Careers

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

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

Inclusiv is hiring a Vice President of Communications to lead our Communications team through an exciting period of growth, including developing our communications strategy for CCIA and hiring a team to execute that strategy. In addition, the Vice President of Communications will manage Inclusiv’s overall communications strategy and organizational communications team. This role requires an experienced professional with experience building teams, developing non-profit communications strategy, and engaging and cultivating stakeholders among the media, a diverse practitioner field, and social impact investors. They will have the ability to supervise the management of major projects to successful, on-budget completion and oversee a wide-ranging portfolio of work in a fast-paced environment.

The Vice President of Communications will be a senior member of the Policy and Communications team, reporting to the Senior Vice President, Policy and Communications. While building the team and throughout their tenure, the Vice President of Communications should be prepared to roll up their sleeves and do hands-on work, when needed, in addition to managing the team and directing strategy.

Responsibilities

• Lead the development and execution of a comprehensive communications strategy for Inclusiv, including web, social media, earned media, publications, and member communications. Engage regularly with colleagues and members (credit unions) to ensure the full scope of Inclusiv’s work and network are represented in our communications strategy.
• Build a new communications team focused on Inclusiv’s forthcoming Clean Communities Investment Accelerator (CCIA) program and ensure CCIA marketing and outreach staff on other teams follow Communication’s strategy and branding guidelines when developing campaigns and collateral.
• Identify, recruit and manage external vendors to support CCIA communications, for example, PR and branding firms, in compliance with Federal contracting requirements.
• Develop and execute communications strategy for Inclusiv’s CCIA program and manage inquiries related to Inclusiv’s part in the very high-profile Greenhouse Gas Reduction Fund program in collaboration with Inclusiv’s CEO, legal counsel and other subject matter experts.
• Build relationships with media, our diverse membership, social impact investors and other partners to raise Inclusiv’s profile and influence the national conversation on financial inclusion, closing the racial wealth gap through homeownership and small business development, and affordable financing that creates access to clean energy and resilience to climate disasters.
• Write, edit and place thought leadership pieces and communicate our impact.
• Manage organization-wide communications projects, including leading development of substantive collateral, vendor management, budget management and project planning.
• Support Inclusiv’s external affairs strategy, which is set by the Senior Management Team. This will include both managing the development of materials and talking points for senior leaders’ external engagements and representing Inclusiv when needed.
• Manage the professional development of Inclusiv’s Communications team, with a focus on building the team’s capacity to use storytelling to communicate our impact and engage our members and the broader credit union movement in our work.
• Ensure all administrative work needed for effective communications is completed to a high standard by the team.
• Promote a culture of continuous learning and professional growth, including by developing and tracking analytics and impact metrics as well as giving and receiving thoughtful feedback and coaching staff.

Essential Experience, Skills and Attributes
The successful candidate is well-versed in energy, climate, social, and economic justice issues and has demonstrated their commitment to Inclusiv’s mission and the cooperative movement. Inclusiv works in collaborative, matrixed teams and the Vice President of Communications should enjoy cross-team collaboration and be adept at building both internal and external relationships. They must work well in geographically distributed, cross-functional teams and have a strong sense of how to effectively balance entrepreneurial drive with collaborative work. This role has significant potential for growth and offers many opportunities to contribute to the success of our growing, high-impact organization.

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Experience managing communications for high-profile programs under significant public and political scrutiny. Experience in crisis communications is a plus.
• Demonstrated ability to build, lead and coach effective communications teams.
• Demonstrated ability to lead major communications campaigns while ensuring day-to-day communications work is both strategically aligned and high quality.
• Strong project management skills and track record of completing complex projects with multiple stakeholders on time and on budget.
• Write, edit and place thought leadership pieces and communicate our impact.
• Must have superb writing skills and the ability to edit the writing of others.
• Inclusiv communicates with our members in both English and Spanish, so Spanish fluency and/or experience managing bilingual communications is a major plus.
• Experience with InDesign, MailChimp, major social media platforms/Hootsuite, and Drupal (Drupal training is available for candidates with WordPress experience). Experience with video production or managing external video production teams is a plus.
• A Bachelor’s degree is required; a minimum of fifteen years of professional communications experience is needed, including a minimum of five years in the nonprofit field. Experience working in the CDFI sector and/or with credit unions a plus.
• Authorized to work in the US.

To Apply

Please send resume, cover letter, and two examples of communications work products, including one writing sample on a substantive issue developed for a non-profit and one multi-strategy campaign example to hrvpcomms@inclusiv.org.  Applications will be reviewed on a rolling basis until the position is filled.

