Careers


The Inclusiv career center includes full-time, part-time roles 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.

Inclusiv is an equal opportunity entity 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 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 based on 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.

Please click below for details on these opportunities.

Inclusiv is the largest network of community development financial institutions (CDFI) 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 committed to supporting and growing inclusive, equitable and sustainable communities by investing in solutions that build wealth, create jobs, improve financial security, and reduce energy cost burden for consumers, households, and small businesses.

Based in NYC, we are a dynamic growth-oriented organization with a commitment to diversity, equity, inclusion and belonging in our network, governance, and workplace for fifty years.  Inclusiv seeks a General Counsel who will support this rapidly growing organization and build a strong and sustainable organization.

Position

Reporting to the President\CEO, the General Counsel will provide overall legal counsel and management of the legal affairs of the organization.  The General Counsel delivers legal advice and counsel to the CEO and Senior Leadership Team as well as the Board of Directors to support the development and implementation of Inclusiv strategy, program, and operations. The General Counsel ensures all activities follow applicable legal and regulatory requirements for a non-profit 501c3 organization and recipient of federal and state awards and resources.  This role will formulate and coordinate new policy development in conjunction with the CEO, CFO and Board of Directors; coordinate the organization’s Risk Management strategy and analysis and coordinate, negotiate, and manage third-party contracts and agreements to ensure strong, effective, and dynamic operations of the organization.  The ideal candidate is a strategic thinker, excellent communicator, thoughtful partner, and careful negotiator.  Management experience is a must.

Responsibilities include:

Legal Advice and Counsel

  • Advise the President\CEO and Board on matters of governance, best practices, and conflicts of interest, ensuring all policies and required documents are up-to-date and meet reporting requirements.
  • Advise Inclusiv President\CEO and senior leadership on legal matters relevant to its operations as a non-profit organization and CDFI
  • Contribute a legal, regulatory, and risk assessment perspective to discussions of strategy, initiative design, and grant or investment strategy.
  • As part of the Senior Management Team (SMT), contribute to setting Inclusiv strategic direction and participate in managing to those strategic goals and priorities.
  • Manage day-to-day operation of the Legal Department, to include ownership of the legal, procurement, compliance & risk management, contracting, and program support functions.
  • Advise in the negotiation of investor or funder agreements, contracts, certifications, and other legal documents and recommend revisions as necessary.

Operations and Compliance Training and Support

  • Stay informed and monitor the legal and regulatory environment affecting private nonprofits and CDFIS to identify trends that may affect Inclusiv or its work.
  • Review, develop, revise, and maintain policies and procedures for the general operation of the compliance and risk management program and its related activities to prevent illegal, unethical, or improper conduct.
  • Ensure policies, procedures and operational processes are in place to comply with all laws, rules, regulations, agreements, covenants, and best practice to ensure organizational safety and soundness.
  • Build a cohesive organizational compliance strategy and oversee implementation of strong compliance and risk management program, including:
  • Liaise with other members of the SMT and program staff to ensure comprehensive compliance with all grant and program contracts with a particular emphasis on federal and state awards and contracts.
  • Advise and consult managers on compliance and risk management.
  • Identify potential areas of operational and compliance vulnerability and risk.
  • Coordinate with Senior leadership on providing communication on progress and challenges regarding compliance and ensure immediate mitigation of compliance risks that emerge.
  • Support, train, advise Inclusiv teams as needed to resolve difficult legal and programmatic issues including:
  • Advise capital and lending team about interpretation and compliance with consumer protection and banking\credit union regulations and procedures.
  • Support Network and programs teams to research and answer questions about program operations and documentation.
  • Engage Operations and Compliance team to remain up to date on key compliance areas and as appropriate for its members.
  • Partner with the finance, operations, and human resources team to provide legal advice and support on issues as needed.
  • Recruit and manage legal and compliance support (both internally and externally)

Contracts and Agreements

  • Provide legal review for all grant agreements, contracts, and investment-related documents.
  • Establish and strengthen Inclusiv procurement and contracting standards, protocols, and processes in compliance with vendor management policy.
  • Negotiate, coordinate, and manage vendor agreements to ensure Inclusiv standards and values are centered and upheld.

Legal Resource for Organization

  • Review, research, interpret, and prepare written and verbal advice on a variety of legal issues, both external-facing and internal
  • Work with the SMT and other staff as appropriate to develop training programs for staff and managers in areas such as compliance, procurement, new employee on-boarding, lobbying, cybersecurity, and privacy.
  • Manage all litigation involving Inclusiv, including coordination with and oversight of outside counsel and applicable insurance carriers.
  • Engage and coordinate outside counsel in support of all Inclusiv legal needs.
  • Other duties as required.

Skills and Experience

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
  • D. degree from an accredited law school and admitted to practice in New York State.
  • 7-10 years of legal practice experience.
  • Experience in the nonprofit, community finance and\or credit union sector is a plus.
  • Outstanding communication skills: listening, speaking and writing.
  • Strong facilitation and negotiating skills.
  • Experience in drafting legal documents and in communicating essential components in plain language.
  • Ability to bring together and build relationships with and among external parties with transparency and regular communication seeking engagement and buy-in of parties.
  • Excellent judgment and initiative in finding effective solutions with a practical, results-oriented approach.
  • Management background and expertise in leading teams
  • Ability to work productively and contribute across diverse, multi-disciplinary team structure.
  • Strong attention to detail and accuracy.

