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Our Careers Center includes full- and part-time positions and other opportunities at Inclusiv and at Inclusiv-member CDCUs nationwide.

Career Opportunities at Inclusiv

Inclusiv is a dynamic, growth-oriented intermediary specializing in bringing financial services to low-income communities through nonprofit, member-owned community development credit unions (CDCUs).  Based in New York City, Inclusiv provides financial, technical, and educational services to credit unions serving low-income and economically disenfranchised communities. Please click below for details on this opportunity.

Grants Accountant (New York, NY)

Grants Accountant

Inclusiv is seeking an experienced, mission-driven accountant to manage the organization’s grant and cost accounting.

Based in New York City, Inclusiv is a leading community development financial institution (CDFI) dedicated to bringing financial services to low-income communities through nonprofit, member-owned community development credit unions (CDCUs). 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 and working to transform local progress into lasting change at the national level.  We achieve this mission by investing in and strengthening the capacity of CDCUs to best serve low-income and underserved communities throughout the United States.

Inclusiv is a 501c3 CDFI with multiple revenue streams deriving from investments, professional services and dues, as well as single and multi-year grants and contracts from federal and private sources.   Inclusiv has a diverse staff of 35 FTEs and an annual operating budget of more than $10 million. We are a CDFI intermediary with more than $100M under management, Inclusiv has been in a period of growth and expansion. We anticipate more than doubling the investment portfolio within the next three years; expanding the range of financial products offered to members; as well as expanding the number of investors and funders of the organization.

REPORTS TO: Controller

The Position:

The Grants Accountant reports to the Controller and is responsible for the oversight and direct management of all grant and cost accounting. The Grants Accountant plays a critical role in the successful operations of the larger Finance Team and the organization. In consultation with the Director of Development, the person will ensure accurate and timely tracking of grants and sub-grants spending along with the operations of pre/post award grant administration such as budget modifications, donor letters, expense analysis, financial reporting to donors and creating journal entries. This individual will serve as subject matter expert for grant accounting and reporting but will also gain knowledge in the general accounting for day-to-day and month-end processes. Additionally, the Grants Accountant will support the Controller with various tasks/projects, and with the development of internal control policies and procedures.

Specific Responsibilities include:

  • Prepare journal entries to record grant revenue and grant-related personnel costs on a monthly basis.
  • Manage and process allocation of direct and indirect costs to organizational cost centers.
  • Prepare budget-to-actual reports on a monthly basis for business lines, initiatives, and individual grants.
  • Prepare grant-related schedules and manage external auditors related to the annual Single Audit.
  • Manage government grant receivable and voucher tracking.
  • Work with functional and other departments to develop grant budgets prior to application/submission.
  • Share grant summaries with other members of the Finance Department to ensure understanding of grant requirements and ensure proper coding of revenue/expenses.
  • Maintain/update grants data in the Grants Master Tracking Sheet spreadsheet, including funder contact information, grant amount, grant term, grant purpose, report due dates, number & amounts of grant payments planned, dates & amounts of grant payments received.
  • Maintain the Grants Reports Schedule spreadsheet.
  • Prepare and send grant payment acknowledgement letters to funders.
  • Send donors/funders required financial and organizational paperwork as requested (via email or grants portal depending on request)
  • Other departmental accounting support as needed.

Qualifications:

  • Bachelor’s degree in accounting or equivalent required.
  • 2+ years of related experience; with a basic understanding of certain tasks to serve as a back-up to the team.
  • 5+ years of related experience in lieu of a degree is acceptable.
  • Authorized to work in the United States
  • Experience with Federal, other governmental and private foundations strongly preferred.
  • Advanced Excel skills including pivot tables and v-lookups.
  • Ability to work independently.
  • Strong analytical, organizational, verbal and communications skills.
  • Proficiency in Microsoft Office Applications.

Compensation

Inclusiv offers a competitive compensation and benefits package. The annual salary range for this position is $85,000-95,000.  The position is located in the New York City.

How to Apply

Please submit your cover letter and resume detailing your experience and salary requirements to hrfiscal@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled. 

About Inclusiv

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 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 regardless 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. 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.

 

 

Career Opportunities at Inclusiv member credit unions

Posting of positions is free for all Inclusiv members. Submit a new position!

Kaua'i FCU – Lending Director (Lihue, HI)

Job Title: Lending Director

FLSA Status: Exempt

Reports to: EVP /Chief Operations Officer

PURPOSE AND SCOPE

  • Responsible for executing the credit union’s short and long-term lending strategy.
  • Provide leadership and guidance to the daily functions of the lending department. Understands the mission of the credit union.
  • Exercises sound judgment in making decisions that are mutually in the interest of the member and the credit union within the framework of the credit union’s mission.