Location and Compensation

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

The salary range starts at $130,000 annually, depending on experience.

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

Vice President of Grantmaking

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

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

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

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

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

Responsibilities

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

Grant Program Management

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

Design and Implement Grantmaking Strategy

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

Launch and Manage Application and Review Processes

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

Grant Decision and Transition to Grantee Success

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

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

Essential Experience, Skills, and Attributes

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

Specific Qualifications sought:

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

To Apply

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

Location and Compensation

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

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

About Inclusiv

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

Program Associate- Puerto Rico and USVI Network

Job Description

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

The Program Associate, Puerto Rico and USVI Network, will focus on member growth and program implementation and will play a crucial role in strengthening and consolidating Inclusiv's presence in Puerto Rico and the US Virgin Islands.  The Program Associate will serve as the primary contact for member cooperativas and credit unions. Reporting to the Vice President, Puerto Rico and USVI Network, this position is responsible for supporting the adaptation and implementation of Inclusiv’s programs in Puerto Rico and the USVI, managing member relations, and ensuring the successful execution of all programmatic aspects of Inclusiv’s operations in the region. The Program Associate will also be responsible for executing educational initiatives and supporting learning centers, contributing to the overall mission of fostering financial inclusion and community development.

This position is based in San Juan, Puerto Rico.

Member Relations and Growth:

• Serve as the primary point of contact for cooperativas and credit unions, providing ongoing support and guidance to enhance member engagement and satisfaction.
• Develop and implement strategies to increase member satisfaction, including outreach efforts and relationship-building activities.
• Maintain regular communication with members to understand their needs and challenges, and to identify opportunities for additional support and services.
• Foster strong relationships with local cooperativas, credit unions, and other stakeholders to promote Inclusiv’s mission and programs.
• Support speaking engagements on Inclusiv initiatives, preparing presentations and materials for the local community and cooperative institutions.

Program Support and Coordination:

• Assist in the adaptation of Inclusiv’s national programs to meet the specific needs and regulatory requirements of Puerto Rico’s cooperativas and credit unions in the USVI.
• Support the implementation of programs across Puerto Rico and USVI, ensuring alignment with Inclusiv’s strategic goals and objectives.
• Collaborate with the Vice President and Senior Program Officer to monitor program performance, collect feedback, and propose adjustments as needed to optimize outcomes.
• Coordinate with internal teams to ensure that all programmatic materials and resources are tailored to the Puerto Rico and USVI context.
• Adapt and translate documents and institutional communications to Spanish.
• Develop and disseminate high-quality content for communications related to network activities in Puerto Rico and the USVI.

Educational Initiatives and Learning Centers:

• Execute educational initiatives and learning centers, ensuring they meet the needs of local cooperativas and credit unions.
• Plan and coordinate workshops, training sessions, and other educational events that support member growth and capacity building.

• Collaborate with external partners and subject matter experts to develop and deliver high-quality educational content.
• Monitor the effectiveness of educational programs and learning centers, providing regular reports and recommendations for improvement.

Operational Support:

• Work closely with the Vice President and other team members to ensure the smooth operation of all programmatic activities within the Puerto Rico and USVI Network.
• Assist in managing operational logistics, including event planning, vendor management, and coordination of training sessions.
• Provide administrative support for program-related activities, including scheduling, communications, research industry trends and data management.

Reporting and Communication:

• Maintain accurate records of member interactions, program participation, and educational initiatives, ensuring that all data is up-to-date and readily accessible.
• Prepare regular reports on member growth, program implementation, and educational outcomes, highlighting key achievements and areas for improvement.
• Communicate effectively with internal and external stakeholders to keep them informed of program developments and opportunities for collaboration.

Qualifications:

• Commitment to Inclusiv's mission of helping low- and moderate-income people and communities achieve financial independence.
• Bachelor’s degree required.
• 2-4 years of experience in program implementation, member relations, education, or a related role, preferably within the financial services or nonprofit sector.
• Fully bilingual in Spanish and English, with proficiency in both written and verbal communications
• Strong interpersonal and communication skills, with the ability to build and maintain relationships with a diverse range of stakeholders.
• Experience in educational program management or event coordination is highly desirable.
• Strong organizational and multitasking abilities, with a keen attention to detail.
• General knowledge of the Puerto Rico and USVI cooperative ecosystem is a plus.
• Experience working with cooperativa and credit union executives and voluntary leadership is a plus.
• Proficiency in Microsoft Office Suite and familiarity with project management and data tools.

