TN Visa Solutions Lead Jobs
Solutions Lead roles qualify for TN visa sponsorship under the USMCA's engineer or management consultant categories, depending on how the position is structured. Canadian citizens can secure TN status at the border or through consular processing without a cap or lottery. Mexican citizens require advance consular processing.
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Get Access To All JobsPosition Summary and Essential Functions:
OFN recently launched its long-term model for building and funding bold, replicable solutions for the CDFI Industry to unlock capital, scale innovation, and navigate a changing economy. Its CDFI Innovation Initiative is powered by three core program areas: an Innovation Council, an Innovation Center, and Innovative Capital Solutions that provides blended capital designed to drive high-potential ideas from concept to scale. The VP, Capital Solutions Lead will lead sourcing, underwriting, and structuring activity for OFN’s Innovative Capital initiative. This position will develop relationships across OFN, working closely with OFN’s Programs team, to support OFN’s innovation strategy.
Core Responsibilities:
Innovation
- Leads origination activity for approximately $30 million in initial new investments through OFN’s Innovation Capital initiative for a complex suite of impact investment products including grants, equity, and debt instruments.
- Stays abreast of market trends and sources potential investments through active outreach and relationship-building with OFN members and stakeholders.
- Analyzes quantitative information including historical performance, financial statements, and projections.
- Assesses qualitative information, including mission alignment, impact achievement, operations, management functions, and capacity to scale.
- Conducts financial analysis, including building financial models to inform investment structure, terms, and assess risk.
- Prepares investment memoranda, synthesizing the business and impact case and the potential risks and mitigants of a project and presents to OFN senior leadership and internal and external investment committees.
- Strategizes and supports the negotiation of investment terms and development of legal documents.
- Develops underwriting frameworks, policies, and procedures for OFN’s Innovation Capital initiative.
- Analyzes economic data, market research, industry trends, and portfolio data to inform business strategies and identify opportunities for growth and risk mitigation.
- Actively engages in cross-functional collaboration related to OFN’s innovation work across the organization, including, but not limited to OFN’s Development & Capitalization, Programs, and Network Services teams.
Balance Sheet Investment Originations and Business Development
- Leads originations for OFN’s core balance sheet CDFI lending activity, including analyzing financial statements, loan portfolios, lending policies and procedures, management teams through OFN’s CAMEL framework.
- Supports monitoring and reporting activity in coordination with the Credit Risk & Portfolio Management team. Supports closings, and fund disbursements in coordination with the Investment Operations team.
- Represents OFN at industry conferences, panels, and webinars.
Leadership & Team Development
- Trains and mentors Investment Originations and Credit Risk & Portfolio Management staff.
- May have supervisory responsibilities.
- Fosters a culture of accountability, transparency, and collaboration within the Investment Services team.
Education and Experience:
- Bachelor’s Degree or 7-10 years direct work experience in lieu of a degree.
- Chartered Financial Analyst (CFA) or master’s degree in a relevant field of study, not required but preferred.
- 8 to 12+ years of finance-related professional experience required such as microfinance, lending, impact investing, investment banking, or private equity. 5 to 8+ years of finance-related experience with a graduate degree.
- 5+ years demonstrated experience with financial statement analysis, financial modeling, equity and credit analysis and underwriting is required.
- Experience with impact investment equity and debt analysis is required.
- Experience investing in financial institution innovation, CDFIs, or microfinance institutions is required.
- Experience with the CDFI Industry is preferred.
- Experience in capital markets is preferred.
- VP, Capital Solutions Lead or VP, Capital Solutions title will be determined by experience level.
- VP, Capital Solutions: 8+ years finance-related professional experience required such as microfinance, lending, impact investing, investment banking, or private equity, 5+ with a graduate degree.
- VP, Capital Solutions Lead: 12+ years finance-related professional experience required. 8+ with a graduate degree.
Knowledge, Skills, Abilities, and Physical Requirements:
- Strong analytical and financial modeling/analysis experience. Advanced knowledge of MS Excel.
- Exceptional writing skills including experience presenting complex subject matter to nonexperts in understandable terms.
- Related experience in underwriting and structuring investment strategies that generate positive social impact related to community and economic development (i.e., affordable housing, entrepreneurship, quality jobs, financial inclusion).
- Must possess a strong passion for, understanding of, and commitment to OFN’s mission, vision, and values. In addition, be a fearless advocate, who is confident and resilient in OFN’s fight to drive capital into low-income communities.
- A collaborative team player who possesses the interpersonal skills to work across all levels of the organization, humility, and a willingness to learn in all areas of our work.
- Be a strong team contributor, effective and comfortable in leading as well as supporting roles within teams.
- Be a smart, quick seeker of knowledge with the ability to think strategically, creatively, and tactically to analyze results and assist in implementing plans for increasing capital to communities we serve.
- Solid understanding of accounting principles with ability to apply knowledge to assessing risk and performing financial underwriting.
- Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents.
- Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality.
- Understanding of loan and equity documentation and risk mitigation strategies.
- Some travel (15% of time).
- Job involves normal physical requirements for an office position.
EOE
Supervisor: SVP, Head of Investment Originations
FLSA Status: Exempt
The budgeted salary range for this position is $144,000 to $160,000 annually. The salaried offered may vary commensurate with the candidate’s unique qualifications and experience.
Salary is one part of OFN’s comprehensive total rewards package, which includes benefits like dental, health, and vision care plans, and family-building benefits like hybrid work arrangements to promote a better work-life balance. OFN also offers Lifestyle Spending Account, Employee Assistance Program, and mental health benefits. To maximize teammate financial well-being, OFN offers financial education and auto-enrollment in the company's 403(b) plan with employer contributions. To maximize professional growth, OFN provides professional development dollars for each employee, alongside learning and development opportunities.
Thank you for your interest in joining the OFN team in our effort and commitment to create opportunity for all.
Position Summary and Essential Functions:
OFN recently launched its long-term model for building and funding bold, replicable solutions for the CDFI Industry to unlock capital, scale innovation, and navigate a changing economy. Its CDFI Innovation Initiative is powered by three core program areas: an Innovation Council, an Innovation Center, and Innovative Capital Solutions that provides blended capital designed to drive high-potential ideas from concept to scale. The VP, Capital Solutions Lead will lead sourcing, underwriting, and structuring activity for OFN’s Innovative Capital initiative. This position will develop relationships across OFN, working closely with OFN’s Programs team, to support OFN’s innovation strategy.
Core Responsibilities:
Innovation
- Leads origination activity for approximately $30 million in initial new investments through OFN’s Innovation Capital initiative for a complex suite of impact investment products including grants, equity, and debt instruments.
- Stays abreast of market trends and sources potential investments through active outreach and relationship-building with OFN members and stakeholders.
- Analyzes quantitative information including historical performance, financial statements, and projections.
- Assesses qualitative information, including mission alignment, impact achievement, operations, management functions, and capacity to scale.
- Conducts financial analysis, including building financial models to inform investment structure, terms, and assess risk.
- Prepares investment memoranda, synthesizing the business and impact case and the potential risks and mitigants of a project and presents to OFN senior leadership and internal and external investment committees.
- Strategizes and supports the negotiation of investment terms and development of legal documents.
- Develops underwriting frameworks, policies, and procedures for OFN’s Innovation Capital initiative.
- Analyzes economic data, market research, industry trends, and portfolio data to inform business strategies and identify opportunities for growth and risk mitigation.
- Actively engages in cross-functional collaboration related to OFN’s innovation work across the organization, including, but not limited to OFN’s Development & Capitalization, Programs, and Network Services teams.
Balance Sheet Investment Originations and Business Development
- Leads originations for OFN’s core balance sheet CDFI lending activity, including analyzing financial statements, loan portfolios, lending policies and procedures, management teams through OFN’s CAMEL framework.
- Supports monitoring and reporting activity in coordination with the Credit Risk & Portfolio Management team. Supports closings, and fund disbursements in coordination with the Investment Operations team.
- Represents OFN at industry conferences, panels, and webinars.
Leadership & Team Development
- Trains and mentors Investment Originations and Credit Risk & Portfolio Management staff.
- May have supervisory responsibilities.
- Fosters a culture of accountability, transparency, and collaboration within the Investment Services team.
Education and Experience:
- Bachelor’s Degree or 7-10 years direct work experience in lieu of a degree.
- Chartered Financial Analyst (CFA) or master’s degree in a relevant field of study, not required but preferred.
- 8 to 12+ years of finance-related professional experience required such as microfinance, lending, impact investing, investment banking, or private equity. 5 to 8+ years of finance-related experience with a graduate degree.
- 5+ years demonstrated experience with financial statement analysis, financial modeling, equity and credit analysis and underwriting is required.
- Experience with impact investment equity and debt analysis is required.
- Experience investing in financial institution innovation, CDFIs, or microfinance institutions is required.
- Experience with the CDFI Industry is preferred.
- Experience in capital markets is preferred.
- VP, Capital Solutions Lead or VP, Capital Solutions title will be determined by experience level.
- VP, Capital Solutions: 8+ years finance-related professional experience required such as microfinance, lending, impact investing, investment banking, or private equity, 5+ with a graduate degree.
- VP, Capital Solutions Lead: 12+ years finance-related professional experience required. 8+ with a graduate degree.
Knowledge, Skills, Abilities, and Physical Requirements:
- Strong analytical and financial modeling/analysis experience. Advanced knowledge of MS Excel.
- Exceptional writing skills including experience presenting complex subject matter to nonexperts in understandable terms.
- Related experience in underwriting and structuring investment strategies that generate positive social impact related to community and economic development (i.e., affordable housing, entrepreneurship, quality jobs, financial inclusion).