ESSENTIAL JOB FUNCTIONS

  1. Directly responsible for the coordination of the day-to-day functions of the lending department and direct supervision of the staff. Ensures that the functions of the lending department are in line with the overall member experience strategy as set forth by the executive team.
  2. Promotes the credit union’s strategic objectives related to workplace culture. Actively develops and provides support to the lending team. Participates in the hiring and onboarding of new staff. Trains, coaches, and facilitates career growth plans for lending department staff. Conducts performance appraisals of direct reports.
  3. Works closely with the Chief Operations Officer to ensure that lending processes and programs are appropriate and relevant to the credit union’s existing and potential membership base. Makes recommendations for and assists with the creation of and implementation of new lending programs.May be tasked to build programs for consumer, small business, and real estate lending.
  4. Participates in the credit union’s lending function. Meets with members and potential members, underwrites applications for credit, and responsible for making sound lending decisions. Serves as a resource to staff and approves exceptions to policy limits when appropriate.
  5. Participates in community outreach with an eye toward identifying the needs of the community and opportunities for enhancing the credit union’s member experience and product positioning. Effectively represents and promotes the credit union and develops new business relationships.
  6. Monitors the credit union’s delinquent loan portfolio and ensures that appropriate action is being taken to remedy delinquencies.
  7. Maintains an up-to-date understanding of, and ensures that the department remains compliant with, lending and collections-related laws and regulations.
  8. Ensures effective internal controls within the lending department.
  9. Assists the executive team in the timely reporting of credit quality and performance data to the Board of Directors, regulators, and other stakeholders.
  10. Must comply with applicable policies, laws and regulations, including but not limited to the Bank Secrecy Act, the USA PATRIOT Act, Office of Foreign Assets Control, and the Equal Credit Opportunity Act.
  11. Performs other duties as assigned.

SUPERVISION RECEIVED

  • Work with direct supervision from the Member Services Supervisor.
  • Empowered to solve problems in a professional and timely manner.
  • Exercise discretion and independent judgment in tasks/situations detailed in departmental procedures.

MANAGEMENT/SUPERVISORY RESPONSIBILITIES

Directly Supervises: Lending Specialist, Loan Officers, Credit Recovery Officer, Loan Clerks, and other Lending Department staff

IDEAL EDUCATION AND/OR EXPERIENCE

  • Bachelor’s Degree or higher from and accredited college or university; and
  • Sufficient expertise and experience to inform the credit union’s underwriting philosophy and standards, as well as to guide the development of lending programs in the areas of consumer, small business, and real estate lending.

PHYSICAL DEMANDS

Work Environment:

  • “Moderate” noise level in an enclosed air-conditioned facility (e.g., office with computers, printers, work area with light traffic, telephones, etc.).
  • May require continuous communication via telephone and other electronic messaging for up to 4 hours.
  • Usually indoor work with occasional work outdoors.
  • Must be able to lift, push, and pull a minimum of 25 lbs.
  • Must be able to operate office equipment such as: computer, typewriter, fax, telephone, photocopier, and calculator.
  • Position may require prolonged sitting, standing, and walking.

TRAVEL REQUIREMENTS

Some travel may be required to attend meeting/educational offerings by car or aircraft to various locations throughout the United States. The length of the travel varies by purpose.

ATTENDANCE REQUIREMENTS

Please note that scheduled attendance requirements may change due to business needs.

Scheduled days of work when the credit union is open:Monday, Tuesday, Wednesday, Thursday from 7:40 a.m.–4:40 p.m.

Friday staggered shifts (CU hours: 8:30 a.m. –6:00 p.m.)

Must be able to work additional hours, weekends, and Holidays as needed.

Resumes should be sent to careers@kgefcu.org.

New Covenant Dominion FCU – Marketing Specialist (Bronx, NY)

MARKETING SPECIALIST

Founded in 2007, New Covenant Dominion FCU is the community financial institution sponsored by the church leadership of New Covenant Faith and Miracle Arena, Inc. The church is the sponsoring entity of NCDFCU and is completely committed to the sound establishment and operation of the credit union.

NCDFCU began as a small initiative to help build financial capacity among the members of the church but has grown into a full-fledged financial institution with a suite of banking services aimed at filling the gaps that exist in our local economy. We desire to support positive transformation & economic development in our community by serving as one of the few minority depositories and sources of affordable credit in our local area.

We seek a qualified and passionate Marketing Specialist to increase the acquisition of memberships and member awareness concerning Credit Union products and services. This is an 8 month project based employment opportunity with a start date of February 2022. Opportunity for full time hire will exists based on performance at the end of this project. The following is the general description of the duties, subject to finalization upon hire.

Responsibilities:

  • Develops & implements strategic marketing, advertising, and sales promotions.
  • Finalize the marketing outreach by the physically opening all new accounts
  • Coordinates advertising programs and creation and distribution of advertising, marketing brochures, sales kits, or other collateral materials- including making on site presentations to potential target audiences
  • Represents the Credit Union at public, community, and business events.
  • Works with partners and other outside contacts and maintains positive, professional relationships.
  • Maintain Digital presence- website, email campaigns, social media- according to credit union policies to achieve growth
  • Completing other marketing and business development duties upon assignment.

