Relationship Management

Summary

Equitable Path Forward, Assistant Director

Location:

Washington, DC | New York, NY | Columbia, MD | Baltimore, MD

Time Type:
Full time

Requisition

Reporting to the Senior Director, Capital, the Assistant Director is the primary liaison for a portfolio of roughly 30 EPF sponsors, providing a range of services dependent on each sponsor’s capacity. The role will underpin the EPF client experience, ensuring that Enterprise capital and services enhance objectives to scale and grow EPF partners’ capacity while improving Enterprise’s risk management.

The Assistant Director must develop an in‑depth knowledge of each partner’s operations, pipeline, and portfolio, assess sponsors’ capacity needs, and facilitate connections to advisory services as needed. The position also includes educating sponsors on the full suite of financing products and services, facilitating access to technical assistance for due diligence and underwriting requests, providing input for all credit approvals, and monitoring investments across business lines.

The role involves coordinating due diligence, reporting requests across business lines, participating in credit committees and portfolio reviews, and assisting in troubled investment/workout situations to mitigate risk. The Assistant Director is expected to maintain relationships internally and externally with Enterprise and community development organizations and regions where EPF clients operate.

• Client Engagement The Assistant Director will work closely with a portfolio of real‑estate developers who vary by geography, capacity, expertise, and scale of projects.
• New Business Development Contribute to production goals by identifying lending and investment opportunities and ensuring appropriate engagement and hand‑off between the EPF Capital unit and the business lines for further transaction vetting and underwriting.
• Risk Mitigation Collaborate with loan and investment staff on underwriting for credit packages pending approval, conduct financial analysis for for‑profit and non‑profit sponsors, complete 3rd‑party reviews, and perform site visits. Conduct cursory underwriting activities on an independent basis as necessary.
• Other Duties as Assigned Assist with the development of innovative programs and/or product initiatives, meet investor requests, or other special requests as applicable.
• Work cooperatively with local and regional staff from Enterprise Community Partners, Enterprise Housing Community Investment, and Bellwether Enterprise to coordinate and leverage Enterprise resources, grants, loans, and equity in project development and advance the strategic plan goals of increasing housing supply, advancing racial equity, and building resilience and upward mobility.

• A minimum of 7 years of work experience and an undergraduate degree in business, finance, real estate, urban planning, or a related field.
• Exceptional communication, negotiation, and critical thinking skills; strong organizational and analytical skills to manage diverse and complex relationships.
• Strong finance and real‑estate experience, including experience in underwriting within a CDFI or private lending context and a focus on real‑estate‑focused small businesses, development, and property management; proficiency in analyzing financial statements of nonprofit and for‑profit organizations.
• Demonstrated ability to assess opportunities, risks, and challenges, and effectively work with a unique and varied group of small business owners to leverage Enterprise products and services to advance solutions that mitigate risk and support scaling of EPF clients’ capacity.
• Ability to prioritize and manage multiple projects and assignments, meet tight deadlines, and coordinate and communicate effectively across all levels of Enterprise.
• Familiarity with a range of federal, state, and local community development programs that finance affordable housing and other real‑estate assets.
• Familiarity with federal, state, and local government funding sources for capital and operating needs of multifamily housing, special‑needs housing, and community facilities (e.g., LIHTC, HUD programs) is…