Position Available, FCLF Chief Operating and Strategic Initiatives Officer

11 July 2023

Florida Community Loan Fund (FCLF) is a nonprofit lending institution providing capital and expertise to make projects successful and help organizations improve lives and low-income communities throughout the Sunshine State. Established in 1994, FCLF operates statewide from a network of offices in Orlando, Tampa, and Fort Lauderdale. FCLF financing has helped more than 200 organizations succeed in their projects, providing over 1.3 million low-income Floridians annually with housing or essential services through 425+ lending transactions to projects totaling over $1.4 billion.

FCLF is a dynamic, growth-oriented community development financial institution with an energetic 20-person team, $400 million in assets under management and an annual budget of approximately $7.5 million.

Position Summary:
Title: Chief Operating and Strategic Initiatives Officer
Organization: Florida Community Loan Fund
Reports to: CEO
Direct Reports: TBD
Employee Count: 20
Location: Orlando, FL
Website: fclf.org

Florida Community Loan Fund seeks an experienced and collaborative DEI-focused nonprofit leader who has experience in operations and strategic initiatives to oversee the organization’s HR and IT functions and advance racial equity. Successful candidates will bring experience in affordable housing finance or the community development space.

The COSIO position requires maintaining working relationships with fellow team members, borrowers, potential clients, consultants, vendors, financial institutions, partners, other public and private sector institutions and peers in the field of community development, as well as FCLF’s Board of Directors and committee volunteers. This position reports to the CEO and is part of FCLF’s Executive Team which currently includes the CEO, CFO, and CLO.

Required Knowledge, Skills & Abilities (“Must Haves”)

  • 5 - 10 years of relevant professional experience in leadership positions of increasing responsibility; previous experience leading IT, Human Resources, and Strategic Initiatives; Previous experience in the CDFI Field, Finance, and/or community development preferred
  • Demonstrated track record in both leading and building the capabilities of a driven, talented, diverse, growth-oriented, mission-focused team; well-developed team building and collaboration skills
  • Have a clear passion for work in low-income communities, including 5 or more years of experience in breaking new ground to lead social change in the areas of community development financing, product, and new strategic initiative development, as well as internal and external relationship development
  • Excellent listening, creativity, and innovation capabilities; strong DEI lens and focus coupled with must be genuinely committed to advancing racial equity; Superior communication, interpersonal, presentation, relationship management, influencing, negotiation, persuasiveness, and diplomacy skills

Essential Duties

The Chief Operating and Strategic Initiatives Officer (COSIO) has the following responsibilities:

Execute Strategic Plan. Work in partnership with the CEO, CFO and CLO, and department managers at all levels of the organization to execute the Strategic Plan to deliver on the goals of the strategic plan, implement new processes and approaches, achieve plan goals, and strengthen internal capacity:

  • Work with the executive team to implement annual department and executive-level work plans to ensure that FCLF is on track to meet goals articulated in its Strategic Plan
  • Support the CEO (and Board) in creating an organizational staffing growth and succession plan that provides internal infrastructure and develops the capacity to succeed with programs and goals
  • Lead the staff performance management process along with the executive team in such a way that all systems and operations are functioning efficiently and effectively to meet growth and performance goals
  • Lead jointly with CEO all future strategic planning processes (next scheduled for FY2024)

Support the CEO. Assist and collaborate with the CEO on certain key functions:

  • Conduct and present at Board meetings
  • Communicate with the Board, committees and consultants
  • Communicate the brand and key messages internally and externally
  • Monitor staff adherence to all operational policies and practices; support CEO and Executive Team in developing new ones, as needed, including ones affecting authority levels
  • Human resources management
  • Represent FCLF to partners and stakeholders as needed

Manage FCLF’s Human Resources Function. Provide a strong day-to-day human resources and operational leadership presence for all staff; support an open-door policy for all staff members with primary responsibility and shared responsibility as follows:

