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Portfolio Manager

El Paso, TX

Oversees the financial health, lending operations, and program development of the Tigua Community Development Corporation (TCDC), CDFI. This role serves as the vital financial architect, building ...

Asian Americans for Equality

NY · On-site

Internship Opportunity Position Summary Renaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented ...

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What are the main day-to-day responsibilities of someone working at a CDFI?

Professionals working at a CDFI typically focus on evaluating loan applications, conducting financial assessments, and supporting clients throughout the lending process. Their daily tasks often include managing a loan portfolio, collaborating with community partners, and providing technical assistance or financial education to clients. They also work closely with internal teams to ensure compliance with program guidelines and regulatory requirements. This role is both client-facing and analytical, offering a dynamic environment where helping individuals and businesses thrive is a central mission.

What is a CDFI job?

A CDFI (Community Development Financial Institution) job typically involves working for a mission-driven financial institution that provides affordable lending and financial services to underserved communities. Roles in CDFIs can include loan officers, financial analysts, program managers, and community outreach specialists. Employees help individuals, small businesses, and nonprofits access capital and resources to promote economic growth and social impact. These positions often require a background in finance, economic development, or community engagement.

What are the key skills and qualifications needed to thrive in the Cdfi position, and why are they important?

To excel in a CDFI (Community Development Financial Institution) role, you typically need strong financial analysis skills, a background in community development or finance, and a relevant bachelor’s or master’s degree. Familiarity with loan underwriting software, portfolio management systems, and certifications such as the CDFI Certification from the U.S. Department of Treasury are often advantageous. Exceptional communication, relationship-building, and problem-solving skills help professionals effectively engage with underserved communities and partner organizations. These competencies enable CDFI professionals to responsibly provide financial products and services that drive economic growth in communities lacking access to traditional banking.

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Cdfi jobs near you
Infographic showing various Cdfi job openings in the United States as of July 2026, with employment types broken down into 96% Full Time, 2% Part Time, and 2% Temporary. Highlights an 65% Physical, 5% Hybrid, and 30% Remote job distribution.

CDFI / Community Finance Specialist

BVA Bear's IT Solutions

Boiling Springs, PA • On-site

Full-time

Medical

Posted 6 days ago

Job description

Benefits:
  • Health insurance

BVA Bears IT Solutions is seeking a CDFI / Community Finance Specialist, that serves as the subject matter expert for community development finance and capital access within the Appalachian Business Builders initiative. This role is responsible for providing technical leadership in the design, structuring, and financial modeling of a regional Community Development Financial Institution (CDFI) serving Allegany, Garrett, and Washington Counties. The Specialist supports ecosystem analysis, capitalization strategy, governance planning, and development of the final business plan and implementation proposal.
Work Location & Travel
Hybrid/remote work environment with periodic travel across Allegany, Garrett, and Washington Counties, in Western Maryland, for engagement sessions and research validation.
Essential Duties and Responsibilities
Community Finance Ecosystem Analysis (Ongoing)
Analyze regional capital access landscape, identify financing gaps, and support development of the Needs Assessment and financing gap analysis.
CDFI Structuring & Product Development (Milestone-Driven)
Define CDFI organizational structure and design lending products aligned with community needs and best practices.
Capitalization Strategy & Financial Modeling (Recurring)
Develop capital strategy including funding sources, investment opportunities, and financial projections to support sustainability.
Governance & Operational Model Support (Phase-Driven)
Provide input on governance structures, board composition, and operational models to ensure viability and scalability.
Business Plan & Implementation Support (Deliverable-Focused)
Develop financial and capitalization sections of the business plan and support implementation proposal development.
Stakeholder Engagement & Technical Advisory (Continuous)
Engage financial institutions, investors, and stakeholders; provide technical guidance on CDFI models and financing strategies.
Documentation, Compliance & Quality Assurance (Continuous)
Maintain audit-ready financial documentation, ensure compliance with funding requirements, and support high-quality deliverables.
 

Required Qualifications
Demonstrated experience in community development finance, CDFI operations, small business lending, or capital access initiatives; strong financial modeling and analysis skills; knowledge of rural financing environments; strong communication and technical writing skills.
 

Certifications
Community development finance or financial certifications preferred but not required.
Highly Valued Certifications
Certified CDFI Professional; Economic Development Finance Professional (EDFP); or equivalent experience.
Key Competencies
Community Finance Expertise; Financial Modeling; Capital Strategy Development; CDFI Structuring; Stakeholder Engagement; Strategic Analysis; Compliance and Documentation; Problem Solving.
U.S. Citizenship Requirement:
This position is restricted to U.S. citizens only in accordance with federal contract requirements. Applicants must provide proof of U.S. citizenship (such as a U.S. passport, birth certificate, or Certificate of Naturalization) prior to employment. Non-citizens, including lawful permanent residents (Green Card holders), are not eligible for this role.

Equal Employment Opportunity: 
BVA Bears IT Solutions is committed to providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, genetic information, military/veteran status, or any other characteristic protected by law. 
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Flexible work from home options available.