NeighborWorks Capital is a great place to harness your passion and exercise your expertise to bring capital to low income and disinvested communities across the country.

We are a small and dedicated team that lives our mission every day. We offer a great suite of benefits including: flexible work schedule; 10 paid holidays; 3 weeks vacation; employer paid medical, dental, vision, disability, and life insurance benefits, and 6% contribution to 401K.

Open Positions

Senior Portfolio Analyst


The Senior Portfolio Analyst is responsible for NeighborWorks Capital’s loan portfolio reporting and the systems that underlie that reporting. Reporting needs to be accurate and relevant to the audience, whether internal or external. The Senior Portfolio Analyst ensures that high quality reporting is delivered timely by being knowledgeable about systems and assisting with the NeighborWorks Capital Reporting Portal as needed. The Senior Portfolio Analyst is responsible for proactively improving systems, specifically Nortridge and Salesforce, as well as data quality related to the loan portfolio and the impact of lending activities. In addition, the Senior Portfolio Analyst will provide support to the portfolio managers, including assisting with draws and loan payoffs as necessary. The position requires strong organizational skills, proactive communication internally and externally, ability to meet deadlines, ability to build rapport with borrowers via phone and email, a strong penchant for accuracy, and financial analysis to succeed in meeting the diverse financing needs of the community-based nonprofit developers in the NeighborWorks Network.

Reports to: Chief Portfolio Officer

Status: Full-Time (FLSA Exempt)

Location: Silver Spring, MD

About NeighborWorks® Capital

NeighborWorks® Capital (NC) is a national community development financial institution (CDFI) that serves the real estate financing needs of the 250 members of the NeighborWorks® network located in all 50 states and the District of Columbia. NC is certified by the U.S. Department of the Treasury as a Community Development Financial Institution (CDFI) and is governed by an eleven-member Board of Directors, a majority of whom are Executive Directors of NWOs and industry leaders with expertise in community development, lending and non-profit operations. NC is rated AA2 by Aeris Insight.

NC’s current portfolio consists of over 90 loans and over $100 million outstanding nationwide. Due to increased marketing and strong customer demand, the loan portfolio is projected to double by 2023. NC is headquartered in Silver Spring, Maryland and provides loans to the members of the NeighborWorks network that undertake real estate development projects beneficial to their communities, including affordable rental, for-sale housing and commercial projects. NC’s loans are used for pre-development costs, acquisition of sites and properties, construction or rehabilitation, interim and mini-permanent financing for operating rental properties, lines of credits and organizational/enterprise level financing. In addition, NC provides development services to assist customers structure viable loan appli¬cations and projects.

Related duties and responsibilities

Loan Portfolio Reporting & Analysis

  • Be responsible for monthly reconciliation and reporting on loan maturities, risk ratings and others as needed; reports will be accurate and timely
  • Prepare Credit Quality, Dashboard and Exposure reports quarterly
  • Be responsible for portfolio reporting to investors, on schedule and ad hoc as needed
  • Provide portfolio analysis to senior management and committees to determine trends, risks, and other portfolio statistics.
  • Assist with impact reporting for CDFI Fund and other purposes
  • Establish and oversee systems to monitor compliance with covenants and loan quality
  • Assist with information supporting annual reviews for loans in the portfolio as requested
  • Review financial information of borrowers, guarantors, and projects to ensure that loan covenants are being met as requested

Loan Portfolio Systems

  • Be responsible for Nortridge loan management software as necessary, including updates
  • Be responsible for Salesforce reporting on loan portfolio, including impact information
  • Ensure NLS and SF systems are aligned, including loan types and other critical data
  • Develop reporting capacity within Nortridge and Salesforce systems
  • Assist with NC Reporting Portal functionality and transparency
  • Coordinate with Finance on maintaining necessary information related to investor reporting
  • Coordinate with senior team to enhance impact definitions and reporting

Support for other Portfolio Management Activities

  • Provide support to review loan draw packages on predevelopment and construction loans
  • Support loan management activities as assigned, including loan payoff information


  • Work cooperatively and constructively with a wide variety of people
  • Share responsibility with Portfolio Managers for relationship management of borrowers or potential borrowers to create loyalty and repeat business
  • Build relationships with borrowers post-closing and encourage them to work in partnership with NeighborWorks Capital
  • Proactively induce borrowers to deliver timely information when needed
  • Meet many deadlines, specifically for reporting, while supporting a portfolio of loans
  • Resolve conflicts through negotiation, effectively balancing borrower needs with risk mitigation for NeighborWorks Capital
  • Work effectively in a team environment and actively participate in joint problem solving; willingly cooperate with co-workers
  • Maintain flexibility and adaptability to change
  • Listen attentively to others – ask clarifying questions to gain a better understanding of the other person’s views
  • Positively recognize the accomplishments of customers and co-workers
  • Come to meetings prepared, honor work commitments, meet deadlines
  • Honor the private and confidential matters of customers, partners, and co-workers
  • Communicate courteously and effectively with others – deal with issues directly, in a respectful and timely manner, focus on resolving the issue while not criticizing the person
  • Other duties as assigned


  • Bachelor’s degree in business, finance, public administration, city/urban/regional- planning or related field is required. Master’s degree preferred
  • At least three years of experience with real estate development or loan administration at a financial institution
  • Experience or familiarity with impact reporting, preferably within CDFI institutions
  • Proficient in Microsoft Office software programs (Word, Excel, PowerPoint and Outlook) with strong ability to work in Excel. Familiarity with NLS, Salesforce and Tableau preferred.
  • Ability to maintain and analyze data using software tools; experience with loan management, servicing, and report writing software
  • Other relevant experience and/or education will be considered in exchange for up to two of the three required years
  • Excellent organizational skills, with outstanding attention to detail and the ability to work on multiple projects simultaneously, follow-through and meet deadlines
  • Pleasant, borrower-friendly nature with personable, cooperative attitude
  • Openness to learning new skills and systems, with an entrepreneurial work ethic
  • Ability to act professionally at all times and safeguard confidential borrower financial and other information
  • Excellent interpersonal and communications skills (verbal and written)
  • Desire to be part of a team in a mission-based organization
  • Ability to travel to participate in conferences (5% – 10%)
  • Fluent in English


Competitive salary plus excellent benefits package that includes medical, dental, 10 paid holidays, PTO & sick leave, life insurance, 6% contribution to 401(k), transportation subsidy, and bonus potential up to 10% of salary. No phone calls please. NeighborWorks Capital is an Equal Opportunity Employer. Women and minorities are strongly encouraged to apply.

How to Apply

Please submit a letter of interest, resume, and salary requirements to: Beth O’Leary, Chief Portfolio Officer,  Salary requirements must be provided in order to be considered. Principals Only.