Position Type

A full or part-time position (28 - 35 hours/week) with a flexible schedule and includes some weekend availability. Review at 6 months. Remote, work from home position.

Start Date: Prefer January - March 2025

Reports To: Board of Directors, with oversight by President of Board.

Job Responsibilities

Assure HFLA achieves its mission and makes consistent and timely progress on KPIs to achieve success.

• Work with Board of Directors in strategic and annual planning, including fundraising
• Support Board of Directors to implement annual plans and goals

Manage HFLA Staff and Vendors

• Actively manage the organization daily, currently consisting of 1 staff and 2 vendors
  • Staff: Loan Coordinator
  • Vendors:
    • Bookkeeper
    • Accountant
  • Actively engage and direct HFLA’s vendor bookkeeper (a few emails a month, meet to close books)
  • Actively engage and direct HFLA’s vendor accounting firm (meets one time a month to close books)
  • Be responsive to all staff and vendor questions
  • Facilitate information flow as needed to staff and vendors to ensure they can complete their work in a timely manner. Be sure you are timely and responsive to their requests.

Board Coordination

• On going: Closely engage with the board of directors
• Monthly board meetings: September – June
• Monthly: Board Packets – create and send board packets, including, agenda, director’s report, financial reports, et al
  • Attend board meetings
  • Ensure Meeting notes are sent and stored on the HFLA servers. Legally required.
  • Ensure required legal documents are stored on shared drive: agendas, minutes, financial reports
• On going: Ensure that the board is kept fully informed on the condition of the organization and all-important factors influencing

Donor Stewardship, Fundraising, Communications

• Create and implement an annual fundraising plan with the Board of Directors
• Actively work to raise funds and operate within the annual budget.
• Support board members to engage in fundraising and identify, solicit, and steward donors
• Grants: apply to grants applicable to HFLA’s mission, consistently search for new grants
• Lead the proper acknowledgement to donors for gifts both in-kind and direct donations
• When opportunities arise, or public relations notices are applicable, publicize the activities of the organization, its programs and
• Jointly, and with the president and secretary of the board of directors conduct official correspondence of the organization, and jointly, with designated officers, execute legal
• Of less importance:
  • Manage the Life & Legacy program including donor recognition events and communications. Maintain coordination with program partners The Jewish Federation and Harold Grinspoon
  • Manage outreach and appreciation programs and communications for HFLA Lifetime

Brunch Fundraiser

• Annually: Brunch fundraiser - Lead and drive for annual Brunch event with the Development Committee.
• Set financial goals, and have a plan to meet stated goals
• Set attendance goals, and have a plan to meet stated goals

Marketing

• Manage website and issue monthly or bi-monthly e-newsletters
• Communicate important student application dates with The Federation, Synagogues, the SJCC et al

Loan Management

• Monthly:
  • Ensure monthly Loan Portfolio Analysis report is created and is accurate
  • Ensure borrower statements are accurate and sent monthly (by Bookkeeper)
• Working with the Loan Coordinator, the Loan committee and board, establish effective and consistent borrower vetting procedures.
• Working with Loan Coordinator, the Loan committee and board, participate in improving all documents and questionnaires for loan documentation including legal documents
• On a monthly basis oversee loans, and loan follow-up with borrowers in arrears using established loan collection practices approved by the board (loan coordinator’s role)
• Ensure the board of directors is made aware of any loan defaults, and the efforts made to collect from challenging borrowers

Legal Requirements

• Maintain official records and documents, and ensure compliance with federal, state regulations including non-profit status filings

Finance and Administration

• Annually in June: work with the Board Treasurer, Finance committee and board to prepare a budget, and see that the organization operates within the budget
• Monthly: Work with Board Treasurer, bookkeeper and accountant to support monthly financial reporting and reconciliation
• As approved: Ensure borrower check requests are sent timely

Office Communications

• Be responsive to all email inquiries, answering questions or directing to proper individual

Community Engagement

• Establish sound working relationships and cooperative arrangements with community groups and organizations

International Association of Jewish Free Loans

• Monthly: Maintain a working knowledge of significant developments and trends in the field by participating in monthly calls hosted by IAJFL, and any other such organization that can increase HFLA’s effectiveness
• Ongoing: You are the point of contact for IAJFL. Communicate trends and information to the board of directors.

Staff Relations

• Ensure job descriptions are developed, that regular performance evaluations are held, and that sound human resource practices are in place
• Encourage and support staff development and education when opportunities arise that will increase productivity in their roles
• Maintain a climate which attracts, keeps and motivates a staff of top-quality people

Programs – Successfully manage these important programs for the community

• Scholarship
  • April 1 – April 30 - Ensure new applications are created and posted for Scholarship program
  • Communication channels have been fully messaged to let families know
  • Emails have been sent
  • Partner organizations have been notified
  • Schedule is prepared to meet goals and track applicants
• Student Access Fund (SAF)
  • Opens May 1 – May 31
  • Communication channels have been fully messaged to let families know
  • Emails have been sent
  • Partner organizations have been notified
  • Schedule is prepared to meet goals and track applicants
• General Loan and Mini Loan program
  • On going program throughout the year
  • Provide regular mentions in newsblasts about the program and its impact on individuals

Technical Knowledge

• Required:
  • Google Suite: Working knowledge of Google Suite, including Gmail, Contacts, Forms
  • Microsoft: Excel, Word, PowerPoint
  • Adobe: PDF and Forms, creating board packets
  • Website: ability to work with WIX website to edit site as needed when it is time to promote Programs and Fundraising activities
  • Constant Contact: HFLA’s email communication program
• Helpful:
  • Form Publisher: Transforms Google forms into readable PDF files