Executive Director for the Hebrew Free Loan Association of Washington State

The Executive Director reports to the Board of Directors and will work in partnership with the board to lead HFLA’s mission with donors and the broader Jewish community. The Executive Director is responsible for the organization’s consistent achievement of its mission and financial objectives. The Executive Director will work with the board on strategic planning and lead implementation, effectively manage HFLA’s important Student programs, loan procedures, lead fundraising and communication efforts, and oversee day-to-day administrative operations with HFLA staff. It is necessary that the individual who applies for this position heightened technical ability.

Position Type
A full or part-time position (28 - 35 hours/week) with a flexible schedule and includes some weekend availability. Review at 6 months. Remote, work from home position.

Start Date: Prefer January - March 2025

Reports To: Board of Directors, with oversight by President of Board.

Job Responsibilities
Assure HFLA achieves its mission and makes consistent and timely progress on KPIs to achieve success.
• Work with Board of Directors in strategic and annual planning, including fundraising
• Support Board of Directors to implement annual plans and goals

Manage HFLA Staff and Vendors
• Actively manage the organization daily, currently consisting of 1 staff and 2 vendors
• Staff: Loan Coordinator
• Vendors:
• Bookkeeper
• Accountant
• Actively engage and direct HFLA’s vendor bookkeeper (a few emails a month, meet to close books)
• Actively engage and direct HFLA’s vendor accounting firm (meets one time a month to close books)
• Be responsive to all staff and vendor questions
• Facilitate information flow as needed to staff and vendors to ensure they can complete their work in a timely manner. Be sure you are timely and responsive to their requests.

Board Coordination
• On going: Closely engage with the board of directors
• Monthly board meetings: September – June
• Monthly: Board Packets – create and send board packets, including, agenda, director’s report, financial reports, et al
• Attend board meetings
• Ensure Meeting notes are sent and stored on the HFLA servers. Legally required.
• Ensure required legal documents are stored on shared drive: agendas, minutes, financial reports
• On going: Ensure that the board is kept fully informed on the condition of the organization and all-important factors influencing it.
•
Donor Stewardship, Fundraising, Communications
• Create and implement an annual fundraising plan with the Board of Directors
• Actively work to raise funds and operate within the annual budget.
• Support board members to engage in fundraising and identify, solicit, and steward donors
• Grants: apply to grants applicable to HFLA’s mission, consistently search for new grants
• Lead the proper acknowledgement to donors for gifts both in-kind and direct donations
• When opportunities arise, or public relations notices are applicable, publicize the activities of the organization, its programs and goals.
• Jointly, and with the president and secretary of the board of directors conduct official correspondence of the organization, and jointly, with designated officers, execute legal documents.
• Of less importance:
• Manage the Life & Legacy program including donor recognition events and communications. Maintain coordination with program partners The Jewish Federation and Harold Grinspoon Foundation.
• Manage outreach and appreciation programs and communications for HFLA Lifetime Members.

Brunch Fundraiser
• Annually: Brunch fundraiser - Lead and drive for annual Brunch event with the Development Committee.
• Set financial goals, and have a plan to meet stated goals
• Set attendance goals, and have a plan to meet stated goals

Marketing
• Manage website and issue monthly or bi-monthly e-newsletters
• Communicate important student application dates with The Federation, Synagogues, the SJCC et al

Loan Management
• Monthly:
• Ensure monthly Loan Portfolio Analysis report is created and is accurate
• Ensure borrower statements are accurate and sent monthly (by Bookkeeper)
• Working with the Loan Coordinator, the Loan committee and board, establish effective and consistent borrower vetting procedures.
• Working with Loan Coordinator, the Loan committee and board, participate in improving all documents and questionnaires for loan documentation including legal documents
• On a monthly basis oversee loans, and loan follow-up with borrowers in arrears using established loan collection practices approved by the board (loan coordinator’s role)
• Ensure the board of directors is made aware of any loan defaults, and the efforts made to collect from challenging borrowers

Legal Requirements
• Maintain official records and documents, and ensure compliance with federal, state regulations including non-profit status filings

Finance and Administration
• Annually in June: work with the Board Treasurer, Finance committee and board to prepare a budget, and see that the organization operates within the budget
• Monthly: Work with Board Treasurer, bookkeeper and accountant to support monthly financial reporting and reconciliation
• As approved: Ensure borrower check requests are sent timely

Office Communications
• Be responsive to all email inquiries, answering questions or directing to proper individual

Community Engagement
• Establish sound working relationships and cooperative arrangements with community groups and organizations

International Association of Jewish Free Loans
• Monthly: Maintain a working knowledge of significant developments and trends in the field by participating in monthly calls hosted by IAJFL, and any other such organization that can increase HFLA’s effectiveness
• Ongoing: You are the point of contact for IAJFL. Communicate trends and information to the board of directors.

Staff Relations
• Ensure job descriptions are developed, that regular performance evaluations are held, and that sound human resource practices are in place
• Encourage and support staff development and education when opportunities arise that will increase productivity in their roles
• Maintain a climate which attracts, keeps and motivates a staff of top-quality people

Programs – Successfully manage these important programs for the community
• Scholarship
• April 1 – April 30 - Ensure new applications are created and posted for Scholarship program
• Communication channels have been fully messaged to let families know
• Emails have been sent
• Partner organizations have been notified
• Schedule is prepared to meet goals and track applicants
• Student Access Fund (SAF)
• Opens May 1 – May 31
• Communication channels have been fully messaged to let families know
• Emails have been sent
• Partner organizations have been notified
• Schedule is prepared to meet goals and track applicants
• General Loan and Mini Loan program
• On going program throughout the year
• Provide regular mentions in newsblasts about the program and its impact on individuals
Technical Knowledge
• Required:
• Google Suite: Working knowledge of Google Suite, including Gmail, Contacts, Forms
• Microsoft: Excel, Word, PowerPoint
• Adobe: PDF and Forms, creating board packets
• Website: ability to work with WIX website to edit site as needed when it is time to promote Programs and Fundraising activities
• Constant Contact: HFLA’s email communication program
• Helpful:
• Form Publisher: Transforms Google forms into readable PDF files