Operations and Finance Specialist

Full job description

Who We Are:

The Center for Responsible Lending (CRL) is a nonprofit, non-partisan organization working to ensure a fair, inclusive financial marketplace that creates opportunities for all. Through research, legal analysis, policy development, and state and national advocacy engagement, CRL fights for economic equity for underserved communities—particularly Black and brown communities and low-to-middle income families. CRL’s staff, allies, and funders reflect a collective commitment to eliminating systemic injustice in America’s financial services.

CRL provides a strong voice on both the state and national levels for these families to expand family wealth and financial stability through sustainable homeownership, affordable higher education, and support for small businesses, and protect their financial stability by preventing abusive products that trap families in debt and strip away their income, by ending payday lending and other predatory high-cost lending, exorbitant bank fees, and abusive debt collection practices. CRL is an affiliate of Self-Help, a community development lender founded in 1980 that has provided more than $9 billion dollars in financing to help 164,000 low-wealth borrowers buy homes, build businesses, and strengthen community resources.

We are seeking an Operations and Finance Specialist to join our Washington, DC team!

What You’ll Do:

ADMINISTRATIVE & 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.
• 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.
• 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. 

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.

What You’ll Need:

• 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.
• Demonstrated ability to communicate clearly, concisely, and persuasively both orally and in writing, and deliver presentations, training, and facilitate meetings effectively.
• Knowledge of administrative and clerical procedures and systems, managing files and records, designing forms, and other offices procedures and terminology.
• Experience working with Microsoft Office 365/SharePoint and Financial Edge software preferred.

Center for Responsible Lending is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.