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Capital Impact Partners

Remote Jobs

Building Communities of Opportunity That Break Barriers To Success

11 open rolesTeam 51,200Since 1982H1B No SponsorLatest: Mar 26, 2026, 10:53 PM UTCCompany SiteLinkedIn
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11 Jobs

Capital Impact Partners logo

New Markets Tax Credit Manager

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

Tax73 days ago
Full TimeRemoteSeniorTeam 51-200Since 1982H1B No Sponsor

• Serve as the internal operational subject matter expert for NMTC structures and compliance requirements. • Translate allocation agreements, investor operating agreements, and executed loan documents into repeatable operational workflows. • Design and maintain cash schedules, reporting calendars, compliance ticklers, and exit trackers. • Strengthen internal controls, reporting accuracy, and structural consistency across the NMTC lifecycle. • Identify and implement process and system improvements. • Lead the operational transition of NMTC transactions from closing through the credit period. • Participate in closing calls as the NMTC operations representative. • Review forecasts and flow of funds for structural alignment with executed documents. • Validate system setup prior to first disbursement. • Coordinate investor onboarding and related bank account setup. • Ensure transactions are accurately established in the system of record before servicing begins. • Own coordination and oversight of CDE-level and Sub-CDE reporting, including AMIS, TLR, ILR, certifications, audits, and tax filings. • Extract operational and reporting requirements from allocation agreements and investor documents. • Monitor substantially all tests, Safe Harbor considerations, and other compliance thresholds. • Escalate recapture and reporting risk indicators in accordance with internal protocols. • Maintain CDE and Sub-CDE good standing and disciplined reporting timelines. • Develop, maintain, and reconcile investor cash distribution schedules. • Calculate and validate investor remittances, fee allocations, and waterfall payments. • Convert legal distribution requirements into repeatable operational processes. • Coordinate with Accounting and Treasury to confirm payment timing prior to distributions. • Resolve remittance discrepancies and structural variances. • Respond to investor, accounting, and audit inquiries related to CDE cash flows. • Ensure treasury compliance across all NMTC-related cash movements. • Serve as the internal operational lead for NMTC exits and unwinds. • Coordinate reconciliation, payoff verification, flow-of-funds sequencing, and document execution. • Initiate structured exit planning based on maturity timelines. • Prepare CDE-level reconciliations and validate unwind documentation. • Ensure accurate final reporting and orderly wind-down of CDE entities while mitigating recapture and distribution risk.

California + 1 moreAll locations: California | Virginia
$85.9K - $139.8K / year
Job Closed
Capital Impact Partners logo

