Operations and Finance Specialist

The Finance & Operations Specialist is responsible for working both independently and in a team environment to provide a wide range of administrative support and execution of tasks related to the day-to-day operations and events of the Center for Responsible Lending (CRL). This will include work ranging from general office support to the performance of higher-level administrative duties involving cross-team collaboration, effective decision-making, discretion, sound judgment, and tact.

The ideal candidate will have a demonstrated commitment to CRL’s culture of collaboration, diversity, equity, inclusion and belonging, and its mission to eliminate the racial wealth gap through opportunities for wealth building and economic security for underserved communities.

ADMINISTRATIVE AND OPERATIONAL SUPPORT

• Administer office and facilities support—responding to office demands as they occur.
• Assist with office operations and property management in other CRL locations.
• Monitor and manage inventory of office supplies; order and distribute office supplies to CRL staff.
• Proactively recommend new services, products, and vendors that may improve operations of organization; ensure commitment to supplier diversity.
• Provide operational support for Team Leaders on key, assigned projects.
• Assist with updating the onboarding process of new CRL staff/interns and ensure staff are apprised of amendments to the process.
• Coordinate with colleagues to onboard/offboard staff (e.g., Team Leaders, Admin-Ops)—including processing ePANs.
• Coordinate preparation of offices for new hires and interns.
• Schedule and set up conference rooms for meetings and arrange for video conferencing/webinars—providing technical assistance to conference leaders, as needed.
• Along with other Admin-Ops Team staff members, serve as the technology solutions liaison; provide minor technical support to staff with office equipment.
• Assist the Admin-Ops Team in training CRL staff on various software applications including (but not limited to) Office 365, Outlook, Salesforce, Concur, Connect, etc.
• Coordinate office relocations and upfits in collaboration with IT and appropriate facilities/property management teams.\
• Participate in planning events, including, but not limited to, the CRL all-staff retreat, leadership retreat, and year-end party.
• May assist with the roll out of customer relationship management (CRM), project management (PM), or other applications as assigned.
• May also assist with lobbying registration and updating of quarterly reports.
• Form and maintain strong working relationships with internal staff.
• Provide general administrative support for various tasks and other projects as assigned.

ACCOUNTING & FINANCE SUPPORT/SPECIAL PROJECTS/OTHER

• Accurately process and code monthly invoices for payments.
• Respond promptly to vendor payment inquiries; proactively reach out to reconcile discrepancies.
• Reconcile business credit card charges and expense reimbursement for assigned group of CRL staff.
• May work with the State and Outreach teams on the processing of pass-through grants and tracking payments, as assigned.
• Assist in training CRL credit card holders on the functions of entering receipts and coding transactions properly into the Concur software.
• Manage and implement CRL’s community service projects and collaborate with Admin-Ops colleagues on monthly DEIB activities.
• Perform other duties as assigned.

MINIMUM QUALIFICATIONS AND REQUIREMENTS

• Associates degree or two (2) years’ relevant experience. Bachelor’s degree preferred but not required.
• Three (3) years’ experience in a similar administrative or office management related role supporting a team or department.
• Administrative experience and/or customer service experience preferred.
• Demonstrated ability to work with diverse teams and deliver in a fast-paced environment.
• Passion for CRL’s mission; interest and commitment to social justice work.
• Preference for working in organizations that place a priority on teamwork and collaboration.
• Demonstrated ability to communicate clearly, concisely, and persuasively both orally and in writing, and deliver presentations, training, and facilitate meetings effectively.
• Demonstrated ability to plan, organize and prioritize multiple tasks and/or projects to meet objectives and deadlines effectively and independently.

401(k), 401(k) matching, Dental insurance, Flexible schedule, Health insurance, Health savings account, Life insurance, Paid time off, Retirement plan, Tuition reimbursement, Vision insurance