Program Associate, Green Lending Initiatives

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF). Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

Inclusiv is seeking a passionate and dynamic Program Associate for Puerto Rico and USVI Green Lending Initiatives. This role will support Inclusiv’s efforts to engage, recruit, and assist cooperativas and credit unions interested in applying to the Clean Communities Investment Accelerator Program (CCIA). This transformative program will provide grants to credit unions over 4-5 years to develop and scale clean energy projects aimed at reducing carbon emissions, with a commitment to directing 100% of resources toward low-income and disadvantaged communities (LIDACs) that are often overlooked in the transition to a greener economy.

This position is ideal for a fully bilingual professional experienced in organizational engagement and network-building. The Program Associate will be based within Inclusiv's Puerto Rico and USVI Network department, working closely with the Inclusiv Network CCIA Outreach Department, and the Center for Resiliency and Clean Energy to promote credit union green lending initiatives and recruit participants for green lending grants. The Program Associate will support Inclusiv’s CCIA program by assisting with outreach and engagement efforts specifically tailored to cooperativas and credit unions in Puerto Rico and the USVI. This role will help build relationships with credit unions, organizations, public officials, federal and state entities, and other organizations engaged in green initiatives across Puerto Rico and the USVI, encouraging their participation in green lending initiatives and supporting sustainable community development.

The Program Associate will report to the Vice President, Puerto Rico and USVI Network, within the Network department and will work cross-departmentally to ensure the success of program goals within Puerto Rico and the USVI.

Responsibilities

Credit Union Engagement and Outreach Support

• Support the development and execution of strategies for engaging Puerto Rico and USVI cooperativas and credit unions in Inclusiv’s CCIA program.

• Collaborate with the marketing and communications team to create resources and materials (e.g., bilingual presentations, website content, outreach materials) that educate credit unions and cooperativas in the region the CCIA program.

• Manage relationship tracking in Inclusiv’s CRM platform, with a specific focus on engagement with cooperativas and credit unions in the region.

• Help coordinate Inclusiv events and sessions in Puerto Rico and the USVI, assisting in logistical planning and representing Inclusiv at local events and regional credit union gatherings.

Application Support and Pipeline Management

• Assist in developing materials and resources tailored to the needs of cooperativas and credit unions in the region interested in the CCIA program.

• Work with the Center for Resiliency and Clean Energy to guide cooperativas and credit unions in the region through the application process, providing culturally relevant support to address unique regional challenges.

• Monitor the application pipeline for cooperativas and credit unions in the region, ensuring their progress and offering tailored assistance as needed.

• Support logistical and operational aspects of the application process, specifically catering to applicants in the region and their community-based needs.

Collaboration and Program Support

• Work collaboratively with internal teams to align CCIA program goals and objectives with the needs of communities in the region.

• Build and maintain relationships with external partners, stakeholders, and local organizations in Puerto Rico and the USVI to strengthen Inclusiv’s support network and foster green lending initiatives.

• Perform additional administrative tasks as needed to support program efficiency and ensure regional objectives are met.

Essential Experience, Skills, and Attributes

• Strong commitment to Inclusiv’s mission of supporting low- and moderate-income communities to achieve financial independence.

• Bachelor’s degree required.

• 2-4 years of experience in organizational engagement, federal grant support, financial institution support, or a similar role, with specific experience in or familiarity with Puerto Rico and USVI economic and community development challenges.

• Knowledge of or experience in credit union operations in the region, green lending initiatives, or federal grant-related processes is a plus.

• Familiarity with CRM software (e.g., Salesforce) or similar platforms for tracking and managing engagement.

• Strong project management, organizational, and communication skills with the ability to collaborate effectively within diverse teams.

• Fully bilingual in Spanish and English, with proficiency in both written and verbal communications.

• Willingness to travel up to 30% within Puerto Rico and the USVI occasionally to the U.S. mainland as required.

To Apply

Please submit a copy of your resume, and cover letter. Resumes will be reviewed on a rolling basis until the position is filled.

Location and Compensation

This role is located in our San Juan Office and is a hybrid role with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings. Position requires 35% travel within Puerto Rico and USVI.

The salary range for this position starts at $65,000 annually. We will consider a higher salary for candidates with more experience. We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

Inclusiv is an equal opportunity employer that works with member credit unions that serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.