Qualifications:

The Marketing Professional must have:

  • Have a college degree (BS or BA in a relevant field. Masters’ Degree is commendable.)
  • Have 2 – 3 years of similar or related experience.
  • Be knowledgeable about faith-based institutions and the non-profit industry. Must demonstrate comfort and confidence in communicating with clergy regularly as they are our primary target market.
  • Be knowledgeable about banking practices, policies, procedures, operations, products, services, and regulations. Specific knowledge of the philosophy and structure of the Credit Union industry is also very commendable.
  • Be knowledgeable about media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media
  • Be knowledgeable about the principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Be available on weekends for presentations as needed
  • Have excellent time management and office administrative skills to manage both on site and off-site schedules and relationships.
  • Be able to address and carry out oral and written instructions, make independent judgments based upon common sense, and keep and maintain accurate records.
  • Be able to stand, walk, and talk for prolonged periods. Significant physical abilities include lifting fifty (30) pounds, carrying, pushing, balancing, stooping, reaching, handling, talking, hearing conversations and other sound (potential hazards), visual acuity, depth perception and visual accommodation.
  • Possessing a NYS Notary License is a plus

Marketing Specialist will need to be able to work in a fast-paced environment and be able to effectively multitask. Experience with computers is required and all candidates must be able to read, write, and communicate effectively.

Compensation: $2K - $4K monthly commensurate with experience.

To apply, submit a resume and cover letter demonstrating your work experience to operations@newcovenantcreditnion.org. Applications without a cover letter will not be considered. Only candidates under consideration will be contacted.

Concord FCU -- Member Service Representative (Brooklyn, NY)

Member Service Associate
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.

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.

If interested, forward resume and cover letter to hello@concordfcu.org.

Concord FCU – Loan Underwriter/Loan Officer (Brooklyn, NY)

Organization Description
Founded in 1951, Concord Federal Credit Union (CFCU) is a $10 million community development financial institution dedicated to providing quality financial products and services to its membership. CFCU’s goal is to help its members improve their lives with the use of safe financial products and financial literacy resources. CFCU serves approximately 680 members primarily located in the central Brooklyn community of Bedford-Stuyvesant.

In anticipation of significant growth, CFCU is seeking a full-time Loan Underwriter/Loan Officer to assist in the processing of consumer, business and SBA loan applications.

Position Summary
Reporting to the Operations Manager, the Loan Underwriter/Loan Officer originates, underwrites and services loan applications from credit union members.

  • Origination, Underwriting, Closing
    • Understand and be able to describe the range of personal loan and business loan credit union products to credit union members
    • Understand and underwrite SBA loan products for small business credit union members; working knowledge of SBA products, services, documentation requirements and software
    • Assist the member in determining which product best fits their needs
    • Take in loan applications and required supporting documentation.
    • Ensure that documentation complies with AML/BSA requirements
    • Perform due diligence in underwriting consistent with credit union loan policy
    • Present completed loan applications to the Operations Manager and recommend a lending decision
    • Prepare periodic reports of activity for credit union management
    • Communicate the decision to the applicant
    • Close loans
  • Portfolio Management
    • Maintain accurate loan files
    • Participate in delinquency meetings with Credit Union management and share in collection duties
    • Develop work-out strategies with borrowers who become delinquent or default on payment
  • Other Responsibilities
    • Suggest new loan products for the credit union
    • Coordinate implementation of new loan products
    • Ensure that loan product marketing materials are accurate and current
    • Promote the credit union and its loan products at community outreach events
    • Network with community and business leaders
    • Participate in financial literacy training sessions on lending

Requirements

Candidates must have

  • a Bachelor’s degree
  • 5 years experience as an underwriter or loan officer with a bank, savings & loan or credit union
  • strong computer skills
  • strong interpersonal skills
  • strong communication skills (oral and written)
  • ability to produce with a limited degree of supervision
  • ability to meet loan projection targets and deadlines
  • proficiency with MS Office products
  • exceptional maturity and compassion
  • a high degree of self-motivation, initiative, dedication and a commitment tothe community development mission of CFCU
  •  familiarity with the iPower software product is a plus
  • proficiency in Spanish is a plus

Salary

Salary commensurate with experience.
If interested, forward resume and cover letter to hello@concordfcu.org.

Concord FCU – Operations Manager (Brooklyn, NY)

Organization and Position Description

Founded in 1951, Concord Federal Credit Union (CFCU) is a $10 million community development financial institution dedicated to providing quality financial products and services to its membership. CFCU’s goal is to help its members improve their lives with the use of safe financial products and financial literacy resources. CFCU serves close to 700 members primarily located in the central Brooklyn community of Bedford-Stuyvesant.

