TITLE: SOCIAL FINANCE EXECUTIVE - TWO ROLES.
REPORTS TO: Head of Credit or any other person nominated by the Chief
Executive
LOCATED: Within client base on a hybrid working arrangement (**Apply
on the website** days per month in Dublin)
CLIENT BASE;
Role 1 ? Kildare, Meath, Louth, Cavan, Monaghan
Role 2 ? Connacht/Donegal
1. ABOUT CLANN CREDO;
Established in **Apply on the website**, we are a community
development and social finance organisation with a national remit in
Ireland. Our purpose is to lend social finance to communities to
develop sustainable community projects and services for the benefit of
all. We do this by providing advice, support and social finance to
community groups, social enterprises and charities throughout Ireland.
Since **Apply on the website**, we have advanced almost ?**Apply on
the website**m to over 1,**Apply on the website** social and community
enterprises. Our current loan book is ?**Apply on the website**m
with over **Apply on the website** borrowers.
In **Apply on the website**, Clann Credo was acknowledged by the
United Nations for its promotion of social inclusion and integration.
In **Apply on the website**, the OECD identified Clann Credo as an
example of ?Best Practice? in Social Enterprise.
2. JOB PURPOSE;
This is an excellent opportunity to join the mission-led,
results-driven and client focused Clann Credo team. Joining our
existing Social Finance Executive Team (6), and working closely with
the established Social Finance Executive in the region, the role of
Social Finance Executive is a critical role in the company and focuses
on developing new client relationships, growing a sustainable loan
portfolio that delivers high social impact.
Specifically, the purpose of the Social Finance Executive role is to
deliver results across the strategic plan and to;
* Promote Clann Credo?s mission and products/services,
* Network and engage with communities and groups to appraise
business opportunities from a social and financial perspective,
* Build community group capacity to ensure readiness to borrow,
* Develop new business opportunities in line with annual KPI?s and
business strategy,
* Manage existing relationships and build new relationships,
* Prepare succinct credit reports and present proposals for
evaluation,
* Collate disbursal documentation and filing online,
* Monitor impaired loans and work with client to remedy,
* Participate on marketing team working group,
* Provide feedback on market trends and client needs to the Senior
Management Team.
3. KEY RELATIONSHIPS;
The role of Social Finance Executive will report to the Head of
Credit. Additional key relationships for the Social Finance Executive
include;
* Evaluation Committee
* Disbursals Team
* Risk Advisory Committee
* Clients and Referral Agencies
* Marketing Team
* SFE Team
4. ALIGNMENT WITH STRATEGIC PLAN OBJECTIVES;
The role of Social Finance Executive is designed to deliver results
across the following strategic work objectives;
* No. 2 - Building Client Capacity
* No. 3 - Delivering Client Services
* No. 4 ? Stakeholder and Relationship Management
5. FUNCTIONAL/TECHNICAL COMPETENCIES;
The following technical competencies are essential for the role of
Social Finance Executive;
* Networking ? engages with clients and referral agencies to
support the positioning of Clann Credo in the marketplace and to
secure new business,
* Judgement - identifies and analyses relevant client data to
develop a full and balanced picture of client financial circumstances,
* Credit analysis - applies appropriate risk mitigation to support
the strategic objective of growing a sustainable loan book,
* Report writing - selects key client information and reports
succinctly to deliver an efficient loan underwriting process for
clients and colleagues.