To Apply:  Inclusiv offers a competitive salary and benefits package. Please email your cover letter, resume and salary requirements to  generalcounsel@inclusiv.org.  The salary range for this position is $175,000-$190,000.  Applications 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 all 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 based on 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.

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. Inclusiv is a dynamic growth-oriented organization with a commitment to diversity, equity, and inclusion.

Based in NYC, Inclusiv is committed to supporting and growing inclusive, equitable and sustainable communities by investing in solutions that build wealth, create jobs, improve financial security, and reduce energy cost burden for consumers, households, and small businesses.

Position

Inclusiv seeks an Executive Assistant to support senior level executives to manage scheduling, travel, and other administrative tasks that will facilitate ongoing growth, stability, and structure of the organization.  Inclusiv seeks a proactive self-starter with excellent organizational skills and high attention to details.

The ideal candidate will be responsible for performing executive administrative work including answering telephones; scheduling meetings and appointments; monitoring meetings via Microsoft Teams and writing meeting minutes; drafting, editing, and proofreading correspondence; reviewing and assigning incoming mail and email to appropriate executive staff; utilizing Teams, SalesForce, Monday.com and other organizational systems.

This position will report to the Chief Operating Officer (COO).

Responsibilities

  • Organize and schedule meetings for the CEO, proactively and independently resolving any calendar conflicts.
  • Review all requests for CEO scheduling and forwarding meeting requests via phone, email, and correspondence to appropriate senior team members.
  • Work closely with Office Operations Manager on the scheduling of Board and Board committee meetings to ensure smooth scheduling of all meetings and integration with CEO calendar.
  • Track and ensure that action items from committee meetings are executed post-decision helping appropriate senior leaders to complete priority items.
  • Identify, support, and coordinate all speaking opportunities for President\CEO to ensure consistent engagement with high-profile activities that advance the organization.
  • Coordinate with senior leaders to support the preparation of speaker presentation, materials, and background information to ensure that CEO is well-prepared with decks, talking points and speeches as needed.
  • Act as a professional point of contact for senior internal and external stakeholders, including board members, committee volunteers, sponsor organizations, strategic partners, and members.
  • Update CEO contacts and interactions on Salesforce and Constant Contact.
  • Collect monthly reports from relevant staff and summarize for CEO report.
  • Assist with travel arrangements, track receipts, and prepare expense reports for the CEO and Senior Management Team(SMT).
  • Manage and organize ongoing Senior Management and Executive team meetings. In coordination with COO provide agenda and follow up on action items.
  • Manage registration for conferences for the CEO and SMT team.
  • Enforce meeting guidelines and best practices.
  • Ensure documents requiring CEO signature are properly reviewed and vetted prior to being presented for signature.  Ensure all documents requiring signature have had careful review from program or project lead.
  • Support the CEO for the preparation of talking points and run of show for annual conference, regional convenings and other Inclusiv events.
  • Manage timelines and deadlines on CEO priority projects in coordination with COO and senior managers.
  • Support Special Projects.

Qualifications 

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
  • Bachelor’s degree with 2-3 years’ experience and\or high school graduation or equivalent and 6-8 years’ experience.
  • Strong communication skills; written and verbal.
  • Highly organized with close attention to detail.
  • Strong background with Microsoft Office including PowerPoint, Excel, and Teams.
  • Ability to learn new technology and systems as needed.
  • Demonstrated ability to work as part of a team within a mission-driven work environment.
  • Ability to multi-task with high comfort managing multiple tasks simultaneously.
  • Comfort working in diverse, dynamic, and fast-paced environment.
  • Willingness to learn and grow in this role and within the organization.
  • Bilingual Spanish\English a Plus

To Apply: Please submit cover letter, resume, and salary requirements to hrexecasst@inclusiv.org. The salary range for this position is $70,000-80,000 annually plus benefits.  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 all 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 based on 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.

Inclusiv is a certified CDFI Intermediary representing nearly 500 community development credit unions (CDCUs) founded in 1974.   Inclusiv’s member CDCUs provide credit, savings, transaction services and financial education to more than 19 million residents of low-income urban, rural and reservation-based communities across the United States and hold over $295 billion in community-controlled assets. Inclusiv offers a wide range of advocacy, educational training, investment, marketing, and outreach programs to support and assist CDCUs.

The Loan Participation Program is building a marketplace where community credit unions will be able to sell and purchase loans tailored to the communities they serve, to standardize best practices in small business lending, mortgage, and residential solar lending, manage portfolio risks and increasing access to affordable and sustainable loans for all people.

POSITION SUMMARY

Inclusiv is seeking a dynamic, mission-driven, and experienced lending professional to drive the growth of its loan participation program and support the capacity of Inclusiv members to build and grow their small business and clean energy lending operations. The ideal candidate will have consumer lending experience and a background in small business lending or technical assistance to small businesses.

The Loan Participation Officer will be responsible for reviewing loan underwriting and ensuring loan participation activities meet established guidelines, crafting syndication deals, and supporting participation closings. This is a great opportunity for an experienced lending professional interested in developing experience with values-aligned investing, mortgages, small business and equitable green finance, and impact analysis. This position will be based in New York and report to Inclusiv’s Vice President of Loan Participation Marketplace.

