Commercial Loan Assistant

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Goldstone Partners, Inc.

๐Ÿ“Remote - United States

Job highlights

Summary

Join Collective Clean Energy Fund (CCEF), a nonprofit investment fund, as a Loan Analyst and play a pivotal role in the clean energy sector. You will process loans, collaborate with the project intake team, work directly with borrowers, manage loan documentation, and coordinate loan closings. This role requires a Bachelor's degree in business or finance, at least one year of experience in commercial loan underwriting, and a deep understanding of banking procedures. CCEF offers a salary of $60,000-$70,000, a remote-first workplace, and a comprehensive benefits suite. The ideal candidate is passionate about clean energy and possesses strong attention to detail and organizational skills. This is an opportunity to make an immediate impact and contribute to a mission-driven organization.

Requirements

  • Bachelorโ€™s degree in business or finance and 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
  • Passionate about clean energy technologies
  • Current Residency in Colorado

Responsibilities

  • Process loans in alignment with CCEFโ€™s established procedures and policies, ensuring consistency and compliance
  • Collaborate with the project intake team to gather and review loan documentation, preparing applications for final approval
  • Work directly with borrowers to obtain credit information and address any inquiries โ€“ providing excellent customer service
  • Manage various loan documentation processes, including title searches, insurance requirements, and regulatory reviews
  • Coordinate loan closings, calculating closing costs, and managing fund disbursement
  • Maintain accurate records throughout the loan lifecycle
  • Support loan servicing functions, including processing the final closing of loans, payoff statements, and tracking outstanding loan documentation
  • Evangelize our mission in all that you do!

Preferred Qualifications

  • Exposure to federal funding programs, Abrigo or LoanPro
  • Direct experience with energy project development!

Benefits

  • Salary $60,000 - $70,000 based on experience plus a comprehensive suite of benefits
  • Remote first workplace, with a newly acquired physical office in Denver available to team members
  • An impact-driven team of passionate colleagues driving toward a common goal

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