New Markets Tax Credit (NMTC) Manager

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

Manager73 days ago
Full TimeRemoteLeadTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, FINRA/SIPC member) are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary Momentus Capital seeks a New Markets Tax Credit (NMTC) Manager to strengthen its Lending Operations team. The role will be primarily responsible for investor distributions, CDE and Sub-CDE compliance, AMIS/TLR/ILR reporting oversight, exit execution, post-closing cash movement, and operational stewardship of Capital Impact’s NMTC and subsidiary funds. The position serves as the internal subject matter expert, translating NMTC legal structures, allocation requirements, and investor agreements into repeatable operational processes. The NMTC Manager collaborates closely with Originations, Portfolio, Treasury, Loan Servicing, Accounting, Closing, Legal, Ariel Ventures, and outside counsel to ensure structural integrity, treasury compliance, accurate reporting, and disciplined lifecycle management from closing through unwind. The NMTC Manager will report to the Senior Director of Lending Operations.  Essential Responsibilities - Serve as the internal operational subject matter expert for NMTC structures and compliance requirements. - Translate allocation agreements, investor operating agreements, and executed loan documents into repeatable operational workflows. - Design and maintain cash schedules, reporting calendars, compliance ticklers, and exit trackers. - Strengthen internal controls, reporting accuracy, and structural consistency across the NMTC lifecycle. - Identify and implement process and system improvements. Deals and Loan Onboarding - Lead the operational transition of NMTC transactions from closing through the credit period. - Participate in closing calls as the NMTC operations representative. - Review forecasts and flow of funds for structural alignment with executed documents. - Validate system setup prior to first disbursement. - Coordinate investor onboarding and related bank account setup. - Ensure transactions are accurately established in the system of record before servicing begins. Compliance Management - Own coordination and oversight of CDE-level and Sub-CDE reporting, including AMIS, TLR, ILR, certifications, audits, and tax filings. - Extract operational and reporting requirements from allocation agreements and investor documents. - Monitor substantially all tests, Safe Harbor considerations, and other compliance thresholds. - Escalate recapture and reporting risk indicators in accordance with internal protocols. - Maintain CDE and Sub-CDE good standing and disciplined reporting timelines. Cash Distributions and Fund Management - Develop, maintain, and reconcile investor cash distribution schedules. - Calculate and validate investor remittances, fee allocations, and waterfall payments. - Convert legal distribution requirements into repeatable operational processes. - Coordinate with Accounting and Treasury to confirm payment timing prior to distributions. - Resolve remittance discrepancies and structural variances. - Respond to investor, accounting, and audit inquiries related to CDE cash flows. - Ensure treasury compliance across all NMTC-related cash movements. Exits - Serve as the internal operational lead for NMTC exits and unwinds. - Coordinate reconciliation, payoff verification, flow-of-funds sequencing, and document execution. - Initiate structured exit planning based on maturity timelines. - Prepare CDE-level reconciliations and validate unwind documentation. - Ensure accurate final reporting and orderly wind-down of CDE entities while mitigating recapture and distribution risk.

California
Job Closed
Capital Impact Partners logo

New Markets Tax Credit (NMTC) Manager

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

Manager73 days ago
Full TimeRemoteLeadTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, FINRA/SIPC member) are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary Momentus Capital seeks a New Markets Tax Credit (NMTC) Manager to strengthen its Lending Operations team. The role will be primarily responsible for investor distributions, CDE and Sub-CDE compliance, AMIS/TLR/ILR reporting oversight, exit execution, post-closing cash movement, and operational stewardship of Capital Impact’s NMTC and subsidiary funds. The position serves as the internal subject matter expert, translating NMTC legal structures, allocation requirements, and investor agreements into repeatable operational processes. The NMTC Manager collaborates closely with Originations, Portfolio, Treasury, Loan Servicing, Accounting, Closing, Legal, Ariel Ventures, and outside counsel to ensure structural integrity, treasury compliance, accurate reporting, and disciplined lifecycle management from closing through unwind. The NMTC Manager will report to the Senior Director of Lending Operations.  Essential Responsibilities - Serve as the internal operational subject matter expert for NMTC structures and compliance requirements. - Translate allocation agreements, investor operating agreements, and executed loan documents into repeatable operational workflows. - Design and maintain cash schedules, reporting calendars, compliance ticklers, and exit trackers. - Strengthen internal controls, reporting accuracy, and structural consistency across the NMTC lifecycle. - Identify and implement process and system improvements. Deals and Loan Onboarding - Lead the operational transition of NMTC transactions from closing through the credit period. - Participate in closing calls as the NMTC operations representative. - Review forecasts and flow of funds for structural alignment with executed documents. - Validate system setup prior to first disbursement. - Coordinate investor onboarding and related bank account setup. - Ensure transactions are accurately established in the system of record before servicing begins. Compliance Management - Own coordination and oversight of CDE-level and Sub-CDE reporting, including AMIS, TLR, ILR, certifications, audits, and tax filings. - Extract operational and reporting requirements from allocation agreements and investor documents. - Monitor substantially all tests, Safe Harbor considerations, and other compliance thresholds. - Escalate recapture and reporting risk indicators in accordance with internal protocols. - Maintain CDE and Sub-CDE good standing and disciplined reporting timelines. Cash Distributions and Fund Management - Develop, maintain, and reconcile investor cash distribution schedules. - Calculate and validate investor remittances, fee allocations, and waterfall payments. - Convert legal distribution requirements into repeatable operational processes. - Coordinate with Accounting and Treasury to confirm payment timing prior to distributions. - Resolve remittance discrepancies and structural variances. - Respond to investor, accounting, and audit inquiries related to CDE cash flows. - Ensure treasury compliance across all NMTC-related cash movements. Exits - Serve as the internal operational lead for NMTC exits and unwinds. - Coordinate reconciliation, payoff verification, flow-of-funds sequencing, and document execution. - Initiate structured exit planning based on maturity timelines. - Prepare CDE-level reconciliations and validate unwind documentation. - Ensure accurate final reporting and orderly wind-down of CDE entities while mitigating recapture and distribution risk.

