EXECUTIVE ASSISTANT
Department: Executive
Employment Status: Regular, Full-Time
Reports to: CEO
Work Schedule: 32 hours M-TH
FLSA Status: Exempt
Location: Remote; travel required
Salary Range: $50,000-$55,000 (commensurate with experience)
(Headquarters: Longmont, CO)
POSITION SUMMARY
To assist the CEO and Executive Team to ensure the overall efficient and effective management of the operations of the Oweesta Corporation. This role includes supporting communications, fundraising, scheduling, and other administrative functions. Is a key member of the Oweesta Corporation leadership team responsible for working together to secure the long-term future for this national Native community development financial institution.
Specific responsibilities will include:
CEO and Executive Team Support Responsibilities
- Coordinate complex scheduling and calendar management, as well as content and flow of information to senior executives in various time zones.
- Answering and redirecting company telephone calls.
- Prepare and produce documents, including high-level proofreading, editing and formatting.
- Manage and coordinate incoming electronic communication and the flow of information to appropriate executives.
- Perform research and project support tasks.
- Liaising with internal and external stakeholders on various projects and tasks.
- Coordinate Oweesta Corporation resources (both staff and material resources) and logistical preparations for meetings, presentations, etc.
- Coordinate travel arrangements and conference attendance for Executive staff.
- Orchestrate planning system to ensure that senior executives’ priorities are met, organizational goals are achieved, and operations run efficiently.
- Manage electronic filing system.
- Develop PowerPoint presentations.
- Other duties as assigned.
Board of Directors Support Responsibilities
- Schedule quarterly and special meetings.
- Prepare materials for quarterly board meetings and finance committee meetings.
- Type and send meeting minutes for board and committee meetings.
- Prepare and update board orientation materials.
Administrative Responsibilities
- Support the CEO and the Oweesta team with grant requests and public relations activities.
- Implements aspects of the organization’s strategic plan relevant to the responsibilities of this position.
- Collaborate with IT to troubleshoot any technological disruptions.
- Performs other related duties as required.
EDUCATION AND EXPERIENCE
- Bachelor’s degree from an accredited college or university preferred.
- At least 3 years relevant administrative experience.
- Excellent organizational and time management skills with excellent attention to detail.
- Strong written and verbal communication skills.
- Ability to maintain confidentiality of information related to the company.
- Experience working with Tribal communities or diverse communities preferred
- Proficiency with Microsoft suite products packages, (Word, Outlook, Access, Excel, PowerPoint).
- Knowledge of online communication products; PowerPoint, Mail Chimp, Doodle Poll, Survey Monkey, Asana.
SPECIAL REQUIREMENTS
- Must be available to work a flexible schedule as requested by the CEO.
- Work schedule might involve some evening and weekend work.
- Might be asked to travel for multiple days in a row.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees will be required to:
- Ability to sit for extended periods while working on a computer.
- Manual dexterity for operating office equipment.
- Good visual acuity for reading documents and computer screens.
- Occasional mobility to move around the office and attend meetings.
- Ability to lift and carry objects up to 20 pounds occasionally.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees may be exposed to the following conditions:
- This position may require occasional travel for meetings and training.
- This role involves working in a remote office environment with standard office equipment.
- This position may require some evening and weekend work.
Please submit your resume and cover letter for the Executive Assistant position to: michelle@oweesta.org
PROGRAMS OFFICER – HOUSING
Department: Programs
Employment Status: Regular, Full-Time
Reports To: Director of Programs
Work Schedule: 32 hours M-TH
FLSA Status: Exempt
Location: Remote; frequent travel required
Salary Range: $60,000-$70,000 (commensurate with experience)
(Headquarters: Longmont, CO)
POSITION SUMMARY
Oweesta Corporation is the longest-standing Native Community Development Financial Institution (CDFI) intermediary, dedicated to strengthening Native economies and supporting the sovereignty of Native nations. Oweesta provides training and technical assistance, capital, research, and policy advocacy to Native CDFIs, Native nonprofits, and Native communities.
The Programs Officer, Housing will lead Oweesta’s housing-related programming with a primary focus on overseeing and advancing Oweesta’s Native Housing Counseling Network. This position serves as the organizational lead for all Housing Counseling activities, including program compliance, reporting, network coordination, and continuous improvement of housing counseling services within Native communities.
