Impactful NMTC Portfolio Compliance Specialist

Wuxismt; Los Angeles, San Francisco (CA, CA, FL); Híbrido; USD 45.000 - 64.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive salary commensurate with经验

Remote work reimbursements monthly

100% company-funded Medical, Dental, V

Vision, Life & Disability coverage

Resumo da vaga

Accion Opportunity Fund is seeking a detail‑oriented NMTC Portfolio & Compliance Associate to monitor projects, collect and review reporting items, and maintain accurate documentation. You will coordinate with borrowers, investors, and partners, ensuring timely investor reports and regulatory compliance.

The role blends analytics and administration, with strong emphasis on communication, deadlines, and process improvement. Prior NMTC experience is not required; training is provided.

Qualificações

• Bachelor's degree or equivalent combination of education and experience.
• 1–3 years of experience in lending, loan/credit administration, portfolio monitoring, compliance, grants or nonprofit program support.
• Ability to read financial statements and calculate basic financial ratios.
• Strong Excel skills and comfort working with data.
• Experience with Salesforce or another CRM/database.
• Excellent time management, organization and attention to detail; able to handle high volume of tasks and deadlines.
• Clear, professional written and verbal communication; comfortable working with outside partners.
• Sound judgment and discretion with confidential information; able to know when to elevate.
• Commitment to expanding economic opportunity in underserved communities.

Responsabilidades

• Serve as the main point of contact for borrowers on ongoing reporting requirements.
• Review borrower financial statements and test loan covenant compliance.
• Help prepare and update risk ratings for portfolio projects.
• Review construction draw requests and coordinate with partners to resolve questions.
• Prepare and submit investor reports accurately and on time.
• Track deadlines in Salesforce and keep status notes current.
• Prepare and distribute annual community impact surveys and analyze results.
• Support reporting to the CDFI Fund and coordinate with partners.
• Screen prospective projects and enter data in Salesforce.
• Assist with NMTC allocation applications and loan closings.
• Conduct post-closing calls with borrowers and support with reporting templates.

Conhecimentos

Excel

Communication

Time management

Organization

Attention to detail

Project management

Formação

Bachelor's degree or equivalent in business/finance/accounting/real estate or related field

Ferramentas

Salesforce

Descrição da vaga

Accion Opportunity Fund is seeking a detail‑oriented NMTC Portfolio & Compliance Associate to monitor projects, collect and review reporting items, and maintain accurate documentation. You will coordinate with borrowers, investors, and partners, ensuring timely investor reports and regulatory compliance.

The role blends analytics and administration, with strong emphasis on communication, deadlines, and process improvement. Prior NMTC experience is not required; training is provided.