Evaluation, Compliance, & Policy Associate
Category: Community Development
Posted: Mar 22, 2017
The Northern California Community Loan Fund works with myriad programs, initiatives, and projects. Many of these require ongoing tracking, monitoring, and reporting. While these efforts are distributed across a number of departments in the organization, the Compliance and Evaluation Associate will be responsible for coordinating and supporting a substantial portion of this work. The Compliance, Evaluation, & Policy Associate holds the primary responsibility for maintaining the organization’s impact data. He/she will provide compliance support for loans and investments, government awards, and the New Markets Tax Credit (NMTC) program, among others. He/she will support the organization’s policy activities. The Compliance, Evaluation, & Policy Associate will report to the Director of Finance & Administration. He/she will work directly with and support other staff member as required on various programs, initiatives and priorities.
Outcome/Impact Tracking and Analysis (40%)
• Ongoing collection, aggregation and analysis of program impact data.
• Participate in continuous quality improvement efforts with all departments on impact/outcome reporting.
• Maintain data quality by running regular reports, detecting and correcting errors.
• Conduct regular structured interviews with borrowers, clients, investors, and other stakeholders.
• Data preparation for periodic and annual reports
• Update and refresh data dictionary and methodology manual as appropriate.
• Provide ad hoc data to staff upon request
• Assist departments with ongoing monitoring of actual performance to plan goals
• Review loan and grant agreements for reporting requirements and enter relevant deadlines and other dates into Salesforce.
• Monitor financial statement ratios
• Prepare and provide periodic and annual reporting to investors and funders that conforms to the terns of loan and grant agreements.
• Serve as administrative lead for reporting to various government agencies.
• Serve as administrative lead for other special projects, including review by ratings agencies.
• Collaborate with other staff in the design and implementation of the organization’s internal controls, programs, policies and practices to ensure compliance with grant and investment requirements as well as federal, state and other regulations.
• Participate in Tax Credit compliance activities
• Provide support for audits, tax forms, and other documents as necessary.
• Support reporting to federal, state or local agencies as needed.
• Cultivate the organization’s online presence in federal grants management systems and investor compliance and reporting portals.
• Other duties as assigned.
Policy Support (20%)
• Track relevant policy initiatives on the local, state, and federal levels.
• Prepare communications such as letters, information packages, supporting materials for both internal and external audiences
• Track staff lobbying hours and expenses for reporting purposes and follow changes in lobbying compliance laws at federal, state, and local levels to make sure NCCLF stays within guidelines.
• Coordinate, track, and participate in NCCLF’s work with outside policy organizations
• Maintain policy database
• Two years of successful experience in policy, compliance, service, administration, or development; more than two years experience highly preferred.
• Strong attention to detail and accuracy.
• Ability to hold self accountable for high-quality, timely, and professional work product
• Ability to manage multiple tasks simultaneously.
• Excellent grammatical and writing skills
• Excellent verbal communication skills; ability to clearly and comfortably communicate with diverse public and internal contacts.
• Ability to be flexible and solve problems
• Knowledge of MS Office word processing, spreadsheet, and presentation software.
• Experience with database or CRM systems.
• Ability to prioritize and reprioritize projects as required.
• Ability to preserve confidentiality of sensitive information professionally and with integrity
• Ability to respond to the challenges of a changing environment and diverse job requirements
• Ability to work in a team environment and interact professionally with all levels of the organization.
• Professional demeanor and appearance.
• Regular attendance and punctuality.
• AA, BA or BS Degree
• Enthusiasm and commitment to work in community development field or nonprofit sector
• Interest in Community Development Finance
• Familiarity and experience with Salesforce.com
• Experience with GIS or other mapping systems
• Experience with accounting and/or financial analysis
Compensation and Benefits:
Salary $55,000 - $63,000 plus an excellent benefits package including health, dental, retirement plan and three weeks of vacation.
Position open until filled
Send résumé and cover letter: firstname.lastname@example.org or via mail to:
Northern California Community Loan Fund
870 Market Street, Suite 677
San Francisco, California 94102
Applications received without a cover letter will not be considered