Jonathan Klein Email and Phone Number
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Jonathan Klein personal email
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**Pursuing my passion to level the economic playing field by financing affordable housing that enables residents to achieve their aspirations.**An accomplished, solution oriented affordable housing finance leader with deep experience working in corporate, nonprofit, and government sectors.**My teams and I generated over $3.1Bn in loan volume with zero losses.**Strong collaborator having built relationships of trust and respect everywhere I have worked.
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Founder And PrincipalCommunity Finance Solutions Aug 2023 - PresentCFS provides advice and other technical assistance to those doing the mission critical work of financing affordable housing. I am excited about putting my successful 20+ year track record of problem solving to work on behalf of my client’s vital mission to enable residents to realize their aspirations. Services include:** Interim Roles** Risk Management**Transaction Underwriting & Closing**Sponsor Financial Analysis**Portfolio Analysis**Process Assessments**Team TrainingInitial clients include Housing Trust Silicon Valley and San Francisco Housing Accelerator Fund.To learn more, please visit CFS at: https://communityfinancesolutions.com
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Senior Managing DirectorFirst Republic Bank Mar 2021 - Jun 2023San Francisco, Ca, UsLaunched a multifamily affordable housing lending business; attracted new, high quality clients to the bank; built out lending guidelines; developed underwriting and construction oversight processes; facilitated drafting of template loan documents; secured Board of Director level support for growth and developed other strong internal partnerships for business start up and expansion. Six deals in construction/closing within the first two years totaling $94.6 million having started at zero. -
Managing Director And Head Of OriginationsUnion Bank 2018 - 2021San Francisco, Ca, UsI led the 17 person team for the bank's affordable housing finance originations group providing both debt and equity for high quality affordable apartments primarily on the west coast. I also served on the Union Bank Foundation Board of Directors. -
Vp/Svp/Managing Director/Market Manager For Northern CaliforniaUnion Bank 2008 - 2018San Francisco, Ca, UsI led a team of four that provided over $1.9 billion in debt and equity for affordable housing developments. I also served on the Union Bank Foundation's Area Committee for Northern California.
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Vice PresidentCiti 2003 - 2008New York, New York, UsAs a Vice President with Citibank's community development group I sourced, underwrote and closed construction and permanent loans, both taxable and tax exempt, for a mix of non-profit and for-profit developers. -
Loan Officer And Other PositionsLow Income Investment Fund 1997 - 2003San Francisco, Ca, UsUnderwrote and closed 36 loans; served in an interim management capacity; filled seven staff positions -
Chief Of Staff To Congresswoman Rosa DelauroU.S. House Of Representatives 1995 - 1997Washington, Dc, Us -
Chief Of Staff To Congressman John OlverU.S. House Of Representatives 1991 - 1995Washington, Dc, Us
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Regional DirectorMassachusetts Housing Partnership 1989 - 1991Boston, Massachusetts, Us -
Presidential Campaign Staff, State Senate Staff, LobbyistVarious 1982 - 1988
Jonathan Klein Skills
Jonathan Klein Education Details
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Harvard Kennedy SchoolMasters In Public Administration (Mpa) -
University Of Massachusetts AmherstPolitical Science (Cum Laude)
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University Of Massachusetts At BostonHistory
Frequently Asked Questions about Jonathan Klein
What company does Jonathan Klein work for?
Jonathan Klein works for Community Finance Solutions
What is Jonathan Klein's role at the current company?
Jonathan Klein's current role is Devoted to financing the revitalization of underserved communities.
What is Jonathan Klein's email address?
Jonathan Klein's email address is jo****@****lic.com
What is Jonathan Klein's direct phone number?
Jonathan Klein's direct phone number is +181676*****
What schools did Jonathan Klein attend?
Jonathan Klein attended Harvard Kennedy School, University Of Massachusetts Amherst, University Of Massachusetts At Boston.
What are some of Jonathan Klein's interests?
Jonathan Klein has interest in Education.
What skills is Jonathan Klein known for?
Jonathan Klein has skills like Finance, Lihtc, Credit Analysis, Public Policy, Real Estate Economics, Construction Loans, Tax Credits, Management, Real Estate Development, Negotiation, Strategic Planning, Public Speaking.
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