Careers

The Inclusiv career center includes full-time, part-time roles 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.

Inclusiv is an equal opportunity entity 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 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 based on 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.

Please click below for details on these opportunities.

Climate Finance Training Associate (New York, NY)

Climate Finance Training Associate

Inclusiv seeks a passionate, dynamic, experienced professional with background in clean and green energy solutions, climate finance, and adult learning to support the Climate Finance Training program at Inclusiv’s Center for Resiliency and Clean Energy.

The Inclusiv Center for Resiliency and Clean Energy was created in 2019, in partnership with the Center for Impact Finance at the Carsey School of Public Policy at the University of New Hampshire. The climate finance training program was launched with generous grant support from the U.S. Department of Energy. The Center provides training and technical assistance in climate finance to Community Development Financial Institutions, Minority Depository Institutions, Low-Income Designated Credit Unions, green banks, and other mission-driven and community-based lenders.

In just over three years, the Center has trained and guided over 700 lending professionals to develop accessible and affordable financing solutions for clean energy, energy efficiency, electrification, resiliency, and other green improvements. The training program has grown rapidly, and Inclusiv is expanding its training team.

The Training Associate will be responsible for supporting all aspects of the climate finance training program. The ideal candidate will have supported training programs that serve adult learners, preferably financial institution lending staff, with a demonstrated interest and passion in training other lending professionals to create flexible financing vehicles to stimulate and grow the availability and deployment of clean and green energy solutions, particularly among low- and moderate-income residents and communities.

Based in our New York City office, the Associate will support and advise on in-person and online training curriculum for lenders, engage community lending professionals in a learning network, and support and guide the implementation of green lending programs.

Primary Responsibilities

The Training Associate is a key member of Center for Resiliency team, with responsibilities for building and delivering lending capacity at 100-150 financial institutions each year.

Specifically, the Training Associate will report to the VP, Center for Resiliency and Clean Energy to support all aspects of training program design and implementation, working in close partnership and coordination with the University of New Hampshire and colleagues at Inclusiv. Specific responsibilities include:

Training Strategy, Delivery and Schedule

gaining an understanding of how day-to-day work links to overarching training strategy and goals;
supporting the VP, Center for Resiliency, and training instructors with the logistics of building new courses (including, but not limited to, coordinating and project managing course curriculum, helping clean up and fact-check PowerPoint lectures, loading lectures and assignments into the online learning management system, proofreading content and testing course user experience on the learning management system, etc.)
organizing and prioritizing time to meet deadlines based on overall training schedule;
conducting internet research as needed to assist instructors that are developing curriculum for new courses and refreshing existing courses;
providing support with project management tasks for all courses (currently five different courses that each run 2-4 times per year). This could include supporting instructors in course planning, instructor preparation, and course execution. More information on these courses can be found here: https://carsey.unh.edu/center-for-impact-finance/education-and-trainings/solar-green-lending-professional-training-virtual-series;

Instructor Support

provide support to VP, Center for Resiliency and Clean Energy as needed for administration related to contracted instructors (joining instructor interviews, collecting new hire paperwork, ensuring instructors submit compliant invoices on time, general instructor communications;

Communication and Promotion

executing on communications and outreach plans to recruit applicants for the training program through speaking engagements, social media, email campaigns, website, and other channels;

Application, Selection and Enrollment of Students

reviewing hundreds of student applications each year to identify lending professionals that qualify for the courses;
interviewing top student candidates to screen them for readiness to launch green loan programs;
implementing the student enrollment process;
tracking detailed enrollment information and preparing qualitative and quantitative reports for grants and investors;

Coordination with Inclusiv offices (Center team members, Fiscal, etc.)

collecting data for quarterly training goals and outcomes, including commitments to government grant programs, philanthropic supporters, investors, and other funders;
partnering with VP, Center for Resiliency and the Director of Development to produce grant reports;
partnering with the Center for Resiliency Training Alumni Director to transition students from training to alumni program during and after each cohort;
may include occasionally representing Inclusiv during webinars; and
other duties as needed and as projects evolve.

