Do you want to build bridges between community development funding investors and program teams? Are you an adept problem-solver with skills managing compliance, tracking performance, and investment solicitation? Self-Help Credit Union has a unique opportunity for an Associate in Compliance and New Markets Tax Credit (NMTC) to manage the data and the details, develop systems, and drive efficiency. You will grow your expertise in complex funding streams, produce descriptive reports and proposals, and ensure compliance with a diverse team of collaborators. Your office is in Oakland, CA, or Durham, NC, within a hybrid office model.

WHAT You’ll Do:

• Serve as principal point of contact between Self-Help and a selected portfolio of funders and investors.
• Develop expert understanding of rules and regulations associated with complex funding streams, including the New Market Tax Credit program, and serve as an advisor to lending teams as they navigate program eligibility and rules.
• Schedule and lead goal review meetings with program teams, as funding proposals are developed and throughout the life cycle of funding agreements.
• Monitor program activities to ensure compliance with financial covenants and program deliverables; and coordinate problem-solving efforts when compliance and/or performance issues arise.
• Support the overall data management capacity and infrastructure of the team by gaining mastery over the principal systems used to track and analyze data across all of our programs and initiatives.
• Prepare and submit proposals – primarily proposals seeking NMTC and other CDFI Fund allocations, debt, and grants.

WHAT You’ll Need:

• Bachelor’s degree or an equivalent combination of education and experience. Master’s degree preferred.
• At least 7 years combined educational and work experience in community development, financial services, data services, fundraising, law and/or other related fields.
• Experience monitoring compliance with complex federal regulations a plus
• Working knowledge and experience with Salesforce, SharePoint, Teams, Word, Excel, and Power Point a plus
• Understanding of databases from an information-user perspective and appreciation for the role data plays in telling the story of our impact. SQL query and report writing & Power BI experience or interest a plus.

If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you!

Salary Range: $73,600-$110,400

Self-Help 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.

#Growth #Opportunity #Self-Help