To better control expected growth, CFCU is seeking a full-time Operations Manager (OM) to lead and manage the day-to-day operations of the Credit Union. The OM is a member of the Credit Union’s management team and plays a pivotal role in overseeing and directing the day-to-day delivery of credit union services. The OM must be a decisive individual who possesses a strategic focus, as well as, an operational and detail-oriented perspective.

The Office Manager and the member services function are direct reports.

Position Summary
Reporting to the President and Chief Executive Officer, the OM responsibilities include the following.

  • Oversee and manage the teller/member services function
    • review end of day proofs
    • ensure confidentiality of member transactions is maintained
    • ensure member transactions are processed quickly and accurately
    • ensure member inquiries are answered promptly and completely
  • Manage the Office Manager
    • ensure vendor invoices and accurate and paid in a timely manner
    • ensure that due diligence is performed regularly on third party service
    • providers
    • ensure that the business continuity plan is current
  • Other Responsibilities
    • approve new members
    • investigate and resolve member complaints
    • suggest new loan and deposit products for the credit union
    • participate in or lead financial literacy and financial counseling sessions
    • ensure subordinates receive proper training
    • ensure member files and records are complete and properly secured
    • recommend new and/or enhanced credit union operating procedures
    • ensure that operating procedures are documented and kept current
    • act as the information security administrator
    • regularly report to management and the board on the state of operations
    • ensure that all activities are conducted in compliance with relevant regulatory requirements and board resolutions
    • manage and maintain the CFCU facility and be aware of and comply with all health and safety directives
    • periodically review and document subordinate performance
    • perform related duties and special projects as assigned by the CEO

Required Skills and Experience

  • a Bachelor’s degree
  • 5 - 8 years of progressive management experience in a bank, savings & loan or credit union
  • strong computer skills
  • strong interpersonal skills
  • strong communication skills (oral and written)
  • ability to produce with a limited degree of supervision
  • ability to meet target dates and deadlines
  • proficiency with MS Office products and Google Workspace
  • exceptional maturity and compassion
  • a high degree of self-motivation, energy, creativity, initiative, dedication and a commitment to the community development mission of CFCU
  • a collaborative management style that promotes effective communication and teamwork
  • familiarity with the iPower software product is a plus
  • proficiency in Spanish or another language is a plus

Salary
Salary commensurate with experience.
If interested, forward resume and cover letter to hello@concordfcu.org.

Allegiance CU – VP of Consumer Lending (Oklahoma City, OK)

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.

APPLY HERE

New Economy Project – Staff Attorney (New York, NY)

New Economy Project is hiring a Staff Attorney to work on cutting-edge legal advocacy that advances racial and economic justice in New York City. The Staff Attorney will work closely with low-income New Yorkers and grassroots groups — through our financial justice hotline, impact litigation, and policy advocacy — to challenge Wall Street banks and other corporations that extract wealth from Black, brown, and immigrant communities.

New Economy Project works with community groups to build an economy that works for all, based on racial and gender justice, cooperation, neighborhood equity, and ecological sustainability. We combine legal and policy advocacy, research, popular education, coalition-building, and other strategies in our work. A citywide organization, we work closely with neighborhood groups to create worker and financial cooperatives, community land trusts, public banks, and other institutions that build power and community wealth; and to fight systemic racism in our financial system and economy.

CORE RESPONSIBILITIES

The Staff Attorney will work on a broad range of cases and projects, including:

  • Providing brief services and pro se assistance through our NYC Financial Justice Hotline, which serves low-income New Yorkers and community groups
  • Working on groundbreaking impact litigation that addresses systemic racial discrimination and wealth extraction by Wall Street banks, debt buyers, and others
  • Working with city- and state-wide coalitions to advocate for bold policy change, and conducting legal and policy research, media advocacy, and other strategic activities
  • Engaging community groups and hotline callers in legal and policy advocacy, including in coalitions and campaigns that New Economy Project coordinates
  • Representing the organization at state and local legislative hearings, in meetings with elected officials and other policymakers, and at community forums
  • Contributing to strategic communications, including preparing know-your-rights material, hotline case examples, and “New Yorkers Speak Out” testimonials
  • Participating in organizational strategic planning, legal and policy advocacy training, and other professional development opportunities

EXPERIENCE AND QUALIFICATIONS

  • Demonstrated commitment to racial and economic justice, community organizing, and social change lawyering
  • Commitment to supporting and taking lead from directly-affected people and communities to build long-term power and effect change
  • One to three years’ experience at a public interest law organization or similar setting
  • Excellent writing, research, and analytical skills, and attention to detail
  • Strong communication and interpersonal skills
  • Ability to take initiative and effectively manage multiple assignments
  • Experience working with community groups and people of diverse backgrounds
  • Admission to the New York State bar
  • Fluency in Spanish a major plus

COMPENSATION

Salary is commensurate with experience, with an expected annual salary between $68,000 and $78,000. New Economy Project offers a comprehensive benefits package that includes health, dental, and vision insurance, 403(b) and flexible spending plans, and generous paid-time off.

