Commercial Loan Assistant
Goldstone Partners, Inc.
📍Remote - United States
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Job highlights
Summary
Join our team at Collective Clean Energy Fund (CCEF) as a Loan Analyst/Underwriter, where you'll play a pivotal role in shaping the future of clean energy by processing loans with integrity, accuracy, and efficiency.
Requirements
- Bachelor’s degree in business or finance
- At least a year in a loan analyst or underwriter role for commercial loans
- Deep understanding of banking procedures, financial documentation and loan processing, including title and hazard insurance and commercial real estate zoning
- Strong attention to detail with the ability to manage multiple tasks, meet tight deadlines and maintain confidentiality
- Proficiency in digital financial systems – bonus points for exposure to federal funding programs, Abrigo or LoanPro
- Passionate about clean energy technologies – we'll get excited about any direct experience with energy project development!
- Current Residency in Colorado
Responsibilities
- Processing loans in alignment with CCEF’s established procedures and policies, ensuring consistency and compliance
- Collaborating with the project intake team to gather and review loan documentation, preparing applications for final approval
- Working directly with borrowers to obtain credit information and address any inquiries – providing excellent customer service
- Managing various loan documentation processes, including title searches, insurance requirements, and regulatory reviews
- Coordinating loan closings, calculating closing costs, and managing fund disbursement
- Maintaining accurate records throughout the loan lifecycle
- Supporting loan servicing functions, including processing the final closing of loans, payoff statements, and tracking outstanding loan documentation
Benefits
- Salary $60,000 - $70,000 based on experience
- Comprehensive suite of benefits
- Remote first workplace
- An impact-driven team of passionate colleagues driving toward a common goal
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