Annually

  • Review FCLF Employee Benefits and the vendors providing those benefits in consultation with CFO and CEO, and with the assistance of HR Consultant to present a competitive benefits package to the FCLF Team
  • Review and update job descriptions as needed
  • Coordinate annual employee review process
  • Update salary ranges for all positions and develop annual increase matrix for the year
  • Assist CEO in annual bonus process

Periodically

  • Lead and manage, with assistance from Compensation Consultants the benchmarking of all existing and planned positions to determine salary ranges compared to market (every 3-4 years)
  • Update position salary ranges by engaging compensation consultants
  • Coordinate with CFO/Finance department as needed for payroll operations and other HR related accounting functions
  • Primary point of contact with FCLF’s HR professional service providers (ex. HR Consultant, Compensation Consultant)

Manage FCLF’s IT Function and Facilities Needs. Manage information systems and processes, technology, and space needs for the organization for maximum functionality and efficiency, including efforts to improve internal data systems across departments; maintain and update the comprehensive disaster recovery plan; and maintain server systems:

IT Function

  • Primary responsibility for ensuring IT system functionality through Coordination with external consultants and/or internal staff
  • Perform periodic evaluations of current and future IT systems needs, develop plans to meet future IT demands, and implement those plans ensuring FCLF’s IT systems integrate across all functional areas
  • Manage and oversee the technical aspects of all FCLF technology, including loan tracking systems, accounting systems, and impact data management systems

Facilities

  • Manage FCLF leased space across all locations as the primary point of contact with building representatives
  • Anticipate future location needs and identify, along with local FCLF staff, suitable office space in the main office and appropriate work environments in all other locations
  • Negotiate leases, develop and update office space plans, and ensure the proper physical security of FCLF personnel and property

Lead New Initiatives. By developing tools to assist the Executive Team and Board, evaluating various new opportunities, and leading the implementation of new initiatives arising from those evaluations.

  • Provide summaries and analysis of potential new opportunities to the Executive Team, including evaluation of alignment with strategic priorities and organizational mission, and evaluation of existing internal resources and any new additional resources required to successfully implement those initiatives
  • Develop plans to implement new initiatives
  • Manage, along with the CEO and the Executive Team, the successful implementation of those initiatives
  • Depending on the plan, COSIO must be capable of leading new initiatives during the initial phases until such time as a manager for that initiative is identified and hired
  • Develop evaluation criteria to assess the effectiveness of those initiatives and their effect on FCLF’s mission and financial objectives

Oversee FCLF’s External Communications Function. The newly created External Communications Function will include existing and future staff dedicated to capitalization and fundraising, marketing and communications, and government relations. The COSIO will have dotted line responsibility along with the CEO to oversee the department.

Florida Community Loan Fund has retained BroadView Talent Partners to lead this search. Interested and qualified candidates should contact:

Johanna Vargas
Vice President, Senior Associate
office 203.651.8300
mobile 786.417.0721
This email address is being protected from spambots. You need JavaScript enabled to view it.

Or apply directly on LinkedIn or on BroadView Talent Partners’ website. A Position Profile for the FCLF COSIO is available as PDF here.

Florida Community Loan Fund, Inc. is an equal opportunity employer.

"Aida Palms will be a lasting asset to the City of Lakeland. This revitalization wouldn't be possible without financing partners like FCLF." – Mitchell Rosenstein, Principal, Green Mills Group

Aida Palms

"We appreciate how the work of FCLF primarily benefits low- to moderate-income individuals and areas and supports the needs of our community." – Maria J. Thompson, Community Development Manager

Third Federal Savings

“The collaboration with FCLF and using NMTC financing allows us to bring the most ambitious projects to life to benefit the communities we serve.” – Elodie Dorso, President & CEO

Community Health Centers of Pinellas

"FCLF shows a clear strategy and demonstrated evidence of addressing prevalent community needs." – J. Reymundo Ocañas, Director, Corp Responsibility

BBVA Compass

“We are proud to partner with FCLF on this project, which expands access to innovative, quality, comprehensive primary healthcare in our communities.” – Annie Neasman, President & CEO

Jessie Trice Community Health

"FCLF understands and is a part of what we are doing: helping families have the American dream of owning a home." – Isaac Simhon, Executive Director

Housing Programs, Inc.

