
Community Development Finance Coordinator
10 hours ago
Job Opportunity:
We are seeking a detail-oriented and proactive professional to provide critical administrative support to our community development finance team.
This role is ideal for someone interested in gaining hands-on experience in community development finance and supporting impactful projects that benefit underserved communities.
Key Responsibilities:
- Support the team with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
- Help maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up-to-date.
- Document transaction milestones for internal records.
Team Operations & Communications:
- Monitor and manage email communications, ensuring timely routing and responses to incoming requests.
- Manage reporting documents received from project sponsors and organize them according to our protocols.
- Schedule meetings and coordinate calendar invites for internal and external stakeholders.
- Assist with document drafting, including basic templates.
- Participate in process improvement initiatives to enhance our operational efficiency.
Compliance & Reporting:
- Maintain compliance deadlines, reporting periods, and process improvements using Smartsheet.
- Help collect and organize compliance documentation from project sponsors.
- Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with regulatory requirements.
- Assist with the preparation of annual reports.
Core Competencies Include:
- Excellent communication, organizational, and interpersonal skills, as well as the ability to work under tight deadlines and complete assigned tasks with minimal supervision.
- Bachelor's degree preferred, or equivalent work experience in finance, project management, nonprofit, or administrative support roles.
- Strong organizational skills with excellent attention to detail.
- Effective communicator with the ability to be client-facing with a professional and responsive manner.
- Proficiency in Microsoft Office (especially Outlook, Excel, and Word); familiarity with file-sharing platforms preferred.
- Eagerness to learn about community development finance or impact investing.
Preferred but not Required:
- Review and assist in the underwriting of proposed investments.
- Manage a portfolio of investments, including reviewing financial performance and corresponding regularly with borrowers.
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