Virginia
Job Closed
Capital Impact Partners logo

Impact Strategy Intern

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

Strategy82 days ago
TemporaryRemoteEntry LevelTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, FINRA/SIPC member)- are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary We are seeking a highly analytical and motivated Summer Strategy Intern to support the development of our forward-looking corporate strategy. This is a hands-on opportunity to work closely with senior leadership to assess market dynamics, evaluate internal capabilities, and shape strategic priorities for the next 3 years. The intern will directly support enterprise-level strategic initiatives, including industry research, financial and operational analysis, and synthesis of insights into actionable recommendations. This role is ideal for an MBA candidate or graduate student with a background in strategy, consulting, finance, economics, public policy, or a related field. This is a full-time, temporary position (40 hours/week). This internship will start on 06/01/2026 and end on 8/31/2026. Essential Responsibilities ●     Conduct industry and competitive research to inform long-term strategy ●     Support development of strategic frameworks (e.g., SWOT, PESTEL, scenario planning) ●     Help prepare materials for leadership and board discussions ●     Analyze financial, operational, and market data to identify growth opportunities and risks ●     Assist in synthesizing findings into executive-ready presentations and strategy memos ●     Support internal and external interviews and other stakeholder engagement efforts ●     Contribute to development of strategic priorities, KPIs, and implementation roadmaps

Virginia
$20 - $22 / hour
Job Closed
Capital Impact Partners logo

Video and Photography Intern

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

Content Creator82 days ago
TemporaryRemoteEntry LevelTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance, and Momentus Securities (an SEC-registered broker-dealer, a MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, and a FINRA/SIPC member) - help build communities and small businesses by providing access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary The video and photography intern reports to the Director of Marketing and Communications for Content and supports the creation and editing of video and photography, creating original content for each of Momentus Capital’s business lines.  The person holding this position is a strong visual storyteller and creator of work that is visually appealing, compelling, emotionally engaging and conveys key messages. This person holding this position can work remotely, with the expectation that a majority of hours will overlap with Eastern Standard Time business hours. This position offers flexibility as either a full-time or part-time temporary role (20–40 hours per week). The internship will run from June 1, 2026, through August 31, 2026.