LOCATION

The position is based in NYC. Most staff members currently work remotely. We expect all staff to work on a hybrid basis in the coming months. Full vaccination is required for all employees.

TO APPLY

Please submit your resume and a brief cover letter as one pdf document to: hiring@neweconomynyc.org, with “Staff Attorney” in the subject line. Be sure to indicate in your cover letter your interest and qualifications in the position, and how you learned about the position.

New Economy Project is an Equal Opportunity employer committed to a diverse workplace, and to providing staff with ongoing professional development opportunities. We encourage people of color, women, people with disabilities, LGBTQ candidates, immigrants, and people from low-income backgrounds to apply.

Hope CU – Grant Writing Manager (Jackson, MS)

Job Details

Description

About Us

Recognized as one of the most successful Black and Women owned credit unions in the nation, HOPE continues to build its brand and impact by expanding access to financial services and engaging in advocacy to mitigate the extent to which factors such as race, gender, birthplace and wealth limit one’s ability to prosper. Since 1994, HOPE has generated more than $3.6 billion in community development financing that has benefitted more than 2 million people in Alabama, Arkansas, Louisiana, Mississippi, Tennessee and nationwide. This work has supported small business owners struggling to gain access to capital, families seeking to own homes and individuals looking for a better way to manage their hard-earned money with a financial institution they can trust. This work has not gone unrecognized. In 2022, HOPE was named one of Fast Company’s 10 most innovative companies reflecting current events. The recognition honors companies for innovative work on the most pressing issues of the day including COVID-19 response, the climate crisis, mental health and economic inequality.

Job Summary

For 27 years, HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) has helped entrepreneurs, homebuyers, families and communities become more financially secure by providing affordable financial services; leveraging resources; and engaging in policy advocacy to strengthen communities, build assets, and improve lives in economically distressed parts of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

The Grant Writing Manager will serve as part of HOPE’s Investor Relations team, while working with the SVP, Investor Relations, Team Lead and colleagues to successfully submit private, philanthropic and government funding applications annually. Each year, HOPE raises millions of dollars in the form of grants, loans, contributions, mission driven deposits and other resources from foundations, banks, public agencies, individuals and other sources. Must be located within company footprint of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

 

This position will be responsible for managing the successful submission of a number of grant applications and reports annually, including drafting whole and pieces of these documents, managing contractual grant writers, gathering submission components and reviewing them for completeness and accuracy before submitting to funders. The Grant Writing Associate will report to this position. Work requires that the employee use considerable judgment and creativity in organizing the workflow and assuring adherence to deadlines.

Essential Functions

  • Lead and support Strengthening HOPE Initiative that values an organizational culture for open communication, innovation, associate engagement and other traits that contribute to collaboration and high performance.
  • Manage full range of activities required to successfully submit grant applications, letters of interest, concept papers and other proposal narratives to private, philanthropic and government (federal, state and local) funders annually, including supervising grant writing contractors and engaging colleagues across the organization to ensure application strategies are in line with departmental work plans.
  • Research possible funding opportunities to pursue and work with Grant Writing Associate to facilitate internal decision making on whether to apply and if so, with what application strategy.
  • Complete narrative reports to funders as required.
  • Provide leadership, coaching and management to the Grant Writing Associate.
  • Support Investor Relations team efforts to maintain an organized, robust Salesforce database that records up-to-date relationships with institutional and individual funders, investors, and prospects, particularly by creating and updating records related to funding requests.

 

Secondary Functions

  • Perform general administrative duties such as attending meetings, report production
  • Other duties as required.

Competencies/Skills

  • Must be proficient with MS Word, Excel, and Outlook; past experience with Salesforce preferred.
  • Must be a continuous learner who enjoys taking on new challenges.
  • Strong organizational and time management skills with exceptional attention to detail.
  • Ability to write clearly and effectively.
  • Passion and dedication to HOPE’s mission and work.
  • Ability to apply commonsense understanding to carry out written or oral instructions, taking initiative to ask questions when something is not clear.
  • Ability to communicate and resolve minor problems and issues as may arise in a cheerful and customer oriented manner.
  • Ability to adapt when problems or tasks arise in daily work that may involve few concrete variables or are unexpected.
  • Ability to multi-task and function in a fast paced environment.
  • Ability to read and interpret documents, collect information for routine reports and correspondence.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate, ratio, percent, and interpret data.
  • Ability and desire to work as needed to complete certain quarterly, ad hoc, or monthly projects, including working on occasion after 5:00 pm and on weekends.
  • A professional and resourceful style; the ability to work independently, as a team player, and initiative to take responsibility to address issues as needs arise.

 

Desired Qualifications

  • Bachelor’s Degree required; Master’s Degree preferred.
  • At least four years of experience performing the duties described in the Essential Functions above, especially grant writing and project management experience; or an equivalent combination of education and experience.

