Claudia Lima Email and Phone Number
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Ms. Lima is a seasoned finance professional focused on Triple-Bottom Line investments that produce positive economic, social and environmental returns for lenders, investors, stakeholders, and communities across diverse markets.Ms. Lima started her career at Prudential where she held various professional licenses. She has extensive background in financing of community development, economic development and revitalization activities. Throughout her career, she has helped develop sophisticated financing structures for real estate projects utilizing capital vehicles that promote revitalization and wealth building. She has worked for large regional banks, some of the largest Community Development Financial Institutions (CDFI) in the country, as well as a prominent real estate developer of community facilities and affordable housing. Ms. Lima has extensive experience with tax credits (LIHTC, NMTC, Historical, Solar, Energy), bond financing (taxable and tax-exempt), municipal soft subsidies, as well as private equity funds for affordable housing, commercial real estate and community facilities. She received her Bachelors degree in Business Administration from the USC Marshall School of Business; a Masters degree in Community Economic Development from Southern New Hampshire University and completed the USC Ross Program in Real Estate. Ms. Lima serves on the boards of the Southern California Leadership Council of Enterprise Community Partners, Holos Communities (formerly Clifford Beers Housing) and CWCLA Support Corporation.
Los Angeles County Affordable Housing Solutions Agency
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- lacahsa.gov
- Employees:
- 16
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Los Angeles County Affordable Housing Solutions AgencyLos Angeles, Ca, Us -
Chief Investment OfficerNew Jersey Community Capital Apr 2024 - PresentNew Brunswick, New Jersey, UsMs. Lima drives the firm’s integrated investment process within its production verticals, including its CDFI (CLF), its real estate development arm (CAPC) and its private equity impact funds (Strategic Investments). By working closely with the impact framework, she supports the firm’s broader efforts across it's various products of sustainability and community development finance.• Leads NJCC’s production units including the Capital Asset Preservation Corporation (real estate development arm), it's CDFI and Strategic Investments (SSBIC).• Drive strategic planning and tactical implementation of Lending Programs, Real Estate Development and Private Equity investments. • Represent NJCC in public forums, and support the firm’s broader efforts across the impact investing, sustainability, community development finance and investor forums. • Work with NJCC’s President and Chief Financial Officer to grow capital for lending, investing and operating funds from a variety of sources including foundations, banks, grantors, and government entities. • Maintain good relationships with key investors and funders and develop/establish relationships across strategic geographic sectors. -
Executive Vice President, Supportive Housing FundSds Capital Group Sep 2023 - Apr 2024Los Angeles, Ca, Us• Managed a multi-million impact fund that provides construction financing for homeless populations, using a new model for alleviating homelessness with private equity capital.• Handled the day-to-day operations of the Fund both at the project level and fund level, including overseeing investment approval, closing process, asset management activities and project pipelines for all active and prospective permanent supportive housing projects.• Managed presentations and conference calls for institutional investors that include banks, pension funds and insurance companies• Reviewed project models, due diligence, investment write-ups and provide feedback to internal and external stakeholders. Analysis of fund dynamics to ensure all legal and financial requirements are met and work with legal counsel to create or amend Fund legal documents.• Maintained working relationships with industry leaders to encourage information flow from the investment community and affordable housing industry -
Managing DirectorCit Sep 2021 - Jun 2023New York, Ny, Us• Managing Director of the Community Lending and Investments (CLI) unit. A key unit that contributed to the ongoing development of a cohesive CRA business development plan that covered twenty-two states. • Oversaw the community development lending activity of affordable housing and community facilities, as well as innovative and complex qualified investment transactions for the benefit of affordable housing, economic development and community services. • Led efforts to identify, design, implement and track the overall performance of community development initiatives, loan/investment products and programs, as part of the overall CRA mandates and various community benefits agreements/plans. -
