Portfolio Loan Associate jobs in United States
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Capital Impact Partners · 1 day ago

Portfolio Loan Associate

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$62K/yr - $90K/yr
date1+ years exp

Capital Impact Partners is transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. The Portfolio Loan Associate is responsible for supporting Portfolio Loan Officers with asset management duties, including conducting loan reviews and financial analysis, while also participating in lending-related meetings and site visits with borrowers.

AssociationCommunitiesFinancial ServicesLendingNon Profit
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

Support Portfolio Loan Officers with asset management duties that consist of completing annual loan reviews, and loan financial spreading
Complete annual loan reviews for defaulted and outstanding reviews which includes detailed analysis of borrowers financial and operational performance, economic impacts, risk assessments as well as compliance testing of financial covenants in accordance with loan documents & credit guidelines
Work collaboratively with Portfolio Loan Officers, draft and manage borrower questions and responses in order to complete loan reviews
Learn Capital Impact's various sectors and geographies via ongoing participation in lending related meetings including weekly triage meetings, monthly team meetings, quarterly risk meetings, and any trainings as assigned
Accompany Portfolio Loan Officers on site visits and participate in discussions with borrowers
Be proficient with loan documentation and Capital Impact's asset management processes and systems for managing a loan from closing to loan repayment
Assist with other projects as assigned

Qualification

Community Development FinanceLoan DocumentationAnalytical SkillsMicrosoft ExcelCustomer ServiceGoogle SuiteTeam CollaborationAttention to DetailCritical ThinkingOrganization SkillsTime Management

Required

High School Diploma or equivalent education; 1 or more years of experience in a related field
Excellent internal and external customer service skills
Strong attention to detail, analytical, critical thinking and organization skills
Experience prioritizing and managing multiple assignments and meeting tight deadlines
Able to work in a team atmosphere where his or her manager may not work in the same office
Proficient in Microsoft Word, Excel, Google Suite. Willingness to learn specific software programs

Preferred

Experience in a Community Development Financial Institution or commercial lending institution

Benefits

May be eligible for an annual discretionary incentive
This role is eligible to work remotely

Company

Capital Impact Partners

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Capital Impact Partners is a non-profit financial institution that provides financing and impact investing opportunities to people.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size201-500 employees
web-link
http://www.capitalimpact.org

Funding

Current Stage
Growth Stage
Total Funding
$195.81M
Key Investors
Community Development Financial Institutions FundU.S. Department of the Treasury
2025-08-07Debt Financing· $122.75M
2024-10-03Grant· $6.8M
2023-04-10Grant· $4.96M

Leadership Team

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Natalie Gunn
Chief Financial Officer
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Brian McEvoy
General Counsel, Chief Compliance Officer, and Corporate Secretary
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Recent News

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Company data provided by crunchbase