Job Opening – Lending Operations Assistant

Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision provides nonprofits, small businesses, and social enterprises with strategic investment and guidance deepening work, scaling impact, and strengthening our communities.

We realize that the impact of discriminatory policy, institutionalized financial neglect, and systemic racism have resulted in a deep sense of distrust felt among communities on the margins of opportunity, including people of color, folks of various abilities, genders and sexualities, and communities with low financial wealth. We believe that these communities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities. Community Visions is an equal opportunity employer; people of all backgrounds are strongly encouraged to apply.

Lending Operations Assistant

Oakland/San Francisco, California


In 1987, Community Vision’s founders had a vision of putting their money to work as a tool for building financially strong and culturally vibrant communities capable of growing their sown seeds of self-determination. We promote economic justice and alleviate poverty by increasing the financial resilience and sustainability of community-based nonprofits and enterprises. Through flexible financial products and sound advice, we create opportunities to make socially responsible investments that revitalize California communities. We envision financially strong and culturally vibrant communities where each person has access to decent jobs, homes, health care, education, and economic opportunities. We work in partnership with individuals and organizations who share our vision of sustainable communities and social and economic justice.


All employees of Community Vision are expected to engage with and support a collaborative culture at the organization. This includes treating colleagues with respect, supporting the vision of the organization and demonstrating the professional practices of the organization. We strive to be community-centered, patient, communicative, responsive, conscious of difference, and data-driven. Our values include responsiveness, humility, curiosity, humor, creativity, practicality, accountability and a strong work ethic. Staff members attend to the culture of the organization by being ambassadors of Community Vision’s values and participating in internally focused work groups.


The Lending Operations Assistant will prepare internal and external reporting and data analysis for the organization’s entire lending portfolio, including but not limited to general loan portfolio loans, New Market Tax Credit loans and specialized fund loans. They will produce monthly, quarterly and annual loan portfolio reporting as needed. The Lending Operations Assistant will play a key role in ensuring that Community Vision delivers excellent services, reporting and data analysis to other departments, investors, loan committees, Board of Directors, and others, as required.


Data Management & Reporting (50%)

  • Under the direction of the Director of Lending Operations, manages the schedule for reports that are required for internal credit and accounting purposes (i.e. portfolio reporting, collateral reporting, LLR reporting, etc.) as well as internal organizational reports related to lending and credit as required by the Lending, Finance, Grant, Consulting and Development departments;
  • Manage the reporting schedule for NMTC related reports (i.e. CBA reporting, CIIS reporting alongside Asset Management and Credit peers, etc.);
  • Produce monthly, quarterly and/or annual reports in accordance with Community Vision’s loan servicing obligations to its capital partners and/or investors;
  • Enter data into any required federal database as required in order to manage any federally regulated programs (i.e. NMTC, HFFI, etc.).

Post-Closing Lending Support (25%)

  • Provide support to the Loan Administration team in preparing and distributing monthly or periodic loan and NMTC-related invoices to borrowers or partner organizations.

Lending Compliance Support (15%)

  • Provide support to the Director of Lending Operations in maintaining the quality control of the departmental systems (Salesforce, TEA, Sageworks, etc.) and ensure consistency of data entered by staff in an effort to maintain accurate reporting data.

Lending Management Team Support (10%)

  • Assist the organization’s management team in the maintenance, compilation, analysis and organization of data necessary for them to carry on their work, including both internal analysis and information to support their work with potential investors or their efforts to partner with other organizations.


  • Self-starter and able to initiate new tasks;
  • Excellent organizational skills;
  • At least two years of experience in a community development-related role;
  • Ability to produce professional quality work that meets agreed upon standards and deadlines;
  • Excellent customer service skills;
  • Excellent verbal and writing skills;
  • Excellent skills in Excel is a must, proficient in Word, PowerPoint and Google Suite applications;
  • Experience with Salesforce and Sageworks is a plus; and
  • Strong team player and ability to work effectively in a cooperative and diverse environment.


Community Vision provides equal employment opportunities to all employees, volunteers and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. All positions at Community Vision involve frequent use of a computer and telephone. This position may need to lift boxes and equipment. Reasonable accommodations can be made to enable individuals with differing abilities to perform the essential functions of their position. This position generally requires travel to the office locally by public transit or driving. At present, however, all staff are working remotely.

The Lending Operations Assistant will report to the Director of Lending Operations and will work closely with the Co-Directors of Lending, Chief Credit Officer, Chief Financial Officer and others. Regular collaboration with Lending, Development and Finance Departments is expected.

Hours & Location

  • Full-time position, exempt
  • Main office is located in San Francisco; however, all staff are currently working remotely
  • Work hours will be predominantly during regular business hours, although occasional evenings and weekends will be required

Salary Range is $60,000 to $75,000 annually dependent on experience. Benefits include 100% health insurance premium coverage for employees and a contribution towards dependent coverage, dental insurance, long-term disability, life insurance, transportation and cell phone subsidies, employer contributions towards retirement savings, three weeks’ vacation, and a commitment to work/life balance.

Send resume and cover letter via email to Subject line to read: Lending Operations Assistant. Letters should discuss your interest in the position and in working at Community Vision. Resumes without cover letters will not be considered.

Position is open until filled.