Our Careers Center includes full- and part-time positions and other opportunities at Inclusiv and at Inclusiv-member CDCUs nationwide.

Career Opportunities at Inclusiv

Inclusiv is a dynamic, growth-oriented intermediary specializing in bringing financial services to low-income communities through nonprofit, member-owned community development credit unions (CDCUs).  Based in New York City, Inclusiv provides financial, technical, and educational services to credit unions serving low-income and economically disenfranchised communities. Please click below for details on this opportunity.

Director, Resiliency and Clean Energy Finance (New York, NY)

Director, Resiliency and Clean Energy Finance
Inclusiv seeks a passionate, dynamic, experienced lending professional with background and expertise in solar and clean energy finance to lead our Center for Resiliency and Clean Energy. The Inclusiv Center for Resiliency and Affordable Renewable Energy was created in partnership with Center for Impact Finance at the Carsey School of Public Policy at the University of New Hampshire with seed funding from the Hewlett Foundation. The Center seeks to galvanize the capacity of credit unions to direct capital to solar and other clean energy solutions in communities across the country.

The Director of Resiliency and Clean Energy Finance will be responsible for building a network of credit unions committed to design and scale solutions to climate change, with a goal of promoting affordable and sustainable energy for all people. The ideal candidate will have led clean energy lending in financial institution(s), with demonstrated interest and passion in training other lending professionals to create flexible financing vehicles to stimulate and grow the availability and deployment of solar and other clean energy, particularly among moderate income residents and communities.

Based in our New York City office, the Director will develop and advise on in-person and online training curriculum for lenders, engage credit union professionals in a learning network, support and guide the implementation of solar lending programs, help design investment vehicles and support the raising and deployment of capital to support these activities.

Primary Responsibilities
The Director is a key member of the Inclusiv senior management team with responsibilities for designing and building lending capacity at 20-30 credit unions around the country. Specifically, the Director will:

  • Lead project management in the development of online and in-person training curriculum for solar finance.
  • Lead all aspects of program design and implementation, including managing strong relationships with credit union network participants and partner organizations, coordinating trainings, providing in-depth guidance and support and working across teams to achieve program goals
  • Support and build capacity of credit unions to serve their communities and grow their lending programs through ongoing technical assistance, guidance and advice.
  • Build and maintain strong relationships with credit unions, foundations, national nonprofits, community organizations, industry players and corporate supporters.
  • Guide the design of investment vehicles to grow clean energy finance programs.
  • Represent Inclusiv at industry events and speaking engagements.
  • Work with our Communications team to prepare and disseminate information, releases, articles and other communications on programs and initiatives
  • Work to identify and report to investors and funders on clean energy finance.
  • Other duties as needed and as projects evolve.
  • Position requires 15-20% travel across the US and Puerto Rico.


  • Bachelor’s degree required; Master’s Degree preferred in economic development, finance, environmental sustainability and\or related fields
  • 5-8 years relevant work experience in consumer finance/banking, project management and\or finance, or community development finance; with at least 2 years management level experience.
  • Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results
  • Demonstrated ability to establish and build relationships with a diverse array of people and organizations
  • Excellent communication skills, both written and oral.
  • Ability to work well in teams as well as independently; working comfortably across units and leading teams to achieve program goals
  • Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.

About Inclusiv

At Inclusiv, we believe that true financial inclusion is a fundamental right. Our mission is to help low- and moderate-income people and communities achieve financial independence through credit unions. We dedicate ourselves to closing the gaps and removing barriers to financial opportunities for people living in distressed and underserved communities. Inclusiv is a certified CDFI intermediary that drives investment, makes connections, builds capacity, and advocates for our network members and the communities they serve.

To Apply: Please send cover letter and resume to Resumes will be reviewed on a rolling basis.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts.

Director of Lending Development (New York, NY)

Director of Lending Development

Inclusiv is seeking a dynamic, experienced lending professional to drive the growth of its community development lending business lines and support the capacity of Inclusiv members to build and grow their lending operations.

