Commercial Lending Program Associate

Company: Self-Help

Locations: San Francisco, CA; Vallejo, CA; Durham, NC; Charlotte, NC

Job Function: Financial Services


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 is seeking a Commercial Lending Program Associate- Charter Schools to join our team.  Under the general supervision of the Commercial Lending Sector Leader – Charter Schools, the Program Associate – Charter Schools will lead and/or play a role with all phases of the Charter School and program management. The Program Associate – Charter Schools will carry out this role by performing a wide variety of project management tasks as needed by the team, such as overseeing grant management and compliance, managing internal and external partnerships, conducting key market research, facilitating internal training, and presenting to external audiences. This position will play a lead role on some projects and a supporting role on others, and they will be a key member of the Charter Schools team within Commercial Lending.


  • Working independently and closely with the Charter School Sector Leader, will implement strategic projects and tasks designed to support and promote more high-quality charter schools.
  • Develop outreach presentations and marketing materials to promote Self-Help’s lending program.
  • Represent Self-Help in community/school meetings with key stakeholders such as school leaders, policy makers, and strategic partners to promote Self-Help’s loan products for charter school facilities in low-income and rural communities.
  • Independently and in collaboration with Development, Policy & Impact Team, maintain charter school lending data and submit quarterly and annual grant reports to the U.S. Department of Education.
  • Assist in the preparation of funding proposals to support Self-Help’s charter school efforts for federal grant programs and private funders. Monitor grant requirements and ensure all grant requirements are being met.
  • Execute periodic internal training sessions on the charter school sector for the CL team and other Self-Help staff, including Credit Union leadership across the organization’s footprint.
  • Continually monitor trends and best practices in national and state charter movements to inform charter school lending products.
  • Conduct initial vetting of prospective borrowers and evaluation of loan requests from schools and management organizations through analysis of management capacity, authorizer, state charter environment, and academic program quality.
  • Collaborate with Sector Leader or other lending staff to create term sheets for prospective borrowers and facilitate negotiation of potential terms.
  • Serve as a key point of contact for borrowers/potential borrowers throughout the loan screening process. This will include working with the Sector Leader or other teammates to provide prompt and immediate responses for requested information, completing borrower intake requests and initial, high-level financial analysis, coordinating with loan officers and other internal teammates, and providing referrals to other providers, if appropriate.
  • Support development of Commercial Loan officers with key market and political data during charter school facilities loan transactions.
  • Lead collaborations with other internal teams to further Charter School Lending initiatives.
  • Collaborate with the Marketing & Communications Team to maintain the Charter School Lending section of Self-Help’s website and ensure appropriate updates in a timely fashion.
  • Convene bi-monthly meetings and manage communication and administration for the CDFI Racial Equity Collaborative on Education, a network of eight leading, national CDFIs to better assess racial equity practices in education.
  • Manage the independent website for the CDFI Racial Equity Collaborative on education with support from Marketing & Communications Team.
  • Perform other duties as may be deemed necessary.


  • Bachelor’s degree and 3 years professional experience in education or community development related fields required.
  • Demonstrated commitment to Racial Equity.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration.
  • Strong quantitative aptitude including the ability to develop skills to complete the following:
    • Analyze financial statements and operating projections
    • Study and evaluate information and make sound recommendations based on risk assessment.
  • Ability to communicate clearly and effectively.
  • Ability to form and maintain strong relationships with both internal and external partners.
  • Ability to effectively present information and respond to questions from groups and/or individuals.
  • Ability to initiate and juggle multiple projects and work independently to meet goals and objectives.
  • Highly resourceful self-starter with excellent interpersonal skills and good judgement.
  • Proficiency with Microsoft Office programs. Ability to utilize Salesforce to enter loan data accurately as well as develop/run reports, as needed.
  • Ability and willingness to travel and attend work-related events as needed.
  • 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