“FCLF provides stability for families, strengthens the region, and helps Truist fulfill our purpose to inspire and build better lives and communities." – Sandy Hostetter, Central Florida Region P

Truist

"FCLF is a difference maker! Their team provides solutions to bring about real change in a community." – Tim Marks, President & CEO

Metropolitan Ministries

"FCLF has a keen knowledge of Florida challenges & opportunities. We are confident our investment will be used to improve lives." – Kathleen Rizzo Young, Sr. VP, Community Development

HSBC Bank USA, N.A.

"We consider FCLF a valued partner and strong advocates for low-income communities and families. We look forward to many more years of working together." – Jennifer Westerbeck, Vice President

US Bancorp CDC

“Thank you so very much for the exceptional services. We truly value FCLF’s contributions to furthering our mission." – Michael L. Bean, CEO

Housing Authority of Brevard County

"FCLF understood our context, embraced the project vision, and were willing to make an investment that others deemed as too risky." – Lynn Brockwell-Carey, Executive Director

Neighbor Up Brevard

"Cade Museum is proud to be partners with FCLF and JPMorgan Chase. Thanks to the NMTC Program, we will provide a transformative asset to our community." – Jennifer Denault, COO

Cade Museum for Creativity & Inventi…

"We're thrilled to partner with FCLF to make our project a reality to serve generations of kids in our community." – Dawn Stanhope, President & CEO

Boys & Girls Clubs of Manatee County

"FCLF plays a significant role in sustaining vibrant and thriving communities. We are pleased to support your ongoing community based efforts." – Ernie Diaz, South Florida Market President

TD Charitable Foundation

"Thank you to our friends at FCLF. Your staff has been patient and helpful. We'll make you proud!" – Bill Lazar, Executive Director

St. Johns Housing Partnership

"FCLF has proven its community impact and hard work. We are proud to partner with FCLF." – Leslie Watson, Analyst, Community Investments

Dignity Health

"We appreciate the accomplishments your organization attains." - Robert Sucher, Executive VP

Sabadell United Bank

“Thanks to FCLF we’re able to provide brand-new safe, affordable homes for 90 families in a sustainable mixed-use, mixed-income community." – Mitchell Rosenstein, Founder & Principal

Green Mills Group

"The Fathers Table Foundation appreciates the services FCLF provides and the impact on the communities you serve. We believe in your organization and your mission." – Dan Gilardi, President

