements:

• High School degree required; some college
• College degree in business administration, community development, marketing, or a related field is highly desirable.
• Certified Credit Union Financial Counselor (CCUFC) certification is a
• Knowledge of federal credit union regulations and compliance requirements is preferred but not mandatory.

Experience:

• Minimum of five years of experience in business and community development, sales, and/or marketing.
• Demonstrated success in meeting performance targets such as recruitment or sales
• Experience in conference development, event planning, and public
• Strong understanding of the Central Brooklyn community and its financial education

Deliverables:

• Recruit new organizations and businesses into the CU Field of Membership, targeting a minimum of 5 new organizations/businesses monthly.
• Recruit at least 50 new CU members
• Recruit a minimum of 20 potential new loan borrowers
• Develop and host at least 2 events monthly to market CU’s products and services to potential members, businesses, and community organizations.
• Provide monthly reports on outreach activities, highlighting successes, challenges, and areas for improvement.

Skills:

• Highly goal-oriented with exceptional multitasking
• Strong networking and relationship-building
• Excellent communication, marketing, and project/event management
• Ability to work independently while effectively collaborating with a team
• Proficient in using CRM software and other digital tools for tracking outreach activities and managing relationships.
• Creative thinker with the ability to develop innovative outreach

Compensation: This is a contract position with performance-based compensation. Specific terms, including base rate and performance incentives, will be discussed during the interview process.

Application Process: Interested candidates should submit their resume, a cover letter detailing their relevant experience, and a brief proposal outlining their approach to community development and outreach for CFCU to HR@concordfcu.org.