RESPONSIBILITIES

Expand Clean Energy, Small Business and Mortgage Loan Participations Throughout the Inclusiv Network

  • Provide detailed explanations of clean energy, mortgages, and small business lending products and processes to Inclusiv member credit unions.
  • Review loan underwriting and ensure participation loans meet all credit union and regulatory requirements.
  • Administer and manage a comprehensive onboarding package for potential participation buyers and sellers.
  • Advise credit union members on participation software requirements.
  • Coordinate syndicated transaction closings among multiple credit unions.

Manage Loan Participation Program Outreach and Communications

  • Maintain correspondence with Inclusiv member credit unions to establish new participation relationships.
  • Identify and onboard Inclusiv member credit unions as sellers and buyers.
  • Maintain existing participation relationships with Inclusiv member credit unions.
  • Communicate new loan participation sale and purchase opportunities to Inclusiv member credit unions.
  • Provide relevant program updates (e.g. new participation opportunities, status of purchased loans) to participating credit unions.

REQUIRED SKILLS AND COMPETENCIES

The candidate must have excellent quantitative and analytical skills with a strong understanding of consumer lending, operate comfortably with a mindset of customer service and sales, have strong project management and organizational skills, and have the ability to effectively manage multiple workstreams and competing deadlines. Specific expectations include:

Finance Experience

  • 5+ years experience with loan underwriting, preferably with a depository institution
  • Experience in consumer and/or mortgage lending.
  • Ability to provide professional guidance on loan structure, terms, legal documentation (loan agreements, guarantee agreements, UCC filings for perfected security interests, loan participation agreements, software user licenses), etc.
  • Solar lending experience and/or small business loan underwriting/technical assistance experience is a plus.
  • Ability to effectively analyze and interpret loan data from participating lenders and provide relevant reports to internal and external stakeholders.
  • Knowledge of the credit union industry, in particular, CDFI credit unions.

Additional Requirements

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
  • Demonstrated ability to work as part of a team within a mission-driven work environment.
  • Undergraduate degree in business-related area required.
  • Excellent computer skills and proficiency in Excel.
  • Excellent verbal/written communication and presentation skills
  • Strong interpersonal skills and comfort working with people possessing a diverse range of skills and experience in lending and financial institutions.
  • High level of integrity, personal organization, and flexibility.
  • Ability to prioritize and organize task completion in alignment with strategic goals.
  • Ability to think strategically and critically, to analyze and synthesize complex finance issues and information, and to develop recommendations for change.
  • Bilingual English/Spanish is a plus.

How to apply

Please submit cover letter, resume, and salary requirements to hrloanparticipationofficer@inclusiv.org. The salary range for this position is $80,000-$90,000 annually plus benefits.  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 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.

Inclusiv is a certified CDFI Intermediary representing 500 community development credit unions (CDCUs) founded in 1974.   Inclusiv’s member CDCUs provide credit, savings, transaction services and financial education to more than 19 million residents of low-income urban, rural and reservation-based communities across the United States and hold over $274 billion in community-controlled assets. Inclusiv offers a wide range of advocacy, educational training, investment, marketing, and outreach programs to support and assist CDCUs.

The Loan Participation Program is building a marketplace where community credit unions will be able to sell and purchase loans tailored to the communities they serve, to standardize best practices in small business lending, mortgage, and residential solar lending, manage portfolio risks, and increase access to affordable and sustainable loans for all people.

POSITION SUMMARY

Inclusiv is seeking a dynamic, mission-driven, and experienced lending professional to drive the growth of its small business program and support the capacity of Inclusiv members to build and grow their small business lending operations. The ideal candidate will have consumer lending experience and a background in small business lending or technical assistance to small businesses.

The Small Business Lending Development Officer will support the program implementation activities and ensure access to the loan participation marketplace for Inclusiv credit union members. This role is an excellent opportunity for a lending professional interested in developing experience with values-aligned investing and small businesses and learning about equitable green finance and impact analysis. This position is based in New York and reports to Inclusiv’s Vice President of Loan Participation Marketplace.

RESPONSIBILITIES 

Small Business Program Implementation

  • Support program implementation within the network and maintain communications with member credit unions.
  • Provide detailed explanations of small business lending products and processes to Inclusiv member credit unions
  • Participate in the onboarding of loan servicing vendor(s) and manage workflow and communication.
  • Evaluate Inclusiv credit union’s requests to become eligible sellers at the Inclusiv Loan Participation Marketplace
  • Perform quality control of pools of small business loans offered by eligible Inclusiv credit union members.
  • Administer and manage a comprehensive onboarding package for potential participants, both buyers and sellers.
  • Coordinate syndicate transaction closings among multiple credit unions
  • Support the program monitoring of results and impacts.

Technical Assistance to Credit Union Members 

  • Support implementing the Small Business training program for Inclusiv credit union members.
  • Provide technical assistance to Inclusiv credit unions in implementing their Small Business programs and in-house processing of small business loans.
  • Maintain correspondence with Inclusiv member credit unions to establish new participation relationships.
  • Communicate new loan participation sale and purchase opportunities to Inclusiv member credit unions.
  • Provide relevant program updates (e.g., new participation opportunities and status of purchased loans) to participating credit unions.