Director Of Community Lending And InvestingCit Sep 2016 - Sep 2021New York, Ny, Us• Director of Community Lending and Investing at CIT/OneWest Bank, one of the key positions responsible to help achieve a multi-billion community benefits plan covering nine states. • Helped assess innovative and complex qualified lending and investment transactions in affordable housing, economic development and community facilities for the Bank’s assessment areas. • Ensure excellent responsiveness to community development and credit needs by originating innovative and complex qualified lending and investment opportunities. -
V.P. Of Project Finance At Pcsd And Treasurer At WcsdPacific Charter School Development (Pcsd) May 2014 - Sep 2016Los Angeles, California, Us• Lead PCSD’s efforts to secure financing for projects nationwide as well as identify new financing structures and funding vehicles in new geographies. • Treasurer of Washington Charter School Development (WCSD), PCSD's affiliate in Washington State, overseeing cash flow and project financing for Washington charter school facility development.• Part of the executive team that planned expansion and growth of PCSD's portfolio clients and market expansion. • Responsible for the asset management of existing PCSD/WCSD owned projects to ensure compliance with lenders and investors. -
Executive DirectorLocal Initiatives Support Corporation (Lisc) Mar 2012 - Apr 2014New York, Ny, Us• Responsible for the day to day operations including fundraising, business development and overseeing the programmatic activities of LISC-Los Angeles, including its lending and grant making activities. • Ensured all activities were integrated and coordinated with LISC's Building Sustainable Communities strategies to ensure transactions were evaluated within the context of surrounding neighborhoods to catalyze revitalization. • Implemented a program plan for LISC-Los Angeles that combined capital investment with programmatic activities around affordable housing, education, transit oriented development and economic development. The program plan made the LA LISC office the #1 office in capital investment, of 31 LISC offices nationwide. • Launched several capital funds including a multi-million revolving working capital fund for charter schools and a fund for Transit Oriented Development (TOD). -
Senior Program OfficerLocal Initiatives Support Corporation (Lisc) Nov 2010 - Mar 2012New York, Ny, Us• Relaunched lending activities and a market focused program plan for LISC-Los Angeles which targeted Los Angeles and Orange Counties. The program plan included community and economic development activities around affordable housing, transit oriented development, community facilities and business lending combined with community development/advocacy activities around LISC's Building Sustainable Communities strategies. • Responsible for identifying and developing secured and unsecured loans meant to catalyze revitalization in the Los Angeles and Orange County areas as part of LISC's Building Sustainable Communities strategies• In cooperation with LISC National, designed new loan products and lending programs that addressed market gaps.• Main liaison with LISC National for asset management and credit approvals for a diverse portfolio of real estate, working capital and unsecured loans. -
Senior Loan OfficerLow Income Investment Fund (Liif) May 2006 - Nov 2010San Francisco, Ca, Us• Responsible for analyzing loan proposals, recommending financing structures and underwriting and preparing loan transaction reports for a diverse portfolio of projects throughout Southern California including mixed use developments, special needs housing, child care centers and charter schools. • Assisted with loan closings, including working with attorneys, senior/subordinate lenders, investors, appraisers, environmental firms, escrow/title companies in the coordination of due diligence and financial and legal documentation.• Worked on the creation of new loan products to address market gaps including products for sustainability and energy efficiency.
Claudia Lima Skills
Claudia Lima Education Details
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Usc Marshall School Of BusinessEmphasis On Financial Analysis -
University Of Southern CaliforniaRoss Program In Real Estate Development -
Southern New Hampshire UniversityCommunity Economic Development -
University Of California, RiversideBusiness Administration
Frequently Asked Questions about Claudia Lima
What company does Claudia Lima work for?
Claudia Lima works for Los Angeles County Affordable Housing Solutions Agency
What is Claudia Lima's role at the current company?
Claudia Lima's current role is Chief Investment Officer, New Jersey Community Capital | Senior Impact Finance Professional.
What is Claudia Lima's email address?
Claudia Lima's email address is cl****@****aol.com
What is Claudia Lima's direct phone number?
Claudia Lima's direct phone number is +121354*****
What schools did Claudia Lima attend?
Claudia Lima attended Usc Marshall School Of Business, University Of Southern California, Southern New Hampshire University, University Of California, Riverside.
What are some of Claudia Lima's interests?
Claudia Lima has interest in Poverty Alleviation, Education, Arts And Culture, Economic Empowerment.
What skills is Claudia Lima known for?
Claudia Lima has skills like Community Development, Affordable Housing, Economic Development, Grants, Real Estate, Fundraising, Program Management, Nonprofits, Due Diligence, Loans, Financial Analysis, Underwriting.
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