 

Physical Demands

  • Employee is regularly required to sit, stand and walk
  • Employee will use hands to finger, handle or feel, reach with hands and arms, and talk or hear
  • Employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

  • Employee spends the majority of time in office environment, generally accessible to the public, customers, and potential customers
  • Noise level in the work environment is usually moderation.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

APPLY HERE

MEMBERS1st Community CU – Chief Executive Officer (Marshalltown, IA)

MEMBERS1ST Community Credit Union is a $236 million financial institution based in central Iowa. Due to the retirement of our Chief Executive Officer later this year, MEMBERS1ST Community Credit Union seeks an experienced and innovative executive to provide strategic leadership for the credit union.

The qualified executive will report directly to the board of directors and will be responsible for leading and directing all organization activities, will provide and ensure implementation of a clear strategic vision and will represent the credit union in our service area that currently includes eight branches.

The board is seeking candidates with well-rounded management and supervisory experience. Qualified candidates must possess proven leadership qualities, excellent written and verbal communication skills, an understanding of regulations impacting credit unions, a thorough understanding of financial management, and the ability to maintain and expand the membership base and financial products.

Candidates must have management experience in the financial services industry; with credit union experience being preferred. The ideal candidate will hold a bachelor’s degree in finance (or related fields), although comparable work experience and specialized training will be considered. Please send cover letter, resume, and salary history/requirements to: members1stcuceo@gmail.com.

One Detroit CU – Chief Experience Officer (CXO) (Detroit, MI)

Chief Experience Officer Opportunity

Are We the Place For You?

One Detroit Credit Union is passionate about serving the people of Detroit, and we are looking for a Chief Experience Officer (CXO) to guide us in making the greatest impact for our members who live, work, worship or volunteer in Wayne County, MI.
We are a nationally recognized Community Development Financial Institution, known for the work we do to improve lives with credible, fair and reasonably priced financial products and services. When other financial institutions fled Detroit, we stepped in. This commitment mattered: Today we serve over 11,000 members with three branches intentionally located to offer access to our full membership, including right in the heart of Detroit.

Our dynamic and diverse leaders—including our Board of Directors— are committed to serving not only the vulnerable and underbanked citizens in our community, but anyone who believes their financial institution should practice integrity and fairness. We hire and elect leadership from our community: People who love urban environments and understand unique access challenges that might emerge for the people in these communities.

This attracts talented people who care about improving people’s financial lives and who want to grow in the impact they make. We support our team members’ aspirations, investing in them with compensation, development opportunities, and industry engagement similar to a much larger institution. When you work with One Detroit Credit Union, you will make a difference today while you prepare for tomorrow’s growth opportunities.

Is This the Career For You?

This role is dynamic and multifaceted; it requires a strong communicator who can manage multiple projects with competing priorities. We’ll rely on you to help find creative solutions to solve tough challenges, and to stay ahead of trends and developing technology in the financial industry.

You will advance our mission through serving as the steward of our brand (overseeing marketing and business development) and managing member experience across all channels (branches, contact center, web). Your energy, creativity, and meaningful insights will influence our strategy and performance.

Being our CXO provides ample opportunities to challenge the status quo. You’ll be called on to identify gaps, obstacles, and opportunities to achieving our strategic goals, and to align key departments to determine areas of transformation. You will inspire and nurture new ideas from all levels of our organization, contributing to a culture of excellence throughout the credit union.

Our CXO should have lived experience in urban areas with firsthand knowledge of how to meaningfully connect with communities, establishing relationships that help advance our membership, the areas surrounding our locations, and our team members. Experience working to improve financial capacity for populations who have low-income, are asset-limited, and have low/no credit scores will make you passionate about developing team members to deliver exceptional member experiences through coaching and guiding a highly committed team, eager to serve our members and find solutions that bring them financial security. Your growth with us will keep you challenged daily, while developing you as a candidate for CEO succession planning here at One Detroit CU.

Help Us Get to Know You

To learn more, please introduce yourself with a cover letter describing why you are passionate about providing financial services in an urban setting and a resume that demonstrates at least five years of financial institution management experience, delivering exceptional member experience and telling a compelling brand story. Please specifically tell us why One Detroit CU is where you want to bring your talent. This role is located in Detroit, Michigan (Wayne County).

A fully qualified candidate may expect to earn approximately $100,000 annually.
A cover letter and resume are required to complete your application.

Apply Online: https://bit.ly/3HIV7rm
Or Send Your Resume and Cover Letter to: info@humanidei.com

One Detroit CU – Executive Vice President/Chief Financial Officer (EVP-CFO) (Detroit, MI)

EVP-CFO Opportunity

Are We the Place For You?

One Detroit Credit Union is passionate about serving the people of Detroit, and we are looking for an Executive Vice President/Chief Financial Officer (EVP-CFO) to guide us in making the greatest impact for our members who live, work, worship or volunteer in Wayne County, MI.