Virginia
$20 - $22 / hour
Job Closed
Capital Impact Partners logo

Community Solutions Operations Intern

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

Operations83 days ago
OtherRemoteEntry LevelTeam 51-200Since 1982H1B No Sponsor

Role Description Momentus Capital seeks a mission-driven, detail-oriented Intern to work directly with the Business Operations Manager supporting the Community Solutions team and collaborating with other corporate functions to turn strategy into impact. This remote role offers hands-on exposure to how community development and economic development intersects by strengthening operational efficiencies in programs that expand access to capital and offer training to small businesses and real estate developers who have been historically overlooked by the traditional financial system. The Community Solutions Operations Intern will support the core operational systems behind grant management, financial systems coordination, and data analysis informing strategic decision making and program effectiveness. This internship offers unique visibility into the inner workings of a wide breadth of nationally scaled, place-based initiatives spanning food systems, real estate development, workforce training, and small business advising with cross-functional coordination with our Legal, Finance, Lending, IT, Data, and Fundraising teams. Ideal for a college or graduate student interested in social impact, nonprofit management, law, finance, data analysis, urban planning, or public policy, this internship provides meaningful responsibility and the opportunity to build practical skills in a mission-oriented, fast-paced, and collaborative environment. This is a full-time, temporary position (40 hours/week). This internship can be 3-6 months, with a start date on 06/01/2026. Qualifications - Current undergraduate (junior or senior preferred) or graduate student in public administration, nonprofit management, business, finance, economics, data analytics, law, urban planning, public policy, or a related field. - Strong organizational skills with exceptional attention to detail and ability to manage multiple tasks and deadlines with a mindset geared toward efficiency and thoughtful process improvement. - Advanced skills in Microsoft Word and Adobe Acrobat for legal document drafting, formatting, and high-volume processing. - Analytical mindset with experience collecting, organizing, and interpreting data; comfort working with Excel required. - Preferred experience working with enterprise data, CRM, grant management, or financial systems, or a strong aptitude for learning new platforms (such as Salesforce, PaperSave, Smartsheets, or Submittable). Training will be provided as needed to support success and proficiency in the role. - Ability to work independently in a remote environment while collaborating and communicating effectively across cross-functional teams, with optional in-person collaboration with Manager in New York City. East Coast working hours preferred. Requirements - Support the drafting and processing of subgrants and professional service agreements coordinating document acquisition, entity document review, compliance clearance, and approval processes through Salesforce. - Assist in collecting, maintaining, and analyzing impact and programmatic KPI data to support initiative, divisional, and organization-wide reporting dashboards and funder reporting across platforms including Salesforce, Power BI, and Excel. - Contribute to team process standardization, automation, and refinement to strengthen efficiency and build scalable, streamlined systems by designing workflows, implementing technology solutions, centralizing directories, and creating SOPs to strengthen the infrastructure behind our programs and community impact. - Contribute to the coordination of grant disbursements, vendor payments, and budget reconciliation to ensure effective and compliant grant spenddown. - Provide support across cross-sector initiatives and working groups as aligned with team needs and professional development goals. Benefits - The salary range for this position is $20 - $22 an hour, and includes sick leave. - This role is primarily remote with the flexibility to come in office in Detroit, NY and DC.

United States
$20 - $22 / hour
Job Closed
Capital Impact Partners logo

Application Development Manager

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

OtherRemoteMid LevelTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered municipal advisor, a FINRA-approved municipal advisor and municipal securities broker-dealer, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive.   Position Summary The Application Development Manager will be responsible for overseeing and guiding the implementation and maintenance of application systems across the organization. This role will focus on both people leadership and active technical involvement, including managing the software development lifecycle, leading a team of developers, and collaborating with cross-functional teams to ensure that applications meet organizational needs and function efficiently within our technological ecosystem. The Application Development Manager balances people and project leadership (approximately 60%) with ongoing hands-on technical involvement (approximately 40%) including code reviews, architectural guidance, and targeted development support, while driving improvements in application performance, security, and user experience. Essential Responsibilities - Lead the application development team in designing, building, and deploying scalable, high-quality software solutions. - Collaborate with business stakeholders to translate strategic goals into technical requirements. - Engage with other IT staff for project management, requirements gathering, and solution design. - Ensure application architecture and development follow industry best practices for coding, security, and user experience. - Actively challenge and guide the team on code quality, design decisions, and opportunities for improvement. - Drive innovation through the adoption of new technologies, frameworks, and development methodologies. - Mentor and develop team members, fostering a culture of collaboration, continuous improvement, and professional growth. - Conduct code reviews and ensure adherence to programming standards and quality assurance practices. - Monitor application performance and implement optimizations or upgrades as needed. - Maintain clear documentation for development processes, systems, and integrations. - Serve as the primary liaison between the development team, IT, and business units to ensure solutions meet organizational needs. - Provide application development support on new and existing projects where needed. - Develop and maintain code using a variety of software tools including C#, Azure ADF Pipelines, and Salesforce Lightning