The Director of Lending Development is a key member of the lending and investment team responsible for operational and strategic support of Inclusiv’s Capital and Mortgage business lines, and for consulting with member credit unions on the design and delivery of flexible credit union lending products to continue to expand access and opportunity in underserved communities.

Reports to: CFO / CIO

Duties and Responsibilities

The Inclusiv Director of Lending Development will be the primary point-person promoting the lending programs to Inclusiv members and other credit union partners to drive high-impact lending in low-income communities.

The Director will work closely with the team to assess and pursue lending-related business opportunities, provide technical support for the design and implementation of new product offerings in member credit unions, coordinate and lead training and technical support and drive the growth of current lending programs.  This role will be responsible for both creating pipeline of lending opportunities for Inclusiv Capital and Inclusiv Mortgage, and for ensuring the highest quality loan packages are prepared for underwriting.

The Director will work collaboratively with Inclusiv senior staff – particularly the Director of Inclusiv Capital and the Manager of Inclusiv Mortgage, member credit unions and external partners to identify and capture business opportunities to build a pipeline of credit union’s borrowing from Inclusiv Capital and selling through Inclusiv Mortgage.

He/she will be tasked with managing to department goals set annually in accordance with the Inclusiv Strategic plan.   Specific Responsibilities will include:

Inclusiv/Mortgage Operations

  • Build relationships with credit unions interested in becoming seller/servicers for Inclusiv Mortgage
  • Coordinate training, technical assistance and support to credit unions both in-person and via webinar.
  • Work with credit unions to complete the approval process for delegated seller authority Provide support and training to credit union staff to ensureaccurate and complete loan packages.
  • Create and distribute daily loan rate sheets with regular promotion of the program
  • Design and execute a minimum of 4 trainings per year
  • Support member credit unions with technical assistance related to mortgage program development and marketing
  • Engage with credit unions intensively on addressing troubled assets.

Inclusiv/Capital Operations 

  • Lead outreach and correspondence with Inclusiv member credit unions to increase loan pipeline
  • Design and deliver training for credit unions on secondary capital focusing both on financial structure and growth opportunities
  • Support potential borrowers with the development of strong business plans with productive use of proposed secondary capital
  • Support potential borrowers with technical assistance related to loan program development
  • Support loan underwriting from initial contact through application and loan closing
  • Ensure accurate and complete loan packages
  • Assist with various forms of reporting and data requests as needed

Required Skills and Competencies

The candidate must have excellent quantitative and analytical skills with a deep understanding of lending, a strong background in customer service, strong organizational skills and attention to detail, and the ability to multi-task.   Specific expectations include:

  • Undergraduate Degree in finance, accounting or related area required; Master’s degree a plus
  • Minimum of 4 years of lending experience
  • Demonstrated ability to work as part of a team within mission-driven work environment
  • Excellent verbal, written communication and presentation skills are critical to the success of this position.
  • Strong interpersonal skills and comfort working with people possessing diverse range of skills and experience in lending and financial institutions.
  • Excellent computer skills, proficiency in Excel
  • High level of integrity, personal organization and flexibility
  • Articulate, professional demeanor with strong self-confidence and initiative, excellent problem solver
  • Ability to prioritize and organize task completion in alignment with strategic goals

About Inclusiv

Founded in 1974, Inclusiv is a certified CDFI Intermediary representing more than 300 community development credit unions (CDCUs). Inclusiv’s member CDCUs provide credit, savings, transaction services and financial education to more than eight million residents of low-income urban, rural and reservation-based communities across the United States and hold over $101 billion in community- controlled assets. Inclusiv offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs.

Inclusiv Capital helps Community Development Credit Unions (CDCUs) strengthen their finances and expand their impact on low-income communities.  Inclusiv investments increase liquidity, boost net worth, and reduce credit unions’ risk so member credit unions can achieve greater impact in their local communities.  Inclusiv Capital places deposits and lends long-term secondary capital (a subordinated debt product) to credit unions to achieve greater scale and impact in low-income communities.

Inclusiv Mortgage is a wholly-owned subsidiary of Inclusiv which helps credit unions originate affordable mortgage loans, providing member credit unions the ability to expand homeownership to lower wealth members underserved by the traditional mortgage market.

