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About the Role

The NMTC Portfolio & Compliance Associate keeps Accion Opportunity Fund's New Markets Tax Credit program running smoothly by monitoring project health, ensuring borrower compliance, generating impact and regulatory reports, and providing administrative support. This role blends analytical and administrative tasks, requiring strong organizational skills, attention to detail, and comfort with numbers. It involves managing multiple reporting deadlines and relationships with borrowers, investors, and partners.

Responsibilities

Serve as the main point of contact for borrowers on ongoing reporting requirements, collecting and reviewing items such as financial statements, insurance, and compliance certifications.
Review borrower financial statements and test compliance with loan covenants, flagging concerns to the NMTC Manager.
Help prepare and update risk ratings for projects in the portfolio.
Review construction draw requests and supporting documentation, working with the team and outside partners to resolve questions.
Prepare and submit required investor reports accurately and on time to meet all reporting requirements.
Track deadlines in Salesforce, follow up on outstanding items, and keep status notes current.
Prepare and distribute annual community impact surveys to borrowers, collect responses, and analyze the results for AOF, investors, and the CDFI Fund.
Support required reporting to the CDFI Fund, taking ownership over time, including coordinating with partner organizations on shared projects.
Conduct initial screening of prospective projects, including entering project information in Salesforce and communicating with project sponsors and consultants.
Support loan closings by organizing legal and due diligence documents, gathering signatures, and setting up reporting templates for newly closed projects.
Conduct post-closing orientation calls with borrowers.
Assist with the NMTC allocation application.
Provide day-to-day administrative support to the NMTC team, including document management, filing in Salesforce and SharePoint, marketing support, scheduling, and meeting coordination.
Coordinate NMTC Advisory Board meetings, including logistics, materials, and minutes.
Help keep program materials such as project summaries, website content, and presentations up to date.
Find ways to make our processes more efficient and keep procedures documented.
Take part in occasional project site visits.

Requirements

Bachelor's degree (preferably in business, finance, accounting, real estate, or a related field), or an equivalent combination of education and experience.
1–3 years of experience in an area such as commercial or small business lending (bank, SBA lender, or CDFI), loan or credit administration, portfolio monitoring, compliance, grants/contract administration or nonprofit program support.
Ability to read financial statements and calculate basic financial ratios.
Strong Excel skills (formulas, sorting and filtering, pivot tables) and comfort working with data.
Experience with Salesforce or another CRM/database.
Excellent time management, organization and attention to detail; comfortable handling a high volume of administrative tasks and multiple deadlines at once.
Clear, professional written and verbal communication, and comfort working with outside partners.
Sound judgment, discretion with confidential information, and a good sense of when to escalate.
Commitment to our mission and to expanding economic opportunity in underserved communities.

Skills

Excel
Salesforce
CRM
Database management
Time management
Organization
Attention to detail
Written communication
Verbal communication
Project management
Financial statement analysis
Financial ratio calculation
Covenant monitoring
Risk ratings
Construction draw reviews
NMTCs
CDFIs
Community development finance
Tax credit programs
Impact reporting
Legal document review
Process improvement
Automation tools

Location

Hybrid
LA area
Bay Area
NYC metro
South Florida

Work Type

Hybrid

Experience Level

1-3 years

Education Level

Bachelor's degree

Salary/Compensations

$32.69-$46.15

Benefits

Competitive salary
Work-life balance
Monthly remote work reimbursements
100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees
90% company-funded dependent coverage
Flexible Spending Accounts
Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans
Tax deferred & Roth 403(b) Retirement Plan with employer match
15 paid vacation days
12 paid holidays
1 floating paid holiday
10 Sick days
Paid parental leave

About the Company

Accion Opportunity Fund is an unparalleled financial support system that provides small business owners with access to capital, networks, and coaching, working to build inclusive and accessible options for determined business owners.
For over 30 years, Accion Opportunity Fund has deployed over $1 billion in over 35,000 loans and served 4 million business owners with educational resources, with a client base that is nearly 90% from underserved communities.
In addition to providing resources and loans to small businesses, Accion Opportunity Fund also conducts original research, advocates for policy changes, and finances community construction projects in low-income neighborhoods through its New Markets Tax Credit program.
Accion Opportunity Fund is on a journey to both scale its impact and become financially sustainable, building a better system for underserved small businesses and a workplace where passionate problem-solvers, data-driven thinkers, and small business champions thrive.

Equal Opportunity

We are an equal opportunity employer and committed to improving diversity, equity, and inclusion at Accion Opportunity Fund.
AOF does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.