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Self-Help Credit Union

Nonprofit credit unions financing housing

Senior Associate Capital Development

Investment BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A bachelor's degree or equivalent relevant experience is required; a graduate degree is preferred.
  • At least 5 years of financial management, legal, program management, lending, or capitalization experience is required; 10 or more years is preferred.
  • Strong commitment to the mission of creating economic opportunity for traditionally underserved communities.
  • Ability to learn and effectively present Self-Help’s financial position and mission impacts.
  • Ability to dissect and prioritize the value of funding opportunities.
  • Ability to manage internal working groups to determine funding priorities.
  • Ability to develop and maintain credible and trusting relationships with internal and external partners.
  • Ability to promote Self-Help through writing, presentations, and networking.
  • Ability to plan, organize, and prioritize multiple tasks and projects to meet deadlines.
  • Ability to self-motivate, identify challenges and opportunities, and coordinate team responses.
  • Keen attention to detail and accuracy.
  • Knowledge of accounting and the ability to read and analyze financial statements are required; ability to create and interpret financial projections is preferred.
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Ability and willingness to travel up to 20%.
  • Ability and willingness to work beyond normal work hours as needed.

Responsibilities

  • Lead and support fundraising activities to raise capital for Self-Help’s mission-driven initiatives.
  • Develop new funding opportunities with banks, foundations, insurance companies, and other funders.
  • Investigate funding opportunities with active and potential funders.
  • Prepare proposals for debt and equity opportunities.
  • Negotiate terms and conditions with funders.
  • Manage or lead complex finance closing processes.
  • Maintain relationships with active funders.
  • Support event planning and implementation.
  • Attend industry conferences and meetings to increase Self-Help’s exposure to potential funders and the CDFI industry and to learn from industry best practices.
  • Document and track commitments to active funders.
  • Prepare quarterly and annual reports for active funders.
  • Support in-depth annual reviews and audits.
  • Support or manage program compliance on funding awards.
  • Monitor program team activities and funding needs to ensure actions align with funding and board direction.
  • Support grant solicitation efforts.
  • Support program teams in generating high-quality program information and managing compliance on funding awards.

Desired Qualifications

  • Experience with tax credit programs, such as the New Markets Tax Credit, Historic Tax Credit, Low-Income Housing Tax Credit, or Investment Tax Credit programs.
  • Ability to create and interpret financial projections.
  • Experience negotiating terms of legal agreements.
  • Experience working in the community development sector or CDFI industry.

About the Company

Self-Help Credit Union

Nonprofit credit unions financing housing

Self-Help Credit Union is a nonprofit network that provides fair and responsible mortgages and small business loans to borrowers in North Carolina, California, and beyond, helping them build wealth. It finances affordable housing, childcare centers, public charter schools, faith-based organizations, and community-focused commercial real estate to strengthen underserved areas. Its integrated model includes two credit unions, a loan fund, and a research and policy group that studies financial markets and advocates for policies to reduce poverty and expand ownership. Its goal is to create and protect ownership and economic opportunity for all by expanding access to fair credit and affordable financing, while educating policymakers and lenders to lower the cost of poverty.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Durham, NC
Founded
1980

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