We are a nationally recognized Community Development Financial Institution, known for the work we do to improve lives with credible, fair and reasonably priced financial products and services. When other financial institutions fled Detroit, we stepped in. This commitment mattered: Today we serve over 11,000 members with three branches intentionally located to offer access to our full membership, including right in the heart of Detroit.

Our dynamic and diverse leaders—including our Board of Directors— are committed to serving not only the vulnerable and underbanked citizens in our community, but anyone who believes their financial institution should practice integrity and fairness. We hire and elect leadership from our community: People who love urban environments and understand unique access challenges that might emerge for the people in these communities.

This attracts talented people who care about improving people’s financial lives and who want to grow in the impact they make. We support our team members’ aspirations, investing in them with compensation, development opportunities, and industry engagement similar to a much larger institution. When you work with One Detroit Credit Union, you will make a difference today while you prepare for tomorrow’s growth opportunities.

Is This the Career For You?

Our EVP-CFO is so much more than a numbers person. Working in close collaboration with the President/CEO, you will apply your expansive knowledge of how to run a financial institution to a mission-driven organization that is here to change members lives. You will oversee the overall management of all credit union operations, including planning, recommending, and implementing programs and policies and ensuring that the President/CEO is fully informed on the financial conditions and operations of the credit union and the important factors influencing them. With six direct reports, the EVP/CFO oversees Finance, Accounting, Risk/Compliance, IT, Lending, Payment Solutions, and Human Resources.

Being our EVP-CFO provides ample opportunities to challenge the status quo. You’ll be called on to identify gaps, obstacles and opportunities to achieving our strategic goals, and to align key departments to determine areas of transformation. You will inspire and nurture new ideas from all levels of our organization, contributing to a culture of excellence throughout the credit union.

Our EVP-CFO should have lived experience in urban areas with firsthand knowledge of how to meaningfully connect with communities, providing solutions that bring our members to financial security. We are seeking someone passionate about developing team members through coaching and guiding a highly committed team. Experience working in institutions with a mission for serving populations with limited income, assets, and credit history will help you connect the dots of our mission to our business performance. Your growth with us will keep you challenged daily, while developing you as a candidate for CEO succession planning here at One Detroit CU.

Help Us Get to Know You

To learn more, please introduce yourself with a cover letter describing why you are passionate about providing financial services in an urban setting and a resume that demonstrates at least five years of well-rounded financial institution management experience, including knowledge of finance, compliance, and lending. Please specifically tell us why One Detroit CU is the right place to bring your talent. This role is located in Detroit, Michigan (Wayne County).

A fully qualified candidate may expect to earn approximately $135,000 annually.
A cover letter and resume are required to complete your application.

Apply Online: https://bit.ly/40g0lln
Or Send Your Resume and Cover Letter to: info@humanidei.com

Latino Community CU – Chief Financial Officer (Durham, NC)

Description

The Chief Financial Officer is responsible for the financial strategy and health of the credit union and related organizations (currently Latino Community Development Center, a 501c3 non-profit). Working as a collaborative leader, the CFO manages and reports on all fiscal and fiduciary affairs, including accounting, financial management, and financial reporting functions of the credit union, ensuring a financially strong and stable organization able to grow as directed according to the strategic plan. Additionally, the CFO will have the exciting opportunity to develop a strong Finance and Accounting team as the credit union builds its back-office capacity with a transition to a new core system.

Essential Responsibilities:

Planning

  • Participate in key decisions as a member of the executive management team and maintain in-depth relations with all team members.
  • Together with the CEO and executive leadership team, develop the strategy to ensure that the credit union and related organizations have the capacity and financial resources needed to achieve current and future goals, while mitigating financial and operational risk.
  • Develop finance organizational strategies and objectives by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction.
  • Develop performance measures and monitoring systems that support the department’s strategic direction, particularly during growth of department and transition to a new core system.

