CDFI Connect Community Discussions

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Updated: 51 min 53 sec ago

RE: Member Monday

Mon, 2020-10-05 10:59
From : Communities>>Open Forum
In this week's Member Monday, we would like to highlight the work of BCL Texas. BCL Texas is a statewide CDFI that focuses on helping individuals buy home, finances small businesses and financial management. Their financial literacy program provides homebuyer education, foreclosure prevention counseling, and other various community programs. Their Thrive Small Business Grant team was able to answer over a combined 10,000 phone calls and emails for technical support to make the application prices [More]

Job Posting - Loan Associate

Mon, 2020-10-05 10:11
From : Communities>>Open Forum
The Housing Partnership Network is looking to fill the position of Loan Associate. A qualified applicant will have 2-5 years of professional experience as an underwriter or financial analyst and/or experience in portfolio or asset management, preferably with a CDFI or similar organization. HPN is a great place to work, with a growing lending business focused on affordable housing nonprofits. Please check out the link below and forward it to potential candidates: https://housingpartnership.net/about/staff/open-positions/loan-associate [More]

RE: Native CDFIs Outputs and Actions Dashboards

Fri, 2020-10-02 11:28
From : Communities>>Open Forum
Thanks for reaching out Cortney. The Native CDFIs we work with do collect data related to gender. For next year's data update, we may very well add gender as a variable to filter to the dashboards. Good idea! Some of the organizations we work with have benefited immensely by being able to document COVID-related and other emergency lending to female Native Americans, Alaska Natives, and Native Hawaiians. We have prepared an updated COVID loan dashboard that has gender in it, though you will not be [More]

RE: CDFI Application in AMIS

Thu, 2020-10-01 09:18
From : Communities>>Open Forum
Daniel - I'd be happy to chat with you re: the AMIS system and CIMS mapping. I've been using it long enough that I know most of its quirks. Please feel free to email me at amy@friedmanassociates.net . Amy Szabo Chief Client Services Officer Friedman Associates, LLC (c) 614.316.0145 The information transmitted in this e-mail is intended solely for the individual or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or [More]

RE: Native CDFIs Outputs and Actions Dashboards

Wed, 2020-09-30 12:29
From : Communities>>Open Forum
These are great, Michael! Do you by chance have the capacity and enough survey responses to disaggregate data by gender? My experience has been that it's extremely hard to find data about rural women. I've been interested in gender gaps in wealth building and COVID impacts in particular. ------------------------------ Cortney Copeland Fund Developer Rural Community Assistance Corporation West Sacramento CA 916 809 3984 ------------------------------

CDFI Application in AMIS

Wed, 2020-09-30 10:38
From : Communities>>Open Forum
Does anyone have any experience setting up the new CDFI application in AMIS that would be willing to chat for 30 minutes? We have had little luck connecting with the tech support people, and have had trouble allocating our maps in the system. Thank you Daniel -- Daniel Rogers Co-Founder & CEO www.chicagostudentloans.com 202-355-5241

RE: Tip Tuesday

Tue, 2020-09-29 13:43
From : Communities>>Open Forum
In this week's Tip Tuesday , we urge you to visit our Conference event site ! Explore our agenda overview, sponsors, twitter feed and keep up to date on our featured speakers! Discounts apply to our members, allies and students are able to register for free! We look forward to seeing you on November 9th-12th! ------------------------------ Elizabeth Specht Member Engagement Associate Opportunity Finance Network Washington (202) 618-6100 ------------------------------

RE: Member Monday

Mon, 2020-09-28 14:27
From : Communities>>Open Forum
In this week's Member Monday , we would like to highlight the work of The Working World Inc. Working World inc was created by Brendan Martin and Avi Lewis in response to the economic reform in Argentina. Workers began to take ownership of formerly abandoned businesses to create cooperatives to rebuild the economy. Since their creation, WWI has expanded to Buenos Aires, Nicaragua and New York with the intent to reimagine finance to put the needs of people before profits. For more information visit: [More]

Native CDFIs Outputs and Actions Dashboards

Mon, 2020-09-28 11:43
From : Communities>>Open Forum
Despite the painful circumstances that have led to recent responses and innovations we are pleased to highlight the following outputs and actions taken by Native CDFIs. The dashboards linked below display data points, collected with the Opportunity Through Impact Tracking (OTIS) system. Let us know what you think! Demographics COVID Response Individual Empowerment Wealth Creation 7th Generation Transformation Whole Person Wellness Sovereignty -- Michael Brydge Principal Director Sweet Grass [More]

OFN Conference Preparation request

Sat, 2020-09-26 08:00
From : Communities>>Open Forum
Happy Friday to all! In preparation for the 2020 OFN Conference and a session on Illustrating Competency and Confidence to Stakeholders, we'd like to gather some input from CDFIs.  If you have a moment, please click on this link to complete a 3 question survey - It will help us understand what is important in your organization's communications strategy and allow us to provide the most helpful information possible during the session.  Thank you in advance. Have a wonderful weekend.  Kindly, Stacy [More]

Small Biz Lending Process Re-engineering and Technology Consultants

Fri, 2020-09-25 11:22
From : Communities>>Open Forum
Hi everyone, We're in the process launching an RFP to engage a technology advisory firm to assist us in conducting a lending process/technology needs assessment, process re-engineering, technology scoping, selection, and implementation. Does anyone have recommendations of individuals or firms they have worked with in the past and/or could recommend/introduce to us or recommended and targeted distribution channels that would be useful to use?  Your recommendations and/or introductions are appreciated. [More]

RE: New Native CDFI Community!

