Community Finance Professional

3 days ago

Mysore, Karnataka, India beBeeInvestmentCoordinator Full time ₹ 9,87,654 - ₹ 12,34,567
Financial Support Specialist

The position of Financial Support Specialist is ideal for individuals who are detail-oriented and proactive. The selected candidate will provide critical administrative and operational support to the team.

Key responsibilities include assisting with transaction closings, managing shared communications, organizing compliance documentation, and ensuring timely reporting and data collection.

  • Support the 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.
  • Document transaction milestones for internal records.

Team Operations & Communications

  • Monitor and manage the group email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in our system 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.
  • Participate in the assessment of policies and procedures to continually improve our process efficiencies.

Compliance & Reporting

  • Maintain a system 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 requirements.
  • Assist with the preparation of annual investor and CDFI Fund reports.

Core Competencies Include:

  • Excellent communication, organizational, and interpersonal skills, as well as the ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with excellent attention to detail.
  • An effective communicator with the ability to be client-facing with a professional and responsive email and phone manner.
  • Proficiency in Microsoft Office (especially Outlook, Excel, and Word); familiarity with file-sharing platforms preferred.
  • Eagerness to learn about community development finance and NMTC.

Preferred but not required:

  • Review and assist in the underwriting of proposed investments.
  • Manage a portfolio of investments, including reviewing construction draw requests, assessing the financial performance of borrowers, conducting annual outreach interviews with borrowers, and corresponding regularly with borrowers displaying signs of weakness and increased risk.

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