Advising CDEs on application strategy, including positioning, differentiation, deployment planning, community impact objectives, and responses to evolving CDFI Fund priorities. * Drafting, reviewing ...
Advising CDEs on application strategy, including positioning, differentiation, deployment planning, community impact objectives, and responses to evolving CDFI Fund priorities. * Drafting, reviewing ...
Non-Exempt About PCR Founded in 1977, PCR Business Finance (PCR) is a private, non-profit, Community Development Financial Institution (CDFI), as certified by the U.S. Treasury and a Financial ...
Non-Exempt About PCR Founded in 1977, PCR Business Finance (PCR) is a private, non-profit, Community Development Financial Institution (CDFI), as certified by the U.S. Treasury and a Financial ...
Market Lead
Los Angeles, CA · On-site
$94K - $127K/yr
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Los Angeles, CA · On-site
$94K - $127K/yr
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Reporting Coordinator
Brownsville, TX · On-site
$45K/yr
CDFI Fund (AMIS portal reporting) * NeighborWorks America (Success Measures and annual reporting) * Fannie Mae / Freddie Mac (investor reporting and servicing compliance) * FFIEC / HMDA (Home ...
Quick apply
Apply Early
Reporting Coordinator
Brownsville, TX · On-site
$45K/yr
CDFI Fund (AMIS portal reporting) * NeighborWorks America (Success Measures and annual reporting) * Fannie Mae / Freddie Mac (investor reporting and servicing compliance) * FFIEC / HMDA (Home ...
Apply Early
Reporting Coordinator
Brownsville, TX · On-site
$17 - $23.50/hr
CDFI Fund (AMIS portal reporting) * NeighborWorks America (Success Measures and annual reporting) * Fannie Mae / Freddie Mac (investor reporting and servicing compliance) * FFIEC / HMDA (Home ...
Reporting Coordinator
Brownsville, TX · On-site
$17 - $23.50/hr
CDFI Fund (AMIS portal reporting) * NeighborWorks America (Success Measures and annual reporting) * Fannie Mae / Freddie Mac (investor reporting and servicing compliance) * FFIEC / HMDA (Home ...
Impact Measurement and Management Director
Oakland, CA · On-site
$129K - $183K/yr
Ensure compliance with ECIP, CDFI Fund, B Lab, and other applicable reporting frameworks * Coordinate data submissions, audits, and certification processes * Maintain records and documentation ...
Impact Measurement and Management Director
Oakland, CA · On-site
$129K - $183K/yr
Ensure compliance with ECIP, CDFI Fund, B Lab, and other applicable reporting frameworks * Coordinate data submissions, audits, and certification processes * Maintain records and documentation ...
Executive Assistant
Centereach, NY · On-site
This role gives you a front-row seat to everything that happens inside a scaling nonprofit -- from CDFI outreach and warehouse operations to partnerships with Island Harvest, City Harvest, and Amazon.
Executive Assistant
Centereach, NY · On-site
This role gives you a front-row seat to everything that happens inside a scaling nonprofit -- from CDFI outreach and warehouse operations to partnerships with Island Harvest, City Harvest, and Amazon.
About LiftFund LiftFund is a national nonprofit Community Development Financial Institution (CDFI) that expands access to capital for small businesses and strengthens local economies. With a long ...
About LiftFund LiftFund is a national nonprofit Community Development Financial Institution (CDFI) that expands access to capital for small businesses and strengthens local economies. With a long ...
Prestamos CDFI is seeking a mission and results-driven Director for our Women's Business Center! BENEFITS We recognize that our success is driven by great talent, and that's why we provide a ...
Prestamos CDFI is seeking a mission and results-driven Director for our Women's Business Center! BENEFITS We recognize that our success is driven by great talent, and that's why we provide a ...
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Commercial Loan Officer
Hutchinson, MN · On-site
$77K - $97K/yr
Support the certification, launch, and implementation of the Southwest Minnesota Community Capital emerging CDFI including, but not limited to: research, resource procurement, due diligence, strategy ...
Commercial Loan Officer
Hutchinson, MN · On-site
$77K - $97K/yr
Support the certification, launch, and implementation of the Southwest Minnesota Community Capital emerging CDFI including, but not limited to: research, resource procurement, due diligence, strategy ...
Market President
Los Angeles, CA · On-site
$127K - $172K/yr
With a long operating history and a reputation for execution and impact, LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions ...
Market President
Los Angeles, CA · On-site
$127K - $172K/yr
With a long operating history and a reputation for execution and impact, LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions ...
Market Lead
Dallas, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Dallas, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Dallas, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Dallas, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Houston, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Houston, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market President
Los Angeles, CA · On-site
$127K - $172K/yr
With a long operating history and a reputation for execution and impact, LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions ...