Thu, 2020-09-24 15:28
From : Communities>>Open Forum
Thank you so much Elizabeth! We are excited to help launch this community! Thanks! ------------------------------ Jackson Brossy Executive Director Native CDFI Network, Inc. Eagle Butte SD 605.964.3687 ------------------------------

New Native CDFI Community!

Thu, 2020-09-24 14:31
From : Communities>>Open Forum
OFN is excited to announce that we will be partnering with @Jackson Brossy of the Native CDFI Network to bring you the Native CDFI Community . This community was created to allow native CDFIs to connect, share best practices and learn from one another.  Our resource library will include everything from policy updates, research studies, treasury letters and much more!  This space will allow your organization to share webinars, conferences and keep in touch with the latest Native news! For more information [More]

RE: CDFI Corporate Documents

Thu, 2020-09-24 12:15
From : Communities>>Open Forum
Vivian - in order to meet the 'mission' test for certification, all you need is standard articles of incorporation and bylaws, both of which require a statement of purpose/mission statement that involves community development. If you have other questions about the requirements of certification, I suggest you view our recent webinar - Now or Never: CDFIs Finance Economic Equity in Your Community! Thanks. Jason Friedman Chief Executive Officer , Friedman Associates, LLC 319-341-3556 | 319-321-5884 [More]

CDFI Corporate Documents

Wed, 2020-09-23 12:21
From : Communities>>Open Forum
Good afternoon, I am seeking sample corporate documents for establishing a CDFI. Anything that can be shared would be appreciated! Vivian Cox Fraser Get Outlook for iOS

RE: Outsourcing loan processing, closing, and servicing

Wed, 2020-09-23 12:15
From : Communities>>Open Forum
Be happy to help but a lot of the pricing model or choices evolve around how much work or control you want to have with systems.   We have gone through this process we started with manual system of servicing, an then to a 3rd party bank that did our servicing work and provided documentation to a 3rd party processor and we moved to a system of our own with a service provider that does a lot of the processing work but is a real time system.  We get the support services IT and redundancy through them [More]

Outsourcing loan processing, closing, and servicing

Tue, 2020-09-22 19:13
From : Communities>>Open Forum
Hello everyone, Growth Partners Arizona does our own underwriting and loan approvals, but we outsource our loan processing, closing, and servicing. We're updating our services contract and I'm looking for information to compare costs for these services.  Any information you can provide will be helpful - thank you! Lesli Pintor ------------------------------ Lesli Pintor Executive Director Growth Partners Arizona Tucson AZ 85711 520.382.9218 lesli@growthpartnersaz.org -------------------------- [More]

RE: Tip Tuesday

Tue, 2020-09-22 14:55
From : Communities>>Open Forum
In this week's Tip Tuesday,   we would like to provide a list of professional service providers who provide consulting services to the CDFI industry. If your CDFI is seeking a consultant, you may wish to consider those on this list in addition to others you may know. OFN recommends you follow standard procurement practices when selecting a consultant, including getting several bids and asking for references from CDFIs that contracted with the consultant to do work similar to what you are seeking. [More]

RE: CDFI portfolio managers training program search

Tue, 2020-09-22 13:30
From : Communities>>Open Forum
Hi Emeric.  What topics are you interested in?  We cover some portfolio management topics in CAMEO's CDFI Essentials.  Please contact me at sbrown@CameoNetwork.org or visit our website . Susan Brown VP of Capacity Building and Training at CAMEO ------------------------------ Susan Brown CAMEO Microlending Specialist Business and Community Development Susan Brown Consulting 530-925-2530 ------------------------------

NY Fed hosts CDFI Friendly Event on Sept 30

Tue, 2020-09-22 10:03
From : Communities>>Open Forum
Join the Federal Reserve Bank of New York and CDFI Friendly America on 9/30 1-2:30 pm ET for two panels: How did CDFI Friendly come about? And What Is Next for CDFI Friendly? An esteemed panel of presenters including CDFI leaders Mark McDaniel of Cinnaire and Dan Betancourt of Community First Fund will share their insights and best practices on how CDFI Friendly communities are created, how they can be effective and how they can make a difference on a national scale. You can register at https://cvent.me/7kBe2r [More]

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