- Must possess a strong passion for, understanding of, and commitment to OFN’s mission, vision, and values. In addition, be a fearless advocate, who is confident and resilient in OFN’s fight to drive capital into low-income communities.
- A collaborative team player who possesses the interpersonal skills to work across all levels of the organization, humility, and a willingness to learn in all areas of our work.
- Be a strong team contributor, effective and comfortable in leading as well as supporting roles within teams.
- Be a smart, quick seeker of knowledge with the ability to think strategically, creatively, and tactically to analyze results and assist in implementing plans for increasing capital to communities we serve.
- Solid understanding of accounting principles with ability to apply knowledge to assessing risk and performing financial underwriting.
- Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents.
- Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality.
- Understanding of loan and equity documentation and risk mitigation strategies.
- Some travel (15% of time).
- Job involves normal physical requirements for an office position.
EOE
Supervisor: SVP, Head of Investment Originations
FLSA Status: Exempt
The budgeted salary range for this position is $144,000 to $160,000 annually. The salaried offered may vary commensurate with the candidate’s unique qualifications and experience.
Salary is one part of OFN’s comprehensive total rewards package, which includes benefits like dental, health, and vision care plans, and family-building benefits like hybrid work arrangements to promote a better work-life balance. OFN also offers Lifestyle Spending Account, Employee Assistance Program, and mental health benefits. To maximize teammate financial well-being, OFN offers financial education and auto-enrollment in the company's 403(b) plan with employer contributions. To maximize professional growth, OFN provides professional development dollars for each employee, alongside learning and development opportunities.
Thank you for your interest in joining the OFN team in our effort and commitment to create opportunity for all.
See all 291+ Solutions Lead jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Solutions Lead roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Solutions Lead
Align your credentials to the right TN category
Solutions Lead roles can qualify under engineer, computer systems analyst, or management consultant categories. Your degree field must match the category your employer selects, so confirm the classification before any offer is finalized.
Build a specialty occupation evidence package
Gather degree transcripts, credential evaluations for non-U.S. degrees, and a detailed letter of support outlining your role's technical scope. Officers assess whether the Solutions Lead position genuinely requires your specific professional background.
Target employers with cross-border project experience
Companies that routinely staff Canadian or Mexican professionals understand TN documentation requirements and move faster through the process. Ask recruiters directly whether their legal team has filed TN petitions for technical leadership roles.
Use Migrate Mate to find Solutions Lead roles at visa-sponsoring employers
Search Migrate Mate to identify employers with recent visa filings who have experience sponsoring work visas for similar technical and advisory roles, so you spend your time on opportunities where visa sponsorship is an established practice.
Negotiate who prepares the support letter before signing
The employer's support letter is the cornerstone of your TN application. Confirm before accepting an offer that HR or in-house counsel will draft it, and request a review of the job description language to ensure it reflects the qualifying professional category.
Prepare for scope questions at the port of entry
Canadian applicants presenting at the border should be ready to explain the Solutions Lead role in plain terms: what systems or clients you support, why the position requires your degree, and the duration of the assignment.
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Find Solutions Lead JobsSolutions Lead TN Visa: Frequently Asked Questions
Does a Solutions Lead role qualify for TN visa status?
It depends on how the role is defined and which TN category your employer selects. Solutions Lead positions can qualify under computer systems analyst, management consultant, or engineer categories if the duties align with the professional definition and you hold a relevant degree. Roles that are primarily sales or account management without a technical or advisory core are less likely to qualify.
How does TN visa sponsorship for Solutions Lead compare to H-1B?
TN is faster and more predictable for Canadian and Mexican citizens. There is no annual lottery, no cap for Canadians, and approval can happen at the port of entry or through a consulate within weeks. H-1B requires employer sponsorship months in advance and selection in a random lottery. For a Solutions Lead role that clearly fits a qualifying TN category, TN is the more direct path.
What documentation does my employer need to provide for my TN application?
Your employer must provide a detailed support letter on company letterhead describing the Solutions Lead position, your role's technical or advisory scope, the specific TN category being claimed, your salary, and the duration of employment. You supply your degree credentials and, for non-U.S. degrees, a credential evaluation confirming U.S. equivalency.
Where can I find Solutions Lead jobs that already support TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals seeking roles with TN visa sponsorship. You can search for Solutions Lead positions at employers who have an established track record of sponsoring TN professionals, which reduces the time spent educating recruiters about the process or waiting for legal teams unfamiliar with TN requirements.
Can Mexican citizens apply for TN status for a Solutions Lead role the same way Canadians can?
No. Canadian citizens can apply at a U.S. port of entry or pre-clearance location and receive a TN determination on the spot. Mexican citizens must apply at a U.S. consulate in Mexico and cannot use the port-of-entry process. Processing times at Mexican consulates vary, so you and your employer should account for consular scheduling when planning a start date.
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