The Programs Officer, Housing will also contribute to Oweesta’s broader financial education, capacity building, and training and technical assistance offerings, working collaboratively with the Programs team and other departments. This role requires strong experience in housing counseling, financial education, and Native community-based work, along with demonstrated project management, compliance oversight, and relationship-building skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Housing & Housing Counseling Leadership
- Serve as Oweesta’s lead staff person for all housing-related programming and initiatives.
- Oversee and manage Oweesta’s Native Housing Counseling Network, including coordination of network members, cohort calls, peer learning activities, and technical assistance (both virtually and in-person).
- Lead all aspects of Housing Counseling program compliance, including adherence to HUD requirements, policies, and procedures.
- Oversee Housing Counseling reporting, data collection, and submission processes, ensuring accuracy, timeliness, and compliance.
- Manage and maintain housing counseling-related systems and databases, including required reporting platforms for HUD.
- Provide direct technical assistance and capacity-building support to Native Housing Counseling agencies and partners.
- Monitor program performance, outcomes, and compliance, and identify opportunities for continuous improvement.
Training, Technical Assistance & Program Management
- Provide and/or manage high-quality training and technical assistance related to housing counseling, financial education, asset building, and organizational development for Native CDFIs and Native nonprofits.
- Contribute to the design, development, delivery, and evaluation of training and technical assistance products aligned with Oweesta’s suite of offerings.
- Support financial education initiatives and capacity-building efforts beyond housing, as aligned with organizational priorities and funding.
- Manage program timelines, work plans, deliverables, and consultant relationships within assigned housing and related programs.
- Collaborate with internal teams to ensure smooth program implementation within budgetary and contractual requirements.
Grants, Compliance & Reporting
- Support proposal development for housing and financial education related grants and contracts in collaboration with Programs team and other departments as needed.
- Manage grant-funded housing program requirements, including compliance monitoring, reporting, and documentation.
- Prepare high-quality narrative and data-driven reports for funders, partners, and internal stakeholders.
- Coordinate with Programs team and other departments as needed to ensure accurate tracking of grant requirements.
Collaboration, Representation & Other Duties
- Work closely with Programs team and other Oweesta departments on interdisciplinary efforts.
- Represent Oweesta at conferences, convenings, trainings, and partner meetings related to housing, financial education, and Native community development.
- Build and maintain strong relationships with Native CDFIs, Native communities, partner organizations, consultants, and funders.
- Participate as a collaborative member of the Programs team and contribute to department-wide goals and initiatives.
- Perform other duties as assigned by the Director of Programs.
EDUCATION AND EXPERIENCE
Education Required:
- Bachelor’s degree or equivalent combination of education and relevant experience
Experience Required:
- Minimum of two to three years of relevant experience in housing counseling, financial education, community development, or a related field.
- Demonstrated experience with HUD Housing Counseling programs, including compliance and reporting requirements.
- Strong background in financial education and asset-building programming.
Experience Strongly Preferred:
- HUD Housing Counseling Certification (or ability to obtain certification within the first six months of employment).
• Experience working in or with Native communities, Tribes, or Native-serving organizations. - Experience in the CDFI industry or community development finance.
- Experience providing training, technical assistance, facilitation, or capacity building support.
KNOWLEDGE, SKILLS, AND ABILITIES
- Strong knowledge of HUD Housing Counseling requirements, standards, and best practices.
- Demonstrated understanding of financial education, asset building, and housing issues impacting Native communities.
- Excellent written and verbal communication skills.
- Strong organizational, project management, and time management skills.
- Ability to manage multiple projects and deadlines simultaneously with attention to detail.
- Comfort working independently in a remote environment while maintaining clear and consistent communication with a team.
- Strong relationship-building and customer service skills.
- Ability to work collaboratively with diverse partners and stakeholders.
- Proficiency with standard office software and data systems.
- Willingness and ability to travel frequently (~1x per month).
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees will be required to:
- Ability to sit for extended periods while working on a computer.
- Manual dexterity for operating office equipment.
- Good visual acuity for reading documents and computer screens.
- Occasional mobility to move around the office and attend meetings.
- Ability to lift and carry objects up to 20 pounds occasionally.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees may be exposed to the following conditions:
- This position requires travel for meetings and training.
- This role involves working in a remote office environment with standard office equipment.
- This position may require some evening and weekend work.