Fathers Table Foundation

Our Partners

New rental homes are available for farmworker families at Casa San Juan Bosco.
New rental homes are available for farmworker families at Casa San Juan Bosco.
FCLF Chief Lending Officer visits with the Executive Director of Neighbor Up (formerly BNDC)
FCLF Chief Lending Officer visits with the Executive Director of Neighbor Up (formerly BNDC)
Emma Jewel Charter Academy offers education  for the whole child in Brevard County.
Emma Jewel Charter Academy offers education for the whole child in Brevard County.
FCLF and the NMTC Program renovated a historic building into a small business incubaor.
FCLF and the NMTC Program renovated a historic building into a small business incubaor.
ASPIRA of Florida offers education & mentoring with a focus on low-income and Latino students.
ASPIRA of Florida offers education & mentoring with a focus on low-income and Latino students.
FCLF projects create jobs and stimulate development in low-income communities.
FCLF projects create jobs and stimulate development in low-income communities.
FCLF Financing to Neighbor Up Brevard helps provide affordable rental housing.
FCLF Financing to Neighbor Up Brevard helps provide affordable rental housing.
DuPuis Pointe offers affordable, hurricane proof homes in Miami.
DuPuis Pointe offers affordable, hurricane proof homes in Miami.
Support from Valley Bank helps FCLF build strong communities.
Support from Valley Bank helps FCLF build strong communities.
FCLF CEO and one of our supporters visit the ASPIRA Arts Deco school.
FCLF CEO and one of our supporters visit the ASPIRA Arts Deco school.
FCLF Staff meet and greet friends at an FLACDC event.
FCLF Staff meet and greet friends at an FLACDC event.
Support from TD Bank Charitable Foundation helps FCLF build strong communities.
Support from TD Bank Charitable Foundation helps FCLF build strong communities.
Residents at Neighborhood Renaissance's Mathis Place enjoy affordable rent.
Residents at Neighborhood Renaissance's Mathis Place enjoy affordable rent.
Rep. Daniel Webster visited FCLF staff.
Rep. Daniel Webster visited FCLF staff.
FCLF projects create jobs and stimulate development in low-income communities.
FCLF projects create jobs and stimulate development in low-income communities.
Support from Axiom Bank helps FCLF build strong communities.
Support from Axiom Bank helps FCLF build strong communities.
FCLF staff and supporters volunteer at Million Meals event.
FCLF staff and supporters volunteer at Million Meals event.
FCLF financing to Housing Programs, Inc. helps provide affordable homes for ownership.
FCLF financing to Housing Programs, Inc. helps provide affordable homes for ownership.
TD Charitable Foundation and TD Bank have supported FCLF's mission since 2006.
TD Charitable Foundation and TD Bank have supported FCLF's mission since 2006.
The RCRI Conference allows FCLF staff to touch base with our religious supporters.
The RCRI Conference allows FCLF staff to touch base with our religious supporters.
Rep. Ander Crenshaw visited KIPP Jacksonville School
Rep. Ander Crenshaw visited KIPP Jacksonville School
Greater Heights offers new, safe, affordable rental homes in what was formerly a high crime area.
Greater Heights offers new, safe, affordable rental homes in what was formerly a high crime area.
Neighbor Up, formerly BNDC, offers affordable housing in Brevard County.
Neighbor Up, formerly BNDC, offers affordable housing in Brevard County.
FCLF representatives are ready to talk about your project success.
FCLF representatives are ready to talk about your project success.
FCLF supporter, the Northern Trust Company, hosted a housing roundtable in Sarasota.
FCLF supporter, the Northern Trust Company, hosted a housing roundtable in Sarasota.
FCLF Staff are on hand at conferences and events to discuss our programs.
FCLF Staff are on hand at conferences and events to discuss our programs.
FCLF staff with Tampa's Chloe Coney at Metropolitan Ministries Tampa.
FCLF staff with Tampa's Chloe Coney at Metropolitan Ministries Tampa.
Catholic Charities, Diocese of Venice, financed the land for farmworker rental housing with FCLF.
Catholic Charities, Diocese of Venice, financed the land for farmworker rental housing with FCLF.
FCLF staff and US Legislative staff at an event honoring Youth of the Year.
FCLF staff and US Legislative staff at an event honoring Youth of the Year.
FCLF staff are active at statewide conferences and events.
FCLF staff are active at statewide conferences and events.
The duPont Fund used FCLF and NMTC Financing to revitalize downtown Jacksonville.
The duPont Fund used FCLF and NMTC Financing to revitalize downtown Jacksonville.
FCLF and NMTC are creating a new facility for the Boys & Girls Clubs of Manatee County
FCLF and NMTC are creating a new facility for the Boys & Girls Clubs of Manatee County
FCLF Board Members represent our investors, borrowers, and technical experts.
FCLF Board Members represent our investors, borrowers, and technical experts.
Nutritious snacks are a part of the healthy focused curriculum at Emma Jewel Charter Academy.
Nutritious snacks are a part of the healthy focused curriculum at Emma Jewel Charter Academy.
Previous Next
Core Purpose FCLF exists to maximize opportunities for people and places outside of the economic mainstream.
Our Vision Opportunity and dignity exist for every person and community in Florida.
Our Mission Our expertise and capital make projects successful and help organizations improve lives and communities.