Brian Loeb Email & Phone Number

Norwich, Vermont, United States

Community Development Manager for Vermont, New Hampshire, and Maine.Create relationships necessary for achieving an outstanding Community Reinvestment Act rating. Serve as an internal advocate for nonprofit organizations and build whole-bank approaches to their needs. • Responsible for keeping the bank's business lines informed of community needs in the areas of affordable housing and economic development. Includes regular consultation with nonprofit organizations, Community Development Finance Institutions, and policymakers.• Support business development efforts to increase the bank's production of qualified community development loans for housing, job creation and retention, and essential community services.• Leverage the bank's experience and expertise to be a thought partner with local organizations on challenges like access to childcare, broadband, and transportation.• Identify opportunities for staff to provide high-quality financial education to low- and moderate-income residents and to small businesses across the market.

Greater New York City Area

Led strategy and product development initiatives for the bank's community investment programs, including its $40-million-per-year grant program for affordable housing, its first-time homebuyer program, its loans for small businesses and economic development, and its disaster-relief programs.• Translated emerging needs and industry best practices into bank policies and operations. Includes managing relationships with member institutions (banks, credit unions, and Community Development Financial Institutions), non-profit community organizations, developers, Low Income Housing Tax Credit agencies and other financial partners, and academic researchers.• Wrote the annual strategy document on how bank products and programs served community needs in the district (New York, New Jersey, Puerto Rico and the U.S. Virgin Islands), as evidenced by market research, for each of six years.• Designed rules and procedures for the bank's $11-million grant program for small businesses and non-profits affected by the ongoing COVID-19 crisis and its $5-million grant programs for businesses and homeowners affected by the 2017 hurricanes in Puerto Rico and the U.S. Virgin Islands. Separately, led selection processes for charitable contributions for disaster relief and racial equity totaling over $5 million.• Developed business cases to support innovative product offerings. Included policy research, data analysis, and financial modeling. Wrote proposals to the Board of Directors and other governance groups together with members of the bank’s management committee.• Provided technical assistance to member institutions on how to use the bank’s programs to drive customer acquisition and market expansion, to improve asset-liability management, and to advocate effectively in Community Reinvestment Act examinations.• Spoke on behalf of the bank at public events alongside local and state leaders.

Greater New York City Area

Designed and managed multi-million-dollar research projects for a small, international consulting firm focused on improving the quality of financial services for poor people in developing countries. Advised high-level government policy makers and leaders of financial institutions in over a dozen countries on behalf of large, private foundations and the United Nations and the World Bank.• Developed investment opportunities and cost-saving strategies for banks, telecommunications firms, and government agencies in the area of electronic payments. Managed a 2-year, $2 million project on this issue based at the United Nations and funded by Citi, Visa and Mastercard.• Led survey research with customers of medium-sized financial institutions and designed research methods on the payments behavior and needs of small businesses.• Launched a pilot project with banks to collect and use geospatial data to improve their marketing, operations, and product development.• Created processes for large foundations to understand the impact of their investments in start-ups that served low-income consumers.• Trained financial sector regulators on innovations in banking and “fintech” and developed monitoring tools with them to inform policy, including for consumer protection.

Kathmandu, Nepal

Developed and executed a large-scale independent research project to advise the organization on how to address human organ trafficking. Included primary research with victims, organ recipients, doctors, and officials in the health ministry and law enforcement. Also supported the organization's efforts to strengthen the country's legal institutions, particularly in the areas of forensic evidence and human trafficking.

San Francisco Bay Area

Developed public opinion research projects for political campaigns, governments and corporations, primarily in California. Made statistical data and the intricacies of election rules clear and meaningful.• Partnered with campaign consultants to elect leaders at the city and county level across the state, and to successfully pass ballot measures on behalf of school districts and transportation agencies.• Informed corporate strategy for energy companies, real estate developers, and healthcare organizations.• Wrote dozens of telephone and web surveys and focus group guides; analyzed data with statistical software.• Regularly presented recommendations in public meetings and in private to elected leaders and business executives.

Mald, International Negotiation And Conflict Resolution, Public International Law

• Wrote master's thesis on the impact of constitutional changes on women's political participation, based on quantitative analysis.

B.A., International Relations, Middle Eastern Studies

Activities and Societies: Tufts Daily

Study Abroad, Middle Eastern Politics And Economics