Please submit your resume and cover letter for the Programs Officer – Housing position to: programs@oweesta.org
PROGRAMS OFFICER
Department: Programs
Employment Status: Regular, Full-Time
Reports To: Director of Programs
Work Schedule: 32 hours M-TH
FLSA Status: Exempt
Location: Remote; frequent travel required
Salary Range: $60,000-$70,000 (commensurate with experience)
(Headquarters: Longmont, CO)
POSITION SUMMARY
Oweesta Corporation is the longest-standing Native Community Development Financial Institution (CDFI) intermediary, dedicated to strengthening Native economies and supporting the sovereignty of Native nations. Oweesta provides training and technical assistance, capital, research, and policy advocacy to Native CDFIs, Native nonprofits, and Native communities.
The Programs Officer is on Oweesta’s Programs team, contributing to the design, implementation, and management of a diverse portfolio of programs focused on housing, financial education, capacity building, and training and technical assistance. This role supports multiple initiatives and funding streams, works closely with program leads and partners, and helps ensure high-quality delivery, compliance, and continuous improvement across Oweesta’s programs.
The Programs Officer will collaborate closely with other Programs staff and cross-departmental teams, provide direct support to Native CDFIs and Native-serving organizations, and represent Oweesta in external settings. This role requires strong organizational skills, adaptability, and a commitment to advancing equitable economic development in Native communities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Program Implementation & Support
- Support the implementation and ongoing management of Oweesta’s programs, including housing-related initiatives, financial education, and capacity-building efforts.
- Assist with coordinating cohorts, peer learning opportunities, trainings, and technical assistance activities (both virtual and in-person).
- Provide direct technical assistance and capacity-building support to Native CDFIs, Native nonprofits, and partner organizations, as assigned.
- Support program monitoring, outcome tracking, and continuous improvement efforts across assigned programs.
- Assist in managing program systems, data collection tools, and reporting platforms to ensure accuracy and consistency.
Training, Technical Assistance & Capacity Building
- Contribute to the development, delivery, and evaluation of training and technical assistance offerings related to financial education, housing, asset building, and organizational development.
- Support facilitation of trainings, convenings, and learning sessions, including logistics, materials preparation, and follow-up.
- Collaborate with internal staff and external consultants to ensure high-quality and culturally responsive programming.
- Assist in tailoring training and technical assistance to meet the needs of Native communities and organizations.
Grants, Compliance & Reporting
- Support proposal development for program-related grants and contracts in collaboration with the Programs team and other departments.
- Assist with grant compliance activities, including tracking deliverables, timelines, and reporting requirements.
- Prepare and contribute to high-quality narrative and data-driven reports for funders, partners, and internal stakeholders.
- Coordinate with Programs staff and other departments to ensure accurate documentation and reporting of program activities.
Collaboration, Representation & Other Duties
- Work closely with the Programs team and other Oweesta departments to support interdisciplinary initiatives.
- Represent Oweesta at conferences, convenings, trainings, and partner meetings related to housing, financial education, and Native community development, as assigned.
- Build and maintain positive working relationships with Native CDFIs, Native communities, partner organizations, consultants, and funders.
- Participate as a collaborative and flexible member of the Programs team, contributing to department-wide goals and initiatives.
- Perform other duties as assigned by the Director of Programs.
EDUCATION AND EXPERIENCE
Education Required:
- Bachelor’s degree or equivalent combination of education and relevant experience.
Experience Required:
- Minimum of two to three years of relevant experience in financial education, housing, community development, capacity building, or a related field.
- Experience supporting or implementing grant-funded programs, trainings, or technical assistance initiatives.
- Experience providing training, facilitation, technical assistance, or capacity-building support.
Experience Strongly Preferred:
- Experience working in or with Native communities, Tribes, or Native-serving organizations.
- Experience in the CDFI industry or community development finance.
- Familiarity with housing counseling, financial coaching, or asset-building programs.
KNOWLEDGE, SKILLS, AND ABILITIES
- Understanding of financial education, asset building, housing, and community development issues impacting Native communities.
- Strong written and verbal communication skills.
- Excellent organizational, project management, and time management skills.
- Ability to manage multiple priorities and deadlines with attention to detail.
- Comfort working independently in a remote environment while maintaining strong communication with a team.
- Strong relationship-building and customer service skills.
- Ability to work collaboratively with diverse partners and stakeholders.
- Proficiency with standard office software and data systems.
- Willingness and ability to travel frequently (approximately once per month).
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees will be required to:
- Ability to sit for extended periods while working on a computer.
- Manual dexterity for operating office equipment.
- Good visual acuity for reading documents and computer screens.
- Occasional mobility to move around the office and attend meetings.
