Our Careers Center includes full- and part-time positions, AmeriCorps*VISTA placements, consulting 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, Inclusiv/Mortgage (New York, NY )

Position Opening: Director, Inclusiv/Mortgage

Inclusiv is seeking a dynamic, experienced mortgage industry professional to direct its Inclusiv/Mortgage business line.

Inclusiv/Mortgage is a wholly-owned subsidiary of Inclusiv which provides mortgage-related services to credit unions serving low- and moderate-income members and communities. The Inclusiv/Mortgage Secondary Market Program helps CDCUs originate affordable mortgage loans, providing member credit unions the ability to expand homeownership to lower wealth members underserved by the traditional mortgage market.


Founded in 1974, Inclusiv is a certified CDFI Intermediary representing more than 240 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 $80 billion in community-controlled assets. Inclusiv offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs.


The Director of Inclusiv/Mortgage is a key member of the Investment team responsible for the management of Inclusiv’s mortgage program. This position ensures the successful operation and growth of the Secondary Market Program. The Inclusiv/Mortgage Director will be responsible for growing the department and managing junior lending staff.



Responsible for:

  • Business development: Growing a portfolio of well-performing non-conforming and conforming mortgage loans in low- and moderate- income communities
  • Ensuring the highest quality portfolio and compliance with federal, state and local laws and regulations
  • Developing and implementing a training and review process to qualify eligible credit unions to originate loans for sale.
  • Ongoing product development and process improvements
  • Managing and monitoring third-party loan servicing

Specific duties include:


  • Maintain and enhance all mortgage policies and guides
  • Ensure regulatory compliance for mortgage operations
  • Manage and enhance loan servicer oversight program, including correspondence with GSEs
  • Provide direct program training for member CDCUs, including training for ITIN mortgage lending
  • Supervise training programs administered by staff and partner organizations
  • Liaise with the Accounting Department to ensure accurate fiscal recording of mortgage operations
  • Develop the strategic market positioning of Inclusiv/Mortgage
  • Provide reporting to Inclusiv’s Mortgage Advisory Committee periodically as required


  • Increase the volume and scope of Inclusiv’s secondary mortgage market among community development and low-income designated credit unions
  • Evaluate and approve eligible lenders into the program
  • Manage and enhance the loan underwriting, review and purchase process
  • Manage and enhance post-closing Quality Control program for Loans, Lenders, and Servicers
  • Drive program volume to expand program reach and impact


  • Develop and build relationships with investors, philanthropic organizations, government agencies and GSEs
  • Assist SVP of Lending and CFO/CIO with raising capital as needed
  • Supervise junior staff members to ensure investors and funders receive all necessary reporting


  • Undergraduate Degree required, Graduate Degree preferred
  • Min. 10 years of mortgage operations and/or lending experience, five years supervisory experience preferred.
  • Significant management and other work experience in the affordable housing sector preferred
  • Demonstrated ability to work as part of a team within mission-driven work environment
  • Exceptional interpersonal skills, collaborative work style within a small but diverse staff
  • Experience with automated LOS (e.g. D+H, Calyx Point, Bytepro, etc.)
  • Excellent computer skills, proficiency in Excel required
  • 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
  • Excellent communication skills, both verbal and written Estimated travel 15%-20%

Please submit a cover letter and resume addressed to:

Resumes for this position will be accepted through March 31, 2019.

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!

Chief Experience Officer -- Alternatives FCU (Ithaca, NY )

Position Opening: Chief Experience Officer
Alternatives Federal Credit Union (Ithaca, NY )

Be a part of our team and help make a difference in our community! Alternatives Federal Credit Union is a non-profit Community Development Financial Institution. We are dedicated to building wealth and creating economic opportunity for those who are underserved in our community.

Alternatives is currently hiring for the position of Chief Experience Officer. The Chief Experience Officer works in collaboration with the CEO, Board of Directors, Executive Team, and staff to create, work towards, and coordinate the overall strategic direction and progress of the organization.