Qualifications

Bachelor’s degree required; Master’s Degree preferred in clean energy, climate finance, and/or related fields;
2-3 years relevant work experience in clean energy, adult learning, project management and/or community development finance;

Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence;
Preference for candidates who have a commitment to, and, ideally, experience working with communities of color;

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 and writing skills, including spelling, grammar, punctuation, composition, editing and proofing;

Detail-oriented, with the ability to rapidly review and edit written documents, including curriculum plans, lecture notes, PowerPoint decks, etc.
Ability to work well in teams as well as independently; working comfortably across units and leading teams to achieve program goals;

Preference for candidates comfortable thriving in a rapidly-evolving program, and shifting work priorities in response to changing conditions;

Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.

About Inclusiv

Inclusiv is a non-profit and CDFI intermediary that drives investment, makes connections, builds capacity, and advocates for our network of member Community Development Credit Unions and the communities they serve. Our mission is to help low-income people achieve financial independence through credit unions. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). Inclusiv members serve over eight million residents of low-income urban, rural and reservation-based communities across the US and hold over $99 billion in community-controlled assets. 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.

To Apply: Please send a cover letter and resume to trainingassoc@inclusiv.org. The salary range for this position starts at $70,000 and is commensurate with experience. Applications will be reviewed on a rolling basis.

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 of 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.

Career opportunities at Inclusiv member credit unions and partners

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

Florida A&M University Federal Credit Union (Tallahassee, FL)

Title: President

Department: Senior Management

Position Grade: Exempt

Reports To: Board of Directors

_____________________________________________________________________________________

Purpose: Plan and direct all credit union activities in accordance with credit union plans, policies, governance policies, directives and activities as established by the board of directors. Be responsible for ensuring financial stability and member satisfaction commensurate with the best interest of members, employees, and credit union leadership and management in all functional areas. Provide strategic direction, vision, leadership, and management in all functional areas.

Responsibilities

Direct all credit union operations, which include planning and implementing programs, policies and procedures.
Provide strategic and/or administrative direction and management in all Credit Union functions to include: accounting, business development, compliance, facilities management, finance, human resources, investments, lending, marketing operation, retail services, risk management, and security.
Develop innovative solutions for community engagement to meet members’ financial needs.
Work across the organization to build and promote digital initiatives to address member needs.
Produce financial analysis reports, budget variances, and asset liability management updates.
Connect with our business partners, accelerate revenue, enhance core digital products capabilities, as well as increase digital adoption and usage.
Advocate for anticipating emerging credit union issues and understand state and federal credit union legislation and regulation.

Core Competencies.

Communication and collaboration skills.
People skills (working with employees, members and external stakeholders)
Technical skills; high energy level; positive attitude
Build effective teams and elevate staff development
Manage conflict and problem-solving capabilities

Florida A & M University Federal credit union (FAMUFCU) is seeking a President who leads with a collaborative team approach, vision, motivation, and result oriented strategies. The Credit Union is a $28 million, not-for-profit, financial institution, providing quality financial services for over 87 years.

Send résumé to contact Herbert Bailey and Sheilah Montgomery no later than February 20^th, 2024.

Allegiance CU – VP of Consumer Lending (Oklahoma City, OK)

Manages and directs Consumer Lending staff, resources, and processes which consist of loan application, underwriting, processing and booking, third-party vendor management, loan origination system configuration, and deploying internal credit risk controls. Attendance is an essential function of performing the duties of this job.

Essential Functions & Responsibilities:
20% Ensures the efficient and effective delivery of consumer loans to members and prospective members through various direct and indirect channels.
20% Creates and develops strategies to drive consistent loan decisions, portfolio performance, and channel growth to align with ACU's sales and lending goals.
20% Develops, motivates, and retains high-quality staff, with a focus on training, coaching, and developing the team.
15% Works collaboratively to evaluate the effectiveness and relevance of systems and software utilized by the Credit Union to originate loans, generates sales leads, evaluate risk, assess potential fraud, appraise credit, and comply with regulatory governance.
10% Ensures departmental compliance with laws, regulations, standards, and best practices including completion and maintenance of documentation and records.
5% Works with Marketing to develop campaigns to support direct sales strategies and goals.
5% Develops and implements new consumer loan products and lead and participate in department and organizational projects.
5% Performs other related duties as assigned.

