Charter School Lending Manager

Company: Self Help Credit Union

Locations: Duham, NC; Vallejo, CA; San Francisco, CA; Sacramento, CA; Wilmington, CA; Chicago, IL

Job Function: Business Development


Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.6 billion in assets and serving more than 92,500 members in 32 branches – six in Florida, 22 in North Carolina, three in South Carolina, and one in Virginia – Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 41 years, the national Center for Community Self-Help and its affiliates     have provided more than $11 billion in financing to help over 198,000 people buy homes, start and grow businesses, and build wealth. For more information, please visit


Self-Help Credit Union is seeking a Charter School Lending Manager.  The Charter School Lending Manager (Sector Leader, Charter School Lending) will be responsible for leading Self-Help Commercial Lending Department’s public charter school facilities loan program, including generating and managing a pipeline of prospective public charter school loans (leads), designing and implementing loan products, and leading as an industry expert.

Self-Help’s twenty five-year commitment to public charter school lending stems from our mission to create ownership and economic opportunities for people of color, women, rural residents, and low-wealth families and communities. Since 2003, Self-Help has been awarded four Charter School Credit Enhancement Grants (CSCEG) from the U.S. Department of Education totaling $27.2 million. Charter school facilities financing continues as a major focus of Self-Help’s lending.

The Charter School Lending Manager will become a program expert and work closely with other teams across Self-Help to set program strategy, design products, and build a pipeline of deals. This individual will also play a lead role in external partnerships, including participation in CDFI Racial Equity Collaborative and Charter School Lenders’ Coalition, participating in other industry workgroups and boards, attending conferences, participating in related policy advocacy groups, and engaging with charter school authorizers at the state and local level.


  • Serve as an expert for charter school, school facilities, education and policy topics
  • Shape Self-Help’s program-specific products, accounting for market demand, market feedback, and Self-Help’s risk parameters.
  • Actively support Self-Help funding proposals and grant reporting obligations for all applicable funding and program agreements, including government awards.
  • Lead Self-Help’s participation in CDFI Racial Equity Collaborative and Charter School Lenders’ Coalition.
  • Engage in industry groups, conferences, and events, forming trusted relationships with peer institutions, investors, and other industry actors.
  • Contribute to policy discussions and program advocacy.
  • Create/maintain clear and concise program marketing materials, lead outreach efforts, and train other teammates on Self-Help’s program-specific products.
    • Lead technical assistance to borrowers, industries and partners through presentations, partnerships and outreach.
  • Build a strong pipeline of borrowers that meet Self-Help’s goals, mission, geographic markets, program requirements, and underwriting criteria.
    • Provide technical assistance to borrowers that are not yet familiar with the programs.
    • Develop creative and efficient deal structures to ensure: (1) Self-Help and our borrowers have identified key risks and mitigants; and (2) compliance with relevant funding agreements and proposals, including government awards.
  • Manage Commercial Lending’s compliance with program requirements and deployment deadlines. Partner with other Self-Help teams in this process.
  • Support credit analysis, including:
    • Evaluate applicant financial information, management, collateral, and other driving criteria to ensure credit and mission quality of our loans.
    • Regularly assist commercial loan teams on credit analysis, including structuring deals, participating in related credit committee discussions, and participating in loan closing calls with external partners as needed.
    • When needed, originate and close loans as a loan officer.
  • Serve as a resource to Commercial Lending Asset Quality (portfolio management) team on quarterly and annual portfolio monitoring and on troubled loans, including modifications.
  • Perform other duties as may be deemed necessary.


  • Bachelor’s degree in related field OR equivalent related experience and 5 years of related experience in lending, finance, education, or community/economic development finance.
  • Preferred experience:
    • Graduate degree in Education, Business, City Planning, Public Policy, Public Health or Law (or a related field).
    • Contacts and existing relationships within charter school sector.
  • Business development:
    • Knowledge and passion around education, community development, and nonprofit lending.
    • Ability to influence teammates and refine tools to increase targeted sector lending where appropriate.
    • Ability to explore new sources of funding and credit enhancements for loan programs.
    • Ability to build effective business development networks that lead to loans.
    • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Teamwork and collaboration:
    • Preference for working in organizations that place priority on teamwork and collaboration including ability to set priorities, organize competing priorities and work with remote team members across the country.
    • Excellent leadership skills with a proven ability to lead, motivate, and maintain effective working relationships with teammates, partners, and vendors across the US.
    • Excellent communication skills, including the ability to present to multiple types of audiences.
  • Proficiency in balancing multiple priorities, meeting tight timelines, and working effectively.
  • Strong quantitative skills including:
    • Ability to spread and analyze financial statements, projections, and cash flows, and to evaluate information.
    • Ability to do quick risk assessment on key financial and other factors to determine if a loan might be viable for Self-Help.
  • Proficiency with MS Word, Excel, Salesforce and PowerPoint.
  • Ability and willingness to travel 30 – 40%.
  • Ability and willingness to occasionally work on a flexible schedule.
  • Ability to demonstrate Self-Help’s Core Values:
    • Mission Before Self
    • Service With Excellence
    • Embracing & Promoting Change
    • Results Not Credit
    • Diversity as a Strength
    • Financial Sustainability for Mission Impact

Compensation and Benefits

Competitive nonprofit compensation, based on experience, plus a generous benefits package.

How to Apply

Visit our Careers Page to apply for this position.  This position will remain posted until filled.