6. CORE COMPETENCIES;
The following core competencies are essential for the role of Social
Finance Executive;
* Teamwork ? understands that effective teamwork is a key factor
within all successful teams. Appreciates the contribution of other
team members. Notices when colleagues need support and applies a
willing and encouraging approach to achieving the overall team
success,
* Responsibility ? understands that everyone has responsibility
for being effective in their individual role. Works well even during
pressurised periods. Knows when to either raise an issue with the
manager or resolve it independently. Demonstrates a positive can-do
work ethic in all work activity,
* Communication ? communicates clearly both verbally and in
writing. Applies a flexible and appropriate communication style
whether working with colleagues, senior management or dealing with
clients. Understands that effective communication is a critical
ingredient to the role/team/company?s success,
* Client Centric ? understands and connects with client?s
motivation, puts supporting and satisfying the client at the heart of
all individual and team activity. Takes responsibility for and
encourages colleagues to seek out innovative ways to meet and exceed
client expectations,
* Results Driven - focus is on delivering results in all aspects of
the role, strives to get things done despite challenges, brings energy
and drive to problem solving,
* Problem Solving - identifies problems, understands basic
problem-solving techniques and works to resolve issues,
* Compliance ? is up to date with all work processes, requirements
and compliance standards,
* Demonstrates a commitment to compliance that is evident to the
manager and wider team,
* Knowledge Sharing ? takes every opportunity to share knowledge
and skills within the team,
* Proactively shares ideas, successes, challenges and opportunities
at team meetings which supports a culture of learning and growing from
each other,
* Performance Management - understands the importance of taking
ownership for own performance levels and professional development.
Takes responsibility for understanding role KPI?s, preparing for and
participating fully in, the company?s? ongoing ?performance
achievement? culture,
* Trustworthiness & Ethics - is trustworthy and ethical in building
relationships with clients and colleagues. Demonstrates
trustworthiness by being open and honest in all dealings and shows
good moral judgement,
* Hybrid Working - ability to multitask, think flexibly, and
navigate networks to become visible and trustworthy. Excels at
scheduling and co-ordination.
7. WORK VALUES AND BEHAVIOURS;
The Social Finance Executive will demonstrate the following work
values and behaviours as part of their daily working;
* Equality, Respect, and Inclusion - We acknowledge our differences
and range of talent, understand other roles and how the interlinking
of our various roles is required to deliver the best results,
* Teamwork - Our purpose is to build community and reduce social
injustice, this brings us together as a united team with a shared
vision, drive and commitment to do our best work,
* Communication - We take care to ensure our verbal and written
communication is effective and are aware and sensitive to the impact
our approach has on other team members and customers,
* Customer Centric - Our team focus is to ensure we meet the needs
of our customers, supporting them by always being mindful of their
experience of Clann Credo and guiding them through our loan process to
make it as fluid and efficient as possible,
* Quality and Excellence - We take pride in delivering quality work
and understand the need for clear objectives and standards relevant to
each role,
* Career Management - We work in an environment which supports
initiative-taking career development and ownership, based on a culture
of knowledge sharing, tailored mentoring, and coaching.
8. PERSON SPECIFICATION;
The selected candidate will demonstrate the technical and core
competencies required for the role and will espouse the Clann Credo
work values and behaviours. The selected candidate will also
demonstrate an understanding of the importance of social finance in
community development.
* Requirements;
* Minimum **Apply on the website** years in a CLIENT FACING role in a
banking/credit/public funds environment,
* Qualification in credit/finance/ business would be advantageous,
* Proven trace record of engaging with client base and/or sme?s,
* Proven track record of delivering new business,
* Proven track record of managing multiple client
accounts/portfolios and/or project management,
* Knowledge of the community and voluntary sector would be
advantageous,
* Full drivers? licence and own transport.
9. SUMMARY OF KEY TERMS AND CONDITIONS OF EMPLOYMENT
DURATION OF CONTRACT Full time contract
PROBATIONARY PERIOD 6 months
LOCATION OF POST Within client base on a hybrid working arrangement
(**Apply on the website** days per month in Dublin)
HOURS OF WORK 9am ? 5.**Apply on the website**pm Monday to Friday
(**Apply on the website**.5hour week). It may be necessary to work
outside normal office hours on occasions
An option of a 4 day working week is available
SALARY Commensurate with experience relevant to the role and in the
region of ?**Apply on the website**,**Apply on the website** p/a.
BONUS An annual discretionary bonus may be awarded subject to
performance
PENSION Available to permanent employees only
ANNUAL LEAVE **Apply on the website** days p/a pro rata
TIME IN LIEU Available following prior approval from line manager
OTHER Other terms and conditions of employment will be detailed in the
contract of employment
PLEASE REPLY TO LYNDA ON EMAIL, ADDRESS **APPLY ON THE WEBSITE**
We need : English (Good)
Type: Permanent
Payment:
Category: Others
