• Provide high-level administrative support to the COO and CSO, including calendar management, meeting preparation, scheduling, travel coordination, expense support, and follow-up tracking • Manage the CSO and COO’s time and priorities with care, discretion, and strong attention to detail • Prepare agendas, briefing materials, documents, talking points, and follow-up notes for meetings, check-ins, and organizational priorities • Anticipate needs and help ensure the CSO and COO is prepared for internal and external engagements • Support the CSO and COO in managing cross-functional workflows across political/program, communications, operations, HR, finance, compliance, systems, planning, and internal infrastructure • Track key deliverables, deadlines, decisions, and next steps across projects and leadership priorities • Help improve internal systems, templates, processes, and workflows that support organizational effectiveness • Partner with internal teams to ensure timely follow-through on operational priorities and organizational commitments • Draft, edit, and prepare internal communications, meeting notes, follow-up messages, and other written materials on behalf of or in support of the EVP/COO • Support preparation for leadership meetings, staff planning, executive team needs, and internal decision-making spaces • Use project management, calendar, document, communication, and productivity tools to support efficient workflows.

Role Description Locus is currently seeking an experienced Portfolio Management Officer I (PMO I) in the Office of Credit Risk Management. The PMO I role involves: - Monitoring portfolio composition and performance. - Creating/producing various internal & external reports and dashboards on a regular basis for upper management. - Remaining up to date on all regulatory guidelines across the aforementioned portfolios (e.g., including, but not limited to the CDFI Fund, ECIP, CRA, and Capital Magnet Fund). Qualifications - 1-3 years relevant work experience in a credit risk management function, including commercial real estate and commercial and industrial lending. - 1-3 years of banking experience and knowledge of a unique business model. - Knowledge and demonstrated ability in portfolio management, regulatory compliance, and credit analysis, including underwriting and spreading financial data. - Bachelor’s Degree in a related subject field required. - Excellent Word, Excel, and Windows file management skills mandatory. - Experience with Salesforce or other CRM tools. - Experience using data visualization tools to develop reports and dashboards (PowerBI preferred). - Familiarity with Outlook or similar network-based email and calendar software. - Extensive computer usage and Microsoft Teams communication. - Must be able to work independently in a stable remote environment, if necessary. - Access to high-speed internet bandwidth and reasonable proximity to Locus or a major metropolitan airport. - Ability to communicate verbally across all levels of the organization in a clear, concise, and confident manner. - Ability to write accurate, clear, and organized communications, incorporating a range of information and analysis. - Ability to collaborate with other departments (e.g., IT) to develop successful solutions to business problems. - Ability to document workflow and procedures. Requirements - Responsible for the development and execution of timely reporting and dashboards for direct lending portfolios. - Assist in overseeing the bank’s direct lending and fund management portfolios and conducting regular portfolio reviews (annual reviews). - Monitor delinquencies and upcoming maturities; work with the Impact Banking team to ensure any extensions/renewals are completed prior to the maturity date. - Assist Fund Management Team with portfolio monitoring and claims processing. - Review closing documentation for direct-lending and fund-management portfolios; ensure that all products have been closed and comply with parameters defined within the closing documents. Benefits - $80,000 - $90,000 annual salary, depending on skills and experience. - Annual bonus opportunity. - 18 days of PTO per year. - 13 paid holidays per year. - Medical, dental, vision, short- and long-term disability insurance. - Life Insurance. - Paid family leave options. - 401k savings plan with employer match. Company Description Locus is the parent organization for a family of community development enterprises, which includes a nonprofit CDFI loan fund, a CDFI bank, a fund management practice, and a national guarantee program. With offices in Christiansburg and Richmond, Virginia, Locus offers innovative and flexible financing tools and strategic consulting services to individuals and organizations in underestimated and excluded communities, most of which are low-to-moderate income. Alongside our many partners, Locus has generated over $2 billion dollars in total impact. Locus is a nonprofit holding company regulated by the Federal Reserve. Locus Bank is an FDIC-insured, certified bank and B Corp offering products tailored to socially conscious investors. Locus Bank is a majority-owned subsidiary of Locus. Member FDIC. Equal Housing Lender.

• Provide strategic guidance on industry trends, technology, and market opportunities • Support evaluation of potential investments and emerging startups • Introduce high-quality founders, investors, and ecosystem partners • Mentor and advise founders within the 16VC portfolio • Contribute to the development of 16VC’s investment theses and ecosystem initiatives

• Own how decisions get made at Boldr: who sets the bar, who owns the call, who carries it out. Keep decision rights clear so the business moves without stalling or reopening settled calls. • Build the operating cadence that keeps every function aligned: the reviews, the metrics, and the rhythm that turn strategy into delivery. • Make sure big commercial and operational decisions get real cross-functional scrutiny before they are committed, so no single function carries a decision alone. • Partner directly with the CRO to ensure revenue targets are funded by operational and financial reality, not aspiration. • Hold a clear understanding of key client relationships and the health of the revenue pipeline. • Ensure commercial commitments are operationally and technically deliverable before they are made, closing the gap between what is sold and what is built. • Identify and act on growth opportunities that align with Boldr's mission, margin, and systems capacity. • Own Boldr's operating technology stack; the platforms, tools, and integrations that run People, Finance, and Delivery across five geographies. • Set the systems roadmap: prioritise, sequence, and resource implementations (HRIS, workforce, and operations platforms) so they land and get adopted, not just bought. • Build the data infrastructure that gives the CEO and leadership a single, trusted view of performance: operational, commercial, and financial. • Drive automation and responsible AI adoption across the operation to lift productivity, quality, and margin. • Make systems readiness a precondition for scale: security, integration, and resilience built in, not bolted on. • Hold direct ownership of the operating P&L and budget. Make the resource and cost decisions inside operations that balance growth with responsible stewardship. • Own cost discipline and operating forecasts across the operating functions. Partner with the CFO on company-level planning, capital allocation, and reporting. • Give the CEO clear, candid financial visibility on operating performance, risks, and outlook. • Treat financial discipline as a standard, not a constraint, and make the operating numbers legible through better systems and data. • Through VP CX, own Boldr's delivery standard. Define what "great" looks like at scale and hold the organisation accountable to it. • Ensure client NPS, retention, and service metrics are managed proactively, not reactively; instrumented through reliable systems and data. • Act as the executive escalation point for high-stakes client issues, and ensure the system learns from every escalation. • Drive the continuous improvement of Boldr's CX practice as a competitive differentiator. • Build and maintain the operating infrastructure that supports growth without breaking culture or quality. • Own cross-geo execution: process discipline, systems readiness, and accountability frameworks across PH, ZA, MX, CA, and US. • Identify and resolve structural constraints before they become crises. • Ensure every geography feels resourced, connected, and clear on how it contributes to the whole. • Lead a high-performing senior team. Set the standard for how Boldr's leaders lead. • Model Boldr's values in how you operate: with accountability, candour, curiosity, and care. • Make the culture feel real in operations, not aspirational in documents. • Lead change well. Boldr is scaling fast, so this role owns transformation and change management: bringing people with you, not just rolling out new systems and structures. • Keep the CEO informed, not surprised; clear, timely reporting on performance, risks, and material decisions, backed by reliable data. • Represent operations at executive level when required; present with clarity and confidence. • Ensure regulatory and governance compliance across all operating geographies. • Maintain the integrity of Boldr's B-Corp certification in how operations are structured and run.