Financial Operations

  • Oversee accounting, budgeting, treasury functions, and financial management to ensure accurate reporting, interpretation, and analysis of financial results in conjunction with forecasts and long-range plans.
  • Ensure accurate and timely monthly, quarterly, and annual financial statement reporting.
  • Manage and support the preparation of all corporate audits, quarterly and annual tax returns and reporting.
  • Maintain relations with external auditors and investigate their findings and recommendations.
  • Establish and drive finance and accounting functions, processes, and procedures through transition and implementation of new core and related systems.
  • Develop, implement, and evaluate policies and procedures for the department, ensuring that they reflect current regulations and are in strict compliance with NCUA and CFPB regulations and generally accepted accounting principles (GAAP).
  • Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances.
  • Ensure that recordkeeping meets requirements of auditors and government agencies.
  • Supervise Finance and Accounting team on day-to-day operations and functions, including month/year end close, accounts receivable and payable, reconciliation, and financial reports.
  • Coordinate quarterly Asset Liability Committee (ALCO) meetings and report to the Board.
  • Manage and monitor the organization’s cash flow and forecast capital needs, in coordination with a cross-departmental team.
  • Assist in setting credit union interest rates and fees based on market trends.
  • Make recommendations regarding investment decisions.
  • Establish and maintain controls to safeguard assets.
  • Perform other duties as assigned.
Requirements
  • Bachelor’s degree in related field, Accounting or Finance, with MBA and/or CPA preferred.
  • Minimum 5 years progressive financial leadership experience with a financial institution or similar organization, with experience in a senior or executive management position.
  • Strong understanding of and extensive professional experience with Accounting/GAAP principles, familiarity with non-profit and fund accounting.
  • Fluent English required and additional familiarity with Spanish preferred.
  • Must be able to cooperate and collaborate with co-workers – ability to demonstrate compassionate service with diverse individuals, including but not limited to race, income, age, and ability.
  • Excellent organizational, communication (both verbal and written) analytical, and negotiating skills.
  • Demonstrated appreciation of the mission and ability to communicate with credit union members, regulators and investors, and community organizations and leaders.
  • Possesses high energy, positive “can do” attitude, curiosity, flexibility, teamwork, and attention to detail, high degree of initiative, proven ability to manage multiple tasks in a deadline driven environment, with a good sense of humor.
  • Proven ability to manage and develop teams.
  • Some travel may be required. Our main headquarters is located in Durham, NC. Limited remote work is allowed.

Benefits: We provide a challenging and friendly work environment as well as a competitive salary and benefits package including an employer-paid medical insurance plan, 401(k) plan (with a substantial company match), employer paid life and disability plan and generous paid time off to maintain a healthy work/life balance.

Latino Community Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

APPLY HERE

Latino Community CU – Corporate Auditor (Durham, NC)

Description

The Corporate Auditor is responsible for management functions which independently examines and evaluates the adequacy and effectiveness of member service delivery operations and controls and their related activities. The auditor will perform independent auditing, objective risk assessment and evaluation of the effectiveness of risk management practices, internal controls, regulatory compliance, information technology, finance and corporate governance processes, including drafting accurate and fact-based findings for management discussions. Additionally, the auditor will coordinate with external auditors and examiners for informational needs from all areas of the credit union.

Essential Responsibilities:

  • Participates in audit engagements, reviews and projects while maintaining IIA professional standards.
  • Ensures compliance with applicable laws, regulations, policies and procedures.
  • Verifies the reasonableness of financial data.
  • Compiles all relevant business, process, system information prior to auditing.
  • Proposes audit procedures, techniques, and sample approach to validate testing methods.
  • Develops, documents and maintains efficient and effective audit objectives, programs, testing and workpaper procedures.
  • Updates process flows, risks and controls and accounts for the impact of technology on the control environment.
  • Creates reports and other documentation to communicate findings to executive management, audit committee and Board.
  • Evaluates risks within the internal control system and suggests process improvements to mitigate or avoid financial losses.
  • Develops and implements data analytics in support of audit planning, execution and reporting.
  • Participates in special audit projects, as requested by senior management as well as a variety of organizational wide high-level initiatives.
  • Assists in Financial Audit activities with the Document Request List and Confirmation procedures.
  • Assists and coordinates with regulatory examinations and all requests for information.
  • Assists with ongoing execution of Continuous risk monitoring programs.
  • Gains deep understanding of the business to become a trusted advisor and partner for business units.
  • Facilitates the tracking of and validating closure of internal audit issues and regulatory findings.
  • Performs investigative activity, as needed.
  • Works on ad hoc projects as well as regulatory inquiries.
  • Communicates opportunities, recommendations and status of projects to management.
  • Exemplifies LCCU vision, values and culture interactions with coworkers, business partners, members’ and stakeholders.
  • Performs other duties as assigned.
Requirements
  • 2 years of internal audit experience and/or external audit experience, preferably in the banking/financial services industry.
  • Bachelors’ degree from college or university, preferably in a job-related major field of study.
  • Analytical skills and precision in execution and delivery through effective time management skills.
  • An understanding of risk and how controls mitigate those risks, in particular those risks related to LCCU processes.
  • Ability to communicate clearly both written and verbal at all levels is essential.
  • Knowledge of IT and experience in data analytics (data gathering, transformation, analytics and reporting).
  • Professional designation CIA, CPA CISA, CRMA CFE or the desire to obtain within 24 months of start date.
  • Professional working proficiency in English, Spanish is a plus.
  • Ability to manage time with strong organization skills and keen attention to detail.
  • Proven ability to solve problems creatively and proactively.
  • Team player with ability to learn quickly and work effectively in a dynamic and fast-paced environment.
  • Ability to thrive in an environment with a multi-cultural team and learn from our differences.
  • Some travel may be required. Our main headquarters is located in Durham, NC. Limited remote work is allowed.

Benefits: We provide a challenging and friendly work environment as well as a competitive salary and benefits package including an employer-paid medical insurance plan, 401(k) plan (with a substantial company match), employer paid life and disability plan and generous paid time off to maintain a healthy work/life balance.

Latino Community Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

APPLY HERE

 

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