Community Investment Associate

TREC Community Investors
February 5, 2021
3100 McKinnon St.,, Suite 1150, Dallas, Texas
Job Type


The Community Investment Associate is responsible for managing educational programming, supporting TREC member engagement activities, assisting with the Dallas Catalyst Project (“DCP”) initiative, managing post loan closing reporting, and supporting board management of TREC Community Investors (“TREC CI”) Board of Directors and Advisory Board.  This position requires a high degree of organization, initiative, and the ability to work collaboratively and, at times, with minimal supervision.  This individual must be flexible, calm under pressure, possess the ability to multi-task and prioritize duties in response to the demands of the day-to-day activities of the organization.  Successful candidates must demonstrate a commitment to community development.  The Community Investment Associate reports to the Senior Director of Community Investment.

Essential Functions:

Education Program Management: Manage TREC CI community real estate educational programs, including managing meeting logistics, presentation materials, securing speakers and ensuring TREC member engagement.

Dallas Catalyst Project Support: Support CI staff in the overall management of all DCP-related initiatives including, scheduling, budget management, site visits and TREC member and community engagement.

Loan Portfolio Management: Manage borrower reporting and monitor loan agreement compliance and loan performance.

TREC CI Board Administrative Management: Work with the Sr. Director in setting agendas, managing meeting logistics, and presentation materials.

Member Engagement & Volunteer Management: Support the Community Investment Manager in identifying ways to engage TREC Members in committees, and with projects and volunteer activities.


Skill Requirements and Competencies:

  • Communications: Strong organizational and interpersonal skills. Excellent verbal and written communication with ability to express ideas and thoughts clearly.
  • Technical Skills: Proficiency in Microsoft Excel, Word, PowerPoint and database management (preference for Raiser’s Edge and Downhome).
  • Achievement Focus: Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence.  Recognizes and acts on opportunities.  Sets and achieves challenging goals.
  • Professionalism: Must be confident, organized, articulate and poised with the ability to represent TREC as an organization. Ability to manage confidential communications on behalf of the Executive Team and The Board.
  • Dependability: Punctual, reliable and willing to go above and beyond for the good of the team. Must have a positive attitude.
  • Time Management: Uses time efficiently and works in an organized manner. Capable of prioritizing tasks, motivating team members, delegating projects and juggling competing priorities in a fast-paced environment. Able to work independently and simultaneously on multiple projects, balancing team and individual responsibilities.
  • Teamwork: Contributes to building positive team spirit, puts success of team and organization above own interests.
  • Cost Conscious: Conserves organizational resources, contributes to profits and revenue through implementation of cost savings measures and working within the approved budget.
  • Leadership: Exhibits confidence in self and others. Inspires respect and trust.  Motivates others to perform well.  Reacts well under pressure.
  • Planning and Organization: Willingness to make decisions, integrates effective change, uses resources effectively, and includes the appropriate people in the decision-making process.
  • Project Management: Communicates change and progress, completes projects in a timely manner and within budget and looks for ways to improve and promote quality.
  • Quality: Fosters quality focus in others, measures key outcomes, sets clear quality requirements, solicits and applies customer feedback.
  • Collaborative - Establishes excellent relationships and works cooperatively with individuals, groups and organizations that are diverse in mission, composition, function, capacity and geographic location.

Special Requirements:

Local travel for meetings and volunteer support activities as requested and occasional evening and weekend work.  Some early mornings and late evenings required.

This position requires the ability to set up and run meetings and events. As such, individuals should be able to meet physical demands and be able to lift up-to ten pounds.

Work Experience:

College degree required, with some experience in finance or business. Demonstrated interest in Community Development.  Minimum 2-5 years of work experience.

Previous experience in project management, commercial real estate, communications, volunteer management and meeting coordination preferred.

Application Instructions

If interested in the Community Investment Associate position at TREC Community Investors, please contact Felicia Pierson at  No phone calls accepted.

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