REQUIRED SKILLS AND COMPETENCIES

The candidate must have excellent quantitative and analytical skills with a proven understanding of the small business sector, and/or small business programs and/or small business lending experience, operate comfortably with a mindset of customer service and sales, have strong project management and organizational skills, and have the ability to manage multiple workstreams and competing deadlines effectively. Specific expectations include:

Finance experience

  • 5+ years’ experience in small business lending (from loan underwriting to origination) or promoting technical assistance and loan packaging services to small businesses.
  • Experience working with SBA and/or other similar guaranty programs.
  • Familiar with loan participation processes, CUSO’s, NCUA -723 regulations.
  • Ability to provide professional guidance on loan structure, terms, legal documentation (loan agreements, guarantee agreements, UCC filings for perfected security interests, loan participation agreements, software user licenses), etc.
  • Ability to effectively analyze and interpret loan data from participating lenders and provide relevant reports to internal and external stakeholders.
  • Experience facilitating or public speaking is a plus.
  • Knowledge of the credit union industry, in particular, CDFI credit unions.
  • Bilingual English/Spanish is a plus.

Additional requirements 

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
  • Demonstrated ability to work as part of a team within a mission-driven work environment.
  • Undergraduate degree in business-related area required.
  • Excellent computer skills and proficiency in Excel.
  • Excellent verbal/written communication and presentation skills
  • Strong interpersonal skills and comfort working with people with diverse skills and experience in lending and financial institutions.
  • High level of integrity, personal organization, and flexibility.
  • Ability to prioritize and organize task completion in alignment with strategic goals.
  • Ability to think strategically and critically, to analyze and synthesize complex finance issues and information, and to develop recommendations for change.

How to apply

Please submit cover letter, resume, and salary requirements to hrsmallbusdvlpmtofficer@inclusiv.org. .  The salary range for this position is $90,000-$105,000 annually plus benefits.  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 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.

Career opportunities at Inclusiv member credit unions

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

Title: President

Department: Senior Management

Position Grade: Exempt

Reports To: Board of Directors

 _____________________________________________________________________________________

Purpose: Plan and direct all credit union activities in accordance with credit union plans, policies, governance policies, directives and activities as established by the board of directors.  Be responsible for ensuring financial stability and member satisfaction commensurate with the best interest of members, employees, and credit union leadership and management in all functional areas. Provide strategic direction, vision, leadership, and management in all functional areas.

Responsibilities

  • Direct all credit union operations, which include planning and implementing programs, policies and procedures.
  • Provide strategic and/or administrative direction and management in all Credit Union functions to include: accounting, business development, compliance, facilities management, finance, human resources, investments, lending, marketing operation, retail services, risk management, and security.
  • Develop innovative solutions for community engagement to meet members’ financial needs.
  • Work across the organization to build and promote digital initiatives to address member needs.
  • Produce financial analysis reports, budget variances, and asset liability management updates.
  • Connect with our business partners, accelerate revenue, enhance core digital products capabilities, as well as increase digital adoption and usage.
  • Advocate for anticipating emerging credit union issues and understand state and federal credit union legislation and regulation.

Core Competencies.

  1. Communication and collaboration skills.
  2. People skills (working with employees, members and external stakeholders)
  3. Technical skills; high energy level; positive attitude
  4. Build effective teams and elevate staff development
  5. Manage conflict and problem-solving capabilities

Florida A & M University Federal credit union (FAMUFCU) is seeking a President who leads with a collaborative team approach, vision, motivation, and result oriented strategies. The Credit Union is a $28 million, not-for-profit, financial institution, providing quality financial services for over 87 years.

Send résumé to contact Herbert Bailey and Sheilah Montgomery no later than February 20th, 2024.

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

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)

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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.

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The Treasury and Financial Manager is responsible for financial planning as well as for treasury and finance risk management for the Latino Community Credit Union (LCCU) family of organizations, currently LCCU and Latino Community Development Center. Main responsibilities include credit union cash management and forecasting, financial modeling, asset/liability management, and collaborating on the annual budgeting process.

Essential Responsibilities:

  • Manage reporting for financial analyses, cash management, and forecasting on a monthly, quarterly, and annual basis.
  • Manage daily liquidity, credit union cash flow positions, related borrowing needs and funds available for investment.  Develop cash target to support efficient liquidity management.
  • Develop reporting and modelling capabilities required to support short-term and long-term liquidity forecasting needs. Ensure sufficient funds are available to meet ongoing operational and capital investment requirements.
  • Establish financial projections to inform financial strategies by forecasting capital, facilities and staff requirements, identifying monetary resources and developing action plans.
  • Advise management on the liquidity aspects of its short- and long-range planning.
  • Evaluate feasibility of new projects such as branch openings, purchase or sales of loans, acquisition of other credit unions, etc.
  • Perform leasing analyses of property, plant, and equipment.
  • Collaborate on the preparation of budgets and conduct periodic analysis of budget variance, reporting any significant issues to management.
  • Provide guidance regarding investment decisions and oversee execution of approved redemptions and purchases.
  • Analyze, propose and conducts changes to deposit and loan rates as necessary.
  • Provide analysis and calculations to collaborate on monthly provision for current expected credit losses.
  • Develop treasury reporting dashboards and track KPIs and recommend benchmarks to measure performance.
  • Support manages interest rate risk.  Coordinate the Asset/Liability Committee and prepare reports, trends, and analyses.
  • Support develops an efficient system of procedures that impose an adequate level of control over treasury activities, financial management, and provide support for regulatory reporting.
  • Ensure appropriate signatories on banking relationships and maintain banking relationships with other financial service providers.
  • Perform other duties as assigned.
Requirements
  • Bachelor’s or Master’s degree in related field, such as Business, Finance, or Accounting, with 8 years of related experience in finance and treasury management, preferably with a financial institution and a track record of increased responsibilities.
  • Professional proficiency in English. Spanish proficiency is preferred but not required.
  • Strong knowledge of financial instruments, credit facilities and treasury best practices.
  • Knowledge of forecasting, budgeting, and related accounting.
  • Required system proficiency: Microsoft Office Suite, with superior Excel skills and proficiency in database extraction, preferably SQL.  Knowledge of data visualization tools like Power BI, Tableau or QlikView.
  • Strong financial modeling and experience in analysis of multi-system outputs.
  • Strong organizational skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with clarity as well as attention to detail and accuracy.
  • Proven ability to solve problems creatively and proactively.
  • Team player with the ability to learn quickly and work effectively in a dynamic and fast-paced environment.
  • Strong commitment to our mission.
  • Excellent written and verbal communication skills.