To Apply: Please submit a cover letter and resume addressed to:

Resumes for this position will be accepted through August 31, 2020.

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions required of this position.

Career Opportunities at Inclusiv member credit unions

Posting of positions is free for all Inclusiv members. Submit a new position!

One Detroit CU -- Chief Financial/Operating Officer (Detroit, MI)

One Detroit Credit Union - Chief Financial Officer/Chief Operating Officer (Detroit, MI)



The Chief Opertating Officer (COO) is responsible for planning, implementing, managing and controlling all Financial-related, Compliance, Operations and Information Technology (IT) aspects of the credit union in accordance with generally accepted accounting principles (GAAP), other regulatory and advisory organizations and IT/Compliance trends and regulations, respectively. This includes direct responsibility for accounting, finance, payroll, card services, forecasting, compliance, IT, operations and contributing to the development of the strategic goals. In addition, the COO is responsible for oversight of building maintenance, maintain knowledge of One Detroit Credit Union’s products and services, operational policies and procedures, by-laws, and philosophy and perform other duties as required for the efficient operation of the credit union.


  1. Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance.
  2. Participate in the development of the organization's plans and programs as a strategic partner.
  3. Evaluate and advise on the impact of long-range financial planning, introduction of new programs/strategies and regulatory action.
  4. Providing timely and accurate analysis and improvement of budgets, financial reports and financial trends in order to assist the CEO/President, the Board and other senior executives in performing their responsibilities.
  5. Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the organization.
  6. Establish credibility throughout the organization and with the Board as an effective developer of solutions to business finance challenges.
  7. Provide technical financial advice and knowledge to others within the financial discipline.
  8. Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.
  9. Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position.
  10. Develop a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.
  11. Be an advisor from the financial perspective on any contracts into which the organization may enter.


  1. Serve as the BSA compliance officer and assume responsibility of the backup BSA officer.
  2. Develop, implement and recommend a risk-based compliance program.
  3. Evaluate the credit union’s policies, procedures, products and programs to ensure compliance with applicable laws and regulations. Make recommendations for change where appropriate and communicate all changes to appropriate departments.
  4. On an ongoing basis, review laws and regulations that impact the credit union’s compliance requirements, with emphasis on Bank Secrecy Act, Patriot Act and OFAC.
  5. Develop and implement credit union security measures.
  6. Assist in development of compliance training programs for team members and the board and ensure the required training is completed on an annual basis and documented.
  7. Function as the primary liaison with DIFS, NCUA and auditors.
  8. Ensure timely completion of compliance reports.

Information Technology

  1. Lead IT strategic and operational planning to achieve business goals by fostering innovation, prioritizing IT initiatives, and evaluating current and futures IT systems across the organization.
  2. Direct development and execution of Credit Union Wide Disaster Recovery and Business Continuity Plan.
  3. Oversee and manage all phases of information technology system design, programming, networking, installation and operation.
  4. Design, develop and implement systems, policies and procedures related to Information Technology
  5. Assume responsibility of the IT administrator.
  6. Ensure the information security structure satisfies both external rules and regulations.
  7. Remain current with market trends through vendor relationships.
  8. Ensure timely completion of Information Technology reports.


  1. Maintain and support organizational systems including; core processing system, data reporting system and phones.
  2. Managing and coordinating building operations and facilities maintenance.
  3. Responsible for the security of member data, physical storage and record retention, including the development of non-retail related procedures.
  4. Work with department leaders to ensure efficient operational processes and workflows related to the credit unions operating systems.
  5. Responsible for the oversight of vendor management and due diligence.


Supervisory Responsibility

This position is responsible for the direct supervision of the VP of Finance, BSA back – up Compliance Officer and IT Administrator and the indirect supervision of all employees in the accounting and finance department.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position Type/Expected Hours of Work

This is a full time position. Hours worked may exceed 40 hours per week. Occasional evening and weekend work may be required as job duties demand.


This position may require occasional travel, up to 25%.