Performance Measurements:
1. Meet Annual Budget Loan Growth Goals by providing sales leadership to consumer loan officers, indirect lending team, and relevant support staff.
2. Provide coaching to each employee at least once a month through shadowing and silent monitoring.
3. Utilizes resources and tools to track team performance to meet deadlines and goals. Reports executive summary to SVP/CLO monthly.
4. Embodies and demonstrates ACU's Core Values each and every day.

Inclusion
Integrity
Service

5. Embodies and demonstrates ACU’s Leadership Values each and every day.

Growth
Innovation
Collaboration

Experience
Five to ten years of similar or related experience
Education
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills
Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills
Embodies and demonstrates ACU's Core Values each and every day.
1. Inclusion
2. Integrity
3. Service

Embodies and demonstrates ACU's Leadership Values each and every day.
1. Growth
2. Innovation
3. Collaboration

Must have good communication and supervisory skills.
Must have a working knowledge of spreadsheets and word processing software; be able to use PC and general office equipment including 10-key calculator.

Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is often required to stand; walk; sit; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Vision abilities required by this position include close vision. Safety Sensitive Position.

Work Environment
This position is in an office environment and the noise level is usually low to moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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Hope CU – Grant Writing Manager (Jackson, MS)

About Us

Recognized as one of the most successful Black and Women owned credit unions in the nation, HOPE continues to build its brand and impact by expanding access to financial services and engaging in advocacy to mitigate the extent to which factors such as race, gender, birthplace and wealth limit one’s ability to prosper. Since 1994, HOPE has generated more than $3.6 billion in community development financing that has benefitted more than 2 million people in Alabama, Arkansas, Louisiana, Mississippi, Tennessee and nationwide. This work has supported small business owners struggling to gain access to capital, families seeking to own homes and individuals looking for a better way to manage their hard-earned money with a financial institution they can trust. This work has not gone unrecognized. In 2022, HOPE was named one of Fast Company’s 10 most innovative companies reflecting current events. The recognition honors companies for innovative work on the most pressing issues of the day including COVID-19 response, the climate crisis, mental health and economic inequality.

Job Summary

For 27 years, HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) has helped entrepreneurs, homebuyers, families and communities become more financially secure by providing affordable financial services; leveraging resources; and engaging in policy advocacy to strengthen communities, build assets, and improve lives in economically distressed parts of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

The Grant Writing Manager will serve as part of HOPE’s Investor Relations team, while working with the SVP, Investor Relations, Team Lead and colleagues to successfully submit private, philanthropic and government funding applications annually. Each year, HOPE raises millions of dollars in the form of grants, loans, contributions, mission driven deposits and other resources from foundations, banks, public agencies, individuals and other sources. Must be located within company footprint of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

This position will be responsible for managing the successful submission of a number of grant applications and reports annually, including drafting whole and pieces of these documents, managing contractual grant writers, gathering submission components and reviewing them for completeness and accuracy before submitting to funders. The Grant Writing Associate will report to this position. Work requires that the employee use considerable judgment and creativity in organizing the workflow and assuring adherence to deadlines.

Essential Functions

Lead and support Strengthening HOPE Initiative that values an organizational culture for open communication, innovation, associate engagement and other traits that contribute to collaboration and high performance.
Manage full range of activities required to successfully submit grant applications, letters of interest, concept papers and other proposal narratives to private, philanthropic and government (federal, state and local) funders annually, including supervising grant writing contractors and engaging colleagues across the organization to ensure application strategies are in line with departmental work plans.
Research possible funding opportunities to pursue and work with Grant Writing Associate to facilitate internal decision making on whether to apply and if so, with what application strategy.
Complete narrative reports to funders as required.
Provide leadership, coaching and management to the Grant Writing Associate.
Support Investor Relations team efforts to maintain an organized, robust Salesforce database that records up-to-date relationships with institutional and individual funders, investors, and prospects, particularly by creating and updating records related to funding requests.

Secondary Functions

Perform general administrative duties such as attending meetings, report production
Other duties as required.