Essential functions

Executive management

  • Collaborates on strategic and tactical plans
  • Collaborates on all aspects of the member experience to ensure Alternatives offers a consistent experience (brand/message/service continuity) to members across all delivery channels and touchpoints
  • One of primary voices and strategists for public relations and media contact
  • Works with all stakeholders to align the member experience and program integration
  • Identifies and prioritizes short and long-term objectives which support the Mission and Strategic Plan
  • Acts as a liaison to ensure every department’s business objectives are aligned with fulfilling the brand strategy and mission
  • Develops a culture that promotes high engagement for all staff
  • Ensures goals are well communicated and understood, creating a collaborative environment, building confidence and trust, and creating cooperation among team members in achieving goals
  • Leverages data mining initiatives for various purposes such as demonstrating impact and identifying marketing and outreach opportunities

Marketing leadership

  • Direct supervision of Marketing Director
  • Coaches staff to embody cultural values, delivery expectations, and create a consistent experience for Alternatives members
  • Assures that marketing and brand experience are sufficiently strategized, implemented, supported, and embedded into the delivery of product, service, and all Alternatives’ initiatives
  • Oversees Marketing Department strategy, budgeting, outcome tracking, and reporting
  • Manages internal communications to best achieve marketing strategy, outreach goals, staff participation, and serving member needs
  • Develops and oversees a coordinated effort of outreach, networking, and ambassadorship which includes training for staff, board, and others to maximize aligned community and external interaction with a personal and consistent message about Alternatives

Development leadership

  • Direct supervision of Development Director
  • Assist finding new sources of fundraising
  • Assist building and maintaining relationships with funders
  • Integrating Development outreach with Marketing and Community Programs outreach
  • Collaborating with data analytics efforts to track data and demonstrate impact

Mission and programs leadership

  • Leads coordination of outreach for both Alternatives’ community programs initiatives and marketing
  • Develops and maintains coordinated relationships with community partners, trade associations, and relevant third parties
  • Assist in streamlining services and identifying opportunities for innovative solutions that continue to financially empower members and differentiate Alternatives in the marketplace
  • Measures ongoing effectiveness of each of Alternatives’ community programs and identifies improvement opportunities that evolve with member needs and expectations
  • Promotes innovation by encouraging staff closest to members to be participatory and communicate ideas and member developing needs so Alternatives may consider meeting these needs with product offerings, services, and programs
  • Champions the Credit Union and Community Development Financial Institution movements, especially regarding Community Development Credit Unions

Skills and competencies

  • Possesses exceptional verbal and written communication skills to deliver presentations on complex topics to management, the board, committees, funders, politicians, and outside groups
  • Ability to draft and articulate creative content related to all aspects of Alternatives, both independently and collaboratively including managing efforts of others
  • Knowledge of consumer, business and real estate lending policies, procedures, regulations, and systems
  • Knowledge of operations policies, procedures, regulations, and systems
  • Skilled in leveraging critical relationships and communicating effectively with key stakeholders to articulate and influence change
  • Excellent analytical and problem-solving skills
  • Proven leadership skills with the ability to motivate, inspire, and engage
  • Strategic thinker, business acumen, financial and project management
  • Dynamic public speaking, relationship building, helping inspire the staff and public to action
  • Perceptive ability to relate to individuals at all levels
  • Excellent interpersonal skills and diplomacy needed in dealing with members, staff, Board, the media, government officials, third parties, community partners, and the public
  • Ability to work in a fast-paced environment and multi-task under pressure

Education and experience

  • Bachelors and preferably Master’s Degree in related field
  • Preferably a minimum of ten years of experience in the Community Development Credit Union industry, and/or Community Development Financial Institution industry.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, (including pregnancy, gender identity, and sexual orientation), national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state, or local law.  Interested applicants should apply online at

About Alternatives Federal Credit Union: About Alternatives Federal Credit Union:  Alternatives Federal Credit Union is a $110 million dollar asset Community Development Financial Institution (CDFI) serving the Ithaca community and surrounding region. Founded in 1979, Alternatives is a complex financial institution composed of three inter-related non-profit groups working together to provide asset-building opportunities for the region. Alternatives’ mission is to build wealth and create economic opportunity for underserved people and communities. Beyond traditional credit union services, Alternatives combines loan products with financial education and other community programs. Alternatives is a leader in CDFI work and is recognized worldwide for its contribution in this area. For more detailed information about Alternatives, please visit our website at

Special Projects Manager -- Self-Help FCU (California)

Position Opening: Special Projects Manager, Executive Staff Team
Self-Help Federal Credit Union
Full-time exempt, California (Oakland preferred)

