Financial Community Development Associate

1 week ago

Anantapur, Andhra Pradesh, India beBeeCommunity Full time ₹ 6,00,000 - ₹ 10,00,000
Job Opportunity

This is an exciting chance to gain hands-on experience in community development finance and support impactful projects that benefit underserved communities.

Key Responsibilities:
  • Assist with transaction closings, manage shared communications, organize compliance documentation, and ensure timely reporting and data collection.
  • Support the NMTC Deal Lead with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up to date.
Team Operations & Communications:
  • Monitor and manage the NMTC group email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in our SharePoint according to our protocols.
  • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
  • Assist with document drafting, including cover letters, signature pages, and basic templates.
Compliance & Reporting:
  • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Help collect and organize compliance documentation from project sponsors, including compliance certificates, community impact reports, and financial statements.
  • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with NMTC requirements.
  • Assist with the preparation of annual investor and CDFI Fund reports.

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