Virginia
Job Closed
Capital Impact Partners logo

Business Development Officer

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

OtherRemoteSeniorTeam 51-200Since 1982H1B No Sponsor

• Market and promote Capital Impact Partners’ Community Development Lending products to real estate and small business prospects, community lenders, community partners, and other financial institutions across our core markets in the DC Metro, NYC Metro, and Detroit Metro Areas • Identify, foster, and maintain relationships with partners, borrowers, prospects, and other community stakeholders within our sectors and across the aforementioned markets • Manage CDL loan pipelines in the Eastern Region, specifically in the DC Metro, NYC Metro, and Detroit Metro Areas • Respond to all CDL loan inquiries in the Eastern Region in a timely manner • Present to groups, engage with individuals, and positively represent Momentus at conferences, webinars, groundbreakings, and other business and industry functions • Monitor market trends and opportunities • Gather data (both qualitative and quantitative) about product and service offerings and identify areas for improvement • Assist with the development and implementation of products, services, and special initiatives within assigned markets • Help coordinate information sharing and collaboration across Momentus teams in the Eastern Region • Demonstrate a firm understanding of the entire Momentus Capital loan suite of products and services and collaborate with other Momentus capital deployment teams on cross-marketing opportunities and optimizing financing solutions and customer experiences • Assist Marketing and Communications team in producing communications about our lending and impact in assigned markets • Ensure that communications and promotional materials remain accurate and up to date • Assist Compliance team in reporting to funders and investors on specific lending programs in assigned markets • Support Fundraising team in preparing and responding to grant applications and request for proposals • Identify, meet, and screen potential borrowers and their community development projects • Establish clear and appropriate expectations with prospective borrowers through discussion and explanation of lending products, programs, and processes • Pre-screen, compile, structure, and analyze loan applications for eligibility, credit worthiness and repayment ability using established credit policy and underwriting guidelines • Provide business history, management, loan purpose and eligibility narrative within loan processes • Determine loan eligibility based on any geographic, impact, or business strategy specific requirements • Determine credit worthiness based on review of cash flow and credit history and ensure prospects will meet basic credit criteria • Identify major risks and other considerations to assist credit approvers in making loan decisions • Perform preliminary loan structuring, propose terms, and secure preliminary approval from lending and credit approvers to proceed to underwriting • Prepare Letters of Interest and/or Term Sheets, communicate proposed terms to prospective borrowers, and negotiate terms as appropriate • Manage smooth transition of loan prospects to Loan Officers and/or Underwriters • Work with Loan Officers, Underwriters, and other team members to help resolve relationship, loan structuring, and credit challenges that may arise with transactions in the Eastern Region • Assist with loan screening in other geographic markets on an as-needed basis • Assist with credit memos on an as-needed basis

New York + 2 moreAll locations: New York | Michigan | Virginia
$98.8K - $145K / year
Job Closed
Capital Impact Partners logo