Required Education, Experience, & Skills

  1. Bachelor’s degree required.
  2. 3-5 years of Executive level experience and/or training.
  3. Familiarity with Microsoft Office Suite applications.

AAP/EEO Statement

One Detroit Credit Union is an equal opportunity employer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

How to Apply

Apply Online for Chief Operating Officer
Upload Your Resume for Chief Operating Officer

If more convenient please submit your resume to One Detroit Credit Union in person or by mail to:

Human Resources
One Detroit Credit Union
630 Howard Street
Detroit, MI 48226

Self-Help -- Investment Associate (Oakland, CA)

Self-Help -- Investment Associate (Oakland, CA )



Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at and

Role Overview:

Self-Help is seeking an Investment Associate to join our team in Oakland, CA. The Investment Associate is responsible for raising deposits to support Self-Help Federal Credit Union’s California lending. The Investment Associate will coordinate regional, state, and national campaigns targeting institutions and higher-wealth individuals looking to invest funds in a mission-aligned institution, and will enhance the deposit-raising efforts of our branch staff by providing training, strategic guidance, and implementation support.

The Investment Associate serves an important role in supporting the growth of Self-Help Federal Credit Union by coordinating all of our deposit-raising efforts in California, and connecting the organization to a broad range of socially responsible investors that live outside of our branch areas. This role is primarily focused on raising deposits and plays a key leadership role in coordinating and leading the strategies, communications, and outreach activities that constitute the deposit-raising function within the credit union.

 Essential Responsibilities:

    • Develop and execute strategies for raising mission-aligned deposits directly from Socially Responsible and Impact Investors nationally, with particular emphasis on California by creating campaigns, conducting outreach, and leveraging existing relationships to ensure meeting annual deposit raising financial goals.
    • Work effectively with other Self-Help colleagues on the Development, Policy and Impact team (particularly other Investor Relations Associates and those with deposit-raising responsibilities) to coordinate outreach, membership cultivation, and the development of marketing materials and more generalized messaging to external audiences.
    • Directly develop, maintain and manage relationships with socially-responsible and mission-oriented investors, firms and their advisors.
    • Manage Bank Enterprise Award (BEA) and Depository Trust Company (DTC)-eligible CD deposit programs and partnerships
    • Develop and maintain relationships with high net worth individuals, mutual funds, nonprofit organizations, faith-based organizations, banks, businesses and others interested in community and socially-responsible investment.
    • Prepare proposals that will answer impact, financial, and insurance-related questions from potential investors.
    • Maintain dialogue/make regular contact with a selection of key investors to provide enhanced stewardship and gain a better understanding of the reasoning they have for opening or closing large deposits with us.
    • Work cooperatively with Impact Reporting Manager and the operations teams to prepare reports and assess data regarding the inflow and outflow of deposits, as well as the impact of particular campaigns and outreach efforts
    • Use team systems (i.e. Salesforce) to input and manage data used to track relevant cultivation targets
    • Provide support to branch leadership throughout California’s 19 branches in formulating deposit-raising strategies and campaigns.
    • Assist in training of branch personnel (both leadership and front-line staff) in regards to deposit raising and how best to promote the impact of our work to potential members/investors.
    • Promote Self-Help and its credit unions in meetings, conferences and to the general public.
    • Manage the annual deposit/marketing budget and vendor relationships to optimize sponsorship and advertising opportunities that will enhance our community outreach and deposit-raising efforts.
    • Participate in other team and cross team projects, and perform other duties, as needed.

Credentials, Experience and Skills:

  • Bachelor’s degree or equivalent and at least 3 to 5 years of experience in community development, fundraising, sales, financial services or other related area with a preference for deposit raising experience. A graduate degree in a related field may be considered in lieu of work experience.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration
  • Commitment to social and economic justice.
  • Sensitivity to issues of low-wealth communities and a desire to work in culturally and socially diverse organization that strongly values collaboration.
  • Strong verbal and written communication skills.
  • Ability to develop and maintain strong relationships with potential investors and internal and external partners.
  • Ability to provide the highest level of customer service and ability to provide detailed follow through.
  • Knowledge of investment options available to individual and institutional investors.
  • Ability to use social media to effectively communicate to key stakeholders.
  • Proficiency with Word, Excel, PowerPoint as well as SalesForce or similar CRM programs.
  • Sensitivity to low-wealth communities and a desire to work in a racially and socially diverse organization that strongly values collaboration.
  • Ability and willingness to travel and work overtime as needed.