Competencies/Skills

Must be proficient with MS Word, Excel, and Outlook; past experience with Salesforce preferred.
Must be a continuous learner who enjoys taking on new challenges.
Strong organizational and time management skills with exceptional attention to detail.
Ability to write clearly and effectively.
Passion and dedication to HOPE’s mission and work.
Ability to apply commonsense understanding to carry out written or oral instructions, taking initiative to ask questions when something is not clear.
Ability to communicate and resolve minor problems and issues as may arise in a cheerful and customer oriented manner.
Ability to adapt when problems or tasks arise in daily work that may involve few concrete variables or are unexpected.
Ability to multi-task and function in a fast paced environment.
Ability to read and interpret documents, collect information for routine reports and correspondence.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, percent, and interpret data.
Ability and desire to work as needed to complete certain quarterly, ad hoc, or monthly projects, including working on occasion after 5:00 pm and on weekends.
A professional and resourceful style; the ability to work independently, as a team player, and initiative to take responsibility to address issues as needs arise.

Desired Qualifications

Bachelor’s Degree required; Master’s Degree preferred.
At least four years of experience performing the duties described in the Essential Functions above, especially grant writing and project management experience; or an equivalent combination of education and experience.

Physical Demands

Employee is regularly required to sit, stand and walk
Employee will use hands to finger, handle or feel, reach with hands and arms, and talk or hear
Employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

Employee spends the majority of time in office environment, generally accessible to the public, customers, and potential customers
Noise level in the work environment is usually moderation.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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Carsey School of Public Policy, University of New Hampshire – Research Director, Carsey School Center for Impact Finance (Durham, NC)

Summary

Operating Title	Research Director, Carsey School Center for Impact Finance
Long Classification Title	RESEARCH ASSOCIATE PROFESSOR
Campus Location	Durham
Department	UNH Carsey School
Summary of Position	The Research Director position will be a high-level position responsible for directing and supporting the Center’s research agenda including the design and development of projects, supervision of the staff, and oversight of the budget as well as maintaining a personal research agenda. The Director will be expected to play a key role in helping the Center meet its goals of conducting rigorous and timely research, solving development finance institutions’ most challenging financial problems, and training and mentoring the next generation of development finance practitioners. The Research Director will be responsible for the growth and strategic development of the research function and quality assurance across subject areas, projects, publications, and consulting engagements. Specific responsibilities will include: Leadership of CSCIF’s research efforts and implementation of a research and consulting agenda that furthers CSCIF’s mission to build a world in which communities are socially, economically, and environmentally safe and healthy with the capacity to survive, adapt, and grow no matter what kinds of chronic stresses and acute shocks they experience and where all people − especially communities of color, Native Nations, and those who are under-resourced − are able to reach their full potential, supported by equal access to responsible capital. Leadership of CSCIF as part of the management team committed to and advancing research, capacity building, collaborative design, financial innovation, and consulting that responds to the emerging needs of the field of impact finance and advances innovative and impactful practices within it. Fulfilling a leadership role in funding the Center’s research function by identifying funding sources, developing grant proposals, and fostering relationships with research funders as principal investigator. Management of research and consulting engagements under the guidance of other principal investigators at the Center, with responsibilities in budget oversight, support for client and funder relationships, development and implementation of work plans, research and writing in support of reports and publications, and preparation and delivery of presentations. Management of staff; as the research function grows, will manage consultants and partner relationships. Working in collaboration with Center partners and other thought leaders (including funders, investors, practitioners, regulators, and academics), to increase the visibility of the Center, secure resources to support its research agenda, and to help ensure the ongoing relevance of its work to key external stakeholders. Collaboration with other faculty and researchers within the Carsey School of Public Policy, including its other research centers, and other faculty and researchers in related fields at the University, on research and other academic initiatives that are of shared importance.
Additional Job Information
Posting Number	PF0808FY24
Acceptable Minimum Qualifications	Ph.D. degree in Public Policy, Planning, Community Development, Business, Law, Environmental Studies, Public Health, or a related field. Minimum 10 years’ experience in research related to community development, finance, health, environment, or related field. Ability to be self-directed, setting operational goals with minimal direct supervision. Demonstrated history of obtaining external research funding with potential to contribute meaningfully to the Center’s funding success. Demonstrated ability to manage complex projects and budgets. Good organization skills, detail orientation, and the ability to prioritize and multi-task. Demonstrated ability to complete tasks in real time in a diversity of team settings. Strong research and data analysis skills, both quantitative and qualitative. Strong project management and organizational skills, experience effectively managing multiple projects across different internal and external constituents to drive results. Record of excellent financial analysis and demonstrated ability to analyze quantitative and qualitative information, particularly related to community development finance, and to synthesize findings for decisions making. Proven record of excellent writing and oral communication skills. Experience in using data analysis and visualization software (e.g. Stata, R, Tableau, Python) and the Microsoft Office suite (Word, Excel, PowerPoint) Demonstrated ability to work collaboratively and effectively with co-workers and representatives from the non-profit, corporate, philanthropic, and public sectors, and with a diverse range of individuals and organizations. Ability to complete tasks in a fast-paced and self-motivated environment in a timely and efficient manner. Demonstrated commitment to the community development sector and the critical role of nonprofit organizations in driving social change.
Additional Preferred Qualifications	Ph.D. or other terminal degree in Community Development, Public Policy, Planning, Business, Law, Health, or the environment or a related field. Respected research record with high-quality relevant publications. Relevant personal and/or professional experiences that will contribute meaningfully to this role and the profession. For example, relevant lived experience could include geographic origin; age; culture and language; or experience working with communities that are low income or marginalized.
Salary Information	Salary is complemented by a comprehensive benefits package which includes medical, dental, retirement, tuition, and paid time off.
Quick Link to Posting	https://jobs.usnh.edu/postings/57765