Business Development Officer, Eastern Region

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

OtherRemoteMid LevelTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary The Business Development Officer – Eastern Region (BDO) will build and maintain strategic relationships in the communities where we work and source transactions for the Community Development Lending (CDL) team in the Washington, DC Metro Area, New York City Metro Area, and Detroit Metro Areas. The BDO will work with strategic partners, borrowers, real estate professionals, and other stakeholders in our core sectors of affordable housing, education, health care, and food systems to identify transactions that align with the Momentus lending strategy, credit policy, underwriting guidelines and help us to achieve our mission and impact goals. The BDO will be responsible for maintaining and deepening our market presence and expanding access to loan capital through robust deal screening and creative loan structuring. The BDO will be familiar with Momentus Capital’s broader spectrum of capital tools in order to cross-market our small business loan programs, impact investment products, capacity building programs, and business advisory services and refer appropriate opportunities to Momentus Capital’s other capital deployment teams. The Eastern Region BDO is an employee of Capital Impact Partners and part of the CDL team and will report to the Director of Business Development. While the position is remote, candidates residing in the Washington, DC Metro Area, New York City Metro Area, and Detroit Metro Areas are strongly preferred, with the greatest prioritization given to those residing in the Washington, DC Metro Area. Essential Responsibilities Market Engagement and Relationship Management: ●       Market and promote Capital Impact Partners’ Community Development Lending products to real estate and small business prospects, community lenders, community partners, and other financial institutions across our core markets in the DC Metro, NYC Metro, and Detroit Metro Areas ●       Identify, foster, and maintain relationships with partners, borrowers, prospects, and other community stakeholders within our sectors and across the aforementioned markets ●       Manage CDL loan pipelines in the Eastern Region, specifically in the DC Metro, NYC Metro, and Detroit Metro Areas ●       Respond to all CDL loan inquiries in the Eastern Region in a timely manner ●       Present to groups, engage with individuals, and positively represent Momentus at conferences, webinars, groundbreakings, and other business and industry functions ●       Monitor market trends and opportunities ●       Gather data (both qualitative and quantitative) about product and service offerings and identify areas for improvement ●       Assist with the development and implementation of products, services, and special initiatives within assigned markets ●       Help coordinate information sharing and collaboration across Momentus teams in the Eastern Region ●       Demonstrate a firm understanding of the entire Momentus Capital loan suite of products and services and collaborate with other Momentus capital deployment teams on cross-marketing opportunities and optimizing financing solutions and customer experiences ●       Assist Marketing and Communications team in producing communications about our lending and impact in assigned markets ●       Ensure that communications and promotional materials remain accurate and up to date ●       Assist Compliance team in reporting to funders and investors on specific lending programs in assigned markets ●       Support Fundraising team in preparing and responding to grant applications and request for proposals Prequalify and Structure Loans: ●       Identify, meet, and screen potential borrowers and their community development projects ●       Establish clear and appropriate expectations with prospective borrowers through discussion and explanation of lending products, programs, and processes ●       Pre-screen, compile, structure, and analyze loan applications for eligibility, credit worthiness and repayment ability using established credit policy and underwriting guidelines ●       Provide business history, management, loan purpose and eligibility narrative within loan processes ●       Determine loan eligibility based on any geographic, impact, or business strategy specific requirements ●       Determine credit worthiness based on review of cash flow and credit history and ensure prospects will meet basic credit criteria ●       Identify major risks and other considerations to assist credit approvers in making loan decisions ●       Perform preliminary loan structuring, propose terms, and secure preliminary approval from lending and credit approvers to proceed to underwriting ●       Prepare Letters of Interest and/or Term Sheets, communicate proposed terms to prospective borrowers, and negotiate terms as appropriate ●       Manage smooth transition of loan prospects to Loan Officers and/or Underwriters ●       Work with Loan Officers, Underwriters, and other team members to help resolve relationship, loan structuring, and credit challenges that may arise with transactions in the Eastern Region ●       Assist with loan screening in other geographic markets on an as-needed basis ●       Assist with credit memos on an as-needed basis

