Capital Impact Partners

Operations

• Support the drafting and processing of subgrants and professional service agreements coordinating document acquisition, entity document review, compliance clearance, and approval processes through Salesforce.
• Assist in collecting, maintaining, and analyzing impact and programmatic KPI data to support initiative, divisional, and organization-wide reporting dashboards and funder reporting across platforms including Salesforce, Power BI, and Excel.
• Contribute to team process standardization, automation, and refinement to strengthen efficiency and build scalable, streamlined systems by designing workflows, implementing technology solutions, centralizing directories, and creating SOPs to strengthen the infrastructure behind our programs and community impact.
• Contribute to the coordination of grant disbursements, vendor payments, and budget reconciliation to ensure effective and compliant grant spenddown.
• Provide support across cross-sector initiatives and working groups as aligned with team needs and professional development goals.

Community Solutions Operations Intern

Business Development Rep

• Market and promote Capital Impact Partners’ Community Development Lending products to real estate and small business prospects, community lenders, community partners, and other financial institutions across our core markets in the DC Metro, NYC Metro, and Detroit Metro Areas
• Identify, foster, and maintain relationships with partners, borrowers, prospects, and other community stakeholders within our sectors and across the aforementioned markets
• Manage CDL loan pipelines in the Eastern Region, specifically in the DC Metro, NYC Metro, and Detroit Metro Areas
• Respond to all CDL loan inquiries in the Eastern Region in a timely manner
• Present to groups, engage with individuals, and positively represent Momentus at conferences, webinars, groundbreakings, and other business and industry functions
• Monitor market trends and opportunities
• Gather data (both qualitative and quantitative) about product and service offerings and identify areas for improvement
• Assist with the development and implementation of products, services, and special initiatives within assigned markets
• Help coordinate information sharing and collaboration across Momentus teams in the Eastern Region
• Demonstrate a firm understanding of the entire Momentus Capital loan suite of products and services and collaborate with other Momentus capital deployment teams on cross-marketing opportunities and optimizing financing solutions and customer experiences
• Assist Marketing and Communications team in producing communications about our lending and impact in assigned markets
• Ensure that communications and promotional materials remain accurate and up to date
• Assist Compliance team in reporting to funders and investors on specific lending programs in assigned markets
• Support Fundraising team in preparing and responding to grant applications and request for proposals
• Identify, meet, and screen potential borrowers and their community development projects
• Establish clear and appropriate expectations with prospective borrowers through discussion and explanation of lending products, programs, and processes
• Pre-screen, compile, structure, and analyze loan applications for eligibility, credit worthiness and repayment ability using established credit policy and underwriting guidelines
• Provide business history, management, loan purpose and eligibility narrative within loan processes
• Determine loan eligibility based on any geographic, impact, or business strategy specific requirements
• Determine credit worthiness based on review of cash flow and credit history and ensure prospects will meet basic credit criteria
• Identify major risks and other considerations to assist credit approvers in making loan decisions
• Perform preliminary loan structuring, propose terms, and secure preliminary approval from lending and credit approvers to proceed to underwriting
• Prepare Letters of Interest and/or Term Sheets, communicate proposed terms to prospective borrowers, and negotiate terms as appropriate
• Manage smooth transition of loan prospects to Loan Officers and/or Underwriters
• Work with Loan Officers, Underwriters, and other team members to help resolve relationship, loan structuring, and credit challenges that may arise with transactions in the Eastern Region
• Assist with loan screening in other geographic markets on an as-needed basis
• Assist with credit memos on an as-needed basis

Community Solutions Operations Intern

Business Development Officer