Special Project Manager
CurrentSelf-Help Credit Union is a mission-driven credit union, as well as a community development financial organization (CDFI) with central teams focused on large economic development projects. My position with Self-Help is on the Commercial Lending Team, a team of roughly 25 people that originates loans for development projects in primarily low-income areas. Our team provides technical assistance and direct lending primarily to clients working in the sectors of: Healthy Food Systems, Faith, Low- to Moderate- Income Housing, Healthcare, Community Development Facilities, (mission-aligned) Charter Schools, and Commercial Real Estate. My Special Project Manager role on the Commercial Lending team is outside of the loan origination process, although I do have experience as a loan officer. I primarily work to improve our processes and operations, data systems, and loan products. My role involves intimate knowledge of nCino (a Salesforce-adjacent program) for loan origination, Excel modeling for financial analysis, and Microsoft Power-BI for data visualization.