Michigan
$98.8K - $145K / year
Job Closed
Capital Impact Partners logo

Business Development Officer, Eastern Region

Capital Impact Partners

Building Communities of Opportunity That Break Barriers To Success

OtherRemoteMid LevelTeam 51-200Since 1982H1B No Sponsor

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive. Position Summary The Business Development Officer – Eastern Region (BDO) will build and maintain strategic relationships in the communities where we work and source transactions for the Community Development Lending (CDL) team in the Washington, DC Metro Area, New York City Metro Area, and Detroit Metro Areas. The BDO will work with strategic partners, borrowers, real estate professionals, and other stakeholders in our core sectors of affordable housing, education, health care, and food systems to identify transactions that align with the Momentus lending strategy, credit policy, underwriting guidelines and help us to achieve our mission and impact goals. The BDO will be responsible for maintaining and deepening our market presence and expanding access to loan capital through robust deal screening and creative loan structuring. The BDO will be familiar with Momentus Capital’s broader spectrum of capital tools in order to cross-market our small business loan programs, impact investment products, capacity building programs, and business advisory services and refer appropriate opportunities to Momentus Capital’s other capital deployment teams. The Eastern Region BDO is an employee of Capital Impact Partners and part of the CDL team and will report to the Director of Business Development. While the position is remote, candidates residing in the Washington, DC Metro Area, New York City Metro Area, and Detroit Metro Areas are strongly preferred, with the greatest prioritization given to those residing in the Washington, DC Metro Area. Essential Responsibilities Market Engagement and Relationship Management: ●       Market and promote Capital Impact Partners’ Community Development Lending products to real estate and small business prospects, community lenders, community partners, and other financial institutions across our core markets in the DC Metro, NYC Metro, and Detroit Metro Areas ●       Identify, foster, and maintain relationships with partners, borrowers, prospects, and other community stakeholders within our sectors and across the aforementioned markets ●       Manage CDL loan pipelines in the Eastern Region, specifically in the DC Metro, NYC Metro, and Detroit Metro Areas ●       Respond to all CDL loan inquiries in the Eastern Region in a timely manner ●       Present to groups, engage with individuals, and positively represent Momentus at conferences, webinars, groundbreakings, and other business and industry functions ●       Monitor market trends and opportunities ●       Gather data (both qualitative and quantitative) about product and service offerings and identify areas for improvement ●       Assist with the development and implementation of products, services, and special initiatives within assigned markets ●       Help coordinate information sharing and collaboration across Momentus teams in the Eastern Region ●       Demonstrate a firm understanding of the entire Momentus Capital loan suite of products and services and collaborate with other Momentus capital deployment teams on cross-marketing opportunities and optimizing financing solutions and customer experiences ●       Assist Marketing and Communications team in producing communications about our lending and impact in assigned markets ●       Ensure that communications and promotional materials remain accurate and up to date ●       Assist Compliance team in reporting to funders and investors on specific lending programs in assigned markets ●       Support Fundraising team in preparing and responding to grant applications and request for proposals Prequalify and Structure Loans: ●       Identify, meet, and screen potential borrowers and their community development projects ●       Establish clear and appropriate expectations with prospective borrowers through discussion and explanation of lending products, programs, and processes ●       Pre-screen, compile, structure, and analyze loan applications for eligibility, credit worthiness and repayment ability using established credit policy and underwriting guidelines ●       Provide business history, management, loan purpose and eligibility narrative within loan processes ●       Determine loan eligibility based on any geographic, impact, or business strategy specific requirements ●       Determine credit worthiness based on review of cash flow and credit history and ensure prospects will meet basic credit criteria ●       Identify major risks and other considerations to assist credit approvers in making loan decisions ●       Perform preliminary loan structuring, propose terms, and secure preliminary approval from lending and credit approvers to proceed to underwriting ●       Prepare Letters of Interest and/or Term Sheets, communicate proposed terms to prospective borrowers, and negotiate terms as appropriate ●       Manage smooth transition of loan prospects to Loan Officers and/or Underwriters ●       Work with Loan Officers, Underwriters, and other team members to help resolve relationship, loan structuring, and credit challenges that may arise with transactions in the Eastern Region ●       Assist with loan screening in other geographic markets on an as-needed basis ●       Assist with credit memos on an as-needed basis

New York
Job Closed

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