Physical requirements: Must be able to sit for extended periods of time, use the computer and telephone to complete work, and lift up to 30 pounds at times.

The above statements are intended to describe the general nature of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified.

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.

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Job Category: Development/Fundraising

POSITION SUMMARY

The Director of Capital Development will lead, manage, support, and coordinate Capital Development staff and workplans. This position holds the primary responsibility for leading the debt and equity fundraising activities that support Self-Help’s programs and impact.  He/she/they serve as the lead relationship manager for key funding partners and peers. The Director of Capital Development provides strategic leadership and vision on capital development strategy and the Development, Policy, and Impact (DPI) team’s goals.

This position will manage compliance and impact for active debt and equity funding streams, ensuring Self-Help meets external deliverables and internal funding goals. They will coordinate with accounting/finance, data intelligence groups, and compliance teammates to set up effective tracking systems. Finally, this position will align Capital Development activities with the needs and priorities of Self-Help leadership and closely coordinate with various areas, e.g. community-focused commercial real estate development, affordable housing, equitable education, small business, and nonprofit lending.

What you’ll do

  • Serve as a thought partner and key resource leader for internal teams to ensure alignment in debt and equity prospecting, servicing, compliance, and impact, which may include:
    • Maintaining the Capital Development sub-team's awareness of organizational liquidity and subsidy needs.
    • Serving as an advisor or lead on new projects, products, processes, or partnerships utilizing tax credits and other capitalization programs.
    • Managing cross-team working groups to coordinate effective and mission-aligned usage of debt and equity funding streams.
  • Lead and manage Capital Development sub-team (2-3 direct reports), including:
    • Hiring, supervising, coaching, and developing Capital Development staff.
    • Ensuring alignment with leadership and program teams.
    • Setting, building commitment to, tracking, and reporting on sub-team goals.
    • Supporting DPI team planning and management.
  • Lead and support debt and equity development activities to raise needed capital for Self-Help’s mission-driven initiatives, which may include:
    • Developing new funding opportunities with active and potential funders.
    • Preparing proposals and negotiating terms and conditions for debt and equity funding.
    • Managing complex finance closing processes.
  • Foster funding and partnership opportunities, which may include:
    • Clearly and compellingly communicating Self-Help activities, strategies, and theory of change to external audiences.
    • Attending industry conferences and meetings as a Self-Help ambassador.
    • Maintaining routine connections and strong relationships with key funding partners and peer organizations.
    • Managing or supporting engagements with external advisory or governing boards.
  • Lead and support funding compliance of debt and equity awards, which may include:
    • Ensuring organizational buy-in and capacity to deliver on all new debt and equity awards before application.
    • Documenting, tracking, and initiating scheduled payments on funding held by Self-Help.
    • Documenting and tracking commitments to funders.
    • Completing and submitting routine financial and impact reports to funders.
    • Supporting or managing processes related to in-depth annual reviews and audits.
    • Asset management of highly regulated programs, e.g. CDFI Bond Guarantee Program, New Markets Tax Credits, to ensure Self-Help achieves deliverables outlined in funding agreements.
  • Act as a change agent to drive Self-Help’s economic inclusion initiatives by integrating supplier diversity and the use of businesses owned by women and people of color in third-party contracting and vendor management for relevant products and services.
  • Perform other duties as may be deemed necessary.

What you’ll need

  • Graduate degree in public policy, planning, business, law, or finance; or equivalent combination of related field education and experience.
  • 5 years of experience in capital development, legal, lending, real estate development, or financial management.
  • Experience working with tax credit programs a plus.
  • Prior experience as a supervisor or people manager preferred.
  • Strong commitment to our mission – creating and protecting economic opportunity with and in traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration.
  • Ability to effectively plan, organize and prioritize multiple tasks and/or projects to meet deadlines.
  • Ability to self-motivate, identify challenges and opportunities and coordinate team responses.
  • Strong communication skills including the ability to promote Self-Help through writing, presentations, and networking.
  • Keen attention to detail and accuracy.
  • Ability and willingness to work beyond normal work hours as needed and travel up to 20%.

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you! "Click the “apply now” button to apply!"

Compensation

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

About us

Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.64 billion in assets and serving more than 91,000 members in 37 branches – eight in Florida, 22 in North Carolina, six in South Carolina, and one in Virginia - Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 40 years, the National Center for Community Self-Help and its affiliates have provided more than $10.5 billion in financing to help more than 150,000 borrowers buy homes, start and grow businesses, and strengthen community resources. For more information, please visit www.self-help.org.

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Job type: Full-time

The primary purpose of this position is responsible for the Member Solutions of delinquent/defaulted loan accounts. Telephone contact to members with delinquent loan accounts. Maintain accurate records and documentation of communications with members.