- Ability to lift and carry objects up to 20 pounds occasionally.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees may be exposed to the following conditions:
- This position requires travel for meetings and training.
- This role involves working in a remote office environment with standard office equipment.
- This position may require some evening and weekend work.
Please submit your resume and cover letter for the Programs Officer position to: programs@oweesta.org
LOAN OFFICER
Department: Lending
Employment Status: Regular, Full-Time
Reports To: Chief Lending Officer
Work Schedule: 32 hours M-TH
FLSA Status: Exempt
Location: Remote, some travel required
Salary Grade: $60,000.00
(Headquarters: Longmont, CO)
POSITION SUMMARY
Responsible for business development and loan production. Building and maintaining strong lending relationships with potential and existing loan clients. Responsible for managing a loan portfolio including loan monitoring. The Loan Officer has primary responsibility for managing Oweesta’s exposure to credit risk and ensuring compliance with all loan policy & procedures and borrower loan covenants. Loan Officer provides lending technical assistance to NCDFIs and participates in the development and delivery of lending educational programming.
ESSENTIAL DUTIES
- Working with the Chief Lending Officer, implements Oweesta’s lending strategy.
- Responsible for marketing Oweesta products & services including business development and originating loan production.
- Assists in the management and flow of the loan pipeline from loan sourcing, loan proposal, underwriting, and closing.
- Works closely with finance on loan funding, loan servicing and loan booking.
- Research and develop new loan products in coordination with other programs and staff for the purpose of increasing Oweesta’s responsiveness to unmet market needs.
- Performs credit analysis and underwriting for loan clients.
- Performs due diligence and risk mitigation strategies.
- Prepares loan recommendations through credit memos and presents for approval.
- Prepares pre-closing and closing loan documents and conducts loan closings.
- Onboards new clients.
- Analyzes portfolio risk to recommend strategies increasing responsiveness of lending program while prudently mitigating credit risk in accordance with industry standards.
- Tracks Quarterly Borrower Reporting and loan covenants.
- Maintains loan files.
- Assists Chief Lending Officer in developing and maintaining lending and portfolio management policies, procedures, workflow processes and reporting templates
- Assists Chief Lending Officer with developing work out plans for troubled loans and recommends restructurings or other collection strategies.
- Prepares loan portfolio management reports.
- Provides technical assistance to NCDFIs on lending relating to TA needs.
- Manages TA Contracts as assigned.
- Assists in the development and implementation of lending educational programming to the NCDFI industry.
- Provides loan servicing to all Oweesta borrowers.
- Attendance and/or facilitation of all required meetings and training
- Supports the CFO in preparing for the annual audit.
- Performs other duties as assigned by supervisor.
- Maintains awareness and sensitivity to Native American Culture
- Maintain confidentiality at all times.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
EDUCATION AND EXPERIENCE
Education Required:
- Bachelor’s degree in finance, Business Administration, or a related field.
Experience Required:
- Experience underwriting credit requests preferably in community development lending or mission-driven work.
- A combination of education and experience may be considered as a substitute for a degree requirement.
Certificates & Licenses :
- Driver’s License
KNOWLEDGE, SKILLS, AND ABILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
POSITION REQUIREMENTS
- Understanding various loan products, including mortgages, personal loans, and business loans.
- Familiarity with federal, state, and local regulations governing lending practices.
- Knowledge of credit scoring system and the ability to analyze credit reports and financial statements.
- Strong interpersonal skills to interact effectively with clients, understand their needs, and provide appropriate solutions.
- Ability to promote loan products and services to potential clients.
- Proficiency in assessing financial information to determine creditworthiness and risk.
- Ability to meticulously review loan applications and loan documentation to ensure accuracy and compliance.
- Excellent verbal and written communication skills required, including public speaking.
- Capability to address and resolve issues that may arise during the loan application process.
- Excellent analytical and organizational skills.
- Ability to work collaboratively and provide technical assistance.
- Self-motivated, dedicated, and flexible, with strong time management skills and collaboration skills.
COMPUTER KNOWLEDGE AND SKILLS
Proficiency with Microsoft Office, particularly Microsoft Excel is required, experience with Salesforce preferred.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees will be required to:
- Ability to sit for extended periods while working on a computer.
- Manual dexterity for operating office equipment.
- Good visual acuity for reading documents and computer screens.
- Occasional mobility to move around the office and attend meetings.
- Ability to lift and carry objects up to 20 pounds occasionally.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees may be exposed to the following conditions:
- This position may require occasional travel for meetings and training.