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Croatan Institute – Bilingual Senior Associate – Financial Health Coach (Fluent in Spanish) (Remote or Hybrid, NC)

About the job

Company Description

Croatan Institute is an independent, nonprofit research and action institute that focuses on building social equity and ecological resilience by using finance to create a just economy.

Role Description

Croatan Institute seeks a full-time experienced Certified Financial Health Coach who will play a critical role in providing expert financial guidance to underserved communities. This position is remote or hybrid in Durham, NC. The primary objective will be to empower BIPOC and underserved farmers to make informed financial decisions, build wealth, and achieve financial stability, and promote the sustainability of their operations. It is anticipated the Finhealth coach will manage a growing portfolio of both English and Spanish-speaking clients beginning with 5 and growing to 60 clients over a three-year period. This role will play a vital role in providing expert financial guidance and education to individuals and businesses in the agriculture and food sector.
Qualifications

Must be fluent in Spanish with cultural competency or lived experience.
Certified Financial Health Coach with a recognized certification program (e.g., NACCC, AFCPE, CFEI, or equivalent).
Three to five years of experience providing financial coaching and education as a professional or volunteer to Latinx and underserved communities.
Willing to serve as lead relationship manager for strategic initiatives with capital and capacity building allies in the NC ecosystem.
Strong knowledge of personal finance topics, including budgeting, savings, debt management, and asset-building strategies.
Experience writing business plans is desired, but not required.
Empathy, cultural sensitivity, and the ability to establish trust with clients from diverse backgrounds.
Excellent interpersonal and communication skills.
Ability to work independently and as part of a team.
Must be highly organized.
Passion for promoting financial well-being and economic empowerment.

Compensation

Compensation will be commensurate with education and experience. To ensure pay equity, all salaries are set according to the expectations of the role and take into account geographic cost of living differences. Since the starting pay for this job is equal to others at the same level throughout the organization, we do not negotiate on salary. We have a transparent organizational culture when it comes to pay rates so that eople do not have to negotiate since negotiation within work cultures has repeatedly been shown to disadvantage various kinds of people.

In addition to the salary, Croatan Institute offers a competitive benefits package, including opportunities to join our group medical, dental and vision insurance, paid time off (12 holidays and 15 personal days) for full-time-equivalent employees, employer contributions to either medical insurance or a health stipend, and a 3% employer contribution to a retirement plan, which is immediately vested. 3 Croatan Institute is committed to promoting diversity within its team while employing the best-qualified person for each job. We are an equal opportunity employer that strongly encourages candidates from diverse backgrounds to apply, and our team leverages its professional networks to increase the diversity of applicant pools. Our team also works internally to engage in frank conversations around bias, equity, and justice in order to support an inclusive workplace and culture.

Salary Range:

$79,597 – $88,500
How to apply: Candidates should complete this form (https://forms.gle/s3QKwkdPd2xUue3y9) and upload a resume and list of three references. Applications will be reviewed on a rolling basis. We will start reviewing applications in mid-January, so we strongly encourage early applications. We will continue to accept applications until the position is filled. No calls or preliminary inquiries please.

For more information about Croatan Institute, please visit www.croataninstitute.org.

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