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Jonathan Klein Email & Phone Number

Devoted to financing the revitalization of underserved communities at Community Finance Solutions
Location: San Francisco Bay Area, United States 10 work roles 3 schools
1 work email found @firstrepublic.com 2 phones found area 816 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email j****@firstrepublic.com
Direct phone (816) ***-****
LinkedIn Profile matched
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Current company
Community Finance Solutions
Role
Devoted to financing the revitalization of underserved communities
Location
San Francisco Bay Area, United States

Who is Jonathan Klein? Overview

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Quick answer

Jonathan Klein is listed as Devoted to financing the revitalization of underserved communities at Community Finance Solutions, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 816, and a matched LinkedIn profile for Jonathan Klein.

Jonathan Klein previously worked as Founder and Principal at Community Finance Solutions and Senior Managing Director at First Republic Bank. Jonathan Klein holds Masters In Public Administration (Mpa) from Harvard Kennedy School.

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Email format at Community Finance Solutions

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jklein@firstrepublic.com
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Profile bio

About Jonathan Klein

**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.

Listed skills include Finance, Lihtc, Credit Analysis, Public Policy, and 16 others.

Current workplace

Jonathan Klein's current company

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Community Finance Solutions
Community Finance Solutions
Devoted to financing the revitalization of underserved communities
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10 roles · 45 years

Jonathan Klein work experience

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Founder And Principal

Current
Community Finance Solutions

CFS 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

Aug 2023 - Present

Senior Managing Director

First Republic Bank

San Francisco, Ca, Us

Launched 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.

Mar 2021 - Jun 2023

Managing Director And Head Of Originations

Union Bank

San Francisco, Ca, Us

I 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.

2018 - 2021 ~3 yrs

Vp/Svp/Managing Director/Market Manager For Northern California

Union Bank

San Francisco, Ca, Us

I 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.

2008 - 2018 ~10 yrs

Vice President

Citi

New York, New York, Us

As 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.

2003 - 2008 ~5 yrs

Loan Officer And Other Positions

Low Income Investment Fund

San Francisco, Ca, Us

Underwrote and closed 36 loans; served in an interim management capacity; filled seven staff positions

1997 - 2003 ~6 yrs

Presidential Campaign Staff, State Senate Staff, Lobbyist

Various
1982 - 1988 ~6 yrs
3 education records

Jonathan Klein education

Masters In Public Administration (Mpa)

Harvard Kennedy School

B.S., Political Science (Cum Laude)

University Of Massachusetts Amherst

Master'S Degree, History

University Of Massachusetts At Boston
FAQ

Frequently asked questions about Jonathan Klein

Quick answers generated from the profile data available on this page.

What company does Jonathan Klein work for?

Jonathan Klein works for Community Finance Solutions.

What is Jonathan Klein's role at Community Finance Solutions?

Jonathan Klein is listed as Devoted to financing the revitalization of underserved communities at Community Finance Solutions.

What is Jonathan Klein's email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Jonathan Klein at Community Finance Solutions.

What is Jonathan Klein's phone number?

AeroLeads has found 2 phone signal(s) with area code 816 for Jonathan Klein at Community Finance Solutions.

Where is Jonathan Klein based?

Jonathan Klein is based in San Francisco Bay Area, United States while working with Community Finance Solutions.

What companies has Jonathan Klein worked for?

Jonathan Klein has worked for Community Finance Solutions, First Republic Bank, Union Bank, Citi, and Low Income Investment Fund.

How can I contact Jonathan Klein?

You can use AeroLeads to view verified contact signals for Jonathan Klein at Community Finance Solutions, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Klein attend?

Jonathan Klein holds Masters In Public Administration (Mpa) from Harvard Kennedy School.

What skills is Jonathan Klein known for?

Jonathan Klein is listed with skills including Finance, Lihtc, Credit Analysis, Public Policy, Real Estate Economics, Construction Loans, Tax Credits, and Management.

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