Commercial Loan Assistant

Logo of Goldstone Partners, Inc.

Goldstone Partners, Inc.

📍Remote - United States

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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