Essential functions

Deliver service, to both internal and external members, in alignment with the credit union’s Service Promises.

  • Meets all established service goals.
  • Telephone communication and negotiation for the repayment of delinquent loan payments with members to the benefit of both the member and the credit union.
  • Mail follow up Member Solutions letters to members as needed.
  • Document Member Solutions actions and activity on accounts.
  • Comply with all federal and state laws and regulations, as well as, Credit Union policies and procedures.
  • Provide financial counseling when needed or requested by members.
  • Review delinquent accounts for errors and accuracy.
  • Calculate and correct payment errors on delinquent loans.
  • Recommend and initiate vehicle repossession and home foreclosure.
  • Recommend loans for charge-off.
  • Prepare and submit delinquent member loans for charge off approval
  • Process and credit loan payments received from member and Member Solutions agencies to delinquent accounts.
  • Contact delinquent members to discuss their accounts.
  • Process Member Solutions Department incoming and outgoing mail.
  • Finalize the mailing of delinquent loan letter as assigned by collectors.
  • Input updated member and loan data into core computer system as required.
  • Conduct repossession proceedings.
  • Contact delinquent members to discuss their negative share/share draft account
  • Process Member Solutions incoming and outgoing mail.
  • Finalize the mailing of member delinquent loans
  • Coordinate the assignment and sale of repossessed collateral with repossession companies and agents.
  • Assist with various other duties assigned.

Requirements

  •  Requires education up to the equivalent of a four-year high school education.
  • At least six months experience in a financial institution. At least 6 months of Member Solutions experience required. Knowledge of all applicable Member Solutions laws and regulations preferred.
  • Excellent phone skills and negotiating skills required.
  • Professional, well-developed interpersonal skills necessary for projecting a positive image as representative for the Credit Union.
  • Requires judgment to solve day-to-day problems within established guidelines.
  • Proficient in use of personal computer, calculator, and Microsoft Office Products.
  • Intermediate mathematical skills required (concepts and calculations involving decimals, percentages, fractions, etc.)

Physical requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, bend, kneel, and reach above or at shoulder level. The employee must occasionally lift/push/pull and/or carry up to 10 pounds.

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TITLE: Member Experience Manager

CLASSIFICATION: Exempt c

DEPARTMENT: Member Experience

REPORTS TO: VP Member Experience

DATE REVISED: December 2019

SUPERVISES: Branch Team Members General Summary The primary function of this position is to deliver Legendary Service by projecting a positive image as a Member Experience Manager of Dover Federal Credit Union by administering, team members directing, and guiding branch operations. Ensures that established policies and procedures are followed. Coaches, develops, and trains branch team members, including product knowledge, cross-selling products/services, and operational growth Essential Functions Ensure team delivers service, to both internal and external members, in alignment with the credit union’s Service Promises. We promise to make it easy to do business with us We promise to treat you with respect We promise to identify and take ownership of your needs We promise to make a positive difference in your financial life We promise to thank you for being a member Perform all essential functions of the Assistant Member Experience Manager position. Meets all established branch sales and service goals, referring appropriate products and services to the membership. Meet minimum requirements for the position as set forth on the Branch Scorecard. Performs various branch functions as required and assigned by the Director of Member Experience. Possess adequate product knowledge as measured by the annual product knowledge certification assessment. Effectively supervise the branch team, ensuring optimal performance by meeting monthly to review previous month’s performance, setting goals for upcoming month’s performance, developing plans to improve employee’s performance, delegating, and communicating any areas needing improvement via Scorecard management. Participate in Financial Literacy/BVS classes as instructed by management and actively manage in-branch training and educational classes/sessions, in unison with the Assistance Member Experience Manager. Recognize employees who perform at a high level. Hold employees accountable for their performance, attitude and behavior, via Scorecard documentation, recommending disciplinary action, when appropriate. Meet with each employee monthly to review previous month’s performance, set goals for upcoming month’s performance and develop plans to improve employee’s performance via Scorecard observations and coaching. Demonstrate enthusiastic support of corporate mission, core values and long term strategic initiatives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. Train and supervise branch staff. Assign, direct, coordinate and review work performed by staff. Maintains a highly motivated, well-trained staff maintaining effective employee relations. Ensure adequate staffing for efficient and secure branch operations, covering other branches as required. Ensures branch staff is in compliance with policies, procedures, and all Credit Union requirements. Monitor branch operations to ensure that a professional image and approach are being consistently exercised. Maintain and re-order office equipment, supplies, and inventory to ensure minimum limits at all times. Ensure that the branch is in compliance with federal laws and regulations set forth by the National Credit Union Administration and other regulatory agencies. Process membership (loan, and deposit) applications, establish new accounts for eligible members, and ethically cross-sell products and services that best meet the financial needs of the member. Assist members in performing transactions including opening and closing accounts, withdrawals, transfers, loans, including interviewing, system input, processing, and decisions, etc. Manage the security and safety for the branch, with responsibility to maintain the alarm system and to alert team members of any changes. This would include dual control procedures. Maintain branch facility, production work flow, and physical environment. Provide a friendly, professional, fair, standardized, non-discriminatory and non-preferential environment for member and team members. Attend various meetings and create/submit necessary reports as needed, in a timely manner.

