Lending Operations Assistant

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Published 13 days ago


Lending Operations Assistant

April 2021 


In 1987, our founders had a vision of putting their money to work as a tool for building financially

strong and culturally vibrant communities capable of growing their sown seeds of selfdetermination.

We have successfully carried out that vision since the 1980s, by connecting

investors to communities, lending to nonprofits, small businesses, and cooperatives,

and providing financial and real estate consulting to organizations that share our vision of

sustainable communities and social, racial, and economic justice.

Since then, we’ve invested more than $350 million to projects throughout California, impacting

the lives of more than 1.5 million of our neighbors. Our lending and consulting services support

organizations that provide affordable housing, equitable and sustainable access to healthy food,

community arts, and critical social, medical and youth services. 



All employees of Community Vision are expected to engage with and support a collaborative

culture at the organization. This includes treating colleagues with respect, supporting the vision

of the organization and demonstrating the professional practices of the organization. We strive to

be community-centered, patient, communicative, responsive, conscious of difference, and datadriven.

Our values include responsiveness, humility, curiosity, humor, creativity, practicality,

accountability and a strong work ethic. Staff members attend to the culture of the organization by

being ambassadors of Community Vision’s values and participating in internally focused work



The Lending Operations Assistant will prepare internal and external reporting and data analysis

for the organization’s entire lending portfolio, including but not limited to general loan portfolio

loans, New Market Tax Credit loans and specialized fund loans. They will produce monthly,

quarterly and annual loan portfolio reporting as needed. The Lending Operations Assistant will

play a key role in ensuring that Community Vision delivers excellent service, reporting and data

analysis to other departments, investors, loan committees, Board of Directors, amongst others,

as required. 


Data Management and Reporting (50%) 

 Under the direction of the DLO, manages the schedule for reports that are required for

internal credit and accounting purposes (i.e. Portfolio reporting, collateral reporting, LLR 

reporting, etc.) as well as internal organizational reports related to lending and credit as

required by the Lending, Finance, Grant, Consulting and Development departments; 

 Manage the reporting schedule for NMTC related reports (i.e. CBA reporting, CIIS

reporting alongside asset management, accounting, credit peers, etc.); 

 Produce monthly, quarterly and/or annual reports in accordance with Community Vision’s

loan servicing obligations to its capital partners and/or investors; 

 Enter data into any required federal database as required in order to manage any federally

regulated programs (i.e. NMTC, HFFI, etc.).


Post-Closing Lending Support (25%) 

 Provide support to the Loan Administration team in preparing and distributing monthly or

periodic loan and NMTC-related invoices to Borrowers or partner organizations. 

Lending Compliance Support (15%)

 Provide support to the Director of Lending Operations in maintaining the quality control of

the departmental systems (Salesforce, TEA, Sageworks, etc.) and ensure consistency of

data entered by staff in an effort to maintain accurate reporting data. 

Lending Management Team Support (10%) 

 Assist the Organization’s Management team in the maintenance, compilation, analysis

and organization of data necessary for them to carry on their work, including both internal

analysis and information to support their work with potential investors or their efforts to

partner with other organizations. 



 Self-starter and able to initiate new tasks;

 Excellent organizational skills;

 At least two years of experience in a community development-related role;

 Ability to produce professional quality work that meets agreed upon standards and


 Excellent customer service skills;

 Excellent verbal and writing skills;

 Excellent skills in Excel is a must, proficient in Word, PowerPoint and Google Suite


 Experience with Salesforce and Sageworks is a plus;

 Strong team player and ability to work effectively in a cooperative and diverse environment 


Community Vision provides equal employment opportunities to all employees, volunteers and

applicants for employment and prohibits discrimination and harassment of any type without regard

to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran

status, sexual orientation, gender identity or expression, or any other characteristic protected by

federal, state or local laws.

All positions at Community Vision involve frequent use of a computer and telephone. This position

at times, may need to lift boxes and equipment. Reasonable accommodations can be made to

enable individuals with differing abilities to perform the essential functions of their position.


This position generally requires travel to the office locally by public transit or driving. At present,

however, all staff are working remotely.  


The Lending Operations Assistant will report to the Director of Lending Operations and will work

closely with the Co-Directors of Lending, the Chief Credit Officer, Chief Financial Officer and

others. Regular collaboration with the overall Lending, Development and Finance Departments is


Hours & Location 

 Full-time position, exempt;

 Main office is located in San Francisco; however, all staff are currently working remotely;

 Work hours will be predominantly during regular business hours, although occasional

evenings and weekends will be required; 

Salary Range - $60,000 to $75,000 annually DOE. Benefits include 100% health insurance

premium coverage for employees and a contribution towards dependent coverage, dental

insurance, long-term disability, life insurance, transportation and cell phone subsidies, employer

contributions towards retirement savings, three weeks’ vacation, and a commitment to work/life




Lending Operations Assistant

April 2021 


In 1987, our founders had a vision of putting their money to work as a tool for building financially

strong and culturally vibrant communities capable of growing their sown seeds of…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Start Date
    May 17, 2021


$60,000 - $75,000


Temporarily Remote
Work must be performed in or near San Francisco, CA
Associated Location
870 Market St, San Francisco, CA 94102, USA

How to Apply


Send resume and cover letter via email to Subject line to read:

Lending Operations Assistant. In your cover letter, please let us know what interests you

specifically about the mission and vision of Community Vision Capital and Consulting and why

you believe you would be a good fit for this position.

Position is open until filled. For more information on our programs and services, please visit our

website at:


Send resume and cover letter via email to Subject line to read:

Lending Operations Assistant. In your cover letter, please let us know what…

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