Job Description | Community Loan Fund Director
This position is classified as Exempt, Full-Time, and reports to the Deputy Director.
CASA of Oregon’s office is located in Sherwood, OR.
This position is a Grade 14 with a starting salary range of $108,140 – $135,175
POSITION OVERVIEW
As a certified Community Development Financial Institution (CDFI), CASA operates a loan fund of
approximately $18 million and generates a limited number of large real estate loans each year. The
Community Loan Fund Director is responsible for overseeing program needs and requirements, including
operations and activities related to management of lending capital, management of loan portfolio, lending
production, product development, and risk-assessment. Responsibilities also include creating and
managing relationships with funders, investors, partners, legislators, borrowers and others pertinent to the
lending and affordable housing industries. The role requires a dutiful respect for compliance; a
cooperative and collaborative work style; strong analytical, problem-solving and presentation skills; and
the ability to lead, supervise, and support staff.
PRIMARY DUTIES and RESPONSIBILITIES
-Secures and maintains adequate capital for loan fund through grant writing, investment
solicitation and application preparation/submission
– Identifies programmatic and product opportunities and develops loan products and services that
promote organizational objectives and meets the needs of the clients and communities we serve
– Establishes and monitors loan portfolio performance metrics to support quality control, efficient
processing, and customer satisfaction
– Develops, recommends, implements, and manages systems, controls, policies and procedures
appropriate for products offered to improve and maintain risk identification and mitigation
-Manages composition of loan fund portfolio to ensure proper balance of capital structure and
fund allocation and communicates concerns to executive leadership and/or loan committee
– Sets guidelines and policy relating to the accurate and timely servicing of the organization’s loan
portfolio – including the production of loan documentation, proper funding and closing
processes, and coordination with finance department to ensure proper onboarding of loan into
software systems
– Assist the Loan Fund Manager with underwriting/structuring loan requests, recommendations
and presentations to loan committee, and Board of Directors when necessary, for approval
process
– Collects and maintains key performance data for grant and investment reporting, as well as
organizational impact reporting
– Provides oversight, approval, and management of predevelopment and construction loan
disbursements
– Prepares annual department plan and budget for review by executive leadership
– Manages, supervises and develops department staff, providing appropriate training and direction
of work activities and regular performance evaluations
-Works with and responds to national and local funders on funding program requirements
– Engages in advocacy for affordable financing as a tool to create opportunities for low-income
populations
– Prepares annual program plan and department budget utilizing existing loan pool, capital funding
projections, outstanding commitments, project proposals, and general needs of the department
for consideration
– Other duties as assigned
QUALIFICATIONS
Education/Experience: Bachelor’s Degree in related field and 3-4 years of real estate lending/finance
experience, which includes duties that demonstrate well-developed analytical and problem solving skills
and strong relationship management experience. Experience working in a nonprofit and in multifamily
affordable housing is preferred.
NOTE: A combination of education/training/work experience demonstrating general qualifications for the
position may be accepted in lieu of degree requirement.
ADDITIONAL REQUIREMENTS
– Valid driver’s license and reliable transportation
– Passion for working to improve economic and housing opportunities for people with low incomes
– Experience working with communities and individuals from diverse backgrounds, and strong
commitment to social and economic justice
– Excellent written and oral communication skills
– Adept at creating and delivering presentations to various audiences
– Proficiency with Microsoft Office applications, including Word, Excel and PowerPoint
– Detail-oriented and able to manage multiple priorities efficiently
– Thrives in both independent and team settings
– Strong financial analysis skills
– Flexible in work schedule which, on occasion, many include evenings or weekends
– Comfortable both leading and accepting direction
– Adaptable and creative with an ability to think outside the box
WORK ENVIRONMENT
– Work is in an indoor, office setting. Will occasionally require meeting at or visiting project sites
in various settings throughout the state.
– This position requires occasional travel both in state and to trainings and/or conferences out of
state, which may include day, evening and weekend work.
– CASA’s work culture is inclusive, equitable, and collaborative. CASA makes transparent and
shared decisions, and cultivates staff through professional development.
-CASA encourages and supports staff involvement in both internal and external committee work
during regular work time. Internal committees include: Equity Committee, Health, Safety &
Wellness Committee, and Fun Committee.
Physical and Sensory Capability Requirements
The following capabilities are required in order to perform the essential functions of this position.
Reasonable accommodations that do not create an undue burden on the company are available to
address the following requirements:
-Ability to: stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch
or crawl;
– Lift, carry, and place items of up to 25 pounds;
-Maintain sustained concentration on computer screens;
– Use keyboards and a variety of computer peripherals;
-Must be able to drive both day and night
CASA is an equal opportunity employer. All applicants will be considered for employment regardless of race,
color, religion, sex, sexual orientation, gender identity, national origin and veteran or (dis)ability status.
CASA of Oregon also complies with federal and state (dis)ability laws and makes reasonable
accommodations for applicants and employees with (dis)abilities. If reasonable accommodation is needed
to participate in the job application or interview process, to perform essential job functions, and/or to
receive other benefits and privileges of employment, please contact Christina Rentas at
christina@motusrecruiting.com or
