The Regional Strategist (RS) position leads the execution of Craft3’s regional strategy for SE Washington and NE Oregon, with significant focus on the Walla Walla Valley. The RS is responsible for building regional networks, raising the visibility of Craft3 products and services in the region, generating leads for new mission-based business and community loans, and finding and supporting the development of “catalytic” projects in which Craft3 can invest. The RS will work with Craft3’s Commercial Lending Team to source, underwrite and close 10 to 15 new loans, and $1.5 million annually across the region. The primary focus of lending targets small and medium businesses (not micro) in the target region, specifically those owned by minority, woman, veteran, and immigrant entrepreneurs and those located in low to moderate income/redevelopment areas. In addition the RS will support regional application of Craft3’s sector strategies in food and agriculture, clean energy and non-profit community facilities (real estate).
ESSENTIAL DUTIES AND RESPONSIBILITIES include some or all of the following and are not intended to be all-inclusive. Craft3 reserves the right to change, add or delete responsibilities and duties as seen fit. An employee's specific job duties, priorities and performance expectations are detailed in his/her individual performance plan.
Work with senior Craft3 staff to develop/amend, execute and evaluate a regional strategy for the SE Washington office, with particular focus on locating and investing in “catalytic” opportunities in the Walla Walla Valley. Strategy includes both place related and sector related tactics.
Identify and collaborate with leaders and emerging leaders who are working on innovative economic and community initiatives that align with Craft3’s regional strategy.
Develop and strengthen relationships with leadership of organizations that support diverse small businesses in low income communities.
Develop and/or utilize local knowledge of the following sectors: food and agriculture, clean energy and community facilities.
Participate in local resource development and grant writing that supports strategy in local region.
Commercial Lending Support
Prospect for business and community loan opportunities from multiple sources for both catalytic investments and small business loans. Determine the level of complexity, mission and strategy fit, and prospect’s readiness to borrow. Meet prospective borrowers and collect information. Work with Craft3 Commercial Lending staff to gather the full application and support the evaluation of loan requests with emphasis on evaluating character and management capacity of the application, and the negotiation of loan terms and conditions.
Provide informal consulting to clients regarding business plans, projections and business practices. Refer customers to effective technical assistance providers who will help prospects with basic pre-application work such as business plan review and feedback.
Support monitoring outstanding borrowers for conformance with loan conditions, progress in meeting business goals, and overall business performance. Reports all emerging problem loans to management when weaknesses are detected.
Work with Craft3’s Brand and Communications team and Senior Management to coordinate strategy and elevate Craft3’s visibility in the region.
Present at and participate in community events that provide outreach opportunities, as well as understanding of situations that may affect those communities. This will necessitate regular travel throughout the region.
Contributes to the body of knowledge, sharing best practices and suggesting process improvement ideas.
Company Culture and Brand Management
Support the organization’s All Team Performance Standards: Ownership, Respect and Flexibility.
Demonstrate stewardship for the Craft3 Brand.
Participates fully with all members of the Craft3 team. Effectively uses technology tools to perform required duties.
Participates in cross-department/cross-functional teams as assigned to develop outreach strategy teams around sectors.
Interact with a portfolio of clients and outstanding loans. This portfolio will include loan relationships initiated by the RS and also other relationships that are originated by other staff.
Represent Craft3 in community and regional events.
POSITION SCOPE- Direct Reports – None
POSITIONSCOPE– Financial Impact - Position is essential to ensuring loan compliance and payment performance on the part of all Craft3 borrowers.
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
TYPICAL PROBLEM SOLVING
Applies common sense understanding to carry out detailed and complicated written or oral instructions. Deals with problems involving many variables in sometimes difficult and stressful situations. Examples include: dealing with sometimes irate and impatient individuals, and managing many simultaneous high priority projects.
MINIMUM EDUCATION REQUIREMENTS AND WORK REQUIREMENTS
A Bachelor’s Degree, with a minimum of three years previous community development, community development lending, financial, or similar experiences required. Previous successful business ownership highly desired.
OTHER SKILLS AND ABILITIES
Facilitate partner profiling, prepare and deliver custom corporate materials to our customers’ communities. Fluency in a second language is desirable. Able to deal with frequent change, delays, or unexpected events; Attention to detail, ability to balance multiple work assignments; organized work habits; ability to work independently. Proficiency with major software programs: e.g. Contact Management Systems, MS Office Suite.
CERTIFICATES, LICENSES, REGISTRATIONS
Additional Salary Information: Medical, Dental, Vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, and 403b Retirement savings plan with employer match.
Craft3 is a non-profit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience in Pacific Northwest communities. We do this by providing loans and assistance to entrepreneurs, non-profits, individuals and others, including those who don’t normally have access to financing. We then complement these financial resources with our exper...tise, personal connections and other advocacy for our clients. Learn more at www.craft3.org and www.craft3.org/videos