Market President
Los Angeles, CA · On-site
$127K - $172K/yr
With a long operating history and a reputation for execution and impact, LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions ...
Commercial Loan Officer
Hutchinson, MN · On-site
Support the certification, launch, and implementation of the Southwest Minnesota Community Capital emerging CDFI including, but not limited to: research, resource procurement, due diligence, strategy ...
Quick apply
Apply Early
Commercial Loan Officer
Hutchinson, MN · On-site
Support the certification, launch, and implementation of the Southwest Minnesota Community Capital emerging CDFI including, but not limited to: research, resource procurement, due diligence, strategy ...
Apply Early
Market Lead
Los Angeles, CA · On-site
$94K - $127K/yr
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
Los Angeles, CA · On-site
$94K - $127K/yr
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market President
Houston, TX · On-site
With a long operating history and a reputation for execution and impact, LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions ...
Market President
Houston, TX · On-site
With a long operating history and a reputation for execution and impact, LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions ...
Market Lead
El Paso, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Market Lead
El Paso, TX · On-site
LiftFund is recognized as a leading CDFI and a trusted partner to funders, public agencies, and community institutions advancing small business resilience and economic mobility. Position purpose The ...
Cdfi information
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.
Full-time
Posted 17 days ago
Job description
Position is available in specific Advantage Capital office locations (St. Louis, MO; New Orleans, LA; Greenville, SC; or Austin, TX). We will consider remote work for someone with sufficient NMTC experience.
About the Role:
Advantage Capital is seeking a talented and motivated NMTC Application Writing Associate/Senior Associate to join our growing tax credit consulting team. This candidate will have significant experience developing and managing New Markets Tax Credit (NMTC) applications.
This role offers the opportunity to work alongside a seasoned team with deep expertise in NMTC allocation applications, tax credit placement and deployment, and compliance and asset management services. The Application Writing Associate/Senior Associate will serve as the lead writer and coordinate the preparation of NMTC Allocation Applications for a portfolio of Community Development Entity (CDE) clients-ensuring the timely delivery of high-quality, competitive applications that align with each client's mission and strategic goals.
We are looking for a professional who combines strategic thinking, excellent writing skills, attention to detail, project management, experience in quantitative analysis, and a passion for community impact in low-income communities across the U.S.
About Advantage Capital:
Founded in 1992, Advantage Capital is a national impact investment firm, providing innovative financing solutions that drive community impact as well as financial returns. The firm has invested billions in underserved businesses, affordable housing, renewable energy and more, creating thousands of permanent, quality jobs that pay above average annual American income, or 1.7 times the Living Wage in their communities, overwhelmingly in neighborhoods experiencing high poverty rates and low family incomes. The firm also draws on its 30-year history to offer advisory services to investors, policymakers and other program participants seeking economic and community development outcomes.
Responsibilities:
The NMTC Application Writing Associate/Senior Associate will manage and oversee the NMTC Allocation Application process for multiple CDE clients, including:
- Advising CDEs on application strategy, including positioning, differentiation, deployment planning, community impact objectives, and responses to evolving CDFI Fund priorities.
- Drafting, reviewing, and finalizing NMTC Allocation Applications and supporting materials.
- Writing compelling narratives for business strategy, community outcomes, and other sections to maximize scoring and competitive success.
- Conducting quantitative analysis of client's track record of investments and impact metrics.
- Collaborating with internal and external teams to identify, evaluate, and source pipeline projects aligned with each CDE's goal.
- Researching and synthesizing relevant industry data, trends, and terms to strengthen business and community impact strategies.
- Coordinating with investors to source and gather commitments, letters of interest, and other documentation required for application submission.
- Managing timelines and deliverables to ensure on-time, accurate submissions under tight deadlines.
Successful Candidates Will Demonstrate/Possess:
- Bachelor's degree in a relevant field (e.g., economics, community development, nonprofit management, business administration, finance, public policy, journalism, communications, etc.) or demonstrate relevant experience.
- Minimum 2 years of professional experience in NMTC Application development, including participation in at least two NMTC Allocation Application rounds.
- Working knowledge of NMTC program structures, community development finance, related reporting requirements and the CDFI Fund's AMIS platform.
- Exceptional written and verbal communication skills, with the ability to articulate complex concepts clearly and persuasively.
- Strong quantitative and analytical ability, including comfort using Microsoft Excel and related tools.
- Excellent organizational skills; ability to manage multiple priorities and deadlines simultaneously.
- Project management experience, including ownership of complex, multi-stakeholder projects, and proficiency with project management tools.
- Strong interpersonal skills and the ability to collaborate effectively with internal teams, clients, and external stakeholders.
- A proactive mindset, critical thinking, and strategic problem solving.
About Advantage Capital
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New Orleans, LA, US
Year founded
1992