Requirements

Job Specifications Requires education equivalent to a 4 year high school education, plus some additional post-secondary technical coursework. Requires at least 4 years of experience in credit union or financial service industry. Requires professional, well-developed interpersonal skills essential for interviewing loan applicants and projecting a positive image as representative of the Credit Union. Requires knowledge of all Credit Union policies and procedures and all branch services and products. Requires at least 2 years prior supervisory experience required. Requires appropriate judgment to apply broader aspects of established practices to situations, which go beyond clear, concise guidelines. Requires intermediate working knowledge of PC and applications (Word, Excel, MS Outlook). Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.) Lending and Cash Handling experience preferred. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, bend, kneel, and reach above or at shoulder level. The employee must occasionally lift/push/pull and/or carry up to 50 pounds. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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General summary

The primary function of this position is to perform a state-of-the-art digital experience for members looking for lending through our digital channels, while also helping with other member experience transactions. This position must an extensive knowledge of credit union products and services with a strong focus on lending products. The ability to communicate effectively and the ability to work in a fast-paced environment is essential.

Essential functions

  • Ensure team delivers service, to both internal and external members, in alignment with the credit union’s purpose statement: We’ll Help You Get There, Wherever That May Be.
  • Handle a high volume of loan applications from our digital channels and inbound phone lines.
  • Remain current on credit union product knowledge and use that knowledge to meet members’ needs.
  • Cross-sell other credit union products and services.
  • Meet all established sales and service goals.
  • Assist members with the loan application process, prepare loan documentation, book, and disburse loans utilizing appropriate systems.
  • Interview loan applicants, obtain and review credit reports for all potential borrowers, and process loan applications.
  • Provide a prompt, efficient, professional, courteous member experience.
  • Adhere closely to member confidentiality and authentication procedures.
  • Direct member concerns in a timely manner to the appropriate team members.
  • Communicate member experience concerns to management.
  • Research and resolve members’ problems related to their accounts.
  • Effectively cross-sell products such as life and disability, guaranteed asset protection, and unemployment protection products.
  • Engage with members on all digital channels such as phones, video, and chat.
  • Process membership applications, establish new accounts for eligible members and sell the financial services that best meet the needs of the member.
  • Ensures the timeliness and accuracy of all loan applications and loan documents.
  • Maintains a knowledge of lending regulations and lending guidelines.
  • Effectively manage and update leads in lead management system.
  • Evaluate and perform overrides for branch staff, as needed.
  • Assist Digital Experience Representatives with inbound call, chat, video requests when needed.
  • Handle Online Banking related requests, password resets, and Bill Pay questions when needed.
  • Prepare credit union transfers and other wires for members as requested.
  • Process IRA deposits, rollovers, transfers, withdrawals, and closures.
  • Open accounts through online applications as needed.
  • Promptly scan and upload all member related documentation upon initiation.
  • Cross-train to become proficient and knowledgeable in the sales and operations of the credit union.
  • Attend staff meetings and training sessions.
  • Learn and maintain a common knowledge of all policies and procedures.
  • Interact and communicate with all team members both in and outside of the department.

Requirements

  • Requires education equivalent to a four-year high school diploma
  • At least 2 to 3 years of customer service experience required.
  • At least 3 years of experience in a financial institution required with a focus in loan origination.
  • Professional, well-developed interpersonal skills essential for serving members and projecting a positive image as a representative of the credit union.
  • Requires a strong knowledge of consumer loan policy, credit-granting criteria, and interest rates. Knowledge of loan interviewing skills and techniques also required.
  • Requires a working knowledge of PCs in a Windows environment, multi-line telephony systems.
  • Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)

Physical requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, bend, kneel, and reach above or at shoulder level. The employee must occasionally lift/push/pull and/or carry up to 10 pounds.

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Description

The primary purpose of this position is to deliver Legendary Service by projecting a positive image as a Member Experience Officer for Dover Federal Credit Union by performing a broad variety of member service functions, sales and service goals, and providing the ultimate member experience with product penetration through financial literacy and member satisfaction.

Essential functions

Deliver service, to both internal and external members, in alignment with the credit union’s Service Promises.

  • Perform all essential functions of the Member Experience Specialist position.
  • Meets all established sales and service goals, ethically referring appropriate products and services to the membership.
  • Meet minimum requirements for the position as set forth on the Branch Scorecard.
  • Possess adequate product knowledge as measured by the annual product knowledge certification assessment
  • Provide prompt, efficient, accurate, professional, member service in a courteous and ethical manner.
  • Process membership (loan, and deposit) applications, establish new accounts for eligible members, and ethically cross-sell products and services that best meet the financial needs of the member.
  • Process transactions, conduct file maintenance, create new products/services on existing accounts as requested by the member.
  • Provide assistance/research on all member related situations in an accurate and timely manner, utilizing appropriate operating systems or programs
  • Scan and ensure all critical member related documentation is archived within the imaging system, accurately and in a timely manner.
  • Perform operational duties as requested by management, covering other branches as requested
  • Provide assistance with balancing, maintenance, and verification of all cash related items and technology.
  • Assist with monthly audits and security checklist.
  • Participate in Financial Literacy/BVS classes as instructed by management, and actively engage with in-branch training and educational classes/sessions.
  • Develop a book of business to establish cordial relationships with members to sustain member relations and retention.
  • Ensure compliance with Federal and State regulations, Bank Secrecy Act (BSA), and Office of Foreign Asset Control (OFAC) requirements.
  • Provide Notary service and Medallion Signature services.
  • Provide marketing and promotional suggestions to increase member engagement. Participate in marketing promotions and branch-related activities to increase member experience.