To Apply:

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

Location:

This role is located in our San Juan Office and is a hybrid role with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings. Position requires 35% travel within Puerto Rico and USVI.

Salary:

The salary range for this position starts at $65,000 annually. We will consider a higher salary for candidates with more experience.  We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

About Inclusiv

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

Human Resources Manager

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

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

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

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

Responsibilities

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

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

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

To Apply

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

Location and Compensation

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

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

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

Technical Project Manager

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

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

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

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

Responsibilities

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

Essential Experience, Skills and Attributes

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

To Apply

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

Compensation

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

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

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

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

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

• Inclusion
• Integrity
• Service

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

• Growth
• Innovation
• Collaboration

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

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

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

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

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

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

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

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About the job

Company Description

Croatan Institute is an independent, nonprofit research and action institute that focuses on building social equity and ecological resilience by using finance to create a just economy.

Role Description

Croatan Institute seeks a full-time experienced Certified Financial Health Coach who will play a critical role in providing expert financial guidance to underserved communities. This position is remote or hybrid in Durham, NC. The primary objective will be to empower BIPOC and underserved farmers to make informed financial decisions, build wealth, and achieve financial stability, and promote the sustainability of their operations. It is anticipated the Finhealth coach will manage a growing portfolio of both English and Spanish-speaking clients beginning with 5 and growing to 60 clients over a three-year period. This role will play a vital role in providing expert financial guidance and education to individuals and businesses in the agriculture and food sector.
Qualifications

• Must be fluent in Spanish with cultural competency or lived experience.
• Certified Financial Health Coach with a recognized certification program (e.g., NACCC, AFCPE, CFEI, or equivalent).
• Three to five years of experience providing financial coaching and education as a professional or volunteer to Latinx and underserved communities.
• Willing to serve as lead relationship manager for strategic initiatives with capital and capacity building allies in the NC ecosystem.
• Strong knowledge of personal finance topics, including budgeting, savings, debt management, and asset-building strategies.
• Experience writing business plans is desired, but not required.
• Empathy, cultural sensitivity, and the ability to establish trust with clients from diverse backgrounds.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Must be highly organized.
• Passion for promoting financial well-being and economic empowerment.

Compensation

Compensation will be commensurate with education and experience. To ensure pay equity, all salaries are set according to the expectations of the role and take into account geographic cost of living differences. Since the starting pay for this job is equal to others at the same level throughout the organization, we do not negotiate on salary. We have a transparent organizational culture when it comes to pay rates so that eople do not have to negotiate since negotiation within work cultures has repeatedly been shown to disadvantage various kinds of people.

In addition to the salary, Croatan Institute offers a competitive benefits package, including opportunities to join our group medical, dental and vision insurance, paid time off (12 holidays and 15 personal days) for full-time-equivalent employees, employer contributions to either medical insurance or a health stipend, and a 3% employer contribution to a retirement plan, which is immediately vested. 3 Croatan Institute is committed to promoting diversity within its team while employing the best-qualified person for each job. We are an equal opportunity employer that strongly encourages candidates from diverse backgrounds to apply, and our team leverages its professional networks to increase the diversity of applicant pools. Our team also works internally to engage in frank conversations around bias, equity, and justice in order to support an inclusive workplace and culture.

Salary Range:

$79,597 – $88,500
How to apply: Candidates should complete this form (https://forms.gle/s3QKwkdPd2xUue3y9) and upload a resume and list of three references. Applications will be reviewed on a rolling basis. We will start reviewing applications in mid-January, so we strongly encourage early applications. We will continue to accept applications until the position is filled. No calls or preliminary inquiries please.

For more information about Croatan Institute, please visit www.croataninstitute.org.

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Charting the Future:

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

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

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

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

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

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

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

FLORIDA A & M UNIVERSITY FEDERAL CREDIT UNION JOB DESCRIPTION

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

POSITION OVERVIEW

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

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

DUTIES AND RESPONSIBILITIES

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

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

BASIC QUALIFICATIONS/CORE COMPETENCIES

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

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

Competitive Salary/Benefits

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

Send Resume to: famuherb@aol.com

Member Service Representative
Job Description

Exempt/Non-Exempt: Non-Exempt

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

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

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

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

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

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

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

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

To apply, contact HR@concordfcu.org.

Independent Contractor - Business and Community Development and Outreach Director

Job Description:

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

Responsibilities:

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

Education Requirements:

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

Experience:

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

Deliverables:

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

Skills:

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

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

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