This is a unique opportunity to join a leader in community development finance, and work in a fast-paced social justice organization on a broad range of projects that involve complex business, financial, operational, and policy issues to help expand our impact serving low-income and otherwise underserved communities. The successful candidate will lead projects with strategic importance to Self-Help Federal Credit Union (SHFCU) that fall outside the scope of operating teams. The focus of projects will include expanding impact in California through existing operations, expanding in to new markets, developing strategic relationships and helping to develop new and enhanced activities that can drive our mission to create ownership and economic opportunity. Projects can involve extensive relationship building and organizing efforts. This position provides a unique opportunity to be closely involved in cutting-edge work that impacts the broader financial services industry, community development, and economic justice through practice and policy.

Principal Responsibilities
Support and manage special projects as directed by the President and SVPs of SHFCU in California. Projects will be critical to strategic priorities toward expanding the impact, scope and presence of Self-Help in California. Examples of potential projects include:

  • Acting as project manager for new initiatives and pilots, including new product development.
  • Developing and supporting the organization’s relationships with key partners, including community-based organizations, faith-based institutions, and elected officials.
  • Providing analytical support on major financial and operational decisions
  • Driving internal communication efforts aimed at building a consistent organizational culture.
  • Planning and/or facilitating leadership meetings and retreats.
  • Evaluating strategic growth opportunities, including mergers, acquisitions new branch openings.
  • Managing activities of one or more organizational boards.

Desired Qualifications

  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities – and a desire to work actively in such communities
  • Strong cultural competency and a preference for working in organizations that value diversity, teamwork and collaboration
  • Bachelor’s degree (or additional relevant experience) and at least 4 years of relevant professional experience, which could include: community or economic development, consulting, banking, finance, business management, or urban planning.
  • A demonstrated commitment to social and economic justice.
  • Sensitivity to and a desire to work in a diverse and inclusive organization.
  • Strong analytical, organizational and project management skills/experience.
  • Excellent interpersonal skills – demonstrated ability to work effectively in varied
    professional, socio-economic and cultural contexts.
  • Strong Excel and web-based research skills; GIS and/or other mapping skills a strong
  • Excellent verbal and written communications and presentation skills.
  • Resourceful self-starter and fast learner; effective working behind the scenes.
  • Interest in and experience with community economic development programs.
  • Sincere commitment to teamwork and an interest in the development of colleagues--
    both important Self-Help values.
  • Spanish-speaking or other non-English language fluency a plus.
  • Credit union or other financial institution experience a plus.
  • MBA or graduate degree in urban planning, public policy or another related field
  • Willingness to work hours reflective of an executive-level position, with significant
    regional, statewide and national travel.

The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential

  • Close vision is required.
  • Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel;
    and reach with hands and arms.
  • Employee is frequently required to type and use a keyboard.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Ability to drive and otherwise travel, throughout California and elsewhere

About Self-Help Federal
Self-Help Federal is part of the Self-Help family of non-profit organizations with a common
mission and leadership. Over its 38-year history, Self-Help has learned that access to
responsible savings, loans, and transactions is key to financial security, family health, and
improved opportunity for low-income families. In total, the Self-Help family of non-profit
organizations is more than 147,000 members strong and has delivered $8.3 billion in financing
to help over 165,000 low-wealth borrowers buy homes, start and build businesses, and
strengthen community resources, across the United States.

To learn more, please visit our websites at and

Competitive nonprofit salary, based on experience, plus a generous benefits package that
includes health, dental, life insurance, flexible spending plan, retirement plan, paid parental
leave, and domestic partners policy.

To apply, please send resume and cover letter, describing why you believe you are a good fit
for this position, to Please reference “Special Projects
Manager” in the subject line of your message. The position will remain posted until filled.

We are an equal opportunity employer
Self-Help is committed to providing equal employment opportunities to all persons regardless of
race, color, class, age, religion, disability that can be accommodated, marital status (including
domestic partner status), ancestry, nationality, national origin, religion (and lack thereof),
family status, sex (including pregnancy, childbirth, and related medical conditions), other
medical condition and/or disability: physical or mental, AIDS/HIV status, genetic information,
sexual identity, gender identification (including transgender status), sexual orientation, political
activities or affiliations, and veteran status.

To modify or remove a position please contact us -


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