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

Requirements

  • At least 3-4 years of customer service experience, required.
  • At least 2-3 years of experience in a financial institution, preferred.
  • Requires education equivalent to a four-year high school education.
  • Requires professional, well-developed interpersonal skills essential for serving members and projecting a positive image as a representative of the Credit Union.
  • Requires knowledge of consumer loan policy, credit-granting criteria, and interest rates. Knowledge of interviewing skills and techniques also required.
  • Requires judgment to apply broader aspects of established practices to situations, which go beyond clear, concise guidelines.
  • Requires professional, well-developed interpersonal and teamwork skills necessary for communicating with members, guests, callers and team members.
  • Requires intermediate working knowledge of all technology.
  • Requires Intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)
  • Requires compliance with all credit union policies, procedures, and regulations.

Physical requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee must have the ability to continuously stand and/or walk with minimal sitting. The employee will also be required to use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to bend, kneel, and reach above or at shoulder level. The employee must occasionally lift/push/pull and/or carry up to 50 pounds.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Job Description Acknowledgement

I have received, reviewed, and fully understand the job description for Member Experience Officer. I further understand that I am responsible for the satisfactory execution of the essential functions described therein, under any and all conditions as described.

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Summary
Operating Title Research Director, Carsey School Center for Impact Finance
Long Classification Title RESEARCH ASSOCIATE PROFESSOR
Campus Location Durham
Department UNH Carsey School
Summary of Position

The Research Director position will be a high-level position responsible for directing and supporting the Center’s research agenda including the design and development of projects, supervision of the staff, and oversight of the budget as well as maintaining a personal research agenda.

The Director will be expected to play a key role in helping the Center meet its goals of conducting rigorous and timely research, solving development finance institutions’ most challenging financial problems, and training and mentoring the next generation of development finance practitioners.

The Research Director will be responsible for the growth and strategic development of the research function and quality assurance across subject areas, projects, publications, and consulting engagements.

Specific responsibilities will include:

  • Leadership of CSCIF’s research efforts and implementation of a research and consulting agenda that furthers CSCIF’s mission to build a world in which communities are socially, economically, and environmentally safe and healthy with the capacity to survive, adapt, and grow no matter what kinds of chronic stresses and acute shocks they experience and where all people − especially communities of color, Native Nations, and those who are under-resourced − are able to reach their full potential, supported by equal access to responsible capital.
  • Leadership of CSCIF as part of the management team committed to and advancing research, capacity building, collaborative design, financial innovation, and consulting that responds to the emerging needs of the field of impact finance and advances innovative and impactful practices within it.
  • Fulfilling a leadership role in funding the Center’s research function by identifying funding sources, developing grant proposals, and fostering relationships with research funders as principal investigator.
  • Management of research and consulting engagements under the guidance of other principal investigators at the Center, with responsibilities in budget oversight, support for client and funder relationships, development and implementation of work plans, research and writing in support of reports and publications, and preparation and delivery of presentations.
  • Management of staff; as the research function grows, will manage consultants and partner relationships.
  • Working in collaboration with Center partners and other thought leaders (including funders, investors, practitioners, regulators, and academics), to increase the visibility of the Center, secure resources to support its research agenda, and to help ensure the ongoing relevance of its work to key external stakeholders.
  • Collaboration with other faculty and researchers within the Carsey School of Public Policy, including its other research centers, and other faculty and researchers in related fields at the University, on research and other academic initiatives that are of shared importance.
Additional Job Information
Posting Number PF0808FY24
Acceptable Minimum Qualifications
  • Ph.D. degree in Public Policy, Planning, Community Development, Business, Law, Environmental Studies, Public Health, or a related field.
  • Minimum 10 years’ experience in research related to community development, finance, health, environment, or related field.
  • Ability to be self-directed, setting operational goals with minimal direct supervision.
  • Demonstrated history of obtaining external research funding with potential to contribute meaningfully to the Center’s funding success.
  • Demonstrated ability to manage complex projects and budgets. Good organization skills, detail orientation, and the ability to prioritize and multi-task. Demonstrated ability to complete tasks in real time in a diversity of team settings.
  • Strong research and data analysis skills, both quantitative and qualitative.
  • Strong project management and organizational skills, experience effectively managing multiple projects across different internal and external constituents to drive results.
  • Record of excellent financial analysis and demonstrated ability to analyze quantitative and qualitative information, particularly related to community development finance, and to synthesize findings for decisions making.
  • Proven record of excellent writing and oral communication skills.
  • Experience in using data analysis and visualization software (e.g. Stata, R, Tableau, Python) and the Microsoft Office suite (Word, Excel, PowerPoint)
  • Demonstrated ability to work collaboratively and effectively with co-workers and representatives from the non-profit, corporate, philanthropic, and public sectors, and with a diverse range of individuals and organizations.
  • Ability to complete tasks in a fast-paced and self-motivated environment in a timely and efficient manner.
  • Demonstrated commitment to the community development sector and the critical role of nonprofit organizations in driving social change.
Additional Preferred Qualifications
  • Ph.D. or other terminal degree in Community Development, Public Policy, Planning, Business, Law, Health, or the environment or a related field.
  • Respected research record with high-quality relevant publications.
  • Relevant personal and/or professional experiences that will contribute meaningfully to this role and the profession. For example, relevant lived experience could include geographic origin; age; culture and language; or experience working with communities that are low income or marginalized.
Salary Information
Salary is complemented by a comprehensive benefits package which includes medical, dental, retirement, tuition, and paid time off.
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