- This role involves working in a remote office environment with standard office equipment.
- This position may require some evening and weekend work.
Please submit your resume and cover letter for the Loan Officer position to: michelle@oweesta.org
LENDING ASSOCIATE
Department: Lending
Employment Status: Regular, Full-Time
Reports To: Chief Lending Officer
Work Schedule: 32 hours M-TH
FLSA Status: Exempt
Location: Remote, some travel required
Salary Grade: $50,000.00
(Headquarters: Longmont, CO)
POSITION SUMMARY
Provide critical support to the Oweesta lending team in the origination and maintenance of loan products, ensuring an efficient process and client experience. Position involves frequent client interaction, accurate loan data management, coordination with internal teams to prepare high-quality loan packages for loan underwriting and loan closing. Assists with loan portfolio administrative functions related to the lending department.
ESSENTIAL DUTIES
- Assist loan clients with loan applications.
- Reviews loan applications and loan packages for complete and correct information.
- Assist in the due diligence and loan underwriting tasks under supervision, in accordance with Oweesta loan policy.
- Assists in the preparation of credit memos for presentation to loan committee.
- Maintain accurate loan committee meeting minutes.
- Assists in the collection of timely fiscal and quarterly impact reports from Oweesta borrowers.
- Updates loan document templates and other lending documents as needed.
- Prepares loan covenant letters to borrowers on behalf of loan officers.
- Prepares pre-closing and closing loan documents and conducts loan closings.
- Onboards new clients.
- Assists with Quarterly Borrower Reporting and loan covenants.
- Maintains digital and shared loan files.
- Maintains updated and accurate client information in loan system.
- Assists Chief Lending Officer in developing and maintaining lending and portfolio management policies, procedures, workflow processes and reporting templates.
- Prepare bi-weekly lending dashboard and other reporting as needed.
- Assist in preparation of TA Contracts.
- Manages TA Contracts as assigned.
- Assists in the development and implementation of educational lending programming and training programs.
- Provides loan servicing to all Oweesta loan clients.
- Attendance and/or facilitation of all required meetings and training
- Supports the CFO in preparing for the annual audit.
- Performs other duties as assigned by supervisor.
- Maintains awareness and sensitivity to Native American Culture
- Maintain confidentiality at all times.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
EDUCATION AND EXPERIENCE
Education Required:
- Bachelor’s degree in finance, Business Administration, or a related field.
Experience Required:
- Lending experience preferably in community development lending or mission-driven work.
- A combination of education and experience may be considered as a substitute for a degree requirement.
Certificates & Licenses :
- Driver’s License
KNOWLEDGE, SKILLS, AND ABILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
POSITION REQUIREMENTS
- Basic understanding of various types of loan products such as intermediary, consumer, business, mortgage, agriculture and community lending.
- Strong interpersonal skills to interact effectively with clients, understand their needs, and provide appropriate solutions.
- Ability to professionally manage and resolve loan service inquiries and requests for clients.
- Proficiency in assessing financial information to obtain loan applications and complete loan packages.
- Ability to meticulously review loan applications and closing documentation to ensure accuracy and compliance.
- Excellent verbal and written communication skills required, including public speaking.
- Capability to address and resolve issues that may arise during the loan application process.
- Excellent analytical and organizational skills.
- Ability to take direction and work collaboratively.
- Self-motivated, dedicated, and flexible, with strong time management skills and collaboration skills.
COMPUTER KNOWLEDGE AND SKILLS
Proficiency with Microsoft Office, particularly Microsoft Excel is required, experience with Salesforce preferred.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees will be required to:
- Ability to sit for extended periods while working on a computer.
- Manual dexterity for operating office equipment.
- Good visual acuity for reading documents and computer screens.
- Occasional mobility to move around the office and attend meetings.
- Ability to lift and carry objects up to 20 pounds occasionally.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential functions of this position, employees may be exposed to the following conditions:
- This position may require occasional travel for meetings and training.
- This role involves working in a remote office environment with standard office equipment.
- This position may require some evening and weekend work.
Please submit your resume and cover letter for the Lending Associate position to: michelle@oweesta.org
EMPLOYEE BENEFITS
Oweesta offers competitive salaries and benefits including health, dental, life and disability insurance, a 403(b) retirement plan with generous employer match, and a 4-day work week.
REASONABLE ACCOMMODATIONS STATEMENT
To perform these jobs successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