Desired Qualifications:

  • Prior experience in financial planning, marketing or community development finance preferred.
  • Knowledge of investment options available to individual and institutional investors and the SRI/impact investment field preferred.
  • Experience with CRM platform or SalesForce preferred.

Physical Requirements:

Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.


Competitive nonprofit compensation, based on experience, plus a generous benefits package.

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.

Transform Finance -- Program Coordinator, Capital Strategies Program (New York, NY)

Transform Finance -- Program Coordinator, Capital Strategies Program (New York, NY)



The Program Coordinator will work primarily on the Capital Strategies Program and report directly to the Capital Strategies Director. As a core member of a small organization, the Program Coordinator will also interact regularly with other staff and will be exposed to the organization’s array of interesting projects. The following are the three primary work areas for the position:
  • Program management, operations management, and communications: ensuring programs are running smoothly, including in the preparation phase; managing the everyday operations and administration of the training programs (calendaring, securing venues and catering, etc.); socializing the program work via social media and communications; supporting the Program Director in cultivating relationships with stakeholders and supporters to the program.

  • Content Development, Reflection, and Analysis: helping to design and analyze participant surveys; making recommendations for program improvements; drafting reports to funders and partners; occasional public presentations; researching and aiding the development of curriculum materials and presentations; field learning.

  • Relationship-management with participants and key partners: providing excellent support to our participants and partners; and holding space in the trainings to guide participants and ensure they feel welcomed and heard.

This position is based in New York City. Staff are currently working remotely but will be expected, once it is safe, to return to the office in midtown Manhattan.

Great Lakes Credit Union -- Chief Experience Officer (Chicago, IL)

Great Lakes Credit Union -- Chief Experience Officer (Chicago, IL)

View Full Description

Position Overview

Reporting directly to and under the supervision of the President and CEO, the Chief Experience Officer (CXO)’s primary purpose is to assist Great Lakes Credit Union to live out our Vision, “To be the members’ trusted financial partner“. Responsible for ensuring that outstanding service is delivered to both internal and external members, in alignment with our Service Promise. The CXO is responsible for ensuring that an exceptional and consistent experience is delivered to our members across all of the credit union’s products, services and channels.

The CXO will drive the credit union in maintaining a holistic focus on providing progressive and revolutionary levels of member experience. The CXO will also be responsible for creating and messaging a cohesive brand and vision. This includes developing, implementing and maintaining strategic plans for marketing, retail and community development. The CXO will develop and implement the strategic direction for the Retail Branch network. The marketing focus will be on digital solutions, social media platforms, a mobile first and responsive website, traditional and non-traditional marketing avenues, aggressive advertising, innovative campaign development, awareness through branding and creative outreach initiatives that contribute to the credit union’s growth and success. The CXO also will be championed with leadership of our Community Development Department by increasing mission engagement of employees, enhanced brand reputation as a trusted financial partner, and identification of new markets and growth opportunities through the utilization of existing financial products and services to meet the needs of those underserved, credit-invisible, or other undiscovered markets where access to credit is limited. The CXO will be responsible for enhancing the utilization of our 501 (c) (3) Foundation in support of GLCU’s community involvement initiatives.

Responsible for developing a team that will deliver a high level of member service to internal and external members in alignment with the credit union’s Member Promise:

  • Promises to listen, be responsive to members’ needs, simplify their financial life, and make it easy to do business with us.
  • Promises to build valued relationships by discovering members’ needs, and recommending relevant products and services.
  • Promises to be knowledgeable and respectful – one transaction, one interaction, and one member at a time.

To apply, applicants should contact the following:

Michael Hersh, Chief HR/OD Officer,

Joselyn Villa, Recruiter,, 847-578-7068

To modify or remove a position please contact us -


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